IN PROGRESS

Workbench Release Notes

Beta Release 4.6.18.1

Scheduled Release - 05 October 2023

New Features

My Approvals - Due Date

On My Approvals list we have added a Due Date column displaying the Due Date of each document to assist the approver in knowing what to action first. This is especially relevant for AP Vouchers and AP Invoices for which Due Dates are very important and need to be strictly followed so as not to ignore Payment Terms.

Source of Due Date on the different documents in My Approvals:

• AP Credit: Payment Due Date on the Invoice.

• AP Invoice: Payment Due Date on the Invoice.

• AP Voucher: Payment Due Date on the Voucher.

• Expense Claim: not applicable

• Job Budget: not applicable

• Job Sales Credit: Assigned Date + 1

• Job Sales Invoice: Assigned Date + 1

• Internal Invoice: Assigned Date + 1

• Leave Request: {blank} or {LeaveStartDate-1} 

• Purchase Order: {blank} or {PORequiredDate-1}  

• Subcontract Claim: APInvoices. PaymentDate  

• Work Order: {blank} or {PORequiredDate-1}

Feature Revisions

Lists

Purchasing

Subcontracts

• Further enhancements on Retention Trust Accounts reports:

  • Subcontract Retention Statement (wbSubcontractTransactions004):
    

    

    • report title changed from Subcontract Retention Transaction to Subcontract Retention Statement

    • Profit Centre was removed from the report as Contractors do not know about this concept and it is irrelevant fo rthem.

    • Imrpoved formatting.

Plant

Billing

Service Desk

Month End

Administration

Integration

Upvise