Workbench Release Notes

General Release 4.6.20.2

Scheduled Release - 13 November 2023

Beta Release 4.6.20.1

Scheduled Release - 06 November 2023

New Features

Lists

• My Approvals - Due Date

We decided to only have a Due Date on those documents with a real Due Date (Payment Due Date) and remove the ones that were a suggested Due Date calculated based on specific criteria. This is because we want to avoid encouraging users to act on the Due Dates, and rather approve documents as they are assigned to them.

Documents with a Due Date:
AP Credit, AP Invoice, Subcontract Claim, Vouchers. These all will display the Payment Due Date.

System Setup

• General - GL Account validation on Activities and Sales Codes:
  

  

  
  A new validation can be enabled so the system checks that the selection of GL account on a Sales Code or Activity, is a valid one. Forget about typos! 🤩

  • Valid GL Account Category for Sales Codes:

    • Revenue

  • Valid GL Account Category for Activities:

    • Job Costs

    • Other Costs

The syncing of GL Accounts from MYOB AccountRight and Xero have been modified so that:

• The GL Accounts are populated with the correct Category.

• Only P&L accounts are included.
  

Feature Revisions

Jobs

• Job Wizard - Job code numbering:
  When a sub-job Job Template is configured to "Increment Parent" from the header Job Code, the system was ignoring the first "0" from the Header Job Code. This has been rectified.

• Contract - Cashflow default period:
  

  

  • When opening the Cashflow tab on a Contract, the Display Period is Cashflow Period + 1.

  • The first period column in the grid matches the Display Period.

  • Cahsflow Period has now a tooltip message that says "This is the Forecast Period" when a user hovers over it, to help understand the difference between the two period selections.

Dockets & Daysheets

• Output date on Daysheets:
  Fix formatting on the Date column.

Purchasing

• Vouchers

  • Support of log Numbers on Vouchers:
    

    

    • On This Voucher tab, the LogNo column is now before the JobCode, as the Job Code can be defaulted from the Log.

    • Default the Job from the specified LogNo

    • Support for defaulting LogNo on the [Default Voucher Lines] button

Subcontracts

• Retention Trust Accounts reporting:

  • Fixed an Invalid error that appeared when selecting all records to generate a report.

  • The Commercial Contact now displays the name AND the email address on that contact, so users can see if the contact actually has an email address or not, and have visibility of the email address the report will be sent to;
    

    

  • When a subcontractor does not have a Commercial Contact defined and a user tries to send a report a warning message will show up listing the company that does not have the Commercial Contact, and will not set a Sent Date to that record.
    

    

Plant

• Plant Item details:

  • Service Information on a Plant Item:
    In the new design of the Plant Items screen, the Meter Type in the Service Information section was not derived from the default Meter Type configured for the Plant Item. This has been rectified.
    

    

  • The ‘Assumed daily rate’ column on the Meters tab has been removed.

  • The user cannot assign a Plant to a Project from Workbench if the Upvise integration is on, as this is done from Upvise and synced to Workbench.
    

Billing

• Job Code on gets Sales for Claims:
  Job Code can now be added to the Schedule Based SAles Get sales screen. It is disabled by default in Grid Management. It is enabled using grid Schedule Based Sales.
  

  

Quotes

• Totals issue with copy cost sheet:
  After copying more than 20 Cost sheets (that was the limit per Cost sheets list) the Quote Selling and Quote Costs values on the main tab of the quote were not updated. This has been rectified.

Service Desk

• Log Billing Status - new statuses to cater for more specific scenarios:
  We have added new billing statuses to better represent the billing status for the different charge types on the Log (if selected) or the charge type on the Job. Note that if there is no charge type selected on the Log, then the system uses the Job’s charge type.

• Fixed an error where the Plant Maintenance Log grid was not loading and an error was displayed.

Month End

• Financial Integration- Reset In Progress batches:
  

  

  
  Sometimes batches that are being exported are stuck in In Progress and a user has no means to reset this status and is clear that the export is not happening. We have introduced a way to ‘Reset' these batches after a certain period of time has elapsed. The 'In Progress’ status is now a hyperlink, which will take the user to the audit screen for this batch and a new [Reset] red button will appear.

  • Reset will unexport the batch so it can be exported again.

  • The Reset actions are logged in the Batch history.

  • Any data that has already been exported will not be exported again after resetting and re-exporting.

  • The Time-out period is 30 minutes by default and is defined in the new control parameter 'Batch Export Timeout'. 30 minutes is a reasonable amount as there are some large Payroll batches that can take up to 15 minutes.
    
    For SAP B1 integrations, an extra message will display when the batch has been reset more than once and still stuck In Progress: “Restart SAP agent before resetting the batch“ message
    

    

• Intercompany enhancements:
  Inter-Co Credits

  Negative Inter-Co amounts were not always being created as AP Credits when there were multiple FinCos involved in the inter-co for a batch. This has been fixed.

  Analysis Codes

  When exporting inter-co AP Invoices, the Analysis1 and Analysis2 columns are now populated from the source transactions.

  GST on Inter-Co AP and AR Invoices

  The system now checks the Use GST Flag on the company associated with the inter-co AR and AP Invoices to determine if GST is applied.

  Inter-Co on Dockets

  Implemented inter-co on Docket Accrual batches.

  
  

Administration

• Licences - Standard Licence - access to SubClaim from My Approvals:
  The Standard license should be able to approve all types of documents through My Approvals. So we have added access to approve Subcontract Claims.
  
  

Integration

Business Central/WIISE

• Business Central/WIISE Integration now supports ABN field for customers:
  For those updating their BC custom extension to the latest one, the integration will map the ABN field to the GST Number on a Workbench Client.
  It is backward-compatible so it won’t affect other clients that will not update their extension to the new version.

• WIISE - GST not calculated on the Voucher:
  The integration has been updated to always tick Use GST by default for new companies imported from Wiise. This is to avoid GST not being calculated.

Xero

• Fortnightly timesheets not being exported:
  When the Xero calendar Start date is after the timesheet date in Workbench Fortnightly timesheets the timesheets were not being exported and the batch was marked as Success.
  We have improved this and instead of silently not exporting the batch, an error is now displayed so the user can amend the Calendar.
  Often this means that the pay run for this fortnight has already been completed in Xero. Try reverting/deleting the last pay run and then try the export again.
  This error message a message will show until the Pay run is fixed: "Payroll Calendar '{calendarName}' has a Start Date ({calendarStartDate}) after the date of the Timesheet ({TimesheetDate})."

Upvise 

• Equipment Map:
  The Equipment ID (Plant Code) is now displayed on the Equipment map:
  

  

• Checklists Count (Prestart Drill-Down via the Equipment Dashboard):

  1. Equipment ID AND Category are now displayed in “Checklists created today”  

     

  2. Column filters are now available in “Checklists created today” and “Checklists to create” Views:

Checklists to create view:

•  “Parent” column in Equipment List:
  You can now select in Custom Equipment Column control the “Parent” Equipment. Access the columns display via Equipment, options, display: “Custom Columns” to add this to your view. 

• Equipment Sorting Order on Mobile:
  The equipment list on the mobile is now sorted by Equipment ID.

• TASK Template- Delete option:
  A Delete option has been added to task Template groups. On the Tasks web app, go to Options (left pane) > Task Templates. Click on the empty task template group, then delete it.
  

  

• Notifications in Upvise:
  Upvise updated the User Interface for controlling notifications related to Forms.
  A knowledge Article is available detailing the expected behaviours here: Notifications in Upvise

• Custom Punch Item Display:
  About 18 months ago, Workbench introduced a helpful setting to enable clients to change how punch item columns are displayed in Upvise in the punch list on the web. The good news is that Upvise has since implemented our control as a standard feature.

  Clients who were using Workbench’s custom display may notice that their Punch List view has changed, however the new Punch display options can be accessed and reconfigured via Equipment Options, Display.
  

  

The selected columns will display in the Punch list view on the web:

The introduction of this feature also includes an excel export option in this screen, highlighted above.

• Setting to Display Project Code & Equipment Id Prefix:
  Upvise has introduced a new control to display the Project Code and the equipment id in the “Linked Record” field on forms. To enable this, go to forms Options, General and select the two settings:
  

  

When the setting is enabled, you now see the Code + description:

• Equipment Project Filter on Dashboard:
  Project Filter includes Project Code in Equipment Dashboard. The filter now includes the Project Code in the Project filter list.
  

  

• Jobs - Get Log No:

  A change was made to the get log button in Upvise to stop replacing the job name with the log no.