Workbench Release Notes
IN PROGRESS
🔐 Project Trust Accounts On Contracts.
🔄 Contract Claims: New approval process on Contract Claims to resemble the certification process.
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims).
🔎 Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.
Audit for configuration changes.
⌛ Month End Process.
📈 Analysis graphs on Sales Invoices.
🚧 “External User” Pre-starts in Upvise
(EOI- email “external pre-starts” to support@wbi.freshdesk.com)
🔨 Interval- Based Equipment Maintenance in Upvise (eg. 250 hour increments- 250, 500, 750, 1000 repeat)
New Features
Feature Revisions
Jobs
Purchasing
Stock
Subcontracts
Timesheets
Billing
Service Desk
Month End
T
FC change on Job Adjustments Batch:
When changing the currency on a Job Adjustment Batch, the FC rate was not being updated. This has been rectified.
Administration
Invalid error when creating a New User:
In some cases when creating a new user an unhandled error “Sequence contains no matching element.” was preventing users from saving it. The workaround was not to assign licences via the Application Access tab in the User, and instead saving it with no licence and assigning the licences via Licence Matrix. We have fixed this issue.
Integration
SAP B1
We have made changes that affect the SAP B1 Integration. Make sure you have the latest version of the SAP Agent for the integration to continue to run smoothly.
Wiise & Business Central
When exporting AR Invoices and AR Credits, the Job Code can be exported as the “Your Reference“ field in Wiise and Business Central. A new option is available on the Business Central Integration screen in Workbench: Pass JobCode to Your Reference
Custom extension version 1.24.0.0 must be installed in the client’s BC instance to support this function. The extension can be downloaded here.
