Workbench Release Notes
IN PROGRESS
Things we are busy working on...
💻 New series of webinars starting in July.
🔐 Project Trust Accounts On Contracts.
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.
🔎 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: controled and easy to follow.
📈 Analysis graphs on Sales Invoices.
🔨 Interval- Based Equipment Maintenance in Upvise (eg. 250-hour increments- 250, 500, 750, 1000 repeat)
👷♀️ ITP Module in Upvise (Email support@wbi.freshdesk.com for Expression of Interest)
Upcoming functionality
Contract Claim Process - upcoming changes you need to know
We will be making changes to improve the Claiming process on Contract Claims, and users will soon be able to:
Capture This Claim Claimed Values.
Capture this Claim Certified Values.
With the Contract schedule claiming process, we recognise the importance of capturing the final certified value and the actual claimed value to have a full picture and history of the claims (similar to how it is done on Subcontract Claims).
New Custom Views on List screens coming soon
This new functionality will give you the freedom to create your own reporting and extract your data. Custom Views will progressively be released in most of the List screens.
Admin users will be able to create any number of Views with preferred columns and filters.
Default standard views will be provided, starting with Standard Job Invoices View, Aged Debtors, Contract Claims.
New Features
Purchasing
Procurement Lists enhancements:
Multiple people working on the same Procurement list?
The system now notifies users if someone is already working on a Procurement List and another user opens it. And it also notifies the user that opened it advising a user was already editing the list. This is to avoid overlapping of work or changes.
Similarly, when a user tries to add Budget lines into a Procurement Listthat is being edited, the user on the Budget will be notified, and advised that someone else is editing the Procurement List.
Job Contract
Feature Revisions
Purchasing
Stock
Subcontracts
W
Billing
Job Invoices:
Month End
System Setup
Administration
Gen
Fixes
Purchasing
AP Invoices:
User was not able to edit/select a Work Centre code after changing the Activity code on a line. This has been rectified, and now the WC code defaults from the Activity code when valid,and also Job Wor Centre codes are validated, when they exist.
Plant
Billing
Job Invoice List - Status filters:
The 'Sent Back' option was missing from the Status filter, so users could not search for invoices with this specific status. This has been rectified.
Quotes
Bulk Finalise Invoices - header report missing in some cases:
In those cases where the AR invoice report is a custom report, the pdf sent to the client was not including the header with the company details (logo, address, etc), which are included in a Header subreport.
This has been rectified.
Administration
Data