Workbench Release Notes

2022 Q2 Workbench Product Update

Check out our blog to see some of the new functionality that was released on the past quarter.

General Release 4.5.32.1

Scheduled Release - 04 July 2022

Beta Release 4.5.32.1

Scheduled Release - 27 June 2022

New Features

Jobs

Job Enquiry - Month End view:
A new Month End tab has been introduced to the Workbench Job Enquiry screen. This tab is designed to present a financial summary of the job based on data that has been batched and exported to your Accounting Platform. Key financial items like WIP and Accruals are displayed as part of this view, these are not normally shown on the Job Enquiry.

There will also be additional SSRS Reports and Sharperlight Data views to support this function.

To enable this tab, use control parameter BETA FEATURE - Job Enquiry Month End Tab

Billing

• Reallocate revenue to different jobs
  There is new functionality to enable Job Invoices to be used to reallocate revenue to different jobs.

  • A dummy Job must be created with a Charge Type = No Charge.

  • This job code must be set on the new Setting Revenue Journal Job (set by Finco).

  • On Job Invoice Entry, if the job entered on the invoice header is a revenue journal job, the Job selection on the lines will be any Job on the FinCo.

  • Total must equal to zero on Approval.

  • These type of invoices will be batched separately from normal Job Invoices.

• Billing Quoted Subjobs:
  New functionality has been added to support Subjobs with a Quoted charge type that have a Billing Consolidation of 'Invoice Parent'. When an invoice is created for the Header Job, an invoice line will be created for each subjob with the Quoted Value defined on each subjob.

Upvise

Improved visibility of SMS in Upvise:
To allow better visibility of the SMS texts that are sent from Upvise to your employees, several key enhancements have been made to track the status of these messages.

1. SMS now have a 640 Character Limit (5 SMS)

   

2. SMS sending status is recorded against a Note of the recipient
   

   

3. SMS sent status is now visible in the note folders

   1. SMS Successfull

   2. SMS Failed
      

      

For those interested in this function, the Upvise SMS feature is a monthly licenced subscription:

• M500 = $60 per month

• M1000 = $120 per month

Our Upvise Specialists (Lisa Robb, Dylan Thompson, Jan Fiala, Ryan Martins, and Judd Canta) can help with SMS deployment or upgrades if required. Please email support@wbi.freshdesk.com for assistance.

Feature Revisions

Jobs

Job enquiry:

• Job Transactions tab: Transactions can now be filtered by the Details field, making it much easier to find exactly what you are after.
  

  

Job Contract - Forecast:

• A new control parameter has been introduced, which determines whether the new Forecasting methodology, Resource Forecasting, is used, and specifically whether BOB by Cost Category is available: “BETA FEATURE - New Forecasting”
  
  The existing control parameter called “BETA FEATURE - Forecast Resources” just determines whether the Resource Forecasting features are displayed ([Forecast Labour] & [Forecast Plant] buttons).
  Check Step-by-step setup guide here
  

• After a Forecast was approved users could not open neither Labour Forecast nor Plant Forecast. This has been rectified and they can now be access to view only.

Dockets and Daysheets

Daysheets:

• On Timesheets tab:

  • the sorting of data by column has been reviewed and fixed where necessary.

  • when a plant issue is entered:
    the Work Centre Code will not default if it is not in the Job Work Centres for the job (if there are JWCs) and the description will be taken from the Job Work Centre descriptions if any.

• On Plant tab, when creating a Plant Issue, the validation of the activity group of the job was not happening, allowing to select activities not valid for the job. This has been rectified.

• On Dockets tab, Suppliers are sorted by Company Name.
  

Dockets:

• Docket Reconciliation:
  A display issue was causing the reversed dockets list to show extra ones that were not linked to the Docket being reversed. This has been rectified now.

Purchasing

AP Vouchers

• Images List:
  The initial download of an Xtracta scanned document was displaying dates in a US format, however after refreshing or opening the editor dates were displayed in the correct date format. This has been rectified.

• Manual lines from a scanned document:
  The manual line created by dragging a scan line to This Voucher tab was not bringing across the scanned Rate. This has been rectified.

• AP Voucher - Review validation is now configurable:
  The control parameter ‘Enable AP Voucher Reviewer Value Validations Error’ now enables validation error on the review action. This is configurable as some clients implement reviewers as participants in the process prior to completion of voucher line coding, for example for capturing of the voucher header or goods receipting. However, since these are usually the minority this control parameter is defaulted to Yes.

Mobile Purchase Orders:

• Attachments are now available from a Mobile Purchase Order. When the PO is emailed, it does not include attachments.

Purchasing Setup - Catalogues:

• In addition to the existing catalogue lines import, a new catalogue line import has been created called Supplier Catalogues (wbImportSupplierCatalogues). It is enabled to handle 5,000 lines at a time. It can:

  • add new lines

  • update existing lines.

This is designed to import and update large catalogues provided by your suppliers.
Includes the columns below:

• New optional columns have been added to the Catalogue Lines: Group, Category and SubCategory
  

  

Subcontracts

Subcontract Claims:
The GST value was not being updated when the Retention was manually amended if GST Type was hidden on Work Order lines. This is catered for by falling back to the Activity GST Type if the Work Order line GST Type is not specified.

Timesheets

• Job Manager Approval:
  From this release onward, only Plant issues that are linked to a Timesheet will be displayed here. Stand alone Plant issues should be viewed from their entry point screen (Daysheets, Plant Issues Batch).

Service Desk

Log List:
Extra filters have been added to the Service Log list screen:

• Site Address

• Order Number
  

Integration

Business Central

• Job Receipts import now supports the import of job receipts processed through Cash Receipts Journals in Business Central.

• AP Invoices from Expense Claims:
  AP Invoices from approved Expense Claims were being created by default with the OnHold attribute on, when it should have not. This has been rectified.

MYOB AccountRight

• Payments import:
  When syncing Payments from MYOB AccountRight, the Amount is now FC Amount from MYOB (before it was LC Amount).

MYOB Advanced

• GL Accounts with dashes '-':
  To handle GL codes with dashes the following logic has been applied:
  If '--' is in the GL Code, then it will be used as the account/subaccount delimiter.

  Otherwise, the last '-' of the GL Code will be used as the delimiter.

  If the GL Code does not include a '-', then the whole GL Code is the account, and the subaccount is '0'

Quickbooks

Rounding on Exports:
To calculate amounts correctly and avoid rounding issues, Quantity and Rate fields now have 4 decimals places.

Upvise

• Company Credit Status:
  Credit Status on a Company’s financial tab in Workbench now syncs to “Credit Status” custom field on company record, if the custom field exists in Upvise.

• Stock location active status:
  The status of a Workbench Stock Location can now be synced to Upvise. Inactive Stock Locations will not be available for selection on Stock Transactions. However, this logic only works with latest Daily Diary version. Please contact us if you need to upgrade to make use of this feature and also the new Stock Transactions included in the latest Daily Diary version:
  Sock issues
  Stock transfers
  Stock Adjustments
  Equipment Stock Issues
  
  Workbench Job status is synced to Stock Location dataset Inactive column: