Integration

Overview

In addition to file exports/imports, Workbench can be integrated with other financial system or software depending on the organisation's needs. Integrations must be properly configured by a System Administrator before use. The supported systems list:

• MYOB Account Right and MYOB Advanced Integration.

• Xero

• Business Central

• SAP Business One

• Exonet

• Xtracta as Image Document, which can be used for Accounts Payable Voucher in Workbench.

• Sharperlight software for reporting and analysing.

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A sample Workbench screen with Sharperlight integration.

To utilise third-party software, organisation must directly handle the payment for their licences, as Workbench does not engage in the licensing, subscription, or rights to use such software, excepting the Upvise and Sharperlight. Read more.

Upvise

Upvise is a third-party software that partners with Workbench to offer proven field mobility. Workbench procures monthly licenses for our clients, which are then incorporated into our billing. This partnership is to improve mobility within these sectors.

• Job Scheduling (Servicing/Reactive & maintenance works)

• Resource scheduling for People & Equipment

• Equipment Servicing and Maintenance

• Safe Work Templates (SWMS)

• Expense Claims

• Daily Diary for transactional data capture (Project hours, dockets, stock transactions etc)

• Asset management

• Sales & deals (Quotes)

When transactions are being generated in Upvise, Workbench is always the host. For example, timesheets entered in Upvise will be exported to Workbench and form part of the users timesheet in Workbench. The photo below shows the data mapping between Workbench ans Upvise:

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