Workbench Release Notes:

General Release 4.5.21.3

Scheduled Release - 31 January 2022

Expense Claims

Paid check box:
Earlier on this version this field was changed to be only editable by the automated integration with financials when importing Payments back to Workbench. This has been changed back so it can also be ticked manually in those cases where there is no API integration with Financials.

Beta Release 4.5.21.1

Scheduled Release - 24 January 2022

Open

New Features

Jobs

• Budgets:
  A new budget import is now available to import ‘At Revenue and Cost Element’ budget types.

• Contracts:
  Claim Date vs Invoice Date: On Claims tab on a contract, you can now identify Claim dates as opposed to Invoice date. These dates are set within in a Contract Claim. This allows users to identify what has been claimed but not invoiced/certified yet.
  Claim Date is also available on Job Sales Invoices as a new column and a filter.

  Default Claim Date for new Claims is Today.
  Default Invoice Date is same as Claim Date on new Claims.

  Open

  

  Claims List in a Contract
  
  

Feature Revisions

Jobs

• Contract Claim:
  A total % Done calculation has been added at the bottom on the % Done column on the Claim Billing screen.
  
  

Dockets and Daysheets

• Daysheets - Timesheets:
  A spurious error about missing Time Codes has been rectified on saving new Timesheet line.

• Contractor Daysheets:
  Sell Rate column has been added to Contractor Schedule lines.
  
  On the Dockets tab in AP Vouchers, exclude lines that have not been Supervisor approved. i.e. have not had a Job Transaction generated yet.
  
  

Timesheets

• Job Manager Approval:
  Anyone with the new permission “Can Change Activity and Work Centre“ can now edit/change Work Centre and Activity from this screen. This new permission is not assigned to any roles by default.
  
  Also Start and End time columns have been added.

Expense Claims

Several enhancements have been made to this module, to bring it up to similar standards other modules have in terms of approvals, email notifications and visibility for Expense Claims.

• Expense Claims for approval have been added to My Approvals List.

• Email notifications are now being sent to:

  • Approvers once an Expense Claim is marked as Complete.

  • Requester, once the Expense Claim has been marked as Approved and/or marked as Paid.
    
    Email templates used (new token $ClaimDate):

    • Notification - EC Approval

    • Notification - EC Approved
      
      

• Update of the Paid flag on a Expense Claim when a payment of the associated AP Invoice syncs back from the financials.

• Rules improvements:

  • Save button is now disabled for Paid Expense Claims.

  • Approve checkbox is now disabled for Expense Claims Administrators.

  • Completed checkbox is now disabled for Approvers.

  • Approved and Paid checkbox is now disabled for the user raising the Expense person.
    
    

Leave Management

Leave Request Withdrawal:
An error was popping up when trying to withdraw a leave request. This has been rectified.

Purchase

Xtracta AP invoice images missing:
An enhancement has been put in place to automatically trigger the download of the scanned AP invoice image from Xtracta when opening a Voucher in Workbench, if the image file is missing.

Service Desk

• Logs attachments when billing:
  When billing a Log, any Log attachments will be available to be selected and attached to the Job Invoice email together with the invoice PDF.

• Address pick list:
  A list of addresses to pick from have been added on the General tab and GeneralAlt tab. This address picker works similar to the PO job address picker.
  
  

Integration

Upvise

• Dockets imports:

  • Dockets Tran Date in Upvise is now being imported with that date converted into local time, so any Dockets entered prior to 12PM are imported with the correct day and not as the day before.

  • Docket details from Upvise entered on mobile are importing with HTML code in them. This code is now removed when importing into Workbench Dockets.

Xero

• Error messages on export have been improved. Workbench will now display the part of the error message returned by Xero, that makes sense to a Workbench user, rather than displaying the complete technical error returned by Xero API.

• Updated wbUnexportAPARInvoice utility to empty ExternalID (Xero ID) so invoices that have been exported previously can be re-exported. Xero will return an error saying the invoice already exists if it actually is in Xero.