Workbench Release Notes:

General Release 4.5.22.2

Scheduled Release - 14 February 2022

Purchasing

AP Vouchers Approval Limit:
On Voucher approval, the system will always use the approval limit from the Workflow Schema, if that is specified, in preference to the AP Invoice Approver Limit setting for the person. This is relevant when a voucher approver is reassigned.

Beta Release 4.5.22.1

Scheduled Release - 7 February 2022

Feature Revisions

Lists

Documents:
A list of Documents from the Documents registry can now be exported to Excel.

Open

Management Reports

Job to Date External Costs report (wbJob002):
The report was not including subjob values when selecting a specific job (header job level1) and the filter Include subjobs = yes. This has now been rectified.

Purchase

AP Vouchers:
Reassign functionality has been added back. Once the Voucher is in the workflow to be reviewed or approved, the Reassign options becomes available, and allows the user to reassign to someone else to review/approve. The list of possible assignees is a valid list based on the workflow approval rules.

Open

Timesheets

• Timesheet Administration:
  Attachments button has been added to a Timesheet screen when opened from the Administration list.
  
  

  
  
  

• Uncompleting a completed Timesheet:
  When uncompleting (from mobile or desktop) an already completed timesheet, the system will now wipe out the Completed Date and Completed By ID. These will be populated again once the timesheet is flagged as Complete again.

Quotes

On a Quote Main tab, the % Won field was not saving the value entered when the quote was in an Approved status. This has been rectified.

Service Desk

Service Logs Enhancements:

• Signature option on Completion tab and Schedule a Log option on Main tab have been deprecated.

• Breadcrumb menu to navigate from a log to an Invoice and back:

   

• Invoices were moved to Completion tab:
  Improved display of Invoices for the log with a grid with hyperlinks to each Invoice and invoice details:
  
  

• General Tab:

  • Site address syncs from the log address from Upvise.

  • New Log Type field. When the log is imported from Upvise the log type comes from the Log’s Job Group in Upvise.

Month End

Processes:

• Generate WIP Accruals:
  WIP Reversal process:
  Changes were made to the WIP and WIP reversal processes. The WIP reversal process was generating empty WIP Accrual reversal batches, due to the system not allowing the more than one entry for the same Job, YearNo, PeriodNo combination. This was preventing the generation of the WIP Accrual reversal records.

  Additionally, when generating WIP Accruals the process was incorrectly removing all existing WIP records for the period. This has been rectified as opening reversals records need to be kept.
  
  In Summary:

  • Removed the unique index so you can have a WIP accrual and a reversal in the same period.

  • The WIP generation no longer deletes reversals in the same period.
    
    

• Intercompany auto-generated batches:
  When the Intercompany process which generates AP and AR invoices on intercompany batches runs, if there are errors due to incorrect configuration and setup, the system will now display those errors so a user can action and fix the setup so intercompany entries are generated successfully.