Workbench Release Notes

General Release 4.6.1.4

Scheduled Release - 20 February 2023

Beta Release 4.6.1.1

Scheduled Release - 13 February 2023

New Features

File storage for attachments

We are starting a migration process for our cloud clients to a new file storage solution, Amazon S3. At Workbench, we are constantly seeking ways to improve our services and provide the best possible experience for our clients. S3 is a highly scalable, secure, and durable object storage service that provides a range of benefits over our current file storage solution. S3 can scale to meet the needs of our growing client base, ensuring that your files are always accessible and available.

Dockets & Daysheets

• Docket Schedules:
  From the Docket Schedule - Procurement tab, you can now add the items to be purchased into an existing unapproved PO rather than creating a new PO every time. A new Purchase Order picker has been added. Additionally, the prepopulated Work Centre can now be changed.

  Open

  

Feature Revisions

Jobs

• Job Maintenance error when saving:
  An error displayed when saving jobs with Job Work centre descriptions exceeding the maximum allowed has been rectified.

• Job Maintenance - drag and drop of attachments:
  When enabling Office365 authentication the ability to drag and drop file attachments in Job Maintenance disappeared. This has been rectified.

Dockets & Daysheets

• Daysheets

  • Unsaved changes warning:
    When editing a Daysheet and closing without saving the user was not prompted to save the changes leading to possible data loss. Prompts have been added to ensure the user knows when there are unsaved changes when closing the Daysheet.

  • Daysheets - Approved timesheets:
    Workbench was allowing users to add new timesheet lines in Daysheets against already approved timesheet weeks. This has now been disallowed and an appropriate error message is displayed when trying to save new lines.

Purchasing

• Purchase Orders: This change will be reverted on General release 4.6.1
  Location selection on a Purchase Order has been removed, only the Prodict Centre is selectable now. Having both options displayed could cause a conflict with PO numbering source.

• AP Vouchers:

  • AP Voucher list - Export to Excel option:
    On the AP Vouchers list, the option to Export to Excel has now been increased to export a comment of up to 500 characters.

  • AP Voucher - lines scans panel not in expected order:
    The sorting order on the scanned lines in the AP Voucher is now by the order in which each line was scanned rather than the LineCode.

  • Automated tasks to import from Xtracta:
    Some scheduled tasks were not being executed (an issue introduced in 4.6.0) and this has been rectified.

Stock

• Stock List - Sell rate when using Markup %:
  A few changes have been made to automatically calculate the Sell value of a Stock item when using “Use Markup“

  Open

  

Subcontracts

• Returning to the Subcontracts List:
  When drilling into a specific subcontract from the Subcontract List, and then returning to the list, sometimes the filtered list does not display and a warning message displays asking the user to enter filter criteria. This has been rectified.

• Contract Awarded & Original Practical Completion fields are now mandatory:
  Users are able to set up new Subcontracts without entering the Contract Awarded field. Hence, these two fields are now mandatory to be able to create a subcontract Claim.

• "Subcontract sign before claiming":
  When this control parameter is enabled users will not be able to create new subcontract claims if the Subcontract Signed date in the Dates tab has not been populated.
  Also, a new warning message will display on the Claims tab in the Subcontract and the New Claim button will be disabled.
  
  

   

Billing

• AR Credit Note Currency:
  The currency on a Credit Note will be the currency from the original AR invoice the credit note is being applied to, rather than coming from the currency on the Job.
  Sometimes the AR invoice can be in a different currency to the Job, and this can be changed when setting “Currency Change on AR Invoices” is enabled.

Administration

• Application Access - Job Costing Licence:
  Further changes have been done to give the Job Costing licence access to:

  • Bulk Procurement

  • Catalogues

  • Contractor Schedules

  • Job Financials List

  • Transaction Reallocations and Transfers

  • Leave Scheduler

  • Plant Scheduler

• Application Access - Licence Matrix with Self-service of licences:

  • To be able to use the self-service licence portal on Licence Matrix (this is when using the new licences available since Oct 2022), the database local currency (check Setup Wizard) must be either AUD or NZD. If the Local currency is NOT AUD or NZD, then Workbench will look for the billing currency on Setting “Subscription Billing Currency“ which must also be either AUD or NZD. If these rules are not followed the Purchased Licences screen will look like the below and the selection of the billing currency must be selected and saved. This will populate the setting mentioned before. Only wbadmin can select a currency from the dropdown (for any other users it will be disabled).
    
    

     

  • A new role ‘Workbench Licencing Administrator' has been created which includes the permission that is required to make changes on the Purchased Licences tab. There will always be at least one user other than wbadmin that will have permissions to make changes to purchased licences. The users with permission “Workbench Licencing Administrator“ will be displayed in the Purchased Licences tab.
    
    
    

    
    
    
    

    
    
    

Integrations

Business Central

• 100 Character restriction when exporting AR invoice batches:
  When exporting an AR Batch into Wiise/Business Central, the Details/Description field will be truncated to 100 characters which is the length allowed when importing into BC.

• When exporting AP Credits, the Due Date is now the same as the AP Credit in Workbench.

MYOB AccountRight

• Exporting $0 Subcontract Claims with no lines:
  A subcontract claim with a total value of $0 and no invoice lines can now be exported.

Upvise

New Button available to create a form from a contact, equipment or asset with one click.