4.6.40 - 16 Sep 2024

Owned by Maria Harreguy
Last updated: Sept 25, 2024
7 min read

Workbench Release Notes

Scheduled Release - 16 September 2024

  • Contracts - Forecast adjustments

    • We reverted the limitation on how to delete Forecast adjustments introduced on the previous version, so we can address the actual issue of incorrect past adjustments rolling over to a new Forecast, in a different way.

  • Mobile Leave Request
    The site map item was moved to its correct position in the Standad site map profile.

Scheduled Release - 09 September 2024

https://www.youtube.com/watch?v=nh_0fHIZs1I

Upcoming Functionality & News

 

Important announcement on Contract Claims Accrual Process

In November last year, we released the new & improved process to accrue uncertified Contract Claims. This can be enabled with a beta control parameter. Until today both ways are still available, and the time has come to deprecate the old way in late September - version 4.6.41

We encourage you to check out the details of the new process either in the Release Notes HERE or in the User Documentation HERE

 

AP Vouchers

Approval by Delegation issue:

When an AP Voucher is reassigned for approval to someone else, the system is only checking the approval $ limit of the new assigned approver, but is not checking for the "Approve AP invoice" permission.

We will make a change on 4.6.42 to address this and validate accordingly.

 

Contracts - Forecast Adjustments:

We are reverting the changes done on the previous release where an Adjustment cannot be deleted if the Adjustment was added on previous Forecasts (only zeroed out).

The issue we are trying to address is old adjustments being carried over from past Forecasts when they shouldn’t (older than the immediate previous Forecast).

On release 4.6.41 or 4.6.42, we will make the following changes:

  • Only Uncommitted Adjustments and Risk Adjustments from the latest existing Forecast will be carried over when a new Forecast is created (except those that are $0).

  • Any Uncommitted or Risk Adjustment can be deleted (except when the Forecast Period is closed and cannot be edited anymore).

 

 

 

New Features

Leave Management

  • New mobile-compatible Leave requests screen
    Users can now request their leave from their mobile devices.
    A new Leave Requests Mobile screen has been released, where a user will see first a list of the top 20 latest Leave requests and can open an existing one or create a new one.

    The request is a simplified version of the desktop version. Each leave type must have the correct defaults (job, Activity, Time Code, Work Centre) for Timesheet transactions to be created on approval.

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Feature Revisions

User Experience enhancement

  • Subcontract claims:

    The ‘Copy last claim comments as default?’ prompt when creating a new Subcontract Claim now only displays when there is actually a comment on the previous subcontract claim. It was previously showing up when there were no comments on the previous claim or there was no previous claim. Note that this checks the Comments column (not the Reason column).

  • Job Maintenance - improved display response time:
    When opening Job Maintenance the data loads much quicker now. No need to go grab a coffee while waiting anymore.

Jobs

  • Contracts - Project Trust Accounts

    • Xero Integration: We have finalised changes to the Xero integration to support the Project Trust Account functionality.

      • AP Payments will now display the From Account with the GL Code for the Bank Account the payment has been made from (typically the PTA).

      • Job Receipts will now display the To Account with the GL Code for the Bank Account into which the client has made its deposit.

Purchasing

  • Vouchers

    • Docket lines by GST Types:
      On a Voucher with Docket lines, the system was aggregating value regardless of GST type. This was a particular issue for MYOB integration, as Workbench passes GST Types, rather than GST values, and MYOB calculates the GST value.

      The system will now split the This Voucher lines values for Dockets based on GST Type to ensure it flows correctly through to the AP Invoice and MYOB.

Subcontracts

  • Balance of Retentions by each Trust Account:
    If you need to know what the balance is on each Retention Trust Account (RTA), you can now use the Subcontracts Retention Management screen to do so. You could then reconcile this with the balance on each Bank Account.
    A new filter has been added so you can choose an RTA and get the total balance.

  • Grid management and new columns have been added to the Retention Releases tab:
    New columns Approved Retention Balance and Approved Retention GST Balance are not also available on the Retention Releases tab (they were previously added to the Reporting tab in release 4.6.37)

    These new columns are hidden by default and can be enabled using Grid Management - grid Subcontract Retention Release.
    Approved Retention Balance only includes documents that have been approved.

  • File attachments can now be added to an Approved Work Order
    Files cannot be deleted though.

Utilities

  • WIP reversal batch:
    When a WIP batch is flagged as Not For Export, the system will automatically generate the WIP Accrual Reversal

  • New utility wbRepriceUnbilledTransactions released on 4.6.39 can now be scheduled from the Utility Scheduler. It takes a date as a parameter, to define up to what date transactions should be included. When scheduled a date far in the future like 2099-01-01 can be used.

Minor enhancements:

  • Job Scheduler:
    Enhancements have been made to avoid duplicate entries when multiple users edit the Scheduler at the same time.

Integrations

Workbench API

  • A new endpoint is now available to access Contract Forecast adjustments. See further detail here.

Xero

  • Warnings if attachments to be exported exceed 2MB:


    Xero does not allow the import of attachment files greater than 2MB. Therefore, Workbench will display a number next to the Suceeded status to indicate that there is a warning that you might want to take a look at. The warning message will say: Attachment xxxx.xxx exceeds 2MB size limit. Meaning it will not be exported.
    The export of AR/AP Invoices will not fail, rather the attachment will not be exported.

Fixes & Technical changes

  • Contracts - Work In Progress (WIP) calculation fix:
    Fixed double counting of revenue when generating WIP, where there are provisional claim accruals. These are now excluded.

  • Contracts - Error navigating to previous Cashflow:
    When navigating from the Cashflow of the 1st period of the financial year to the previous Cashflow (last period of the previous Financial year) an error was preventing users from opening the previous period Cashflow. This has been fixed.

  • Subcontracts - Work order lines - no Required Delivery Date validation:
    If the "Mandatory PO Required Date" control parameter is set to Yes then “Required Delivery Date” is a mandatory input for Work Order header but is not required for the lines, since there is no such date at line level.

  • Data Import - reinstated the Job Output by log Import.

  • Quotes:
    Summary Totals on the Main tab on a Cost Sheet were incorrect in some particular scenarios. The system was excluding lines that had the same quantity and cost, only counting the first one.

 

Things we are busy working on...

Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.

Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.

Audit for configuration changes.

Month End Process: controlled and easy to follow.

Analysis graphs on Sales Invoices.

🔨 Interval- Based Equipment Maintenance in Upvise (e.g. 250-hour increments- 250, 500, 750, 1000 repeat)