4.7.6 - 20 Jan 2025

Owned by Maria Harreguy
Last updated: Dec 17, 2024
3 min read

IN PROGRESS

Workbench Release Notes

Scheduled Release - 13 January 2025

 

Upcoming Functionality & News

 

Enhanced Access Control for Financial Integration Screens

Access to Financial Integration screens (Xero, MYOB AccountRight, MYOB Acumatica, Business Central/Wiise) is controlled solely through licences.

We will be introducing enhanced access control with more granular permissions, allowing you to define what each user can do on the integration screens. Users will be able to:

  • Access only the data synchronization functionality from financial systems to Workbench.

  • Access the ability to set up or modify the integration configuration.

  • Have access to both.

These changes provide the flexibility to safely grant access to users who only need to perform data synchronization, ensuring more secure and role-appropriate access management.

image-20241202-041537.png

What you need to know:

  • Financial integration screens are available for all role licences (if included in the user’s site map profile).

  • 2 new permission:

    • Financials Admin to access the config fields and action buttons.

    • Financials Sync to access the sync button only.

  • Included by default in Administrator role and Finance role.
    Therefore, other Roles may lose access to the financial integration screen and must be setup by System Administrator.

  • The change will be released in January.

 

 

Prevent users from seeing all Purchasing related documents for Jobs not in their Profit Centre Groups

We will soon be making changes to how Profit Centre Group security is applied on PO List and AP Invoice List. Instead of simply preventing opening the detail popup we will be excluding the item from the list entirely if the document includes lines with jobs that are not allowed in the user's profit centres. This security will also be extended to AP Vouchers list

 

Contract Claims - new process to capture claimed and certified values on each Claim


The new process on Contract Claims that resembles the certification process is ready.

This is in Beta stage. If you are interested in being an early adopter and need help let us know here

Check out all you need to know about this new process here

New Features

Quotes

 

Feature Revisions

Jobs

  • Contract

    • Project Trust Accounts - Limit selection of PTA to only one Contract:
      A change has been made so that only one Project Trust Account (PTA) can be assigned to one Job Contract. When selecting a Trust Account on the Contract tab, the only available options to select will be those that have not been assigned to a Job yet.



Job Budget

  •  

Daysheets & Dockets

  •  

Stock



Timesheets

  •  

Plant

  • Plant Item import now with mandatory Work Centre:
    The Work Centre was not a mandatory field when importing Plant items using the Plant data import (wbImportPlant), this was causing issues later in the process when using these plant items. The import has been enhanced:

    • mandatory "Cost Work Centre Code"

    • validation of "Cost Work Centre Code"

    • the "Base Cost", "Overhead Cost", "Other Cost ", and "Sell Rate" fields are set to zero if not populated

Quotes

  • Attachments:
    Attachments can now be loaded and file properties can now be edited even after Sent status. However, deleting files after Sent status is not allowed.

  •  

 

System Setup

Administration



Fixes & Technical changes

Fixes:

  • Job Contracts - Project Trust Accounts:

    • In some cases, when an AP Invoice had multiple lines with eligible activities, the amount of the AP Payment was duplicating by the quantity of the invoice lines when displayed on the Trust Ledger. Fixed.

Upvise

  •  

Things we are busy working on...

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)