IN PROGRESS

Workbench Release Notes

Upcoming Functionality & News

New Features

Enhanced Access Control to Financial Integration Screens

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

We have introduced 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 the 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.

Open

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.

Feature Revisions

Jobs

Job Budget

Daysheets & Dockets

Purchasing

Plant

Quotes

Month End

System

Administration

Fixes & Technical changes

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)