Workbench Release Notes

Upcoming Functionality & News

Exclude Contract Schedule from Retentions

Contract Schedules have an option to indicate that the Schedule should be excluded from Retention calculations: Exclude From Retention
The flag is currently ignored.

We will be applying changes so that this flag is taken into account when calculating Retentions on a Contract Claim.
Please review your Claim Schedules.

Open

Due Date on Contract Claims

Currently, the calculation of the Contract Claims Due Date is based on the client’s Payment Terms. We will be enhancing the logic to support using contract-specific parameters like in Subcontracts to indicate the basis of the calculation for the Due Date.

Open

New Features

Lists

• Companies - Stop Credit visibility and notification:
  
  

  
  There is a new way to increase visibility of clients who are on Stop Credit.
  In the Companies lookup, the Company name will be appended with the (Stop Credit) word.
  There is a new Setting ‘Receive Email Notifications For Stop Credit’ at person level to specify all email recipients. These recepients will be emailed when a company Credit Status is changed from or to Stop Credit.
  The email will have a link to the company record.
  
  

Purchasing

• Supplier Insurance checking on Purchase Orders:
  
  

   

  For those scenarios where Purchase Orders are used to engage many subcontractors on small jobs for a short period (every week different ones), we have now introduced a check for valid Insurances (not expired).
  
  Details:

  • New control parameter to enable this: "Insurance PO Checking"

  • Checks that an existing Insurance is not expired: Warn, Disallow, No.

  • Default value = Warn.

  • The Insurances tab is now enabled for Suppliers in the Company maintenance screen. Subcontractor flag is not necessary for validation of Insurances on POs.

Feature Revisions

Purchasing

• Restricting AP Vouchers and AP Invoices Lists by Profit Centre Group Security:

  The AP Vouchers List and AP Invoices List can now be restricted based on Profit Centre Group (PCG) security. When enabled, users will only see vouchers and invoices that contain jobs within their assigned PCG.

  This functionality is controlled by the existing parameter "AP Invoice List uses Profit Centre Groups." If any job within a document falls outside the user’s PCG, the document will not be visible in the list.

Quotes

• Improved search for quote numbers:
  You can now search for a 2-digit quote and the suggested list will be triggered. Previously it required 3 digits.
  
  

• Quote - creating budgets from Cost Sheet with long Description:
  An unhandled error has been fixed where the creation of Budgets would fail if the description of the Cost sheet was too long.
  This is handled now and the description will be truncated to match the accepted budget description length.
  
  

Service Desk

• Upvise button as a shortcut to open Upvise:
  The Upvise button on Service Logs works when the Service Log is linked to an Upvise Job. However, users also want to use it as a short-cut to open Upvise when a Log has been created from an email.
  So now the Upvise button will display and can be used when the Log has been created by dragging and dropping an email to create the Log.

Fixes & Technical changes

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)