Workbench Release Notes

Upcoming Functionality & News

Upvise Button - Form Quick Links in v4.7.12

In v4.7.12, we are updating Button-Quick Links to make the button code dynamic. To ensure Buttons Work After the Change, each button’s label matches the exact name of the intended form template. Read more

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Example of Job Button “Quick-Links”

New Features

Jobs

• Jobs List redesign with clear job level hierarchy
  The Jobs list has been redesigned and it now reflects the Job level hierarchy with an indentation (the further to the right, the lower the Job level).
  
  Custom Views have also been added to the Jobs List.
  
  

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• Contract Claim - enhanced Due Date calculation
  
  

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  Similarly to how the Payment Due Date is calculated on Subcontract Claims, we have added these options on a Contract to be used as the basis for Contract Claim Due Date calculation.
  
  Payment Basis is the method used for calculating a Contract Claim's Due date, using the Posting(Invoice) Date as a starting point and has the following options:

  • Client Payment Terms indicates the payment terms on the Client’s record will be used to calculate the Contract Payment Claim Due Date. By default this option is used, unless the Payment Basis is updated.

  • Claim Payment Days indicates Due date calculated as: Posting(Invoice) Date + Claim Certification Days + Claim Payment Days, Only working days are included. Saturdays and Sundays, and any configured holidays (holidays on the same Location as the Client’s company Location) are excluded.

  • Claim Payment Calendar days indicates Due date calculated based on calendar days, including weekends and public holidays. Calculated as: Posting(Invoice) Date + Claim Certification Days + Claim Payment Days.

Feature Revisions

Jobs

• Job Contracts - Forecast - Balance Of Budget by Cost Category
  
  

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  The option to forecast by Cost Category on a Work Centre is now always available. Previously, this option would only display enabled by a control parameter.
  When forecasting By Cost Category all calculations are done at the Work Centre and Cost Category level.
  Additionally to being able to forecast by Cost Categories, this method enables Resource Forecasting, which is optional in the monthly Contract Forecasting. This feature assists in forecasting the details of Labour and Equipment (Plant) requirements to deliver the job.
  
  Setup required to forecast by Cost Category:

  • Balance of Budget (BOB) activity specific for each Cost Category.
    
    Find out more here: https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/2363228161
    https://webwbdoc.atlassian.net/wiki/x/BoCRiw?atlOrigin=eyJpIjoiMTVlMjU4OTYzNzczNGQzNTk2MmUyMTU5YzYzM2ZiMjgiLCJwIjoiYyJ9
    
    
    

• Job Contracts - default periods on Cashflow tab:
  The Contract Cashflow screen will now open by default on the earliest Forecast open period (instead of the Current period) and the Display Period will be Cashflow Period + 1.
  Also the following improvements have been applied:

  • When an open forecast period is not available, the system will now use the current period for both forecast and cash flow Period picker.

  • When creating a new forecast, validation has been added to ensure a forecast period is open.
    
    

• Job Contracts - further enhancements to the new certification process:
  For those clients that are already taking advantage of the new contract claim process, which supports clear distinction of the claim and certification stages (see all details here) we have made further enhancements:
  
  

  • Editing a Retention line:
    A Retention line on the Job Invoice is now editable until, and including, the ‘In Certification’ status as it may require to be amended to match the clients' certified values. Once certification is done / Finalised, the Retention line cannot be edited anymore.

  • Fixed a scenario where the Recalculate Retention pop-up message was not displayed after the first time a Retention line was recalculated on the Certification step.
    
    

• Job Budgets

  • BOM Costs Enhancement
    When adding BOM item into a Revenue line, if the Revenue LineCode is empty, the system will now populate the BOM header item code as the LineCode.
    
    This enhancement also applies to the Costsheet Revenue Line in Quotes.
    
    

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    Adding BOM header in the budget

    
    
    

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    Adding BOM header to a Rev line on a Costsheet

     

• Job Enquiry
  Both Summary and Transaction tabs now display values with 2 decimal places, and:

  • Markup % with $0 cost now displays as 0%

  • Margin % with $0 sell now displays as 0%

  • these exceptions are displayed in Red for easy identification.
    
    

  • Reminder of Markup % and Margin %:

    • Markup= Selling-Cost

    • Markup%= (Selling-Cost)/Cost, in a % format.

    • Margin% = (Selling-Cost)/Selling, in a % format.
      
      

  • The Summary tab:
    
    

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    • Markup % with $0 Cost Budget displays as 0%

    • Margin % with $0 Revenue Budget displays as 0%
      
      

  • The Transactions tab:
    Markup% with $0 Cost and Margin% with $0 Selling will now show as 0% in red for easy identification.
    
    

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    $0 selling and Margin %

     

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    $0 Cost and Markup %

Dockets & Daysheets

• Improvements to Dockets import:
  Import: wbImportDaysheetTimeAndDockets

  • a ‘Time Code’ column is now available.

  • the "Default Time Time Code" Control Parameter is now used in the import where applicable.

  • the population of the Docket lines and Transaction Date fields is now populated with the date in the import file and not the Docket header date.

  • when Timesheet lines are present, they now go into the respective Timesheet Week for the Daysheet Date. Additionally, the person's Timesheet must be open. 

Timesheets

• Payroll codes
  The system now automatically removes any empty spaces at the beginning (leading) or end (trailing) of Payroll codes when saving an Activity or a Time Code. These spaces are entered inadvertently by users, causing Payroll exports to fail and taking extra time to troubleshoot.

Resource Scheduler

• The schedulers have been upgraded to a newer version with a more user-centric design.
  
  

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Administration

• Licence Matrix

  • Licence Purchasing history
    
    

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    Licence purchasing history

    
    When clicking on "Current Purchased" in the Licence Purchased tab, a popup now displays all purchased transactions. This feature helps you easily track when transactions occurred and who made them, allowing you to double-check the Licence Invoice sent by us to understand any discrepancies between our invoice and the purchase screen.
    
    

  • New filter option to find users with ANY licence assigned to them:
    
    

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    Any Licence new filter

Fixes & Technical changes

details

• Job Manager Approval
  Lines where Activities do not require a Time Code forced for a Time Code selection after adding the ability to edit the Time Code on the previous release. This has been fixed.
  
  

• Unhandled error when opening a Job Contract:
  When all Forecast Periods were closed on Period Maintenance, opening a Job Contract failed with an unhandled error.
  This has been fixed by applying the following improvements:

  • When the forecast period is not available, we will use the current period for both forecast and cash flow Period picker.

  • When creating a new forecast, validation has been added to ensure at least one forecast period is opened.
    
    

• Job Details: Fixed the issue where the Datasheet tab in the Job Details screen was displayed incorrectly when the Job Type Description contained the word "Plant."
  
  

• AP Voucher: Fixed the issue where saving an AP Voucher failed when it contained a long comment.
  
  

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  An AP Voucher with a long comment now can be saved.

   

• BOM Import: Resolve the problem where the Bill Of Material Import via the web (wbImportBillOfMaterialsWeb) only imports two lines from spreadsheets. The system now includes the Line Description in the validation process, ensuring that lines with different descriptions are created as separate entries for Activity type lines, rather than being updated.
  
  

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  For the Actions type, all Difference Line Descriptions will be created as separate lines when imported via the BOM web.

   

• System Stock Catalogue in a multi finco scenario: If someone changes the supplier in the System Stock Catalogue, the system will no longer recreate with the wrong company (the first company in the Locations list).

• Forecast Period and Display From: We’ve fixed an issue where the Display From Period wasn’t updating correctly with the Forecast Period. Now, when the Forecast Period changes, the Display From Period will automatically match it, and only future periods can be selected for Display From.
  
  

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  The Display from is now synchronised with the Forecast Period

  
  
  

• Timesheets

  • When changing the date on a timesheet line with plant issue that was duplicated from an existing one, the original Plant Issue was changing date too, when it shouldn’t have.
    This has been fixed.
    
    

• Fixed the error “Object reference not set to an instance of an object” when exporting AP Credit to Wiise (Business Central).
  
  

• Inter Company on Docket Accruals:
  A change has been made so that the docket accrual transactions are always batched in the finco of the supplier. This brings it in line with the credit side on the other transaction types: Timesheets, Plant issues, AP Invoices, Stock issues.
  More details on Inter-company concepts here

 

 

Upvise

 

Plant Issues- Import

The integration will now automatically use the employee name (Upvise user) who created the Plant Issue Form in Upvise as the assigned person in the data table upon import.

Upvise Leave Application - Leave Events

Leave events will now display with specific start and end times—rather than as "Multiday"—in both the Planned Schedule of the Timesheet module and in the Jobs module.

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Timesheet - Planned Schedule - Leave Events

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Jobs - Calendar - Leave Events

• The displayed times are based on the “Work Hour Start” and “Daily Work Hours” settings configured in the Timesheet module.

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Timesheets - Options - General

 

Upvise Framework Changes 1st May 2025

Upvise will implement the following framework changes on 1st May 2025. To ensure ongoing compatibility, Workbench Development team will apply the required updates to all Workbench-related code ahead of this deadline.

For clients managing their own custom code, please review and action the changes outlined below:

Key Change: Map Class Renamed to MapView

To prevent conflicts with the standard JavaScript Map class (introduced in ES6), the Upvise Map class is being renamed to MapView.

What you need to do:

• Replace all Map.XXX() method calls with MapView.XXX().

• Redeploy your custom Upvise applications.

⚠️ Note: The method signatures and parameters remain unchanged.

Examples:

Map.addItem() => MapView.addItem() Map.show() => MapView.show()

MapView is available now, so you can make these updates immediately.
The legacy Map.XXX() methods will be removed on 1st May 2025.

Deprecated Private APIs

The following private APIs will also be removed from the Upvise framework on the same date:

• Map._parsePoint() – Removed

• Map._distance() – Removed

• Map.forceRecenter() – Removed
  ➤ Use MapView.center(geo) instead.

• HashMap.initDays() – Removed

• HashMap.fromArray(array, key) – Removed
  ➤ Use new HashMap(array, key) instead.

 

Forewarning: Update to Button-Quick Links in Upvise (v4.7.12)

What’s Changing?

In v4.7.12, we are updating Button-Quick Links to make the button code dynamic. Instead of being hardcoded to specific form templates, buttons will now use the button label as the identifier for form templates. This means button labels must exactly match the form template name for the button to function correctly. The following improvements will be applied:

1. Cater for the “disabled” form template status

   • Pop-up message: An active Forms template 'template name' does not exist.

2. Cater for the “lock completed jobs” setting when job status is complete

   • Pop-up message: This job has been completed - please reopen the job to add a new form.

3. Rework button code to use the button label to specify the form template

   • Pop-up message: An active Forms template 'template name' does not exist.

4. Ensure button code works across Jobs, Projects, Equipment, and Contacts

5. Consider user roles

   • Pop-up message: You do not have permission to access the '" template name"' form.

6. Consider button roles

   • Pop-up message: You do not have permission to access the '" template name "' form.

7. Prevent form creation via the button if the template is not linked to the master file

   • Pop-up message: "template name" should be linked to "linked record- e.g. contact"

Why This is Beneficial?

Currently (before v4.7.12), buttons are hard-coded and limited to the following form templates only:

• Job Purchase Order (linked to a job)

• Daily Diary (linked to a project)

• Mechanic Diary (linked to a job)

• Training Record (linked to contacts)

• Leave Application (linked to contacts)

• Equipment Record (linked to equipment)

After v4.7.12:

• Buttons will work across Jobs, Projects, Equipment, and Contacts, increasing flexibility.

• Reduces the need for custom code changes.

• Reduces errors and simplifies maintenance by removing hardcoded template links.

To Ensure Buttons Work After the Change:

1. Verify Button Labels – Ensure that each button’s label matches the exact name of the intended form template.

Button Label	Form Template Name
Open	Open

 

 

 

Integration

MYOB Acumatica

New setting to control GSt calculations override on Acumatica for AR and AP Invoices:

When Workbench exports AP and AR Invoices to MYOB Acumatica, after the invoice has been created, these were updated to override the tax values calculated by Acumatica with the values in Workbench. This was to avoid rounding differences between Workbench and Acumatica.

We have no introduced a new setting that allows to enable or disable this tax overwriting rule.

New Setting “MYOB Advanced No Tax Calculation“. When this is set to true, Workbench will not do the tax recalculation/override, and just accept the tax values as calculated by Acumatica. Also, if set to true, Workbench will not set the Tax Zone of the Invoice to DOMESTIC, so Tax Zone will be defaulted by Acumatica based on supplier/customer config.

SAP B1

Contract Claims due date:
Resolved an issue where Contract Claims due date was exported usingthe Posting Date, rather than the Due Date in Workbench.

Xero

Efficient data retrieval for AR Credits
Enhancements have been made when retrieving from Xero a list of AR invoices to which an AR Credit can be applied. If the list of AR Credits for the same client existed, there was a possibility that the process would time out.

Upvise

NEW- ANDROID Upvise Mobile App version 8.9

This update enhances offline access by allowing all file types, not just photos, to be viewed offline. PDFs and other file types can now be accessed if they have been previously downloaded.

This is available on iOS and Android devices.

• How do I update my Upvise mobile application? (Android & iOS)

NEW- iOS Upvise Mobile App version 9.0

This update introduces a rendering enhancement for the Form Section Header display on iOS, along with changes to list displays to align left on the screen, aligning it more closely with the Android experience in both menu alignment and overall design.

• How do I update my Upvise mobile application? (Android & iOS)

Equipment Dashboard- Equipment Daily Checklist Report

The Daily Equipment Checklist chart has been improved with new interactive features:

• Clickable Chart: Users can now click on the chart to view the checklist for a specific day.

• Daily Navigation: Easily switch between days using the Next / Previous navigation buttons.

• Excel Export: The checklist can now be exported to Excel, allowing for better data management and reporting.

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Equipment Daily Checklists- Enhancements

These enhancements improve usability, making it easier to review and manage daily equipment checklists efficiently.

Form Favourites App- Enhancements

The Form Favourites app has been updated with two key improvements:

1. User Roles: Form Group Based Access Control

   • The app now considers roles using form groups when configuring form favourites.

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     Roles- Form Groups

     Templates added to the app settings will now be validated against the user’s role group to determine whether access should be allowed or restricted when a user has access to the app

   • This ensures that only users with the appropriate role inclusion can access specific forms via the form favourites app.

2. Template Status Restrictions

   • Disabled templates can no longer be accessed or added to the Form Favourites app via the application settings.

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Form Favourites- Settings

This ensures that only active templates are available for use, improving data integrity and app management.

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Form Template- Disabled

Hour Warning for Hour Entry in Pre-Start (Mobile)

When completing a pre-start and entering utilisation in hours, a new warning will now appear on the mobile if the entered hour reading exceeds 24 hours within a 24-hour period. This helps ensure data accuracy and prevents potential input errors.

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Hour Warning Example- iOS

Knowledge Base- Improved Files Access

Upvise has enhanced the Knowledge Base to allow users to access files linked to knowledge articles without requiring the Files app.

What’s new?

• If the Files app is not enabled, clicking on a file in a Knowledge Base article will now download the file directly instead of attempting to open it in the Files app.

• This ensures that users can still access files, even if they only have the Knowledge Base app enabled.

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.

Month End Process: controlled and easy to follow.

New status to track whether POs and WOs have been sent to Suppliers/Subcontractors.