Draft of 4.7.12

By Bao TRINH
6 min

WORKING

Workbench Release Notes

Upcoming Functionality & News

 

New Features

Jobs

Lists

Management Reports

Dockets and Daysheets

Purchasing

Stock

Subcontracts

Plant

Timesheets

Expense Claims

Leave Management

Billing

Quotes

Resource Scheduling

Datasheets

Service Desk

Administration

 

Feature Revisions

  • Jobs Importing: When importing jobs from a spreadsheet with the Jobs Import, the job's company is now determined by BOTH the company name and the financial company (derived from the profit centre). This is to cater for the scenario where the same company, with the same company name, may exists in different financial companies.

  • Contract Claims: Made some enhancements.

    • Introduced a new tool tip on the Get Sales screen for the Claim to Date to clarify. Applied for CP BETA FEATURE - Contract Claims = yes

      image-20250401-224828.png

       

    • Contract \ Claim tab. Applied for CP BETA FEATURE - Contract Claims = yes

      • Rename This Claim = This Claim incl. Ret (make it two lines)

      • Move This Claim incl. Ret before This Certified incl. Ret

      • Rename Value = Net Value

        image-20250401-225448.png

         

    • Contract Claims List: Applied for CP BETA FEATURE - Contract Claims = yes

      • Rename This Claim = This Claim incl. Ret (make it two lines)

      • Rename Value Before Retention = This Certified incl. Ret

      • Add New filter: Last Claim = yes to display the last claim of each Contract, based on the other filter criteria.

      • Add new calculated columns:

        1. Claimed To Date Incl. Ret (as of that claim): sum (jobOutputs.ToDateAmount) for this claim

        2. Certified To Date Incl. Ret (as of that claim): sum (jobOutputs.ToDateCertifiedAmount) for this claim

          image-20250401-230855.png



    • Improved the usability of the Get Sales screen by automatically focusing when the screen opens.

      For status 'Entered': the cursor is placed on the first row, in the % Done of the “Claim to Date“ column.

      For statuses 'Ready for Certification', 'Sent for Certification', and 'In Certification': the focus/cursor is placed on the first row, in the '% Done of the “Certified To Date“ column, with the screen scrolled all the way to the right if possible.


      image-20250401-233323.png



      image-20250401-233217.png



  • Billing:

    • Bulk Invoices Creation Enhancement: In the Bulk Invoices Creation screen, hyperlinks have been removed for lines where the "To Invoice" value is zero or less.

      image-20250328-013014.png
      Lines with a "To Invoice" value of zero or less do not have a link.

 

  • Docket and Daysheets: Grid Management Support for Rate Column
    Enhanced the Docket tab on both the Dockets Only and Dockets & Daysheets screens to support Grid Management, allowing to hide the Rate column if required.

    • Grid Management \ Docket List Lines controls the layout of the Docket lines screen.

    • Grid Management \ Daysheets List Dockets applies to the Docket tab under Daysheets > Details.

     

    image-20250401-034113.png
    Grid management now supports the Unit Rate for Docket lines screen.

     

    image-20250401-042220.png
    Grid management now supports the Unit Rate for Daysheets \ Details \ Docket tab



  • Purchase Order: We’ve made some updates to the settings of the PO Email to improve and clarify how email notifications behave when a Purchase Order is approved:

    • Email PO on Approval – Now marked as deprecated, which means it’s outdated and should no longer be used. This setting may be removed in future versions.

    • PO Approver Assigned Email: The email is only sent in the Standard approval processes.

    • Email PO Entered By on Approval: Sends an email to the person who created the PO once it’s approved. Now works correctly in both Workflow, Standard, and when the setting is turned off (no email sent).

    • Email PO Purchaser on Approval: Sends an email to the Purchaser listed on the PO once it’s approved. Now works correctly across Workflow, Standard, and OFF settings.

      image-20250328-025526.png
      The PO Email settings in the Settings screen

 

  • Resource Scheduling: Updated all screens in this section, including Job Schedule, People Schedule, Plant Schedule, and Viewer screens, with a new interface for improved convenience. All logic remains unchanged.

    image-20250328-033424.png
    The new interface of the Job Scheduler

  • Administration:

    • Increased the maximum attachment file size from 25 MB to 35 MB, allowing users to upload larger documents where required.

    • Removed non-related information on the Application Access tab: For users marked as "Upvise User Only" and who do not have "Has Login" or "Is Employee," unrelated are disabled (no NewLine link): Reporting Groups, Profit Centre Groups, and Roles.

      image-20250330-214533.png
      Non-related sections are removed for Upvise users without "Has Login" and "Is Employee."

Fixes & Technical changes

  • Job Scheduler: Fixed a bug where updating an employee’s event (like start and finish time or event type) caused it to jump from the Work Centre to the Job level. The event now stays in the Work Centre, where it belongs.

  • Contract Claim:

    • Contract Claim List exporting: Fixed the issue where exporting to Excel did not respect the filters set in a Custom View. Now, exports correctly follow the filters defined in the active Custom View, ensuring consistent results between on-screen data and exported files.

    • Improved the display of Total Value: Resolved an issue where the “Total Value” field was not displaying clearly when ”This Claim Status” column hidden and specific schedule filtered on the Get Sale screen. The value is now properly displayed and easily readable.

      image-20250401-211245.png



  • Quotes: The “Created date“ of a quote is now saved correctly.

  • Job Sale Invoice: Resolved the issue where the bottom buttons on Job Sales Invoices stop working occasionally.

  • Plant Logs List: Improved the loading performance.

  • Administration

    • Grid Management's Document Register: Resolved an issue where the modifications were not being applied. Now, the updates are correctly reflected.

    • Bulk Send of Retention Statements: Improved email logic for bulk retention sends. Previously, emails were sent via SendGrid even when Office 365 was enabled, causing emails to be flagged or rejected by recipients due to SendGrid not being authenticated with the client’s domain.

      The system now correctly checks the email settings when sending bulk retention reports:

      • If Office 365 Enabled = Yes and Office 365 Bulk Email = Yes, emails are sent using Office 365.

      • If Office 365 Bulk Email = No, emails fall back to SendGrid.

    • To Do: Fixed the pagination issue when having more than 20 To Do Notes. 

    • wbUtilityChangeJobCode Utility: Fix the issue when adding Jobs.JobSortSequence column.

  • Integration

    • MYOB Acumatica Integration API Update (6510) – Acumatica Branch Mapping

      We've updated our integration to better support clients with branch-specific restrictions in Acumatica. Previously, our API always connected to the default Acumatica branch, which could cause issues when certain suppliers, customers, or accounts were not visible across all branches.

      The API will now log in using the branch mapped to the Workbench FinCo, ensuring the correct visibility and access to relevant records. This change helps avoid errors when posting invoices or syncing data with branch-restricted entities.

    • Xtracta Sync – Financial Company Description Validation (6531): Fixed an issue where Xtracta sync would silently fail if a Financial Company had no description. Although the sync was reported as successful, documents were not processed correctly.

      The system now checks for missing descriptions in Financial Companies before syncing.
      If there is a missing description on a financial company, it will just import the voucher normally. Plus, if any documents fail to sync, their Document IDs are returned to the user when running a sync from the Image Document List.


  • Others:

    • Adjusted the column display on the Contract, Forecast, and Cashflow screens to ensure proper visibility when zooming.

Upvise

 

 

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