4.7.15 - 26 May 2025
Workbench Release Notes
Upcoming Functionality & News
New Contracts folder grouping all Contracts-related menu items
On next release you will see a new Contracts folder in the Standard sitemap (those with Custom sitemap profiles won’t have it).
This allows us to group all the Contracts-related menu items in one place, for a more logical and easier access.
Plus, we are adding a new Contract Bonds list that will allow Contract Managers to proactively manage all Contract Bonds in a centralised place and follow up on Release Dates so they can prepare requests in advance.
New Contract folder will be placed before Billing:
Contract Claims List (moved from Billing)
Contract Retention Management (moved from Billing)
Contract Bonds [NEW]
PTA Transfers (moved from Month End)
New Webinar Plant Management
We’re excited to invite you to our upcoming Workbench Webinar. Our team will walk you through the powerful features of the Workbench Plant Module and showcase a range of recent enhancements designed to help you manage your equipment more efficiently.
Whether you're already using the module or just starting, this session will give you valuable insights into how Workbench can support your plant operations.
Tuesday 27th May
What you’ll learn:
✅ How to maintain a list of operational equipment
✅ Manage attributes and define service intervals by equipment type
✅ Track current locations, projects, and meter readings
✅ Create service orders and manage planned vs. completed services
✅ Define depreciation and track the financial position of your equipment
✅ Set up reminders and to-do items for smooth operations
✅ Explore our integration with Upvise Mobile for field access and updates
New Purchase Order Sent status
For those clients looking for efficiencies in the Procurement process, we are adding visibility of the status of the Purchase Order, to allow users to know at a glance if any POs have not been sent to the Supplier.
Quick identification of approved unsent POs. The PO history is available to check who the PO was sent to, and the history of the PO.
Upcoming DLL Update to v4.2 - Upvise Integration
🔄 Upgrade of the Upvise DLL to Version 4.2 in Workbench
🔧 Improved compatibility with the latest Upvise features and integration tools
📦 Support for future enhancements to the Upvise Client Library
What You Need to Do
🔹 All on-premise sites must upgrade workbench (expected v4.7.17) before 1st July 2025 to maintain compatibility with the updated DLL and ensure uninterrupted integration with Upvise.
🔹 If you use any custom external integrations (e.g. PowerShell scripts, custom tools, or applications using the Upvise Client Library), these will also need to be manually updated to reference DLL Version 4.2 before the cutoff date.
✅ No action is required for clients managed by Workbench—your systems will be updated automatically as part of the scheduled workbench release.
We recommend planning your updates early to avoid any disruptions.
Upvise Workcenter Changes- Upcoming in v4.7.16
Changes are coming to Workcenter functionality in Upvise that will impact the Daily Diary and Purchase Order forms. These include:
✅ New Feature: Transactions will be disallowed on closed Workcenters
⚙️ Performance improvements in the Upvise Web view
🧾 Fixes for PDF display issues in Workcenter lists
What You Need to Do
All on-premise sites using these forms must upgrade to Workbench v4.7.15 to ensure compatibility with the upcoming Upvise v4.7.16 release.
New Features
New default option when navigating to a Job:
To provide more flexibility and let users decide their preferred action when clicking on a Job on the Jobs list, we have added a new setting to define the preferred action.
A new Setting ‘Default Job List Link’ will allow a System Administrator to define the default action at Global and Person level. Most popular options are likely Job Enquiry or Job Contract.
New default option is opening Job Enquiry when clicking on a Job. We hope that this change makes the navigation to your Job Contract or Job Enquiry a bit easier.
We understand that the previous default action of opening Job Details when clicking on a Job code was not the most practical one. Job Details is now an option in the elypsis menu.
Feature Revisions
Jobs Contracts
Contracts - NZ Form1 on Contract Payment Claim reports:
The Construction Contracts Act in New Zealand requires that specific text, Form 1, be included in all Contract Payment Claims to ensure the contract falls under the Act.
Users can now enable this using the new control parameter ‘Display Form 1 on Contract claim footer subreport’
When this CP is enabled (=yes), the Form 1 text will display on the subreport used on all Contract Claim reports: wbContractClaimFooterSubreport
Form 1 textbox will only display if Contract Claim currency = NZD AND if the new CP = yes.
This is backwards compatible with any existing reports or subreports where the Form 1 has been added manually. How? because the latest version of the subreport checks this new CP, however, any previous version do not, and the new logic won’t be triggered.Contract Claim reports - position of subreport:
We have moved the position of the subreport wbContractClaimFooterSubreport to be the last element on the following reports.
For text like footer notes or Bank account details, the existing Report footer settings and Report Text options are more appropriate.
Reports changed:
wbContractClaim015 - Detailed Payment Claim Certificate by Line Status
wbContractClaim017 - Detailed Payment Claim Certificate (Schedule)
wbContractClaim018 - Detailed Payment Claim Certificate (Schedule) % CompleteContract Claim reports - centre footer setting section:
Cosmetic change: The section that displays the value from Setting “Contract Claim Report Footer" has now been centered with the section above, the invoice summary.New Contract Claim process with Certified values:
To migrate to the new Contract Claim process, which captures both the original claimed values and certified values, you might require assistance from your Workbench Consultant.
The migration requires following certain steps, which have been updated. All details can be found in the Mandatory Migration Process section at the end of this document: Workbench Contract Claim Process Enhancement
The additional step is to execute a utility to populate the Certified To Date and Certified this claim values on all Claims, before the new process is enabled.
Also a fix has been made to stop the retention invoice line from being deleted when Finalising the invoice.Input/Output jobs with Contracts:
When a Job has a Contract and the billing type is Input, Output or Input/Output we have made the following changes:In Contract > Claims tab, the This Certified incl Ret column is now hidden, as this is not relevant.
In Contract > Claims tab, This Claim column value now reflects the sum of Job Invoice Lines.
Job Enquiry
Units on Details tab:
To avoid confusion, the Unit on the Details tab on Job enquiry is now populated in all rows, not only at Activity level.
Activity row: unit comes from the Activity
Cost Category: Unit comes from the Cost Category
Work Centre & Job: the unit is hardcoded to HrsAll Units are now populated on Job Enquiry Details tab
Purchasing
Job Procurement lists:
Provide an additional filter to display Procurement Lists based on their Job's status.
Plant
Plant Class - support defined Plant Rates per Plant Class
Plant Classes have been extended to support multiple rate definitions in addition to the default rate configured on the Plant Class itself, allowing valid rates to be defined per Plant Class. The Plant Rates available on Plant Class lines in Quotes and Budgets are now restricted on this basis.
Leave Management
Bulk Leave Creation enhancements
Removed inactive Locations from the dropdown menu
Removed the View Lines button from the popup screen when creating the leave requests, as this would be a link to an individual timesheet only.
Removed the "Data has been modified" pop-up that was unnecessary.
A narrower Location dropdown and moved to the same line as the filter, auto-apply when changing a Location so the correct records display for that location.
Create button was moved up to the same line as Location.
Quotes
Added Profit Centre security group to Quotes:
Profit Centre Group security is now applied to the Quotes List, and the Quote's Profit Centre is now mandatory. Where a Job was attached to the Quote, the Profit Centre will be auto populated, but where no Job is available, the Quote will remain visible to everyone until the Profit Centre is specified.
Resource Scheduler
Re-applied colours to the schedulers that were omitted in the migration. Converted the filters to a collapsible layout.
Service Logs
Service Log - update Finalise validation
The Finalise validation now checks that both PO Outstanding Qty and Value are zero before the Log can be finalised, as some clients are raising $0 POs. The PO quantity is now also displayed on the Purchased tab of Logs.
Administration
Users - tracking changes:
A 'View History' option is now available on Person and User screens to display a change history.
Upvise
Equipment Matrix Enhancements
The Equipment Record matrix has been redesigned to improve usability. New column filter functionality has been introduced, along with additional filter options in the list view — including the ability to filter for equipment with no certificates.
Fixes & Technical changes
Work In Progress - Forecast Profit% % label:
Updated the Work In Progress tab's label to "Forecast Profit Mark Up %" to better explain the value.Time report fix:
'Time Report Timesheets by Day' was not including some timesheets that were expected to be included. This has been fixed.AP Vouchers
Apply consistent limit testing in Reassign:
Updated the Submit to reference Header Total Excl on validations and be consistent with other WF actions, and updated its message.Review Credit Note message when Credit exceeds PO value:
Updated the AP Voucher line value validation to the PO to cater for AP voucher credit. Exceeding check now subtracts credit amount instead.
Contracts - Claims tab - fix display to include manual lines:
Updated the Claims tab on Contract to re-include manual invoice lines that were omitted during the Contract Claims process enhancement.Plant - tweak validations to Plant Issue Import:
The validations on wbImportPlantIssues are now restricted to Fin Co as other new validations were overly restrictive.Transaction Data Integrity:
Improved validation on Daysheets, Log tabs, Dockets, Mobile Timesheet screen to prevent deletion of billed transactions, or those in exported or closed batches.Quotes - Created Date reset:
Fixed an issue where the Quote Created Date was overwritten when the Quote was sent.Resource Scheduler:
Fix an issue where the drag-drop no longer worked on the People Scheduler after the recent control update.MYOB Acumatica Foreign currency:
Updated our MYOB Advanced / Acumatica integration for exporting foreign currency AP and AR Invoices. WB now puts the exchange rate (exactly as it is specified in Workbench) into the ‘Reciprocal Rate’ field, where previously the WB FC rate was being inverted in the transfer.My Approvals list - fix "sort" on Job codes:
Fix an issue on My Approvals when sorting by the grid Job Codes column.
Upvise
Plant Service Intervals to sync to Upvise where No default Meter is specified:
Plant Group Service Interval settings will now sync to Upvise even when no default meter is set, ensuring group-based service periods are aligned between Workbench and Upvise.Plant Groups- No MeterDisallow transaction imports on closed workbench jobs:
Transaction imports (time, plant issues, stock issues, outputs, dockets, and POs) are now disallowed on Workbench jobs marked as Closed to prevent data entry against inactive jobs. Reopen the job if further imports are required.Daysheet - Comment field Update:
The integration logic has been enhanced to preserve comments added in Workbench Daysheets. If the Upvise Form ID is removed from the Comment field on the Daysheet, it will be re-appended at the start during the next sync—unless already present—ensuring audit consistency without overwriting user notes.Daily Diary - Duplicating Forms
An intermittent issue was affecting the duplicate forms process on a small number of sites on mobile only. A code change has now been applied to align with recent updates made in Upvise to resolve the issue.Personal Weekly App
An improvement has been made to the Personal Weekly app to automatically save the selected settings without requiring a manual refresh.Events- Save Issue Resolved
Upvise has applied a fix to resolve an issue that was preventing some users from saving events. This should now be working as expected.Training Record & Matrix
All Upvise sites have been updated to the latest version of the Training Record. Ongoing improvements will now be delivered through scheduled release cycles.Attendance App- Knowledge Article
A help link has been added to the Attendance app for quick access to the relevant knowledge article. You can find it by navigating to:
Attendance > About.Attendance- About - HELPITP % Complete
A bug has been fixed that prevented the %complete from displaying in the ITP form.
Integration
Xero
Increased File Attachment size Limit to 10MB:
When Workbench exports AR/AP Invoices' attachments, the file max size is now 10 MB (it used to be 2MB).
Also Xero has a limit of 10 files per AR/AP Invoice.
Things we are busy working on...
New centralised Contract Bonds list to identify upcoming releases easily.
New status to track whether POs and WOs have been sent to Suppliers/Subcontractors.