Workbench Release Notes

Upcoming Functionality & News

File attachments redesign

We are reviewing the File Attachments to improve the user experience and ease of use.

This will introduce a familiar experience to the File Attachments tab similar to other file management interfaces (like File Explorer in WIndows or Finder in MacOS), followed by enhancements to functionality.

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New Features

Contracts

• New Centralised Contract Bonds Screen:
  
  

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  A new dedicated view that allows you to:

  • See all contract bonds across all jobs in one place.

  • Track bond release dates to reduce financial liability and prepare for release requests in advance.

  • Easily identify bonds requiring immediate attention through visual indicators.

  • Filter by job code, release status, bond type, and more.

  • Profit Centre Group rules apply plus the validation of permission ‘View Other Job Managers Jobs'.
    
    

• New Contracts folder grouping all Contracts-related menu items
  
  

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  All Contract-related menu items have been grouped under a new Contracts folder for better navigation. 

  Also, the Subcontracts folder has been moved, making Jobs, Contracts & Subcontracts the main focus of the site map profile, as these are the core elements of Workbench.

Billing

• Aligned the standard Job Invoice with Contract Claims for the email Mark As Sent function:
  A Mark as Sent option has been added to Job Invoices reports. It displays only on approved/finalised Invoices.
  
  

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Feature Revisions

Jobs

• Contracts - Certification stage:
  New Claim & Certification process only:
  When certifying claims, if a user clicked on Save - Generate Billing with no certification values entered on any schedule lines, the system removed the Job Invoice Lines.
  
  We have improved this, and the system now displays a confirmation message like "This may remove your invoice line/s because there are no Certification values. Are you sure you want to save?" so the user is aware.
  
  This is a different scenario from when a user wants to enter $0 certification value. This is a valid scenario, and will be supported in a future release.
  
  

• Budgets - Improved data entry on Job Budgets:
  Changed behaviour to reduce manual input when creating budget lines:

  1. On the first budget line the Job code now defaults from the Job on the Budget header.

  2. On subsequent lines the Job code will default from the previous line’s Job code.

  3. On first sub grid line (cost lines) Job code will default from the Job on its Revenue line.

  4. Subsequent sublines Job will default from the previous sub line.
     
     

Purchasing

• Purchase Order - Sent Status
  Previously approved POs that appear as unsent have been marked as sent by the system, as one time only data fix, as we introduce the new Sent to Supplier field.
  
  Only updates POs without a Sent To Supplier date. The system will add a comment to the PO History recording the event: Sent to Supplier date updated by the system with approved date as per release notes 4.7.17
  
  

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• Wider screen for Catalogue Lines picker on Purchase Order lines:
  The screen has been made larger to make it easier to identify the specific catalogue item.
  
  

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Subcontracts

• Subcontracts folder moved

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  The Subcontracts folder has been moved, making Jobs, Contracts & Subcontracts the main focus of the site map profile, as these are the core elements of Workbench.
  
  

Billing

• Job details when exporting an AR Invoice:
  A new option has been added to the setting ‘Interface AR Invoice Line Details’ to be able to export the Header Job on the Job invoice line.
  Existing options:

  • <BN> (Batch No)

  • <LR> (Line Reference)

  • <LD> (Line Details)

  • <JC> (Job Code)

  • <JD> (Job Description)

  • <WC> (Work Centre Code)

  • <SC> (Sales Code)

  • <CN> (Company Name)

  • <HJ> (Header Job)
    
    

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Service Desk

• No open Logs exist when closing/ finalising a job

  • New validation has been added when attempting to close or finalise a job, to prevent this if any Service Logs are opened.

  • On a log,

    • When attempting to reopen a Log the system will check if the Job is finalised or closed.

    • When creating a new Log the Job used cannot be closed or finalised.

  • Appropriate error messages will be displayed.

Month End

• Export Control - prevent additional AP Invoices to be added to a batch being exported:
  Enhancements have been done so AP invoices being aproved at the same time that an AP Invoice batch is being exported, are not added to that in progress batch.
  The unapproval of AP invoices that are part of an in progress batch, will now be disallowed:

  • in the AP Invoices list the Reopen Batch button is disabled.

  • in the AP Invoice pop-up, if the batch Status is In Progress, the invoice will be opened as read-only.

  • The following utilities have also been improved to check the batch status:

    • wbUnexportAPARinvoice

    • wbUtilityChangeAPInvoiceBatchDate

    • wbUtilityChangeBatchNoAPInvoice

    • wbUtilityChangeGLCodeInterCoAPInvoiceByBatchNo
      

System Setup

• WIP Codes:

  • The "WIP GL Account" is a CR account but there was no indication in the label. Renamed to show it is a CR account

  • The "Percent Complete" field is not used and has been removed.

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Resource Scheduler App

• Introduced a new SMS placeholder for Equipment ID and Description, enabling scheduled equipment to be included in SMS notifications sent to Labour Resources.

• Edit your SMS template in Resource Scheduler > Options > Setup SMS default

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Integration

Xero

• Leave Request exports
  An enhancement to the exporting of Timesheets and Leave requests process has been applied, to handle a partial-export scenario, making the export to distinct steps: Timesheets are exported first, and if there is a connection issue and the Leave Requests do not get exported, then the batch can be re exported again to finish the export and create the Leave Applications without failing due to Timesheets alerady existing in Xero.

Fixes & Technical changes

Things we are busy working on...

Subcontractors' Insurances & Certificates centralised list.