4.8.4 - 23 Feb 2026
Workbench Release Notes
Upcoming Functionality & News
Workbench API Licence - Effective from 2 March in v4.8.5
The Workbench API is now available on the Purchased Licences tab of the Licence Matrix. Formal license validation will only be applied from March 2026 i.e. 2 March in 4.8.5.
If you are currently using the Workbench API but are not licensed then we recommend purchasing the ‘Web API’ Licence, see below for details.
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Revised Docket Accrual Process
The docket accrual process has been re-engineered to process at line level rather than an aggregated accrual. This makes docket costs more transparent and obvious as they end up as an AP invoice line against the project job, rather than being a combination of docket accruals and AP invoice lines for the variances.
This feature is enabled by the control parameter 'BETA FEATURE - New Docket Accruals' and will become the norm in the near future. The changes apply to:
AP Invoices
AP Invoices manually entered from dockets applies the new process where the original docket accrual value is fully reversed, and separate AP Invoice lines created for the full approved value of each docket.
AP Vouchers
AP Vouchers processed against dockets apply the new process where the original docket accrual value is fully reversed, and separate AP Invoice lines created for the full approved value of each docket.
Job Enquiry, Transactions tab
The tab displays the new Docket Accruals and Reversals. Once the docket has been processed on an AP Invoice, we can see the original accrual and its reversal (as long as they are both included in the filter criteria).
Added an ‘Exclude Reconciled Docket’ filter to exclude matched original accrual and its reversal, to simply show the actual cost as per the AP Invoice line.
Input Based Get Sales
The following cases apply:
(as-is) If docket accrual not billed and docket not processed, then list the docket for billing.
(updated) If original docket accrual is not billed, but the docket has been processed on an AP Invoice, then want to exclude the docket accrual and its reversal; and just allow the AP Invoice line to be billed.
(updated) If the original docket accrual has been billed, and AP Invoice line value is the same as the docket accrual value, then we want to exclude the reversal and the AP Invoice line from billing.
(updated) If the original docket accrual has been billed, and AP Invoice line value is not the same as the docket accrual value, then we do not exclude the reversal and AP Invoice line from billing.
Enhancements
Jobs
Jobs List custom view - The fields on the custom view have been updated to include further operational attributes, specifically - Order Number, Job Reference, Client Reference, Quote Reference, Start Date, Completed Date, Expected Completion Date, Required Completion Date, Activity Group Code, Charge Type Code, Price Code, Invoice Type Code, Asset Reference, Finalised Date, Currency Code, Closed By, Finalised By, Created Date, and WIP Code.
Purchasing
Image Documents, Xtracta UI Update -
The new Engine Learning Screen (ELS) from Xtracta is released. It introduces several features to improve your document processing and training workflows and replaces the prior screen for processing documents. You can review the user documentation [here].
The native Xtracta Trash icon (at top) is replaced with a [Delete] button (at bottom) that also updates the image document status in Workbench.
Plant
Plant, Meter Reading - The control parameter ‘Reduced Meter Reading Type’ is added to configure the behaviour when a reading is entered that is less than the previous reading. Previously this would only result in a ‘Clocked’ tag which would also increase the cumulative reading; this is still the default.
The parameter allows specifying ‘Excluded’ as the alternative which presumes the entry to be erroneous and so is ignored leaving the cumulative intact. This is also applied to meter entries synced from Upvise.
Resource Scheduling
Job Scheduler UX Update - has been revised to improve usability, the key points being:
the scheduler auto saves due to the high level of interaction
configurable job attributes for better gantt screen estate
collapsible work panels for better gantt screen estate
personalisation of display options
display of leave and holiday events
support for person and plant placeholders
multi select for allocation of people and plant
allocation percentage display on people and plant tabs
multi select applicable gantt actions
Refer to the User Documentation [here] for details.
The other schedulers remain as they were with future UX review based on feedback from the Job Scheduler.
System Setup
Workflow Schemas with Job Roles - This enhancement introduces some formality into Job Roles in order to leverage their use in Workflows Schemas. The key points are:
improved formality on the list of “valid” Roles for people on a Job
visibility of invalid Roles
ability to leverage defined people with defined Roles on a Job context
equivalent in concept to the base Workflow functions already available
For further details refer to User Documentation [here].
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Upvise
Project Filter now in Jobs Calendar
Jobs can now be filtered on the linked project in the Jobs Calendar view in Upvise:
Form Favourites App - linked record now enforced
Form Favourites will now enforce population of the linked record when the database setting “Users cannot create Forms from Forms App” is enabled.
This ensures the setting cannot be bypassed and helps maintain form data integrity. When creating a form from the app, users must now select a linked record before proceeding.
more info: Upvise Documentation - Form Favourites App
Stock Bill of Materials - Upvise Stock issues
Stock Issues created in Upvise will now sync to Workbench and consider BOM items.
Where the Stock Issue relates to a BOM item, Workbench will automatically generate the corresponding stock issues for the individual components.
Meter reading Lower than Previous- New CP
A new control parameter “Reduced Meter Reading Type” has been introduced to define how Workbench handles meter readings imported from Upvise that are lower than the previously recorded value.
When this parameter is set to Exclude, lower meter readings imported from Upvise will be automatically excluded from cumulative meter calculations and will no longer trigger a clocking action on import.
This prevents incorrect cumulative meter values and removes the need for manual exclusion and reprocessing when reduced readings occur.
The default behaviour remains unchanged (Clocked).
Upvise | Workbench |
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Meter reading is less than the previous: | Lower reading now set to 'Exclude” |
Timesheet Activities- New Setting
A new setting has been added to restrict the deletion of Activities in the Timesheet module so when enabled, only System Admin users can delete Activities.
Setting: Only Admin can manage Activities (Timesheets - Options - General)
Deleted Activities can now also be restored from Deleted Items > Activities.
Note: The Deleted By value is not recorded for Activities, as Activities do not store an owner value.
Fixes & Technical changes
Workbench
Upvise
Service History – The Service History report now uses the Created Date and Owner from the form properties in the list view.
This resolves an issue where these fields were sometimes not read correctly, resulting in blank values appearing in the Service History report.
Daily Diary
The Allowances subform Subproject field type has been corrected to enforce a single selection only.
The Operator Hours with Equipment subform has been updated to allow only one person to be selected.
Things we are busy working on...
Integration with plant GPS Telematic systems
Unified receipting via Dockets screens
Use workflows for Quote approval