4.8.11 - 1 Jun 2026

4.8.11 - 1 Jun 2026

Workbench Release Notes

Scheduled 1 Jun 2026

  • PO List - add footer values for new columns FCOrderCostValue, FCOutstandingCostValue; also had performance review

  • Fix attachments button for Jobs, People, Plant popups

Scheduled 25 May 2026

 


Upcoming Functionality & News

 

Pricing changes effective 1 July 2026

We have emailed clients about our pricing changes effective 1 July 2026, supporting our continued investment in the product and support. Please reach out to the team if you haven't received an email.

 

Upvise SMS Sender ID Changes (AU) - 1 July 2026

Due to upcoming ACMA regulatory changes effective 1 July 2026, Workbench will no longer support client-specific/custom SMS Sender IDs within the standard Workbench-managed SMS gateway.

To maintain compliance and ensure reliable SMS delivery, all SMS messages sent via Upvise will use a registered Workbench International Sender ID.

Clients currently using branded/custom sender names may observe changes to the displayed SMS sender following this update. SMS Sender ID Register | ACMA

 

Enhancements

Purchasing

  • Purchasing Dashboard - A dashboard added under the Purchasing menu that provides information using interactive charts, allowing users to filter and explore purchasing data visually. These charts are linked so selections made in one chart will update all other charts on the screen. The dashboard is based on AP invoices and subcontract claims. For details refer to the User Documentation on Purchasing Dashboard.

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Plant

  • Plant Items list - The list has been enhanced to support custom views with the typical Default and Data Dump views, and the Default is as-is. Recall that the ‘Edit Custom List’ permission is required to configure list views.

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  • Plant Item, ToDo UX Update - The To-Do feature on Plant has been revised to improve usability as a precursor to a system-wide overhaul of To-Dos.

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  • The To Do tab is replaced by a button and popup, the highlights of the redesign are:

    • improved browsing of the To-Do list with a side panel

    • introduces standardised statuses of Pending, Doing, Stuck and Done

    • support for a reminder date

    • support for repeated To-Dos

    • support for attachments on a To-Do

    • support for comments on a To-Do

    • use of preset filters

    • configurable notification utility

    Refer to the User Documentation for details. The redesign is compatible with existing ToDos although the Status icon will be rendered in black for pre-existing statuses unless their setup is updated.

Timesheet - EBA Profile

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  • Typically, the applied EBA profile on a person’s time entry is blank and is derived by the EBA interpreter, unless there is a known ambiguity, in which case the person will select the appropriate EBA profile.

  • Using the control parameter ‘Enable Time EBA Profile defaulting’ we can now default the EBA profile for a base scenario where the Start and End times "are within" those of a profiles Main tab Start and End period that is listed for the person’s User Specified Timesheet EBA Profiles list.

  • The EBA profile is only defaulted if the time entry Start to End is within the bounds of a single profile, else it remains blank for user selection.

  • This is supported in Daily Timesheets, Admin Entry (on initial entry), Timesheet Administration (on initial entry), Daysheets, Mobile Timesheet, and Mobile Timesheet Adv.

 


Fixes & Technical changes

Workbench

  • Daysheet - fixed the deletion of a Docket line by removing the PO line validation on delete.

  • Stocktake - fix the default sorting as Sheet, then Line.

  • Plant - updated meter reading display to ignore ‘Exclude’ readings on Plant Items list, Plant's Main tab - Service Information section, Plant's Meters tab - Readings, and Plant Maintenance Logs list.

  • Plant List - a performance review improved response time for the list.

  • Plant Item - the Group field will be mandatory going forward; this condition is tested on the next edit of a plant.

  • Batch Labour Journal - a setting ‘Export Labour Recoveries by Employee’ enables the recovery lines on the labour journal to be broken out by employee. The EmployeeNo is populated in the Analysis2 field.

  • Upvise Integration, Timesheets - fixed time entry Qty calculation with breaks for non-whole-hour timezones eg. NT, SA Daylight saving, etc.

  • Utilities, wbUtilityChangeActivityCode - fixed an error interrupting the utility when JobActivities were used.

  • Utility Scheduler, wbGeneratePOFollowUpDateReminderEmails - added a utility to send email reminders based on PO follow-up date.

  • Import, wbImportDocketLines - Added a ‘Unit Rate’ field to the procedure to support rate specification on import.

  • Import, wbImportPlantRateCode - Added an ‘Import Mode’ to the procedure to support Add New, Update Existing, or blank = Both.

  • Import, wbImportBudgetLinesAtCostElement - Enhanced the procedure to support the new line types N - Plant Class and G - Plant Group.

  • Import, wbImportTimesheetData - Enhanced the procedure to support Break qty but Hours Qty remains a required field.

  • Acumatica Integration, GL Journal - Update the GL Journals for the following:

    • GLJournalsTrf.Analysis2 → Ref.Number

    • GLJournalsTrf.LineDescription → TranDescription

  • Upvise Integration, Logs - amended integration to check the Log workflow status when sync’ing (not Completed Date) to support sync of added transactions as required.

Upvise

  • Form Favourite - When the setting "Users cannot create Forms from Forms App" is disabled, the Select Required screen is now skipped, and the user is taken directly to the form.

  • Form Favourite - Fixed issue when attempting to link the form to a record on the Select Required screen. On selecting a project from the list results in a "List is empty" error, an then the user is unable to link the form to a record.

  • ITP App - Fixed code that was calling Format.getFunc() which is not available in the current Upvise runtime.

 


Things we are busy working on...

Integration with plant GPS Telematic systems

Unified receipting via Dockets screens

Plant Scheduler UX review

ToDo UX Review, review system list