4.8.13.4 - Scheduled 03 Jul 2026 Purchase Orders list - Rectified searching by line description not working. Timesheets - ‘Unapprove Timesheet’ permission is assigned to General role for backward compatible behaviour on timesheet enhancement. Workflow - Restored reassign functionality on non-voucher documents. 4.8.13.2 - Scheduled 29 Jun 2026 Daysheet - Rectified the Stock tab where activities were not being limited by activity group of line job.

Scheduled 22 Jun 2026

Job Maintenance, Docket Schedule - fixed the validation preventing incorrect docket schedules from being removed. Job Enquiry, Transactions tab - fixed the error when the Exclude Reconciled Docket filter was used and then the Excel Export was triggered. Contract, Trust Accounts - rectified for the scenario where the Project Trust Account (PTA) Ledger was displaying values although a Trust Account was not specified. since a RTA can have transactions from subcontracts from different PTAs, the RTA ledger is amended to be a full dataset of retention transactions for any subcontract that uses that RTA, not only those linked to that PTA. The report exports will be updated to match the screen. to better support client that use one RTA across different PTAs the Subcontract Retention Trust Account can now be specified on the Contract tab, and this will limit the RTAs for selection on respective subcontracts. If left blank then the existing behaviour prevails. added an Excel Export for Bank Reconciliation with 2 tabs, one for the PTA bank recon statement, and one for the Retention Trust Account (RTA) bank recon statement. Also added an Excel Exports for Trail Balance Report. Subcontract Claims list - amended to correctly display the next person (reviewer or approver) for a Multiple Step workflow scenario. Company - company edits are now audited. Daysheets list - fix Entered By filter list for licenced 'Upvise Users'. Docket - Fixed issue when a docket TranDate is updated to another month, the related job transaction was not updated to that month’s period. Purchasing Dashboard - enhanced to improve filter consistency, reporting flexibility, and dashboard usability. Updates include: Alignment of Profit Centre, Job Manager, and Supplier filters with standard Workbench picker controls. Support for search, lookup, and active/inactive filtering within dashboard filter selections. New Incl. GST / Excl. GST toggle allowing users to switch between GST-inclusive and GST-exclusive reporting views. Removal of unused Submitted and Cancelled statuses from the status panel. Improvements to Invoice/Credit Status panel layout and alignment. Corrections to Total Amount calculations to ensure purchasing values accurately reflect underlying transactions. Vouchers list - restored the ‘Assign’ button function as it returned an error. Catalogue - added Excel Export for catalogue lines on Apply Filter. Plant Items list - fixed creation of new Plant by “Duplicate of an existing plant” as these did not display in Timesheet Plant picker. Timesheet Dashboard - enhanced to improve filter consistency and align dashboard behaviour with existing Workbench standards. Updates include: Alignment of Profit Centre filtering with standard Workbench picker controls. Support for search, lookup, and active/inactive filtering when selecting Profit Centres. Improved Timesheet Group and Employee Class filter ordering, with active records displayed first and inactive records clearly identified. Timesheets - in Timesheet Approval and Admin Timesheet Entry, an "Unapprove Timesheet" permission is added to control editing or deletion of lines in approved timesheets, and these actions will be audited. Billing Dashboard - enhanced to improve filter consistency, reporting flexibility, and dashboard usability. Updates include: Alignment of Profit Centre, Job Manager, and Company filters with standard Workbench picker controls. Support for search, lookup, and active/inactive filtering within dashboard filter selections. New Incl. GST / Excl. GST toggle allowing users to switch between GST-inclusive and GST-exclusive reporting views. Improvements to Invoice Status panel layout and alignment for a more consistent dashboard experience. Corrections to Total Amount calculations to ensure invoice and credit values accurately reflect underlying transactions. Contract Claims - updated the workflow submit condition to catered for a scenario where all invoice lines are manual. rectified a scenario where permissions affected GST rounding. Get Sales will not hide columns that affect calculations; also fixed Totals calculation. Quotes - rectified the Quote Details link on the ‘For Review/Approval’ email as it routing to the Workbench Home screen. Data Import - wbImportJobWorkCentres - rectified a scenario giving false error messages after initial import fail that prevented subsequent imports. wbImportPlantPriceCodes - updated to align with recent enhancement to support plant classes in price codes. Utility Scheduler - a function ‘wbGenerateCompanyInactiveReminderEmails’ is available to notify specified users if a company is made inactive. Technical - performance enhancements made various list screens.

Allowances - Fixed cases where allowance creation was available when it should not have been. Allowances - Fixed validation and visibility behavior for allowance entry. Allowances - Fixed issues with null lookups and geolocation failures in daily and allowance entry screens. Timesheets - Fixed timesheet workflow and lock handling so entry rules are applied more consistently. Timesheets - Fixed cases where deleted plant time or removed service logs could still appear after saving.

General - Refine the dataset export logic so only Work Centres associated with projects that have “Sync to Upvise” enabled are exported to Upvise; this is an operational performance enhancement. Daysheets - improved timesheet validation to ensure time entries are within the timesheet week.