Hotfix Release 4.3.3.32

Release 22 Feb 2019

• Addresses an issue where the generic Work Centre description was displayed although a Job Work Centre description override was available. This was a display issue only, and did not affect the data.

Hotfix Release 4.3.3.21

Release 13 Feb 2019

• Addresses an error reported at installation regarding  'IncludeOnEmails' column. This is only pertinent to on-premise installation that use the Install.ashx process, and not AWS clients.

Base Release 4.3.3.20

Beta Release 12 Feb 2019

New Features

Bulk Send AR Invoices - Auto Attachments

The 'Bulk Send AR Invoices' screen allows bulk processing of all approved AR Invoices. It allows recipients to be checked and on 'Final Invoices' will send the invoices, mark them as Finalised, and batches the invoices ready for export. The auto attachment functionality allows additional attachments to be included with the invoice in this bulk process.

A.  The 'Include On Emails' option should be enabled in an existing or new File Group.
B.  When making an Attachment that is to be auto included in the bulk AR process, the File Group should be appropriately selected.
C.  On approval of the AR Job Invoice it will be available in the Bulk Send AR Invoices screen.
D.  If the respective invoice is selected and Finalised, any attachment of the selected File Groups with the flag will be attached to the standard email along with the invoice.

Note this functionality is not yet available on manually sent invoices.

Feature Revisions

Timesheets

• Daily / Mobile Timesheets - The Activity on Plant Issues can no longer be changed. The intent is that the appropriate Activity should be setup with the respective Plant Rate.

• Weekly Timesheets - The weekly timesheet was previously limited to a warning when a time entry exceeded budget. This is enhanced to support the 'Enforce Budget' option on the Job and will notify the user and prevent saving of any of the time entries should any entry cause the respective job budget to be exceeded.

• Admin Timesheet Entry - The daily and weekly views of the Admin Timesheet Entry screen can now be made available directly i.e. independent of the ctrl param 'Timesheet Type'. The screens are not included in the default site map and must be explicitly added; search for 'Timesheet Admin Weekly List' or 'Timesheet Admin Daily List' as required.

Purchasing

• Purchase Order List - An issue with the list of users presented as Approvers in the filter criteria is rectified.

• Purchase Order - Some refinement on the display state of buttons.

• AP Voucher List - The AP Vouchers List has been enhanced for mde compatibility. Note this is for reference purposes only, and mde voucher must complete processing in the mde. As such mde voucher data cannot be edited on WebWorkbench.

A.  The list now provides a consolidated view across both web and mde vouchers, however the default status view implicitly excludes mde vouchers since their statuses are different.
B.  Mde vouchers can be filtered by Ref Number (Invoice Number), Company (Supplier), Doc Date (Invoice Date) and 'Is Mde', and will display when unfiltered.
C.  The mde vouchers are distinguishable by the (MDE) suffix contextualizing their Voucher ID.
D.  An mde voucher is viewed as a report, similar to that in the My Approvals list.
E.  For this context the Previous, Next and approval buttons have been removed.
F.  The enhanced Attachments popup is available to display attachments made directly to the mde voucher or the related Purchase Order or AP Invoice.

• AP Voucher -
  • An issue where the Cancel option was not always displayed is rectified. The Cancel option is now openly available prior to approval submission, alternatively once submitted it is only available to the assigned user or designated user with 'Voucher Admin Review/Approval' permission.
    
  • Selecting the supplier now displays their tax number as well.
  • An issue where the voucher values in the header were overwritten in some cases when the PO was selected; has been rectified.

• AP Invoice - A print button is now available to print the AP invoice as a Recipient / Buyer Created Invoice.

Contracts

• Claim Schedule - Usability is improved on claim schedule definition by notifying the user and auto-zeroing header lines as they are defined so they cannot be inadvertently claimed.
  

Jobs

• Job Maintenance - Jobs now exposes the Labour Costing Group field on Job Templates, Wizard, and Maintenance. This is currently to support mde compatibility, as the related maintenance screens are not yet available. This field enables the same employee to be costed under different employee classes on different jobs by replacing any source employee classes in the job's labour costing group to the designated target employee class. The payroll code can be similarly substituted.

Subcontracts

• Subcontract Claim - An optional field for the date up to which the work is being claimed is added as 'Claimed To' date. This is a supplementary field and is not defaulted or required. The date is available on both the internal view and the Subcontractor Portal.
  

• Retention Release - The Retention Release screen link now navigates to the subcontract claim view rather than an AP Invoice view, and subclaim retentions are now compatible with the subclaim workflow schemas if utilised.
  

Job Costing

• Price Codes - A Reference column is now available in the Labour tab grid. This is intended for clients that require display of specific codes or description relating to the labour rate. Note, this would be in the form of custom reports and this field is not included in standard reports.

• Quote - The quote excel template has been modified to remove the cost sheet and associated lookups to improve performance. The spreadsheet should be used going forward by loading in the Excel quoting template used by the client and then mapping this to the appropriate imports that are built into the quoting template. Once the mapping is completed the excel template should then be uploaded to Workbench as the quote template file so all future quotes are based off this template.

Plant

• Plant Detail -
  • Main tab - The assigned driver can now be removed by leaving the Driver picker blank when using the Assign Driver popup. This action will be audited as usual and will leave the plant without a driver.
  • Details tab - The Details tab now exposes the 'Use GST' flag that was available in the plant job screens that is now deprecated.
    

Administration

• Utility - An key constraint issue with the wbLeaveBalanceImport utility is resolved.

• Workflow Delegations List - Since the historic record of a delegation is always retained for audit purposes, and cannot be deleted; the default filter criteria for the list is amended to End Date >= Today to list only those in-force and those in the future still open to amendment.

Integration

General

• The Xero and MYOB authentication proxies have been moved from web.workbench to cloud.workbench for improved resilience. This does not require any changes on the client side.
  

Reporting

New Report

• wbAPInvoice001 - Recipient Created Tax Invoice - This is available from the AP Invoice screen.

Report Revisions

• General - Difference in sizing, standard reports vs letterhead report - Document report logo headers have been enlarged to allow logos to align with report text, this may require some logos to be re sized and reloaded.

• Batch reports - The Financial Company code and description has been added to the header of every batch list/report.

• Invoice Templates - Added column headings to Quantity, Rate and Value columns.

• wbJobTransaction008 - Unbilled Job Transactions with Outstanding Purchase Orders and Outputs - Now allows multiple Jobs to be reported when Include Sub Jobs is true.

• wbBudgets003 - Variation Request Detailed (Alt) - Added Quantity, Unit and Rate to report.

• wbContractScheduleReport001,
  wbContractScheduleReport002 - Contract Schedule reports - Updated to reflect correct display of multiple output levels.

• ContractClaim001 - Changed Indenting to match on screen indenting.
  

.