4.4.0 - 6 May 2019

Owned by Malcolm Mackay
Last updated: May 16, 2019 by Nelson Leong
6 min read

Hotfix Release 4.4.0.34

Release 17 May 2019

  • Subcontract Claim - The Attachments tab is restored when entering from the My Approvals List. It was missing when using this entry point following the framework upgrade in a previous release.


Hotfix Release 4.4.0.32

Release 10 May 2019

  • Purchase Order Detail - This resolves an issue that occurs when the new GST and GST Type columns are hidden on the PO Detail screen.


Base Release 4.4.0.27

Beta Release 6 May 2019


Important Notes

  • Δ #1  Infrastructure - The minimum Microsoft .NET framework version is now 4.6.2.
  • Δ #2  Timesheet Attachments - The link format of Timesheet attachments is now compatible with MDE 7.41.3 or later.


New Features

AP Voucher - Tax Inclusive Line Data Extraction

AP Invoices presenting only tax inclusive and tax values at lines level are now supported. Previously line level extraction only supported tax exclusive values.

Δ Note: This functionality also requires configuration changes to enable data extraction, and in order to maintain your current application compatibility this will not be performed for on-premise (non AWS) sites. Should you upgrade to this version kindly contact support to have your data extraction configuration upgraded for Tax Inclusive Line Data Extraction.

A. The default lines support remains Value Excl Tax. To enable tax inclusive line values, display the Lines Config popup for the supplier in question from the ellipsis menu of the Image Documents List.

B. Untick the Value Excl option (to hide) and tick the Value Incl option (to show). This configuration will apply to this supplier only. Only one option should be ticked to prevent confusion.

C. Save your supplier configuration change.

D. Use the 'check' link to open the Data Extraction editor for the supplier invoice.

E. The 'Value Excl Tax' column in the grid will now be replaced with 'Line Tax' and ' Value Incl Tax'. Map these grid values as you would typically.

F. Should you get an error message that the Total Incl Tax does not match the sum of the lines, you may have to un-hide the alternate column to check if the auto extraction has (incorrectly) attempted to extract this data. Just over-type the error in the alternate column with zero to fix the error. This issue will stop with sufficient training. After saving,the same values will now be displayed in the Line Scans panel of Voucher Details. The lines can now be mapped to PO lines, Dockets or manual lines in the usual fashion.

NOTE: If you typically receive the Value Inclusive format, you may consider changing the extraction Lines Config default from Extraction Manager, and then catering to Excl Tax format on a per supplier basis similar to the above. The system default is the Excl Tax format.

Job Budget - Employee level cost & Line level periods

The following enhancements have been made to Job Budget.

A. An Employee level of costing is now available for the 'At Cost Element' and 'At Revenue & Cost Element' Budget input formats.

B. This introduces an Employee type as an option, and its selection allows for specifying a specific person in the Line Code column for costing purposes. Note, for the 'At Revenue & Cost Element' Budget input format, this option is on the cost lines and not on the revenue lines.

C. A Year Period column can now be enabled on the budget line level. This defaults from the header Year Period, but changing it implies that the budget is only available from that period onward and affects your Forecast/Cashflow. This is not available by default and must be enabled from Grid Management for 'Job Budget Detail'.

Purchase Orders - GST on Lines

  • GST Code and Value columns are optionally available on Purchase Order Lines. These columns are hidden by default. The GST Code defaults from the Activity on the line, and the GST Value defaults using the GST Rate on the GST Type.  

Feature Revisions

General

  • Δ #1 Infrastructure - With our regular library updates required to keep system references up to date, the minimum Microsoft .NET framework version is now 4.6.2. This note only applies to client-managed infrastructure, and most of these are anticipated to be on .NET framework v 4.6.2 already.
  • Upgrade Notification - The Upgrade Notification message that should have only displayed once to Administrators continued to display under some circumstances. This is rectified.

Timesheets

  • Δ #2 General - The link format of timesheet attachments was updated in MDE 7.41.3 to resolve date ambiguity. This web release is now compatible with this version.

Purchasing

  • Purchase Order - The available activities inadvertently included Time activities if the Supplier was changed. This is rectified.

  • AP Voucher - Dockets

    • Previously the 'This Voucher' tab displayed a view of the source docket lines after matching of the lines. This may have confused users that wanted to edit any of the resultant values as the result was not displayed in this view. The view in 'This Voucher' has been updated to present the lines as per the resultant AP Invoice.


A. Indicate the dockets to voucher, of which the original values are vouchered as an aggregated Docket Accruals transaction.

B. Any changes made to to the original docket values are applied as line level adjustment transactions.

C. The Activity based GST Type can be edited and the rate will be applied to the GST calculation.

D. The GST values can also be directly edited. This is the revised 'This Voucher' view which directly corresponds to the transactions that are generated in the resultant AP Invoice.

NOTE: To remove docket lines, you must untick the respective line from the 'Dockets' tab since 'This Voucher' tab provides an aggregated view.

  • AP Invoices - Rectified an issue where AP invoices that were 'Sent Back' from the My Approval report view caused the document to be non-editable.

Contracts

  • Cashflow -
    • An issue where a period was displayed as two different period options is rectified.
    • A issue where some reports did not receive the year period is rectified.

Jobs

  • Job List - The 'Has Contract' criteria previously only applied to level 1 jobs. It now apples to other job levels as well.

Billing

  • Job Invoice - The 'Reset' action on a Claim Based invoice with Input Based sub jobs is now correctly managed. This was previously giving an error message. Note this requires reset from Claim Based Get Sales, as well as a reset from the Input Based Get Sales.

Subcontracts

  • Work Order - There was an issue displaying work order lines when the grid exceeded 100 lines. This is rectified with standard pagination.
  • Subcontract Claim -
    • The Attachments tab is restored when entering from the AP Invoices List. It was missing when using this entry point following the framework upgrade in a previous release.
    • The Workflow approval option, as opposed to the Standard approval process, has been migrated into the new popup framework.
  • Retention Management - The default status was updated to be in line with the default status introduced for subcontract claims in the previous release.

Dockets

  • Docket Cost Schedule - A Work Centre is now available on docket cost schedule lines, and this will default onto docket lines where applicable.

Plant

  • Plant Detail - A new permission 'Edit Plant Details' is now available. It grants a user the ability to edit plant details, and if not given then all controls are disabled so user can view but not edit. By default this permission is granted to the General role and retains current behaviour.

Administration

  • Period End Maintenance - Changing the Forecast tickbox or updating Current Period previously required a Clear Cache action to enable the effect immediately. This action is now performed automatically.


Integration

Payroll

  • The Payroll Code validation should only include transactions on Activities where the PayExportInclude is set. Previously it didn't.

Xero

  • When syncing AR and AP Accounts from Xero, the person's name and email is updated back to Workbench.

MYOB AccountRight

  • When syncing AR and AP Accounts from MYOB AccountRight, only the person's name is updated back to Workbench.

Reporting

New Report

  • wbBudgets004 - Budget Journal (Cost) - A new budget journal report, based on wbBudget002, but showing cost and quantity.

Report Revisions

  • wbJobTransaction001 - Job Transactions by Work Centre - Job Type picker has been changed to allow selection of Plant.

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