General Release 4.5.4.16

Scheduled Release - 17 May 2021

• Bulk Send Final Invoices - Ensure when using Office 365 it will send the emails synchronously (as is), and when using default SMTP it creates a Hangfire task to send the emails (optimised).

• Service Logs List - Reinstated the filter functionality that was inadvertently hidden.

• Upvise - Rectified a sync issue reporting “Could not load file or assembly ...” as result of a Beta Release component upgrade.

Beta Release 4.5.4.11

Scheduled Release - 10 May 2021

Feature Revisions

Lists

• Jobs List - The permissions ‘View Stock Jobs’ and ‘View Non-Stock Jobs’ are no longer granted to the Administrator role by default; so Administrators on new installations will not see these jobs on the Job List, however, existing installations are not affected. Should this be required on an existing installation the entry must be manually removed by the System Administrator.

Purchasing

• Purchase Requisition - The display load process has been reviewed and optimised for better response time.

• Purchase Order - Rectified a usability issue where the Line Description was not being updated after amending the Line Code.

• AP Voucher - Improved a usability issue where the Default button on the "This Voucher" tab previously required the voucher to be saved before the feature could be actioned.

Subcontracts

• Subcontract Claim - A permission ‘Subcontract Claim Rate Edit' is available to manage editing the currency exchange rate on Subcontract Claims. The permission has been granted to the Administrator and General global roles by default. With this permission, ticking ‘Fixed FC ' enables the 'Rate’ to be edited and saved whereupon transactions will be recalculated. Unticking 'Fixed FC’ will use the latest rate from the currency table and recalculate transactions.

Billing

• Job Sales Invoice / Credit - Rectified a display issue where the generic Work Centre description was being displayed rather than the Job Work Centre description.

• Bulk Send Final Invoices - This process has been optimised for the (bulk) SendGrid process using background processes after further reports on timeouts. There is no change where Office 365 is used.

Month End

• Adjustment Batches -

  • Cater for inter-company generation on Adjustments batches, where there are Jobs in to different FinCo from the batch FinCo.

  • The new setting 'Export Adjustment Detail' determines if export data is at the detail level (i.e. by Job Transaction) or summarised.

  • An import option ‘Adjustment With GST’ is now available with its corresponding template and report.

Daysheets

• Daysheets List - The list is now auto filtered for the user’s Profit Centre Groups as applied to the Daysheet header job. Headers without a specified Job are always included.

• Daysheet - Rectified a display issue on the Stock tab where the generic Work Centre description was being displayed rather than the Job Work Centre description.

Quotes

• Quotes List - The list is now auto filtered for the criteria displayed to ensure consistency.

• Quote - The Cost Sheets tab is now being refreshed after a Cost Sheet is saved to ensure the latest sheet details are displayed.

• Cost Sheet -

  • The Quantity on the Cost Sheet now supports 4 decimals where previously it was 2 decimals.

  • The usability of the Markup% and Sell Rate on new revenue line has been improved especially to account for data dependency on the cost lines sub-grid. It previously required the cost lines to be saved prior to using the Markup%.

Leave Management

• Leave - Leave submission emails have been amended to utilise the standard email table mechanism. This accommodates installations where the DMZ does not have access to SMTP.

Administration

• Licenses - AP Invoicing module has been added to the Job Manager licence.

Integration

Export - General

• AR Invoices - The export now includes a check that the Due Date is populated.

MYOB

• Jobs - A new setting by FinCo "Export Job Codes" is introduced as a future replacement for the 'MYOB Job Field' control parameter to determine if the Job Code is populated in the Analysis2 field in the Trf table when exporting. If this is set to Yes, then it is applied in all export data related to job costs and revenue, but not on the recovery credits.

  If set to Yes, Job Codes should also be populated on the inter-company postings, including populating the inter-co Job Code on the original export, and also on the AP and AR Invoice lines that are generated for inter-company.
  Currently it will export job codes if either is set.

Upvise

• Datasheets - Enhanced the sync to handle interruptions that were being experienced by some clients under load.

Reports

New Reports

• wbBatchAdjustments003 - Batch-Adjustment With GST - Has been introduced to support the import of adjustments with GST.

Open