Workbench Release Notes

IN PROGRESS

Things we are busy working on...

🔐 Project Trust Accounts On Contracts.

🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.

🔎 Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.

Audit for configuration changes.

⌛ Month End Process.

📈 Analysis graphs on Sales Invoices.

🔨 Interval- Based Equipment Maintenance in Upvise (eg. 250-hour increments- 250, 500, 750, 1000 repeat)

👷‍♀️ ITP Module in Upvise (Email support@wbi.freshdesk.com for Expression of Interest)

Upcoming functionality

🆕 Contract Claim Process - upcoming changes you need to know

 We will be making changes to improve the Claiming process on Contract Claims, and users will soon be able to:

1. Capture This Claim Claimed Values.

2. Capture this Claim Certified Values.
   

With the Contract schedule claiming process, we recognise the importance of capturing the final certified value and the actual claimed value to have a full picture and history of the claims (similar to how it is done on Subcontract Claims).

This means there will be a slight change in the process in which we aim to replicate the two stages in a real scenario: Claim and Certification. This will be released by the end of June and announced in the Release Notes. 

🆕 New Custom Views on List screens coming soon

This new functionality will give you the freedom to create your own reporting and extract your data. Custom Views will progressively be released in most of the List screens.
Admin users will be able to create any number of Views with preferred columns and filters.
Default standard views will be provided, starting with Standard Job Invoices View, Aged Debtors, Contract Claims.

New Features

Job Contract

• New Schedule based contract claim reports (released on 4.6.32 General Release)

  

  
  We have released two new reports that read the Contract Summary (Original Schedule and Variations) from the Contract Claim Schedules, rather than from the Budgets.

  • New Payment Claim Certificate - Detailed Payment Claim Certificate (Schedule) wbContractClaim017

  • New AR Invoice - Payment Claim Invoice (Schedule) wbARInvoice009
    To use this Tax Invoice edit the current Invoice Type or create a new one from Invoice Type Maintenance, and select the new report.

  • Original Contract Value: Is the total of all the Contract Schedules with a Schedule Type = Original Contract

  • Plus Variations: Is the total of all Contract Schedules where the Schedule Type is not Original Contract.

  • 

Feature Revisions

Jobs

Purchasing

Stock

Billing

Month End

• Getting InterCo System Batch - Export Control:
  When assigning an inter-company AR or AP invoice to a system batch, the system now validates that the system bacth is not in the process of being exported.
  

• Utilities - WIP Adjustments enhancements:
  A few changes in the User Interface to improve usability:

  • Filters:

    • You can now filter by Account Manager

    • Filter labels renamed to match column headings: 

      1. "WIP Value" renamed to "WIP Accrual"

      2. "WIP Code" renamed to "WIP Type"

    • Order of filters has changed.

  • New columns added: Job manager, Account Manager, Profit Centre
    

System Setup

• Setup Wizard - Valid Time Units:
  There is now a validation on the value entered in Time Units Per Hour. Only valid units can be entered: 1, 2, 3, 4, 5, 6, 10, 12, 15, 20, 30, and 60. And the description has been updated to explain this.
  This will prevent errors in Leave Requests and clarify the misconception that timesheets are storing fractions of minutes.
  

Administration

• General Config - Extension columns:
  

  

  
  New data type is available as a generic picker for Companies or Employees.
  We currently have the option of using a Combo and a sql query to grab data from teh database. For example, the Driver extenstion column in Plant.
  
  And we are now introducing a generic picker, for better performance. Depending on what picker you want to use, enter the correct syntax in the Combo List:

  • To select from a list of Employees: Employees(){Person}

  • To select from a list of Companies: Companies(){Company Name}

Fixes

Dockets & Daysheets

• Daysheet - Stock quantity and Unit Cost:
  Unit Cost and Quantity values in Stock issues now allow 4 decimal places.

Purchasing

Billing

Quotes

• A few enhancements when saving a new Quote:

  • Fixed an error when saving anew quote but choosing cancel on the prompt that asks user to confirm if saving.

  • Workflow actions are now hidden until the new Quote has been saved and it has a Code, to avoid invalid actions.

Month End

Administration

• Data imports - controled access based on permissions:
  Each data import has a permission that allows users to mak euse of it, or there is the catch all permission which grants access to use all data imports (Run All Imports).
  However, some data imports are accessed through its own screen rather than Data imports, like AP Invoice lines in an AP Invoice, Job Invoice lines in a Job Invoice, Stock issues thrigh a Batch, etc. We have improved the access to these Import buttons based on each User’s permission. The Import button will be grayedout if the right permission is not granted.
  

  

Integration

Business Central

Upvise