Workbench Release Notes:

General Release 4.5.19.2

Scheduled Release - 13 December 2021

Contract Forecast using Production Measures:

Adjusting a Forecast from Production measures was not working in some cases and this has been rectified.

Beta Release 4.5.19.1

Scheduled Release - 06 December 2021

New Features

Billing:

Debt Management: This features provides the ability to follow up outstanding Job invoices and add notes against a Job invoice, to be able to track any communication with the client or reasons why the invoice is still outstanding.

The Outstanding value is now a hyperlink.  Use this standard feature to navigate to the new Debt Management screen. The filters can be used to get a list of those outstanding > $0. This is also accessible from the Perform button within the invoice.

Multiple notes can be recorded against each invoice.

A Note type for Job Invoices must be created to be able to add a Note. Multiple Note types can be created. Not compatible with Debt Management from MDE.

Open

Debt Management screen

Open

Outstanding value is now a hyperlink to Debt Management screen

Feature Revisions

General:

• Licence update: Project Manager and Finance licences now include Expense Claims.

• Legal Centre: A new link has been added under the user profile that navigates to Workbench website where you will find all the End-User Licence Agreement, legal information related to our products, services and websites.
  
  

Jobs:

• Job Financials Budget values: All Budget values in Job Financials reflect all values from “in Forecast” budget types (same as in Job Summary).

• Job Enquiry: On Transactions tab, links to the timesheets that originated a Plant issues were not working. This has been rectified.

Dockets and Daysheets:

• Timecodes on Timesheets: Time code options for selection were not being displayed after a new line was auto-populated with a default activity that required Time Codes. This has been rectified and Time codes are now available for selection.

• New Daysheet report: a report displaying all the various types of data recorded on a daysheet can be printed from within a Daysheet. Transactions included:

  • Header - Date, Sequence, Person, Job, Comments

  • Dockets grouped by line type (Fuel Receipts, Labour, Materials, Plant, Subcontracts)

  • Timesheets

  • Plant

  • Stock

  • Outputs

Subcontracts:

• "Enforce SubContract Claim Comments" Setting:
   When a subsequent claim was created where the first claim had a Comment populated (due to Claim v Certified disparity), on saving, even though the claimed amount was being certified, an error message was being displayed and the system was expecting a Comment to be entered ("This claim cannot be approved until the claimed line with a Not Certified amount has a Not Certified Reason"). This has been rectified.

Purchasing:

• AP Invoices:

  • AP Invoices from inactive suppliers can now be searched for. Filter picker allows inactive supplier.

  • Changing AP invoices in a Closed Batch has now been disabled.

  • Profit Centre Security can be enabled on AP Invoices (AP Invoice Edit screen and AP Invoice Enquiry screen) using the new control parameter AP Invoice List uses Profit Centre Groups. When this is enabled (Yes), users that have access to all of jobs’ Profit Centres in an AP Invoice, will be able to open the document, otherwise a popup warning message will be displayed instead: You do not have access to this page.

Timesheets:

• EBA Interpreter performance has been enhanced to avoid time outs in those cases where large amount of timesheets are being processed.

Quotes:

Enhancements:

• %Won is now editable after approving a Quote.

• Job code validation is performed when creating a Budget from an accepted Quote.

• Cost Sheet Details field now supports a larger text size.

Service Desk:

• Service Logs simplified General tab:
  An alternative General tab design has been created more suited to reactive work: omits Service Agreement, Asset, Contact details.
  
  It is enabled with setting Log Maintenance Tabs and the keyword is GeneralAlt:
  
  

  
  
  

Month End:

• Posting Dates on AR and AP Invoices:
  For those financial systems that support Posting and Invoice Date (excludes Xero and MYOB ARccountRight, as these systems don’t support different dates for Posting Date and Invoice Date):
  Posting Date on the financial system for AR/AP invoices is the invoice date, as long as that is in the batch period. Otherwise the Posting Date has changed to follow the logic below:

  • the 1st day of the batch period if the invoice date is in a prior period, or

  • the last day of the batch period if the invoice date is in a future period.

Integration

Business Central

• A new field has been added in Business Central integration page - AP Credit Memo Reason Code. This will be used to populate the Reason Code in Business Central when exporting AP Credits (Vendor > Ledger Entries > AP Credit)

• GST rounding on AP Invoices: To make sure that an invoice total amount inclusive of tax/gst exported to Business Central is always the same as in Workbench, the amounts exported from Workbench are inclusive of tax/GST.

MYOB Advanced

• Handling # on exports: Workbench can now handle a # on supplier AP invoice numbers and/or a # on Supplier AP Account when exporting AP invoices/AP Credits.

• Validating Wrong Financial Period on Export: UTC conversion of dates when exporting to MYOB Advanced was causing the wrong period to be validated. This has been rectified.

Upvise

• Upvise Companies & Contacts Syncing split:

On the Upvise integration configuration screen the combined export of Companies & Contacts has been split into two independent exports:
Companies into Clients and Suppliers,
People into Contacts and Employees.

There are also new settings to control what type of entities are synced within Companies and within People:
Upvise Companies Sync Basis → Clients, Suppliers, All
Upvise People Sync Basis → Contacts, Employees, All

Default if no value is populated is All.

• Docket Dates:
  When syncing docket lines from Upvise, the Docket date will be sourced from the following dates in this order of priority: Tran Date,
  then Daily Diary date,
  then Submitted date.