Workbench Release Notes

General Release 4.5.33.4

Scheduled Release - 18 July 2022

Hotfix Release 4.5.33.3

Scheduled Release - 14 July 2022

• Xero Payroll:
  Payroll exports to Xero were failing after a recent Xero update to their Australian Payroll back-end, which was not backward compatible with the current Xero dependencies in Workbench. This has been rectified and this hotfix addresses the issue.

Beta Release 4.5.33.2

Scheduled Release - 11 July 2022

New Features

Timesheets

• Mobile Timesheets Adv:
  A new licence has been created called 'Mobile Timesheet Adv', which grants users access to the specific Mobile Timesheets Adv screen which includes Stock and Plant issue creation from each timesheet line.

Open

Feature Revisions

Jobs

• Job Maintenance - Site Address:
  Site address on Addresses tab was not being updated after selecting an address from the Address picker. This has been rectified.

• Budget import:
  Budget Lines At Revenue and Cost Element import was incorrectly populating the Retail (LC Retail) value as a Rate value (FC Retail was correct). This has been rectified.

• Jobs - Contract:
  Claims tab default filter has been changed to Jobs = no specific Job value, so the user can select if further filtering is required.
  
  

  Open

  

Dockets and Daysheets

Daysheets:
An invalid error when saving a copied Daysheet was showing up. This has been rectified.

Purchasing

• Purchase Requisitions:
  Profit Centre security at Job level has been applied on Purchase Requisition creation and Purchase Requisition List.This will enable users that have very limited Job access (no PCs on their PC Group, but only Jobs on the Jobs tab) to see these Jobs and create PRs.
  
  

• Purchase Orders:

  • PO Line details pop up screen enhanced:
    
    

    Details pop-up screen on PO Lines now provides links to open each document on a new tab.
    AP Voucher Credits are now also displayed in this screen.
    
    This PO Lines details pop up screen can also be opened from a Voucher Credit (Invoice Lines tab):
    
    

    
    
    

  • Attachments on Mobile Purchase Orders:
    Attachments on Mobile POs can now be included when sending the PO by email to a supplier, by ticking the 'Include All Attachments' checkbox.
    
    

Subcontracts

• Communication within subcontract Claim workflow:
  The 'Go To discussion comment' link on emails generated from messages in a workflow approval were not working. This has been rectified.

Timesheets

• EBA Interpreter:
  Delete option was not deleting all the Payroll transactions (only the first person’s ones). This has been rectified and all Payroll transactions matching the filter criteria are deleted with the Delete button.

• Job Manager Approval:
  Reverted change done on previous release [here].
  Both weekly and daily views now show stand-alone plant issues, additionally to plant issues entered from Timesheets.

Billing

• Job Invoices - "Open book" contract arrangements:
  On Input Based job invoices, the option ‘Attach Supplier Invoices' that is used on 'Open Book’ type of arrangements, AP Credit PDFs are now being included in the .zip file together with all the AP Invoice PDFs for the transactions being billed. Note that PDFs for Written Off transactions will not be included in the zip file.

• Credit Notes - currency symbol:
  On Credit Notes, the Apply Credit field was showing a list of possible Job Invoices the credit could be applied to and their amounts with a $ (dollar symbol). This has been removed, as it confusing for clients with local currencies like EUR, GBP, etc.

Quotes

• Default Work Centre options on At Revenue & Cost Element:
  A new setting has been created to control the defaults of Work Centre Codes on Cost lines on a AT Revenue & Cost Element Cost sheet.
  
  New setting: Revenue Cost Element Work Centre Default
  Options:

  • Inherit Revenue (this is the default value): Work Centre is set on a Revenue line, and its Cost Lines will inherit Work Centre from it.

    • Job Work Centres: When creating a budget all WCs on Revenue lines will become Job Work Centres.
      Any JWCs from a Job template will also be added when creating a Job.
      
      

  • Activity Group Default: The Work Centre on the Revenue and Cost lines will default from Activity Group defaults.

    • This scenario is more common on a manufacturing type of job, where Work Centre and Activity are not relevant on Revenue Lines when estimating this work .Generic Work Centres like Labour, Materials and Subcontracts are used in the Budget to understand the Cost structure available to complete the job.

    • For this reason, it is suggested that Work Centre and Activity columns are hidden from the Revenue lines screen using Grid Management (Cost Sheet Revenue Lines). If hidden, the Activity Code and Work Centres will be populated with default values, as they will be later required when creating a Budget. Activity will be populated with the Activity defined in Control Parameter [Quote default Activity code], and the Work Centre will be the default Work Centre from that Activity.

    • Work Centre column can be hidden from the Cost lines screen using Grid Management as well (Cost Sheet Revenue Popup Lines).

    • Job Work Centres: When creating a budget no JWC will be added.
      Any JWCs from a Job template will be added when creating a Job.
      
      

  • Default WC on BOMs items: Work Centre on these BOM items will follow same rules as the other Cost Lines, based on the new setting.

Service Desk

• Service Log - Outputs:
  [Generate Output] process on Logs Outputs tab has now a different functionality to the [Generate Outputs] on Job Outptuts screen.
  This process on a Log will create Output lines for all schedule items on any Output Schedules on the Log Job flagged as Standard. This is a new flag on the Output Schedule. Check online help for more details.
  
  

Month End

• Adjustments: Columns on Adjustments screen were not sorting properly. This has been rectified.

Integration

Business Central

• Handle Payments for multiple invoices:
  The integration with Business Central now handles import of one Payment for multiple AP Invoices.

• Payment Terms:
  Payment terms mapping from BC to Workbench has been changed to accommodate to BC's specific Payment due date calculations.

  It has changed from using the Business Central PaymentTermType Code to using Business Central Payment Due Calculation.
  
  

MYOB AccountRight:

New setting created to enable/disable checking of existing invoices with the same supplier and number when posting AP Invoices: MYOB No AP Invoice Number Checking

Upvise

• Email change:
  When the email address of a user is changed in Workbench, this change now updates Upvise user’s email address too.

• Upvise Owner → Workbench person:
  For integrations that use the Upvise Owner field synced to a Workbench person, the matching now prioritises a person being Active and in the same Fin Co that Upvise is syncing on.