Workbench Release Notes

Upcoming Functionality & News

New Webinar
Workforce Management - 16 October

Open

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Navigating timesheet management and award interpretation can be complex, but it doesn’t have to be. Still dealing with manual reimbursement of staff expenses? you don't have to. Trying to work out who is free to start a new project next week, now you can.

Ideal for HR professionals, payroll managers, and project coordinators, this session will provide practical strategies and tips to enhance your workflow and streamline your workforce management.
 

16 October - Agenda: 

• Standard Costing Principles and the use of Employee Classes

• Options for Timesheet Capture

• Award Interpreter Overview

• Leave Management

• Resource Scheduling

• Expense Claims

• Future Enhancements

New Features

Workflow Approvals by Location or Profit Centre Managers

Workflow approvals now have two new functions to be configured as Reviewers or Approvers.

• Location Manager

• Profit Centre Manager

This will save significant time creating and maintaining multiple workflows when the approvals are different from Proft Centre to Profit Centre, or from Location to Location. The system now allows users to configure one workflow instead of one per PC or Location. This option is enabled on all document types.

These are derived by looking at the job for each document type. In the case of documents like vouchers and POs, where there is no job in the header, the system uses the job on the first line to identify its location manager or profit centre manager.

Document JobCode → Jobs. ProfitCentreCode → ProfitCentres. Manager

Document JobCode → Jobs. ProfitCentreCode → ProfitCentres. LocationCode → LocationManager

Open

New functions on Workflows

Feature Revisions

Jobs

• Contracts - Project Trust Ledger enhancements:
  As per QBCC guidelines for the Trust Ledgers, if a subcontract Claim has been certified for less than it was originally claimed (or rarely over-certified), it must be visible in the Ledger. There should be a record for the original claimed value, and a new record for the difference between Claimed and Certified value.
  We have made a change so that any claim that has been certified for a different value than the claimed value, it will be displayed in 2 records:

  • Payment Claim | Claimed value | Claimed Date

  • [NEW] Payment Schedule | Claimed value - Certified value | Certified Date

• Contract Claims Accruals:
  The new & improved process to accrue uncertified Contract Claims is now available to everyone following this process. The previous process has been deprecated as of this version 4.6.41.

  We encourage you to check out the details of the new process either in the Release Notes HERE or in the User Documentation HERE.
  
  

• Contract Schedule report:
  The Contract Schedule report that can be printed from each Contract Claim Schedule, now includes the Schedule Quantity on each line (report wbContractScheduleReport002 ).
  
  

• Writeoff date on written off transactions
  Job Transactions that are written off either from Get Sales or from the specific Write off Transactions list, now populate the Job Transactions column WriteOffDate. This date can be used for reporting purposes and analysis.
  
  

Stock

• Migrating from an existing Stock method to an Average Period Stock costing method:
  To enable users to migrate to the Period Average stock method, we have prepared a guide with specific steps that must be followed in the right order and at the right time to facilitate a successful migration.
  
  New export and import tools have been created to facilitate this process. Details here
  
  

• Stock Fuel Receipts:
  
  

  There is a docket line type in Dockets called Fuel Receipt, which can be used to record deliveries to on-site fuel tanks.  This creates a stock adjustment to bring the fuel into stock.  This type of adjustment was not being included in the average cost calculation, and now it is.
  
  The document where the Period Average Calculation details are explained has been updated to reflect this. Please take a moment to read through it, you will find it useful if you are using or planning to migrate to the Average Period Stock costing method: Period Average Cost Calculation
  
  

• Stock List report
  The Qty On Hand on the Stock List report now matches exactly the quantities on hand on each Stock Item.

Subcontracts

• Message history when using Assign function
  The history of all messages sent with the Assign function on Workflow approvals is now displayed on the WFlow popup screen. Similar to Vouchers, and other documents.
  
  

System Setup

• Profit Centre Groups
  If you have large numbers of Profit Centre Groups, the newly designed maintenance screen will make the maintenance work much easier. Similar to how Activity Groups are handled, Profit Centre Groups now have specific filters to find what you need.
  
  

• Workflows
  An Audit log has been added to each Workflow schema that records all changes made with a date stamp and the user who made them.
  
  

Minor enhancements:

• Enhance audit trail when using utility wbChangeInvoiceNumbers. This Audit log is only accessible to Admins via the database tables. We will eventually add a centralised screen for all Audit logs.

• Job Adjustments import - few tweaks:
  wbImportAdjustments import procedure has had a few changes:

  • Labels for retail and cost fields now "FC Retail" and "FC Cost"

  • Removal of the application of the FC Rate against the FC Retail
    
    

Fixes & Technical changes

Things we are busy working on...

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: controlled and easy to follow.

Analysis graphs on Sales Invoices.

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