IN PROGRESS
Workbench Release Notes
Upvise
Upvise is releasing updates to enhance performance and security
Before 1st May 2024...
On-premise clients will be required to upgrade to Workbench version 4.6.25 or later. Clients hosted in AWS will be upgraded automatically.
Download latest Upvise mobile app v7.0
Bookmark the new Upvise url: https://s3.upvise.com
Re-generate Public Form URLs and PowerBI/Sharperlight export URLs
New Features
Contracts - Project Trust Accounts
Subcontracts
Feature Revisions
Jobs
Management Reports
Contract reports:
Report Project Trust Accounts Eligible Costs report was installed twice by mistake and this has been rectified.
Subcontracts
Subcontract Claims Payment details:
A new column 'From Account' has been added to the Subcontract Claims Payments. It displays the Cash account’s GL Account from which the payment has been made. Note that depending on the financial integration, some systems do not provide this information. This information is important to manage and audit Project Trust Accounts, allowing users to verify if the payment was made from the correct cash account.
So far this is supported in the MYOB AccountRight integration, and we will add other systems shortly as part of our Project Trust Accounts solution.
Quotes
Month End
Administration
General Config - Settings:
Output Based Get Sales, uses a setting to control the $ value rounding and quantities rounding. We have updated the description of the ‘Output Quantity Decimal Places’ Setting to include "WARNING: also rounds Quantities in Get Sales"