Workbench Release Notes

IN PROGRESS

Beta Release 4.5.41.1

Scheduled Release - 31 October 2022

Feature Revisions

Purchasing

Stock

Subcontracts

Plant

Timesheets

Expense Claims

Billing

• Contract Claim - schedules available for selection:
  When searching for available Contract Claim Schedules on a Get Sales screen of a Claim, the schedules shown were not limited to those ones linked to the Job. This has been reverted.

  

• Input Jobs - Summary tab:
  Margin % (Sales/Profit) has been added to the Summary Invoice tab, and the existing columns order has been re arranged.
  

  

Month End

• Utilities - wbUnexportAPARInvoice:
  This utility has been updated to handle Invoices approved with workflow approvals. Once an Invoice is reset the workflow status is now reset as well.

Integrations

Business Central

• Workbench Profit Centre added to AR Invoice Header on Exported AR Invoices
  Workbench PC will be saved as an Invoice header dimension in Busincess Central. An AR Invoice Header Job can belong to a different Profit Centre than the Jobs of the invoice lines.

Upvise

• Training Matrix:
  Tasks generated from Training Records are now assigned to the administrator as well as the employee. Training Record forms now assign the employee as the owner as well as the person submitting the record. This will help with Data security and visibility of records for standard users whilst on a job site if audited.