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IN PROGRESS

Workbench Release Notes:

Beta Release 4.5.21.1

Scheduled Release - 24 January 2022

New Features

Jobs

  • Contracts:
    Claim Date vs Invoice Date: On Claims tab on a contract, you can now identify Claim dates as opposed to Invoice date. These dates are set within in a Contract Claim. This allows users to identify what has been claimed but not invoiced/certified yet.
    Claim Date is also available on Job Sales Invoices as a new column and a filter.

    Default Claim Date for new Claims is Today.
    Default Invoice Date is same as Claim Date on new Claims.

Feature Revisions

Jobs

Dockets and Daysheets

  • Contractor Daysheets:
    Sell Rate column has been added to Contractor Schedule lines.

    On the Dockets tab in AP Vouchers, exclude lines that have not been Supervisor approved. i.e. have not had a Job Transaction generated yet.

Timesheets

Purchasing

Service Desk

Month End

Administration

Integration

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