NOT RELEASED YET

Workbench Release Notes

Upcoming Functionality & News

📣 New Webinar
Workforce Management - 16 October

Register here

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

Feature Revisions

Jobs

• Contracts

Purchasing

• Vouchers
  

Subcontracts

Utilities

Minor enhancements:

Integrations

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)