IN PROGRESS

Workbench Release Notes

Beta Release 4.6.19.1

Scheduled Release - 23 October 2023

New Features

Lists

• My Approvals - Due Date

On My Approvals list we have added a Due Date column displaying the Due Date of each document to assist the approver in knowing what to action first. This is especially relevant for AP Vouchers and AP Invoices for which Due Dates are very important and need to be strictly followed so as not to breach Payment Terms.

Source of Due Date on the different documents in My Approvals:

• AP Invoice: Payment Due Date on the Invoice.

• AP Voucher: Payment Due Date -1 or Assigned Date + 1 whichever is earliest.

• AP Credit: Payment Due Date - 1 day on the Invoice.

• Job Budget: Assigned Date + 1.

• Expense Claim: AssignedDate + 1 or Blank for Standard approvals

• Job Sales Credit: Assigned Date + 1 or Created Date + 1 for Standard approval.

• Job Sales Invoice: Assigned Date + 1 or Created Date + 1 for Standard approval.

• Leave Request: Leave Requested on Date + 1

• Purchase Order: PO Required Date -1 or Assigned Date + 1 whichever is earliest. Or PO Required Date - 1 for Standard approvals.

• Revenue Journal (as JobInvoice): Assigned Date + 1 or Created Date + 1 for Standard approval.

• Subcontract Claim: Assigned Date + 1 or Subcontract Claim Payment Date  .

• Work Order: WO Required Date -1 or Assigned Date + 1 whichever is earliest. Or WO Required Date - 1 for Standard approvals.

Plant

• Plant Maintenance Logs:
  Service Logs linked to Jobs and Service Logs linked to Plant items have been separated into different screens, as they each have different relevant information to be displayed. We created a new specialised screen for all the Plant Maitenance Logs, and you can now find these under the Plant module together with all the other Plant screens.
  

  

Service Logs

• Service Log creation from emails:
  

  

  
  We have introduced a new feature that helps clients who use Service Logs in Workbench to manage their reactive work or calls. One of the challenges that our customers face is the manual and tedious process of creating tickets from email requests. To address this pain point, users will be able to select email files (.msg), import them to automatically create a Service Log based on the email content with some of the data prepopulated.
  
  On this first release emails need to be dragged and dropped to a folder in the file system (for example Downloads folder) and then imported using the 'Create from email .msg file' button. On next release the Drag and drop function should be enabled, making it really simple to transfer the log info from one application (Outlook) to another (Workbench Log).
  

  The feature provides the following benefits:

  • It will reduce the time and effort required to create tickets from email requests, especially for customers who receive hundreds of emails per day.

  • It will improve the accuracy and completeness of the ticket information, as it will extract relevant data from the email message, such as sender, Client, subject, attachments, details.

  • It has a set of validation rules to automatically find the Client using the From address and assign priority.
    
    

    

    
    
    

Feature Revisions

Jobs

• Budgets:
  Improved performance when loading a budget to make it faster.

Lists

• Job

Purchasing

• Vouchers

  • Vouchers now suppport Log numbers on each Voucher line, to cater for lines coming from different POs each one with their own Log Number.

Subcontracts

• Further enhancements on Retention Trust Accounts reports:

  • Subcontract Retention Statement (wbSubcontractTransactions004):
    
    

  • Subcontractor Payment Certificate (wbSubcontractClaim003):
    
    

Timesheets

Month End

• WIP Accrual batch with $0:
  When all Work in progress values in the batch are $0 the exporting of the batch will error saying '‘Batch is empty’'.

• Utilities - Job Adjustments:
  Fixed scenario when Retail Rate was being Calculated when FC Cost and FC Retail columns were hidden in the Grid.

System Setup

• Jobs - Price Codes improved usability:
  A few enhancements have been done on the Price Code maintenance screen for easy of use:

  • Materials tab only allows activity types of Activity or Item.

  • Same chnage has been done on the import. It only allows the import of Activity and Items on the Material stab; and there improved validation error messages.

  • On Plant tab, the Price Group picker now also allows Plant Pricing Groups.

Administration

• Licences
  
  

• Data Imports

Integration

Xero

• AR Credit Export Error:
  Fixed an error when exporting AR Credits by making sure only AR Credits with Apply Number populated in them.

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