Hotfix Release 4.2.26.55

Released 27 Aug 2018

• Mobile Timesheet - An issue with Plant issues where the date was not defaulting correctly is rectified.
• Job List - The view permissions for Plant, Stock, and Non-Stock job have been removed from the Administrator role.
• Cashflow Spread - An issue when the spread button was clicked on the Cashflow Spread dialog is fixed.
• Report - Deprecated reports have now been removed from report lists.

Hotfix Release 4.2.26.51

Released 24 Aug 2018

• Purchase Order Detail - The Send Email popup defaults revision in the Base Release, amended to default based on the specified supplier Contact. If none specified there will be no default in the "To" field.
• Job Wizard - An issue where job work centres specified in the Job Template were not populating into the created job is rectified.

Base Release 4.2.26.46

Released 21 Aug 2018

New Features

AP Vouchers

The AP Vouchers with OCR based data extraction and auto creation is now available. Here’s a quick walk-through of key functionality:

• Cost recording without job impact until approval
• Automated scanning and data extraction for AP invoices and credits with simple one click or manual data correction
• Configurable functional or named user mandates
• Customisable workflows with reviewer and approver roles
• Full workflow auditing
• Purchase Orders and Dockets based matching supported
• Image view within the matching process is available
• One click rounding correction

OCR Data Extraction

The optical character recognition (OCR) used for data extraction automates the data entry for AP invoices and credits. After ‘training’ the OCR engine with 3 or 4 examples per supplier invoice, the data recognition is accurate with limited false positives on passed documents; especially as most suppliers now email PDF documents that are technically a digital format that subject to blur issues of actual faxed and scanned images. The user interface for OCR data validation is simple, using ‘point-and-click’ for data editing when required.

 You can watch the Image Documents User Guide video clip here

AP Voucher

The AP voucher allows the invoice to be recorded immediately as ‘received’ without cost impacts on jobs. This facilitates process tracking without compromising cost allocations. A voucher can be manually created, but will now more likely be created using OCR image extracted values to default to the created AP voucher. The PDF of the invoice is attached to the AP Voucher created for visibility when reviewing and approving the AP Voucher.

The AP voucher is matched to its corresponding purchase order lines or docket lines in the same manner as an AP invoice. The voucher screen improves on the usability by displaying the invoice image, providing a matching variance, and the option of auto rounding for GST.

This initial release targets single invoices for a single purchase order (PO) although the screen does support matching across multiple POs. Manual lines can be added for non-PO lines such as ‘Freight’. Notably, the use of OCR created vouchers provides significant savings in processing time.

AP Voucher Workflow

The AP voucher workflow engine provides sophisticated personal or role based review and approval mandates. The simple configuration mechanism supports the following Workflow schema functionality

• Reviewers and approvers with mandate limits
• Multi value reviewers
• Person by name
• Person by function: Me, PO Purchaser, PO Approver, Job Manager, Job Account Manager
• Review and approval permission controls for Functions
• Option to manually re-assign to another individual with sufficient mandate

There may be multiple workflow schemas with applicability defined by Financial Companies, Profit Centres, or Jobs; and a configurable Workflow Type attribute.

For detailed usage notes consult AP Voucher in the Documentation.

Feature Revisions

Timesheets

• Mobile Timesheets - The issue on Plant Issues where the default Work Centre description was displayed rather than the Job Work Centre descriptions is rectified.

• Daily Timesheet - The sort order for timesheet lines on the Daily Timesheet is amended to be - Tran Date, Start Time, JobTranID. Weekly timesheet stays the same.

Contracts

• Forecast -
  • The Work Centre level of Forecast now supports the same type of drill down as per the Activity level.
  • The Complete indicator now disables the line from Adjustments.

Purchasing

• Purchase Order -
  • Backward compatibility on the Purchase Order API is restored.
  • The 'Complete' column on the grid and the 'Complete' are now disabled unless the PO is approved ti improve usability.
  • PO header section's fields have been updated to 3 column structure to improve layout.
  • The Send Email popup now defaults the first contact on the People List in the company as the default in the "To" field.
  • The ctrl param 'Unapproved PO Text' is now available, and the text in this field will print at the top of Unapproved POs e.g. 'Requisition Only'
    
  • An issue where the mandate limit was also checked for Unapprove is amended to only require unapprove permission.

• AP Vouchers List -
  • The Export to Excel feature is added to the Apply Filter button on the list.
  • Invoice Status and Batch Number columns have been added to the AP Voucher List.
  • Assigned is added as a filter to AP Voucher List.
  • Voucher ID is added as a filter.

• AP Voucher -

  • Voucher line Details are adjusted to read data from PO line rather than defaulting from Activity.

  • An  issue where the PO Lines tab Line Description / This Voucher tab Details were not populating into the AP Invoice is rectified.
  • An issue where attachments could not be made without first saving a manual voucher is rectified.
  • It is now possible to add attachments irrespective of the voucher status, although they cannot be deleted if the voucher is approved.
  • An Uncancel option is now available on AP Voucher to revert unintended cancellations to a New status.
  • 'Send Back' button is moved to the right with other action buttons for usability.
    
  • The already used invoice number check is now also performed on Save.
  • The 'Value Incl' column on 'This Voucher' tab is now editable, and will adjust GST on edit.
  • An issue where the document PDF image was not displaying on Microsoft Internet Explorer 10 and 11 is resolved
  • The logic for GST auto rounding has been enhanced to validate that Value Excl. totals match prior to rounding.
  • If the Invoice Date is in a closed period when the voucher is approved  AND if the ctrl param 'Check AP Invoice Date is in Batch Period' is Yes; then:
    • The invoice is put into the next open period
    • The Invoice Date is updated to the 1st of the new period and
    • A comment is added to the voucher and AP Invoice regarding the date change.
      

• AP Voucher Workflow -

  • A ctrl param 'Voucher Workflow Comments' is added to control use of comments on workflow actions; default is On and Off suppresses comments.

  • My Approval -

    • The Decline button has been re-labelled 'Send Back' to align appropriately with its function

    • The Next button function has been rectified.

• AP Invoice List - A Job filter is added to AP Invoice List and filters for AP Invoice lines.

• AP Invoice -
  • The 'Default' button on the Confirm PO was inadvertently disabled. This is rectified.
  • The PO link will no longer be enabled for completed PO lines as the line is no longer relevant.

Jobs

• Job Financial List - The view now includes numeric totals, although it requires the user to apply the appropriate filters to enough the values are meaningful in context.

• Adjustment - An issue where Activities were limited beyond the job Cost Activity Group is rectified.

Subcontract

• Subcontract Detail - An issue where overriding the Subcontractor Email field on the Subcontract tab was not saving is rectified.

• Subcontract Claim -
  • The usability on Approve has been improved to display the button should the logged in user has sufficient limit.
  • It is now possible to uncomplete a WO line by unticking the respective 'Line Completed' which will reinstate the last outstanding quantity and value. This option is only available if the user is granted for the permission 'Uncomplete Work Order Line'.

• Subcontract Retentions - An issue where a period mismatch error was being reported on approval is rectified.

Work Breakdown

• Job Output Details - The import feature was missing the Analysis Code from the wbImportOutputScheduleLines procedure and this is rectified.

Month End

• Batch - The Close, Reopen, and Not-For-Export actions on all batches now auto generate a comment on the batch.

Datasheet

• Datasheet Detail - The Datasheet report send email now supports the add attachments feature.

Daily Diary

• Daily Files - An issue where files attached from Daily Diary Files where not visible from the Attached Files List is rectified.

• Configuration - The Timesheet Group Jobs menu is moved under System Setup - Daily Diary, rather than being under Timesheets. Also the control parameter 'Filter Daily Diary By TimesheetGroupJobs' is catagorised as 'Daily Diary' instead of 'Timesheets'.

Plant

• Plant items - The Activity is now editable on the Plant Rates tab.

General

• Job Picker - The Job Picker search popup now includes the client company as a filter option.

• People Picker - Inactive people now list at the end of the list rather than strictly alphabetically.

• User Detail - If the logged in user has an HR Module license then an HR link is displayed on the User Details - Main tab (next to Password) as a quick link to the associated HR record.

• My Approvals List - The view now excludes cancelled job invoices that were inadvertently displayed.

• Group Categories - An issue updating the Type for Group Categories is rectified.

• Email - An issue where auto BCC to sender was not working is rectified. This feature is enabled by the ctrl param 'BCC Email Sender'.

Reporting

New Reports

• wbJobSheet002 - Job Details - A new Job Sheet report has been provided, these are accessible from the Reports tab on the Job Details screen.

• wbJobSummary003 - Job Summary - Job Summary to date and Current Month
  

Report Revisions

Hand Signatures

• An electronic signature image is added to document Reports that had a place for an Approved Signature i.e. Variation Request, Payment Claim Certificate, Payment Claim Invoice Preview, Details Payment Claim Certificate, and Log Maintenance.
• The signature is auto displayed if the approver has an electronic signature setup.
• The approver / user must set up their own signature from the Signature option of the Profile menu. If a signature already exists you are prompted if you should like to overwrite the previous.
• Simply use the mouse in the signature area and sign while holding the left mouse button down.
  
  

Revisions

• wbBudgets001 - Variation Request - An electronic signature image is added to document Reports that had a place for an Approved Signature.
• wbContractClaim003 - Payment Claim Certificate - An electronic signature image is added to document Reports that had a place for an Approved Signature.
• wbContractClaim004 - Payment Claim Invoice Preview - An electronic signature image is added to document Reports that had a place for an Approved Signature.
• wbContractClaim005 - Details Payment Claim Certificate - An electronic signature image is added to document Reports that had a place for an Approved Signature.
  
• wbLogMaintenance001 - Log Maintenance - An electronic signature image is added to document Reports that had a place for an Approved Signature.
  
• wbSubcontractClaim004 - Recipient Created Tax Invoice - Client logo is now included in the header.
• wbTimesheet001 - Timesheet Report - Removed unused featured consuming space.
  
• Some minor formatting tweaks have been made on various standard reports for visual consistency on contract claims, AR credits, work orders, purchase orders, invoices, and subcontract claims.