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Hotfix Release 4.5.2.11

Scheduled Release - 19 Apr 2021

AP Voucher - Rectified an issue introduced recently that prevented the display of the default Total Tax on new vouchers that gave the impression of an incorrect Total Excl calculation.

Beta Release 4.5.2.9

Scheduled Release - 12 Apr 2021

New Features

General - Formatted numeric entry on forms

Form fields for numeric data entry has been enhanced to provide auto formatting.

  • A comma thousands separator is auto displayed as you type for improved readability.

  • This separator is omitted on fields where it is unconventional or may cause confusion e.g. year and numeric codes.

  • The decimal precision is particular to the field and rounding occurs after saving i.e. currency amount are 2 decimal, rates are 4 decimal, and exchange rates are 8 decimals.

Upvise - Expense Claim Integration

Provide for import integration between the standard Upvise Expense Claims module and Workbench to use the Upvise platform to capture expense claim data on a mobile device and also capture supporting expense information e.g. copies of receipts. This excludes Credit Card Expenses.

A. Setup the Timesheet Group Expense Claim authorities required.

B. Create a new Upvise Reports i.e. its term for an Expense Claims, note the ‘Employee Reimbursement’ mode.

C. Add the required Expenses i.e. its term for an Expense Claim lines.

D. Each expense claim line may have receipt images.

E. Submit the Report (Expense Claim).

F. The integration imports the submitted ‘Employee Reimbursement’ creating the Workbench equivalent structure as ‘Complete’

G. At each stage of Approval and Paid, the status is synced back to Upvise.

Feature Revisions

Timesheets

  • Timesheet Mobile - This is enhanced to support Disbursement activities with quantities exceeding 24, as it supported on the standard daily timesheet.

  • EBA Interpreter - The EBA Tags field in User Maintenance, Job Maintenance, and Job Templates have been extended to 255 characters to support more tag associations.

Purchasing

  • Purchase Order List - The 'Include Subjobs' filter has been added to the filter criteria for use in combination with Job = condition.

  • Purchase Order - An optional (info) icon is available on the PO line enabled by the BudgetDetails column on ‘Purchase Order Detail’ grid; hidden by default. The popup displays budget values matching the PO line Job, Work Centre, and Activity:

    • Total Budget: The sum of matching budget lines in local currency

    • Total Actuals + Outstanding Commitments: The sum of matching job transaction + sum of matching PO line outstanding value

    • Budget Remaining: Difference between the two above

  • AP Vouchers List - The 'Include Subjobs' filter has been added to the filter criteria for use in combination with Job = condition.

  • AP Vouchers -

    • The ‘Source’ link on the This Voucher tab did not work when multiple POs were invoiced. This issue is now rectified.

    • Rectified an issue where a cancelled voucher invoicing receipted stock remained linked to the associated Inwards Goods hence making it unavailable for future processing.

Transactions

  • Job Adjustment Batch List - Add a ‘Created By’ filter to Job Adjustment Batch List.

  • Job Adjustment Batch - The batch currency is now populated with the local currency code even when foreign currencies are not used. This is to support compatibility with some financial integrations.

Month End

  • Batch Control (Export Control) - Added a ‘Created By’ as a filter and a column on Batch Control list.

Subcontracts

  • Contractor Daysheet - The Rate on the daysheet was being rounded to 2 decimals on SV Approval. This is an issue where the original rate precision was quoted to more precision, and this issue is now rectified.

  • Subcontract Claims - Rectified an issue where use of the control parameter 'Insurance Sub Claim Checking' being Disallow also prevented the processing of retention release when insurances had expired.

Datasheets

  • Datasheet Template Type - The template type has been enhanced to support easier definition of datasheet availability. A datasheet of the type will display for:

    • any listed Plant Classes or Plant Groups or Plant Items, but

    • only for People with one of the listed Roles

    • note, undefined Plant Class and Group implies display of the datasheet by default rather than exclusion

Stock

  • Stock Item List - The Location sub-grid now includes additional columns displaying the various costs perspective i.e. Standard, Last and Average Cost for the location, while the Cost Rate column displays the applied cost as dictated by the 'Stock Cost method' control parameter.

  • Stock Item -

    • The Stock Code length is now limited to 20 characters. Previously this reported an generic error that was unclear about the cause.

    • A Catalogues tab is now available on the Stock Item popup for an item oriented approach to managing inclusion on supplier catalogues.

  • Stocktake - Rectified a technical parameter issue when using the ‘Refresh’ option which prevented it from running.

Human Resources

  • Employee, File Attachments tab - The ‘File Group’ option is retained after uploading a file to make uploading of the same type easier. Previously the option would be cleared after each upload.

Reporting

  • Reports - An issue where custom report files (.rdl) could be cleared if they used a duplicate ‘Report URL’ has been rectified. This was previously necessary to clean up duplicate Report URLs causing incorrect report rendering.

Administration

  • Data Import List - Enhanced the some import procedures that omitted checking to reject imports where the batch is Closed, Exported or Not For Export, or the batch period is closed

Integration

Upvise

  • Plant - If a plant location in Workbench has a default job assigned and currently does not exist in Upvise, this location will now be created as a region in Upvise without having to complete the manual data synchronisation.

Sharperlight

  • Datasheets - Rectified an issue on the Sharperlight model with Datasheet views using a date vs. datetime field.

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