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Base Release 4.3.5.28

Beta Release 19 Mar 2019

New Features

AP Invoice popup

As part of the drive to improve the overall user experience, the AP Invoice popup is the first to undergo a framework upgrade. This upgrade allows the popup to display independently of the associated list, in this case the AP Invoice List.

With the upgrade the AP Invoice popup will now simply display on top of the existing context. For example, the AP Invoice popup now displays directly on top of My Approvals List and closing the popup will display My Approvals List and not AP Invoice List as before. Previously, navigating to an AP Invoice from anywhere but AP Invoice List, required the underlying screen to redirect to the list before displaying the popup. This may have caused disorientation and requires an additional click to navigate back to the original context.

The upgrade improves all entry points to the AP Invoice popup - Job Enquiry, AP Voucher, AP Voucher List, PO Line Details, and My Approvals.

The intention is to extend the framework upgrade to other popups over future releases.

Attaching a Web Address

A web address i.e. the address in your browser in the form http://something...; can now be added from any Attachment tab. This allow online resources to be associated to Workbench elements, such as the client website being linked to the company record. This is new functionality and is not MDE compatible. Accessing web address links from MDE will display a 'Report file or folder not found' error message. A file and a web address should not be used in the same attachment; in this case the web address will take precedence.

Consider this example from the Company popup Attachments tab, although this functionality is available on all Attachments tabs.

A. Specify the web address (URL) in the input. This must be in the complete address i.e. starting with 'http://...' or 'https://...'. This can be accompanied by the File Group and Details if desired.
B. Click [Upload] when complete and the record will display in the Existing Attachments grid for viewing and editing.
C. Clicking on the web address in the grid will open the associated link in a new tab. For a standard file attachment this would start the attachment download process.

Upgrade Notification

All System Admin users will now receive a one-time notification per Release. Note this excludes minor Release revisions / hotfixes.

This provides an opportunity to review the corresponding Release Notes if desired. Remember the Release Notes are always accessible from the User Profile menu.


Feature Revisions

General

  • A variety of list screens have undergone routine performance review, and improved response times should be experienced on:

    • Job List

    • Job Financials List

    • Contract Enquiry

    • Job Enquiry

    • Purchase Order List

    • AP Invoice Batch Entry

    • AP Credit Batch Entry

    • Batch Timesheet List
    • Batch Control List

Timesheets

  • Mobile Timesheet - An issue with deletion of a timesheet entry from the mobile screen is rectified. Note, deletion of a timesheet line with associated plant will also delete the plant entry.
  • Timesheet Administration - Excel Export support has been added to the filter on the Timesheet Administration list.

Purchasing

  • Purchase Requisition - An issue creating a Purchase Order from the PR with a designated PR Type has been rectified.
  • AP Voucher -
    • Header -
      • The auto supplier matching has been improved to include the Supplier, Subcontractor and Active flags on the company.
      • The supplier in the header is now disabled when This Voucher tab contains a line. This ensures that we do not inadvertently map across different suppliers. If the supplier is incorrect and requires changing, then all This Voucher lines must be deleted to re-enable the supplier.
    • PO Lines - An issue where Declined vouchers were displaying in the Vouchers column is rectified. This was a display issue only.
    • This Voucher - The Job, Work Centre, Activity, and GST Type on This Voucher tab for docket derived lines are now disabled to ensure the coding is retained.
    • The GST spread on docket-based AP Invoices has been improved to spread on a pro-rata basis if edited.
  • AP Voucher Workflow - The link on the review and approval email notification has been adjusted.

Contracts

  • Forecast - The Forecast tab is improved to recognise a Forecast Closed period and disables the Reviewed and Complete columns, and the Refresh, Approve, and Save buttons. The Reviewed and Complete columns are also disabled on Approved Forecasts.

Jobs

  • Quote -
    • Extension column support has been added to Quotes. This is configured in the usual manner through Extension column maintenance and View definitions.
    • Report Text support has been added to Quote for header and footer. This is also supplemented by new HTML settings ‘Report Quote Header’ and ‘Report Quote Footer’. These elements are used for the new Quote Summary report, refer the New Reports wbQuote001 below.
  • Budget -
    • Negative budgets, such as a reduced scope of work, can now be approved through the standard workflow, if workflow is used. The (negative) budget total is processed based on its absolute value as pertaining to the workflow approval limits.
    • An issue where the Budget Type was not inherited from the header when importing using 'Budget Lines With Job Work Centres', and then not explicitly saving; is rectified.
  • Job Template - Job Templates now support the definition of Job Groups that default into the Job Wizard as referenced.

Billing

  • Input Output Based Get Sales - The Apply Filter button has been enhanced to auto save the state of grid lines to allow progressively working through the lines by applying filters. Note the line state is only saved for the screen session so the Save - Generate Billing button must still be clicked when complete in order to generate the invoice. Leaving the screen without the Save action will abandon the line states.

Subcontracts

  • Work Order - Work order lines of an approved Work Order can now be manually completed by ticking the Complete checkbox. This will zero the outstanding values of the line, and if there are no further outstanding work order lines then the work order header will also be completed. Note, at this moment this is an irreversible action and the checkbox is disabled once the line is completed.
  • Subcontract Claim - The method for allocating adjusted GST value has been changed to a pro rata distribution to provide a more balanced view on the GST. Previously the difference was allocated to the first line.

Daily Diary

  • Timesheets - The Bulk Transactions popup is improved to calculate the Hours based on the Start and End Time if supplied. Alternatively, the Hours can be entered or edited directly.

Plant

  • Plant List - Profit Centre is now a column on the Plant List and is available as a filter. Profit Centre Group is also available as a filter.

Administration

  • Office 365 and Emailing -
    • Enabling Office 365 authentication previously enabled email communication was also necessarily integrated at the user level. This allows for automatic email synchronisation for the Email Conversation panel, however, it also meant that the 'Send Email From' control parameter was ignored.
    • A new control parameter 'Office 365 Communication' is now available to switch off Office 365 email integration.The default value is 'Yes' i.e. Office 365 email integration is enabled.
    • This allows clients that wish to use 365 authentication but require 'Send Email From' functionality, to be appropriately set up. With 'Office 365 Communication' set as 'No', email functionality reverts to the standard SendGrid model.
  • User -
    • The issue where tabbing through the Employee tab inadvertently defaulted some fields is rectified.
    • The issue where the Settings tab was saving the boolean as zero instead of Null when the value was non-boolean is rectified.
  • Utility Maintenance - The Display type of utility is now supported for better MDE compatibility for continued use of existing utilities. A Display utility returns a data set rather than performing a process, and these were typically used for data extraction, and requires access to the database to compile. From the web perspective an alternative is generally the Excel export from the filter button of a required list.

  • wbUtilityChangeAPInvoiceBatchDate Utility -

    • This utility has been updated to include any date adjustments made to the Batch header and AP invoices down to related JobTransaction to prevent any mismatch.

    • If the Batch date is changed out of the period, then the AP Invoice and JobTransaction dates are change if the 'Check AP Invoice Date is in Batch Period' ctrl param is set to Yes. Previously this only occurred at AP Invoice level, and only if the Financial System was MYOB or Xero.
    • Validations have been enhanced and period change can only be by one period.


Integration

API

  • Attendance is now exposed in the TimesheetAttendanceApi and TimesheetDetailsApi methods.

Payroll

  • The Payroll Code on job transaction is a required field and validated on Payroll Exports.

MYOB

  • GL Code Validation - The GL Accounts tick box can be ticked to download all GL Accounts from MYOB. The accounts are then available for selection for Activity popup DR GL Account and Sales Code popup GL Account.

Xero

  • GL Code Validation - The GL Accounts tick box can be ticked to download all GL Accounts from Xero. The accounts are then available for selection for Activity popup DR GL Account and Sales Code popup GL Account.


Reporting

New Reports

  • wbQuote001 - Quote Summary - A new quote report has been provided, accessible from the Quote popup.
  • wbSubcontractClaim005 - Subcontractor All in One Report - A new all in one portrait Subcontract Claim report has been provided, accessible from the subcontract claim popup.

  • wbTimesheet004 - Timesheet Pre EBA - This report displays the pre EBA timesheets and is available from desktop timesheet entry screens. This provides a view of the original entries after the EBA is run.

Report Revisions

  • wbBudgets002_CP 5202, wbBudgets002 5132, wbContract005_CJP 5783, wbBudgets002_CP1 - various Budget Reports - Add Estimate Reference field to header if populated.
  • wbContractClaim002 - Contract Claim Schedule - Suppress header lines showing 0 values.
  • wbJob002 - Job to Date External Costs - Reworked all the figures on this report.
  • wbJobTransaction008 - Unbilled Job Transactions with Outstanding Purchase Orders and Outputs - Added Details field.
  • wbSubcontractClaim003 - Subcontractor Payment Certificate - Added Payment Date to report.
  • wbTimesheet001 - Timesheet - Plant lines are now removed from the Time section on Timesheet reports.

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