Page Comparison

New

Price Quotes

Ability to restrict access to view cost and related calculations

Via access rights you can now control which access types can see the following items on the Price Quote:

• Profit Margin

• Gross Margin

• Gross Profit

• Net Margin

• Net Profit

New

Collaboration

Auto Complete Handle
When using the @ symbol to add someone to a conversation it will now suggest the recipient instead of having to type out their handle in full

New

WorkBook App

iOS Push notifications now available for mobile devices

The main WorkBook application can now send push notifications to iOS mobile devices such as iPhones and iPads.

Fix

Jobs Module

Tool Tips Missing

Tool tips were missing in job list views for columns like Price TO progress, Schedule Progress, Cost to Progress etc.

Fix

Scheduling

Job Shows Wrong Task

When changing your job selection in the Jobs List, and opening Tasks, WorkBook displayed tasks from the previously selected job, rather than tasks from the job selected.

Fix

Chart of Accounts

Changing Date Produces Incorrect Balances

When changing the date on the Chart of Accounts List tab while the Account Statement sub-grid was displayed, the values in the Balance Debit and Balance Credit columns either disappeared or displayed incorrect values.

Fix

Webhooks

Updating from R12.2 to R13.2 Causes Webhooks to Stop Working

The webhooks module stopped running altogether when an upgrade took place between R12.2 to R13.1

AREA OF WORKBOOK

SCHEDULES & TIMELINES

Details:

When a Group Scheduling Resource has no linked Employees, it does not allow booking the resource to show demand.

When a scheduling resource has no linked employees and company variable 49 is activated, the resource should reflect no capacity but allow overbooking to represent demand for the role.

However in R13, it shows the scheduling resource as having a fixed day off and does not allow the assigning of any hours to resource, despite having company variable 49 (allow overbooking) activated.

Impact:

Potential to not be picked up by those scheduling and does not actively reflect demand.

AREA OF WORKBOOK

JOB LIST > TASK PROGRESS VIEW (5)

Details:

Task Progress View is not displaying used hours

When in the Task Progress View and you select a column with a value, the sub-grid is not displaying the used hours when timesheets are registered to the task.

Impact:

At glance it looks like no time has been logged to the tasks

Details:

Creditor Invoices > Voucher search fields do not synchronise

When you search for a voucher (creditor invoice) using the voucher number field in the filter side bar, the voucher search above the tool bar is not updated to display the same search.