WorkBook release note · 2017-09-08 · WorkBook release note E. General ledger approval This notification has been improved with showing the actual records for approval. F. Time

WorkBook release note

WorkBook version: 8.3.0

Release date: 01/10/2013

Author: René Praestholm – [email protected]

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HIGHLIGHTS IN THIS RELEASE

Collaboration

Many new improvements added

in collaboration between team

members and portal users. Read more…

Ticket coupon function

A new option to add a ‘Ticket

coupon’ job has been added. Read more…

Estimated Time Completion

A functionality that will allow

users to ask for more time if they

are running late on a task. Read more…

Designing your own lists

In many grids it is now possible

to choose what columns to show

and what columns to hide. Read more…

Importing credit card

transactions

If you are using much time each

month with credit card

transactions, then this will make

happy. Read more…

Create customer & Debtor

This new feature allows a debtor

to be created automatically when

you create the customer. Read more…

General notice: As new views, tab’s and reports are not automatically added to each user due to access rights controls, please remember to check your access rights settings if you want to allow access to the new features.

Contents

CRM & Pipeline Management ..................................................................................................................... 5

1. Convert a prospect to a customer ......................................................................................................... 5

2. Seeing what pipeline is linked to a job ................................................................................................... 5

3. Social media data on contacts ............................................................................................................... 5

4. Country added to contact data .............................................................................................................. 6

5. Link more than one job to a pipeline ...................................................................................................... 6

6. Move contact to another resource ......................................................................................................... 6

7. Deleting contacts ................................................................................................................................... 7

8. Suggesting email ................................................................................................................................... 7

9. Setting activities as ‘Done’ from the Activities list .................................................................................. 8

10. System variable no. 803 – Automatically create a pipeline ............................................................... 9

Projects & Jobs ............................................................................................................................................ 9

11. Conversation & Notifications.............................................................................................................. 9


12. HTML page and email notification on task comments ..................................................................... 11

13. Incomplete time entry reminder ....................................................................................................... 12

14. Time entry approval notification ....................................................................................................... 13

15. Price quote approval ........................................................................................................................ 13

16. Notification back when the item sent for approval has been approved ........................................... 14

17. Notification setup ............................................................................................................................. 14

18. New view in Expenditures: Planned vs. elapsed time and costs..................................................... 15

19. System variable no. 821 – Default delivery date on Purchase orders ............................................ 15

20. Time sheet approval – user’s own approval .................................................................................... 16

21. System variable no. 806 – Debtor public number required on invoices .......................................... 16

22. Set a special invoice number sequence for consolidated sub-invoices .......................................... 16

23. Added a Resource filter to report 68 ................................................................................................ 16

24. Copy Description from another job .................................................................................................. 16

25. Attention person on invoices............................................................................................................ 17

26. Public company number required .................................................................................................... 17

27. Create customer / automatically add debtor .................................................................................... 18

28. Quick time entry ............................................................................................................................... 18

29. Ticket coupon jobs ........................................................................................................................... 19

30. Move price quote lines ..................................................................................................................... 20

31. Deleting multiple phases .................................................................................................................. 20

32. Copying price quote from another job ............................................................................................. 21

33. New Discount column in Price quote and Invoice ........................................................................... 21

34. New Buffer column in Price quote ................................................................................................... 22

35. Copying Price quote to Invoice, title and introductory notes ........................................................... 22

36. Amount rounding feature ................................................................................................................. 22

37. Price quote – show 0 lines in price quote layout ............................................................................. 23

38. Price quote / Project quote .............................................................................................................. 23

39. Partial invoice: new methods ........................................................................................................... 23

40. Partial invoice: elimination of partial invoice .................................................................................... 24

41. Report 457 – Invoice list with debtor balances ................................................................................ 25

42. Material entry from Expenditures ..................................................................................................... 25

43. Time sheet – cleaning up buttons .................................................................................................... 26

44. Mileage – Google maps suggestion ................................................................................................ 27

45. Block editing of briefing if it’s being edited by another user ............................................................ 27

46. Suggest where to save an email ..................................................................................................... 29

Scheduling ................................................................................................................................................. 29

47. ETC – Estimated Time Completion ................................................................................................. 29

48. New front page in scheduling .......................................................................................................... 31


49. New schedule view: Task Matrix ..................................................................................................... 32

50. New schedule view: Schedule Matrix .............................................................................................. 32

51. New to-do list ................................................................................................................................... 33

52. Personal calendar view .................................................................................................................... 33

53. Right click menu when clicking on a task ........................................................................................ 34

54. Mark a task as read / unread ........................................................................................................... 34

55. Starting the timer ............................................................................................................................. 35

56. Designing your own to-do list........................................................................................................... 35

57. Colour schemes ............................................................................................................................... 36

58. Move a task to another job .............................................................................................................. 37

59. Double click on a task ...................................................................................................................... 37

60. Show booking on task card.............................................................................................................. 38

61. Remembering “Number of weeks” in Weekly scheduling ................................................................ 38

62. Capacity chart now shows absence ................................................................................................ 39

Finance ....................................................................................................................................................... 39

63. Report 341 – Profit analysis by dimension ...................................................................................... 39

64. Report 383 - Personal expense report ............................................................................................ 40

65. Report 286 – WIP adjustments overview ........................................................................................ 40

66. Quick booking of debtor payments in the general ledger ................................................................ 40

67. Report 431 – VAT code combinations ............................................................................................. 41

68. Report 449 – Voucher data sheet .................................................................................................... 41

69. Adding purchases to closed jobs ..................................................................................................... 42

70. Massive performance enhancements .............................................................................................. 42

71. WIP adjustments notification ........................................................................................................... 43

72. Administrative follow-up – Open material entries ............................................................................ 43

73. Expense entry: import credit card transactions ............................................................................... 44

74. Expense entry: receipt options ........................................................................................................ 45

75. Subscription responsible .................................................................................................................. 45

76. Default holding account on journal types ......................................................................................... 46

77. Finance change log ......................................................................................................................... 46

78. System variable no. 823 – Allow tax code on expense entries ....................................................... 47

Universal improvements ........................................................................................................................... 47

79. Adding your own shortcuts .............................................................................................................. 47

80. Redesign of My settings window ..................................................................................................... 48

81. Designing your own data grids ........................................................................................................ 48

82. Price list calculator ........................................................................................................................... 49

83. Exporting reports ............................................................................................................................. 50

84. Deleting Access Roles ..................................................................................................................... 50


85. Emailing from WorkBook ................................................................................................................. 50

86. Report file names ............................................................................................................................. 52

87. Employee cross company access ................................................................................................... 53

88. Employee basic settings list............................................................................................................. 54

89. Holiday calendar for each user ........................................................................................................ 54

90. Capacity profile exception ................................................................................................................ 55

91. Search improved .............................................................................................................................. 55

92. Mail import improvements ................................................................................................................ 56

93. Printing Hebrew letters .................................................................................................................... 58

94. Using + and –, and mouse scroll wheel in date fields ..................................................................... 58

95. Company name and unread notifications in the browser tab .......................................................... 58

96. Adding a new employee – force to update password on first login ................................................. 58

97. Get the latest system news and notifications .................................................................................. 59

98. Basic users access to Jobs book .................................................................................................... 59

99. Sidebar close ................................................................................................................................... 60


CRM & Pipeline Management

1. Convert a prospect to a customer

We have made it easier to convert a prospect to a customer, without having to convert a pipeline first. Simply

click this button to convert.

2. Seeing what pipeline is linked to a job

Previously you could only see that a job was linked to a pipeline from the pipeline details. Now you are also

able to see it on a job, by opening the job property sidebar.

3. Social media data on contacts

You can now add social media information to your contacts.


4. Country added to contact data

In addition, Country is now added to the contact data.

5. Link more than one job to a pipeline

We have made it possible to link more than one job to a pipeline. This feature allows you to split the pipeline

amount into several jobs.

6. Move contact to another resource

You can now move a contact from one resource to another, by clicking this button.


7. Deleting contacts

When trying to delete a contact the system will now check to see if the contact has been used/inserted

elsewhere in the system (for example on Activities, Jobs). If so, it will deactivate the contact as opposed to

deleting it. You can include deactivated contacts by ticking the checkbox as seen in the screenshot below.

Should you wish to enable a contact again, you can do so by clicking here:

8. Suggesting email


When adding a new contact the system will now try to guess parts of the contact’s email address, if you have

typed in the website URL here:

Then the system will add any data after the @ sign to here:

9. Setting activities as ‘Done’ from the Activities list

Clicking here will now set an Activity as ‘Done’.


10. System variable no. 803 – Automatically create a pipeline

This variable controls the default behaviour for adding a new pipeline when adding a new prospect. The

default setting is that the system will suggest adding a new pipeline every time you add a new prospect.

Projects & Jobs

11. Conversation & Notifications

Many great enhancements has been added to the Conversation & Notification module in this release.

A. Quick time entry while responding to a conversation. The time will be added to the job/task and to your

time sheet for today.

http://help.workbook.net/#/Manual/Conversation & Notification/Conversation and Notifications.htm


B. Drag and drop files to conversations

C. Private comments: when you add a new comment, you have the option to reply privately. You only

need to use this option if you have your customers working in the system through the Customer portal

and you only want employees to see your comment. Private comments are only shown to internal

employees.

D. Deleting or editing a comment: if no one has yet made a comment after you have submitted your

comment, then it is now possible to delete or edit a comment. You can only edit your own comments.


E. If a user is currently on holiday or absent in any other way (and this absence has been added to the

system), then WorkBook will raise a warning if the user is mentioned in a comment.

F. Open a file attached in a conversation, in Google Docs: if you prefer to open a file in Google Docs,

then you can set that preference in system variable no. 789 and click on the file name to open this in

Google Docs.

Clicking on the green disk icon will download the file.

12. HTML page and email notification on task comments

You can setup the system to send out an email when a new comment has been added to a task (that you

are involved in). See this video for more information. This is also useful when you collaborate with customers

through the portal. For example, when a customer contact creates a new conversation and attaches a file,

they can choose who to email notify about this.

Remember to have SMTP settings enabled and system variable no. 832 with a valid URL.

New Notifications:

A. Tasks without sufficient capacity

If you by mistake have allocated a task with too many hours to a user that does not have sufficient

capacity, this notification will be raised.

B. Subscription agreements ready for billing

If you have the Subscription management module enabled, and the system has recognized subscriptions

that are ready to be invoiced, then this notification is raised.

C. Debtor invoices with overdue payments

If an invoice is overdue, this notification is raised.

D. Monthly finance check list

If the monthly finance checklist has not been completed, this notification is raised.

http://youtu.be/lFwPfkId0go


E. General ledger approval

This notification has been improved with showing the actual records for approval.

F. Time entry approval – enhancement

The time entry approval notification is now capable of showing the entries grouped by

employee/customer.

G. Material entries under preparation This notification will show a list of material entries under preparation. Is highly useful if you have forgotten to submit them for approval. H. Mileage entries under preparation This notification will show a list of mileage entries under preparation. Is highly useful if you have forgotten to submit them for approval. I. Subsistence allowance entries under preparation This notification will show a list of subsistence allowance entries under preparation. Is highly useful if you have forgotten to submit them for approval. J. Project postings This notification will show you the project postings that awaits posting. K. Imported emails ready for processing This notification will show you a list of imported emails that are ready to be saved or converted to a task. L. Yesterday’s time entries on jobs where you are responsible This notification will show you a list of time entries submitted within the last 24 hours on jobs that you are the project manager on.

13. Incomplete time entry reminder

We have enhanced the incomplete time entry reminder, so that you now are able to punch in the time

directly from the notification content window, instead of having to open up the time sheet.


14. Time entry approval notification

As time entries is send for approval the minute they are entered, we have added an option to ‘Hide today’s

time entries’. This is to avoid approving and locking time entries that might undergo changes by the

employee before the day is done.

15. Price quote approval


This notification now includes the option of printing a preview of the actual price quote directly from the

notification list, instead of having to leave the window and look up the job.

16. Notification back when the item sent for approval has been approved

The system now supports the ability to send back a notification to the originator, when all approvers have

approved either a price quote, invoice, purchase order or general ledger.

17. Notification setup

All notifications are now maintained from Settings / Advanced tools / Conversation & Notification setup. From

here, you can enable new ones on your system or control how often they should run (or force them to run

now, by clicking on the context menu).


18. New view in Expenditures: Planned vs. elapsed time and costs

The main purpose of the view is to monitor how the job progresses compared to Scheduled hours and with

numbers measured at cost prices. Furthermore, to illustrate how much money should be earned on external

purchases (according to price list) and whether or not the job earns more or less than this general

expectation.

See more in this help article.

19. System variable no. 821 – Default delivery date on Purchase orders

http://help.workbook.net/#/Manual/Jobs/Expenditures/Expenditures, Planned vs. elapsed time and costs.htm


You can now set what date is to be used for delivery dates on purchase orders. Options are to use delivery

date from job, job end date or todays date.

20. Time sheet approval – user’s own approval

System variable no. 807 can now control moving of time sheet entries to status “For approval” once daily, if

the user has not approved them already. This is useful if you require employees to submit/approve but they

often forget.

21. System variable no. 806 – Debtor public number required on invoices

This system variable control if the invoice is required to have a debtor public number provided, before

allowing to be approved. (Debtor public number = Tax/VAT/Company number)

22. Set a special invoice number sequence for consolidated sub-invoices

If you prefer that sub-invoices run in a special invoice number sequence, this can now be done by enabling

system variable no. 839. Enabling this will then automatically have the system assign sub-invoice number/1

– sub-invoice number/2 to all sub-invoices.

23. Added a Resource filter to report 68

This report now allows filtering on specific employees, departments, company etc.

24. Copy Description from another job

It’s now possible to copy a Description from one job to another.


25. Attention person on invoices

If no attention person is selected here, then the invoice report will not show the label “Att.” either.

Furthermore, you can now add a contact person directly from here, instead of having to open the Resources

book. Click the + button to add a contact.

26. Public company number required


In some countries, law states that the invoice must have the debtor company number printed. A new system

variable, no. 806, now checks if the debtor has a public company number entered. If the system variable is

enabled and no number is provided, you cannot approve sales invoices made on this debtor.

27. Create customer / automatically add debtor

A great addition for the clients that run WorkBook without the finance module enabled, is the option to

automatically add a new debtor when a customer is created. As seen in the bottom, you can select the

company in which the debtor is added. Make sure to enter the address information correctly, so your invoice

address details will be correct.

28. Quick time entry

In the continued effort to make it easy to fill in your hours to the time sheet, we have added the Quick time

entry button many different places.


Here is a couple of examples:

Jobs book

Task card in Scheduling

29. Ticket coupon jobs

If you are selling hours in bulks/tickets – like support for 20 hours, WorkBook now has a special feature for

this. By enabling system variable no. 792, the ‘Ticket coupon type’ selection becomes visible in Create new

job window.

Once you have done an invoice (for example, an Invoice on Account for 20 hours), then this feature will

trigger WorkBook to send you a notification / warning, when the 20 hours (from the example above) have

been used.

Hour ticket: means that the system will notify you when NUMBER of hours (from the invoice) has been

exceeded.

Total expense ticket: means that the system will notify you when the AMOUNT (from the invoice) has been

exceeded.


If the NUMBER of hours or AMOUNT is exceeded then the Project Manager will be notified through a

notification as seen below.

30. Move price quote lines

You can now move price quote lines up/down by clicking here:

31. Deleting multiple phases

In both Price quote and Invoice, it’s now possible to delete multiple phases in one go.


32. Copying price quote from another job

We have improved the performance when copying a price quote from another job.

33. New Discount column in Price quote and Invoice

The discount column will allow adding a discount related to a specific line. The discount can also be shown

in the price quote/invoice report*.

* If you would like the discount column to be shown on the price quote/invoice report, please contact your WorkBook

partner to have the layout adjusted.

In addition, by clicking this button you can calculate a discount and add that to the quote:


34. New Buffer column in Price quote

The Buffer column will allow adding a buffer related to a specific line. A buffer is another word for a price

range, so for example if you are not sure, if the price is going to be 1000 or 2000 you can use the buffer like

this:

*In the price quote it will now show two columns “Price” and “Buffer”

* If you would like the buffer column to be shown on the price quote/invoice report, please contact your WorkBook

partner to have the layout adjusted.

35. Copying Price quote to Invoice, title and introductory notes

If you have entered a Title + Introductory notes in Price quote and copy this to invoice, then WorkBook will

now copy title and introductory notes as well.

36. Amount rounding feature


This button will automatically do a rounding of amounts.

37. Price quote – show 0 lines in price quote layout

There are different opinions on how the system should show price quote lines if the amount = 0.00.

Some of our clients are of the opinion that 0 lines should be shown and others think not.

We have now added a new system variable “Hide zero amounts on price quote lines” – no. 837 to control

how this works. If turned off it will not show 0.00 amounts, however the activity name will be visible. If turned

off it will show both activity name and 0.00 in amount.

38. Price quote / Project quote

It’s now possible to include multiple price quotes into the same “Project price quote”. Simply do price quotes

on each job and from the Reports list, choose report 448. This report will allow you to print all price quotes on

jobs, belonging to the same project.

39. Partial invoice: new methods


We have added 10 new insertion methods when transferring partial invoice lines.

Activity as phase and task summarised on activity line

Resource as phase and task summarised on activity line

Resource as phase and task phase & task summarised on activity line

Resource as phase and activity summarised on activity line

Task phase as phase and resource summarised on activity line

Task phase as phase and resource & task summarised on activity line

Task phase as phase and task summarised on activity line

Task phase as phase and activity summarised on activity line

Task as phase and resource summarised on activity line

Task as phase and activity summarised on activity line

40. Partial invoice: elimination of partial invoice


If you have already done a partial invoice but would like to credit it, then you can now choose this option. The

system will create a credit note and insert the invoice lines from the partial invoice.

41. Report 457 – Invoice list with debtor balances

A new report has been added that will show debtor information and payment status relating to sales invoices.

The report is based on the job filter set which gives the opportunity to narrow down to a single customer etc.

See more information about this report in this help article.

42. Material entry from Expenditures

http://help.workbook.net/#/Manual/Reports/Job list/Invoice list with debtor balance (457).htm


We have added the option to add material entries from the Jobs book, making it easier to add them in case

you forgot.

43. Time sheet – cleaning up buttons

We have seriously cleaned up buttons in the time sheet making the window easier to overview. All buttons

except “Add job” and “Approve time sheet” has now been moved to this content menu.

Also, notice that you are now able to add material and mileage entries from within the time sheet. For

example, if you have done a time entry and would like to make a mileage entry on the same job, simply

select the ‘Add mileage entry’ option and then the system will find the customer and job etc. automatically.


44. Mileage – Google maps suggestion

We have added the option to let Google suggest the distance between 2 locations. You can use this to

update your location combinations (the distance WorkBook will suggest to the users, when they enter

mileage).

45. Block editing of briefing if it’s being edited by another user

The system will now check if another user is currently editing a briefing.


Edit mode

When another user is opening the briefing, the system will display a warning in the bottom.


46. Suggest where to save an email

If the system can find a match on the contact email address on the imported email, then it will automatically

suggest that customer in the import list. To accept the suggestion simply click on the button next to the

Suggested job column.

Scheduling

47. ETC – Estimated Time Completion

ETC is the abbreviation for Estimated Time Completion. When enabling this in WorkBook you trigger the

system to ask the users, assigned to tasks, if they are on track in completing within assigned number of

hours, or they would need more hours.

In order to enable this feature, you need to enable system variable no. 405 which has 3 settings:

- Disabled

- Enabled on billable jobs

- Enabled on all jobs

Once enabled for instance on all jobs, all new jobs that you create in WorkBook will have this setting

enabled here (for existing jobs, you need to enable this manually):


So, let’s say you allocate a task to an employee for 12 hours.

The employee starts working on the task, and if he want to make a request for more hours, he can do so by

right clicking on the task in the to-do list.

The ETC filled in will be the total number of hours to complete the task. For example, if the employee has

been assigned for 12 hours and now uses 2 hours, and request 12 hours, then the total allocated time will be

14 hours. In other words, the ETC request is the total hours needed.

Once the employee submits the ETC request, it will go to the Task Responsible on the job for approval. If no

Task Responsible has been set, it will automatically revert to the Project Manager on the job.

If the ETC request is accepted, a notification will be sent to both the employee sending the ETC request and

the Task Responsible/Project Manager.


The number of hours allocated will be increased upon acceptance of the ETC.

48. New front page in scheduling

The first thing you will probably notice is the new front page. We realized that we had many views in the

previous list. We think this new front page provides a better overview.


49. New schedule view: Task Matrix

This new view will show you the allocated tasks/hours for each employee. The benefit is that you can edit the

allocated hours directly in the view. In addition, you can add new tasks using the buttons in the upper right

corner. For instance, if you want to clear a day in the calendar for an employee, just clear the number of

hours and enter them on another day.

50. New schedule view: Schedule Matrix

Another new view is the Schedule Matrix. Again, as the Task Matric explained above, you can edit the

allocated hours directly in the view making it really easy to adjust. In this view you will see the employees

horizontally as opposed to vertically as in the Task Matrix.


Also, notice how you can change the period to e.g. week summary. This is useful if you would like to check

how well utilized the employees are on a weekly/monthly basis.

51. New to-do list

A completely new and re-written to-do list is now available.

Notice also the option to enter hours in the bottom of the screen.

52. Personal calendar view

New personal calendar view is available. It’s basically the to-do list in a calendar view.


53. Right click menu when clicking on a task

The right click menu now has a lot more options than previously.

54. Mark a task as read / unread


You can now mark a task as read / unread. Unread tasks are shown in bold.

55. Starting the timer

When you start the timer, it now shows here, and visually counts the time.

56. Designing your own to-do list

One of the great features in this release is the ability to design your own lists – or at least decide exactly

what columns to have visible and what column to group by. If you want to hide a column (because you do

not need it), simply click the Show/Hide columns and select the column you do not need.


(the setting is saved on your computer, so if you switch to another computer, you’ll need to do it once more).

57. Colour schemes

In scheduling, you can choose to use different colour schemes. By default, the system will use task colour

scheme, but as an alternative, you can apply a custom colour to each customer and use these colours

instead.

Assigning a specific colour to a customer:


58. Move a task to another job

You can move a task from one job to another, by selecting the option from the Task list here.

Be aware that any time entries done on the task are not moved.

59. Double click on a task

Generally double clicking on a task anywhere in the system, will open the task card. In the task card, all

information about the task is shown.


60. Show booking on task card

The task card can now show the task bookings.

61. Remembering “Number of weeks” in Weekly scheduling

The weekly scheduling view now remembers the number of weeks.


62. Capacity chart now shows absence

Many customers requested that the capacity chart also were able to show absence entries. It now does.

Finance

63. Report 341 – Profit analysis by dimension

Only top 10 customers are now shown in the graphs as oppose to all customers (which messed up the

design).


64. Report 383 - Personal expense report

This report now have the option to group by 1. Company, 2. Customer, 3. Creditor or 4. Expense type.

65. Report 286 – WIP adjustments overview

When exporting this report as a CSV or XML the output data now includes any comments made by the user

that entered the WIP adjustment.

66. Quick booking of debtor payments in the general ledger

Simply click on the button as shown below, enter the invoice number and the whole line will be inserted

automatically. The invoice will be automatically settled when booking the journal.


67. Report 431 – VAT code combinations

This new report has been added to our European customers. The report is making it much easier to

reconcile your VAT statement.

68. Report 449 – Voucher data sheet


This new report allows you to track all data related to a specific voucher – voucher lines, posting

specifications and approval flow.

69. Adding purchases to closed jobs

The ability to control if you can add purchases to a closed job has always been set in the job property

sidebar, however you had to login/out before the change had effect. This was annoying as it then would take

more time to enter purchases though the system. This has now been changed, so changing the setting now

has effect immediately.

70. Massive performance enhancements


We have tuned the Project Postings page, so the data is shown and posted much faster than previously.

In addition, the Creditor invoice management is now much faster than previously as well as the General

ledger. The General ledger now has better support for a ledger with many records.

71. WIP adjustments notification

The system now has the option to send out an automatic notification to Project Managers for making WIP

adjustments on their jobs. In system variable no. 805 you can set how many days after month end date you

would like to receive the notification.

72. Administrative follow-up – Open material entries


This view now allows deletion of material entries in the status “Under preparation”.

73. Expense entry: import credit card transactions

We’ve added the option to import credit card transactions. This allows all records to be imported and then

sent out for approval to the employee (having the employee adding a job or account to have the purchase to

be booked to).

As seen above and below, the user can choose from a predefined list of Expense types – ie operational

costs. Instead of the user having to select an account from the chart of accounts (with the possibility of

choosing a wrong account), it is possible to map up an account with a “friendly name”. This setup is done

here:


74. Expense entry: receipt options

By right clicking you now have various options as seen below.

75. Subscription responsible


An employee can now be assigned as Subscription responsible.

76. Default holding account on journal types

You can now specify a specific holding account on journal types.

77. Finance change log


A new change log has been added making it easier to track changes made to finance records. This feature is

highly useful in SOX audits.

78. System variable no. 823 – Allow tax code on expense entries

This system variable will allow inputting a tax code when entering an expense entry. Some customers

prefers a setup where users input this directly and other customers prefer a setup where the finance

department does this. Now you can do either.

Universal improvements

79. Adding your own shortcuts

This feature allows you to add your own shortcuts to WorkBook. This comes in handy if some of the default

shortcuts that the system is using is not working in your browser because they has already been assigned to

something else.


80. Redesign of My settings window

As the options in My settings are greatly increased, we decided to change it from a sidebar to a pop-up

window. Also we have added the option to Create a new customer directly from this view.

81. Designing your own data grids

This feature has been on our wish list for a long time, so we are happy to be able to include it to many grids

in the system. You are now able to define exactly what columns to show and what columns the hide. This is

a great feature as it allows you to focus on the data you need, instead of having to see many columns.

Example from Pipeline Management


Here is the same grid seen with some of the columns removed.

By design, you cannot change grids in the Jobs list.

82. Price list calculator

We have added a price list calculator that can be used as a supporting feature when modifying or adding

new price lists to the system. This calculator will allow you to select a job, activity, employee, date and


currency and then the system will show exactly the prices for that combination.

83. Exporting reports

When exporting reports the system will now allow export in either XML or CSV format and let you include a

header row. The header row column names has also been improved, so the naming conventions are now

much friendlier. This is an ongoing development.

84. Deleting Access Roles

You are now able to delete an access role if it is not in use.

85. Emailing from WorkBook


You can now add yourself in BCC to all emails going out from the system.

When sending a price quote for example, you can now choose to whom to send to, from the contacts

created in the system.


Sending invoices on emails now allows you to change the “From” email address. This allows you to send the

invoices from eg. [email protected] instead of using your own email address.

86. Report file names


When you save or email a report (as a pdf file) from WorkBook, you previously could not control the file

name and the report would be saved with the report name. It’s now possible to control the file name as well

as inserting variables as seen in the example below.

The example above outputs as:

87. Employee cross company access

We’ve been developing a much better control on how employees can access data and perform actions in

other companies. For example you can now set if you want to allow a specific employee to create/see jobs

belonging to other companies and if it’s allowed to fill in hours on jobs belonging to other companies or not.


88. Employee basic settings list

This view has been added to give you much better editing options for all employees.

89. Holiday calendar for each user

Previously the holiday calendar for each user was taken from the company in which the user belonged. Now

it’s possible to attach a specific holiday calendar to a user regardless of the company relation. This is highly


useful if an employee is contractually hired in one company, but actually works for the other company.

90. Capacity profile exception

With this feature you can apply a capacity profile to be active in a specific period of time. This is useful if your

employees are subject to the Ramadan.

91. Search improved


The search option has been greatly improved, making it easy to do searches for jobs, tasks and resources

(contacts for example).

Searching for a resource or contact

92. Mail import improvements

A lot of smaller improvements has been added to the email import. You can now save the email on closed

jobs, on tasks and creditors/debtors.


Also, you can choose to convert the email to a conversation.

Finally you are able to create a new contact, based on the contact data provided from the email.

This is an easy way of getting in new contacts without having to adding them manually.


93. Printing Hebrew letters

The system now supports printing Hebrew letters, for example on invoices.

94. Using + and –, and mouse scroll wheel in date fields

In any date field you can now use +/- and mouse scroll wheel to adjust the date.

95. Company name and unread notifications in the browser tab

You can now see the company name that you are currently logged in to, in the browser tab. Also, the

number of unread notifications are shown in brackets.

96. Adding a new employee – force to update password on first login

System variable no. 838 will force a newly added employee to change the password upon first login.


97. Get the latest system news and notifications

Make sure to follow us from these social networks and get the latest news.

98. Basic users access to Jobs book


Basic users does no longer have access to the jobs book as all information about a specific job now can be

seen in the task card from the to-do list.

99. Sidebar close

In many screens you can now click the arrow to close the filter sidebar, allowing you to see more information.

Documents

WorkBook release note · 2017-09-08 · WorkBook release note E. General ledger approval This notification has been improved with showing the actual records for approval. F. Time