Keep up to date on all the significant releases to PayLab
April 2024
Summary of Updates:
- Improve permission rule to ensure once a claim/certificate is approved only subsequent approver is able to edit the claim/certificate.
- Expand claim approval history to include 'Revert to Draft' activity.
- Improve retention card display for draft and active contract to display retention settings and release information without having to open the edit mode.
- Improve validation in base contract/variations import: rate/total is no longer mandatory if an item is a parent item.
- UK and Saudi Arabia localisation:
- Replace word claim in email summary.
- Replace 'Claim All' with 'Apply for All' while claiming retention.
- Replace 'Claimer' with 'Payee'.
- Sort approver in claim/certificate approval workflow alphabetically A-Z.
- Align user experience when adding variations when certifying with when adding to contract directly. User is able to set provisional flag and able to add attachment.
Improve base contract/variations import. - Improve base contract/variations import template. When importing base contract/variations if item specified in ‘Parent Ref’ is not found in the excel then Paylab will create an element with description: ‘Parent item was not found in import’.
- Improve claim/certificate history in pdf to include revert to previous approval step activity.
Bug fixes:
- Fix issue when opening draft certificate, 'Add Certificate' page should be opened instead of 'Review and Submit Certificate' page.
- Fix issue with displaying toast notification after final certificate approval.
- Fix issue with selecting text for one line item in PDF report.
March 2024
Summary of Updates:
- Ability to specify a line item (base contract/variation/material) to be excluded from retention.
- Set up is done when adding/editing item. Note: similar to other settings affecting $ value, this setting is no longer editable once the item is certified.
- Item marked as excluded from retention will be listed in the retention card.
- New footnote in pdf for item marked as excluded from retention.
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New column added in import template for ‘Exclude from Retention (Y/N)’ and when left blank = N.
- Set up is done when adding/editing item. Note: similar to other settings affecting $ value, this setting is no longer editable once the item is certified.
- In project list search, expand search criteria to include:
- Other Party Name.
- Contract Name.
- Contract Number.
- Simplify and standardise terms used for Claim and Certificate.
- Term localisation for United Kingdom and Saudi Arabia, various 'claim' terms are now replaced with 'application' and variants.
Bug fixes:
- Fix issue with user not able creating project/contract if there's an error with map. Introduce error handling and display warning message but let user proceed with creating project/contract.
- Fix redundant email sent when approver just approved a claim/certificate.
- Fix issue with creating new contact using existing company information.
- Fix issue in Dashboard-Project Summary:
- Workflow status doesn't reflect certificate workflow changes.
- Display issue if claim/certificate is more than contract value.
- Fix issue with 'This Certificate' value for Materials in 'Review and Submit Certificate' page.
- Fix issue with claiming 0 for a material after it has been claimed before.
- Fix issue with time stamp display in material line item comment.
- Fix issue with Buyer Created Tax Invoice (BCTI) banner is not displayed in contract overview.
- Fix PayLab icon used in the 'workflow reverted to previous approval step' email.
- Fix issue with claim/certificate pdf display when BCTI is switched on.
February 2024
Summary of Updates:
- New functionality for subsequent approver to revert claim/certificate approval to previous step.
- Claim/certificate approver (except the approver in the first step) is now able to send back the claim/certificate to the previous approver.
It is mandatory to leave a comment to be sent to previous approver(s)
- The previous approver will receive email notification including the comment that the claim/certificate has been reverted back and needs to be re-approved.
- This will be displayed in approval workflow history section.
- Claim/certificate approver (except the approver in the first step) is now able to send back the claim/certificate to the previous approver.
- New functionality to setup email distribution list when issuing claim/certificate.
- This can be setup as part of project/contract claim/certificate approval workflow.
- When issuing claim/certificate the email(s) will be displayed, you can add/remove email recipient without affecting the project/contract setup.
- Email sent when issuing claim/certificate is displayed as part of claim/certificate approval history.
- This can be setup as part of project/contract claim/certificate approval workflow.
- Improve user interface when populating 'Less Previous Certified to Date' amount when claiming.
- Instead of copy pasting 'Net Certified to Date', you can click option to 'Use Previous Certified to Date Amount' or
- Enter any value manually the second option will automatically be selected.
- The options are mandatory so you will never miss populating the previous certified to date amount again.
- Instead of copy pasting 'Net Certified to Date', you can click option to 'Use Previous Certified to Date Amount' or
- Improve user interface for claim/certificate approval workflow in a claim/certificate:
- Clear design to indicate current and future stage.
- Editing workflow from claim/certificate is now using same design with editing workflow from project/contract.
- Improve success message after issuing claim/certificate.
- Introduce more flexibility in managing contract:
- User is now able to re-open archived contract.
- User is now able to delete a contract. Note: Only can be done if there is no other account that co-owns the contract and there is no claim/certificate in draft state.
- Improve search functionality to be able to search by project number in project list and search by contract number in sub-contracts list.
- Add address autofill/search functionality for Saudi Arabia accounts.
- Email is now sent to individual email instead of sent in bulk to all recipients.
Bug fixes:
- Fix issue with Base Contract/Variations import template when uploading from draft contract.
- Fix pdf display issue for Buyer Created Tax Invoice certificate.
- Fix issue with other party account name display for non-account admin.
January 2024
Summary of Updates:
- New functionality to claim and certify material on or off site:
- First step is to add the material to the contract, specify the Reference, Description and if it's on site or off site. This can be done manually or using import tool.
- Material added to the contract will be displayed in the claim and claimer can input claim value against it. Note that material claim value is subjected to retention (if any).
- Certifier then can certify the material claim the same way as Base Contract and Variations.
- First step is to add the material to the contract, specify the Reference, Description and if it's on site or off site. This can be done manually or using import tool.
- New report to support Retention Money Amendment Act 2023 (NZ):
- User can add retention account/instrument details in the contract retention settings. This information will be displayed in the report.
- Retention report can be viewed/downloaded for a contract.
- Certifier can specify in contract settings to include retention report as part of Payment Certificate PDF.
- Introduce new template for Base Contract/Variations import.
- Add contract number information to claim/certificate pdf.
Bug fixes:
- Fix issue with uploading multiple files / files with same names to a claim/certificate.
- Exclude archived projects from drop down selection when accepting contract.
- Fix issue with claim referring to a claim with newer claim period as previous claim which may cause 'Net Claim' value to be negative.