From Smarter Scheduling to Seamless Remittances: What’s Inside WorkBook 13.8

Tired of chasing down old booking data or manually sending payment emails? WorkBook 13.8 has your back. This release focuses on the everyday tasks that slow your team down — streamlining scheduling, expenses, finance processes, and integrations so you can work faster, smarter, and with fewer headaches. From smarter scheduling insights to seamless remittance handling and customizable expense management, these updates are built to simplify the way your agency works and free up time for what really matters: delivering great work for your clients.

Let’s dive into what’s new and why it matters:

Retain Historic Bookings: Smarter Data, Better Decisions

Ever needed to look back and see how your projects were originally scheduled, even after everything was marked complete? Now you can. WorkBook 13.8 introduces Retain Historic Bookings, keeping a record of your scheduled resource bookings even after tasks are closed.

This means you can easily revisit how resources were allocated across a project, compare planned vs. actual outcomes, and identify scheduling trends to improve future project planning. A new Databoard makes it easy to access and analyze this scheduling history whenever you need it — giving you the data to plan smarter next time around.

Keep your schedule bookings, even after project close.

Batch Remittance Functionality: One Click, Countless Emails Sorted

Chasing down payment communications is nobody’s favorite task — and now you won’t have to. WorkBook 13.8’s new Batch Remittance feature lets you generate remittance emails for every vendor on a payment proposal in one click.

Emails are created as drafts, complete with attached remittance reports, and you can customize the message and subject line for each batch. Even better — WorkBook remembers your last-used text for next time, saving you even more clicks.

No more one-by-one remittance emails. One click, sorted.

Enhanced Expense Justification Configuration: Control the Details That Matter

Expense claims are rarely one-size-fits-all, and now your process doesn’t have to be either. With configurable justification templates, you can capture exactly the details you need, when you need them.

Create tailored field combinations for different expense activities — from text and numbers to date fields — and decide which are required. These templates trigger automatically when the activity is selected, keeping your claims process clean, compliant, and audit-ready.

Tailor your expense claims, your way.

Maintain Task Order When Copying from Price Quote to Schedule: Keep the Flow Intact

Project managers, this one’s for you. WorkBook 13.8 now preserves the task order from your price quote when you convert it into a schedule.

No more shuffling tasks into the correct sequence by hand. This small but mighty enhancement ensures your carefully structured project flow stays intact, reducing admin time and helping projects start strong.

API Updates: Better Performance, Stronger Security

If your agency uses API integrations, WorkBook 13.8 brings essential upgrades under the hood:

• Key API endpoints have moved to the report server, boosting performance and keeping your main server light.
• Basic authentication is out. Handshake methods and API keys are now the standard, keeping your integrations secure and aligned with modern security practices.

These changes mean smoother, faster, and safer connections for your data — exactly what you need in today’s environment.

Smarter Tools, Bigger Wins — Why 13.8 Delivers

WorkBook 13.8 is built for the realities of agency life. It’s practical. It’s efficient. And it’s all about helping you do what you do — just faster and with less admin in the way. From smarter scheduling insights to streamlined finance processes and seamless remittances, these enhancements free up time and reduce friction so your teams can stay focused on delivering great work.

If you’re ready to sharpen your workflow and simplify your ops, WorkBook 13.8 is ready for you.