Changelog
Follow up on the latest improvements and updates.
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🔗
What's new
You can now connect your business bank account and fund your expense cards from inside Workyard, even when your bank can't be connected instantly.
If an instant connection isn't available, you'll get a micro-deposit option instead of a dead end:
- No bank login needed. Enter your account and routing number, and we'll send a $0.01 deposit. Confirm the three-letter code from your statement in one to two business days and you're linked. This works with any US bank account, including banks that don't appear in the list.
- Faster where your bank supports it. On banks that accept real-time payments, that code arrives in seconds and you finish without leaving the screen.
- Nothing to come back to. If you logged in but we couldn't read your account numbers, we'll confirm the deposit for you in the background — usually one to two business days.
Accounts waiting on a deposit now show in the funding screen under "Finish verifying," so you can pick up where you left off.
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Why it matters
- Your bank no longer decides whether you can fund in-app. If it's a US bank account, you can link it.
- No wire, no ACH push from your bank's portal, no leaving Workyard to get money onto your crews' cards.
- You don't have to hand over the online banking login for your operating account if you'd rather not — the account and routing number is enough.
Money reaches your crews' cards sooner, so nobody's held up at the supply house waiting on a transfer.
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What's new
Declined transactions in Expenses now name the blocked merchant category right in the Reason column — no hover required.
A new Fix action opens a panel that explains the decline, warns that you're approving the whole category and not just that one store, and adds the category to the card in two clicks. Admins can tick other declined cards, or flip "Apply to all active cards", to fix it for the whole crew at once — the row then flips to Fixed and confirms how many cards changed. The change shows up in the card's Spend & ATM Limit Policy, where the category list is now searchable and puts recently used categories at the top.
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Why it matters
- Crews stop hitting repeat declines at the same merchant — one fix covers every card that needs it
- Admins resolve it at the moment they're looking at the decline, instead of hunting through card settings
- Cardholders keep trusting the card will work
🔗
What's New
You can now export transactions from Workyard for use in Sage 100 Contractor, making it easier to move expense data into your accounting system.
This export includes essential transaction details—such as date, merchant, amount, cardholder, and any linked Workyard project or cost code—along with attached receipts, so each expense is fully documented. You can export the transactions you’ve reviewed and import them into Sage 100 Contractor without manual re-entry.
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Why This Matters
Construction accounting often requires expenses to be accurately tied to jobs and cost codes. This export helps ensure that transaction data and receipts stay connected when moving from Workyard into Sage 100 Contractor, reducing manual work, minimizing errors, and supporting clean, auditable records.
Whether you’re reconciling expenses regularly or preparing for month-end close, this integration streamlines your accounting workflow and keeps project-level expense data aligned across systems.
improved
Time Cards
Integrations
Export time cards by team
When exporting time to an integration or custom file, you can now filter the time cards to include by selecting a team, instead of individual team members.
For contractors exporting time on a daily cadence, this keeps each export scoped to exactly the crew you want to include. Exporting locks those records to "exported". So, if you run prevailing wage and non-prevailing wage work on separate teams and pay periods, you can export one team without freezing the other's cards.
improved
Time Cards
AI
Time Assistant: Expanded Access & Chat Archiving
Two updates are now live:
- Broader data access for admins:Time Assistant can now pull from Teams, Rule Groups, and the full org-wide team member list. This is available to organization admins only, since managers don't have access to all the team members, teams, or rule groups. Applies to new sessions started after today.
- Archive your chats:You can now archive Time Assistant conversations to keep your workspace tidy while holding on to past sessions.
new
Scheduling & Tasks
Geofences
Smart Forms
Smart Forms now fire when your crew reaches a geofence or get a task
We've launched 2 new Smart Forms triggers to help make it easier for your crew to complete important forms on site.
What's new:
Geofence triggers
- The form fires the moment a clocked-in worker reaches the geofence, and again at the next job. Every submission lands on the right job. Works offline.Task triggers
- Attach a form to a task and assign it. It sends a notification to the worker that opens straight to the form. If it's due on the same day the worker's clocked in, it will appear in their list of forms to complete before they clock out that day.improved
Time Cards
AI
Time Assistant now available for managers
Cleaning up time cards no longer has to sit with the office. Managers can now run Time Assistant in the web app on their own crews' hours.
A manager sees only the time cards they're responsible for: their direct reports, their teams, jobs they manage, and anyone they're set as time approver for. Nothing else shows up.
Managers can only edit their own time card if their rule group allows clock editing.
Time Assistant will be available shortly on our mobile app for both managers and admins!
new
Time Cards
Clock your whole crew in one tap — Shortcuts is here
Running a full-crew action used to take multiple clicks and screens — open the menu, hand-pick each worker and hope nobody errors out at the end. Now it takes one tap.
Shortcuts is a new screen in the Workyard mobile app built for foremen and supervisors. Clock the whole crew in, send everyone to break, change project time or cost codes— one tap, done.
What makes it different:
- It checks before offering an action:Workyard suggests who's on site, who's on approved PTO, and what job and cost code the geofence says you're on. What you tap goes through — no picking workers one by one, no generic error because someone wasn't on the clock.
- It learns how you run your day:Your most-repeated actions get pinned. Suggested actions show up based on your crew's state and time of day.
- Build your own:Save the crew actions you run every day as custom one-tap Shortcuts. Supers who don't clock in can log a full day for themselves and the crew in one pass.
Update to the latest version (26.7.31) of the Workyard mobile app to get Shortcuts today.
Until now, every form submission would land with someone who had to download it and forward it to whoever needed it - the PM on that job, the mechanic, the safety lead.
Now you can route submissions to the people who need to act on them, so nobody plays middleman.
What's new:
- Add "Project Managers" as recipients: If your form has the Project data field set up, you can now route each submission to go to the relevant manager(s) of the project it's tied to.
- Route a specific answer to a specific person.Set an answer as "unexpected" - like "Was anyone injured? → Yes" or "Is the machine operational? → No" - and send it straight to the right person. Injuries go to your safety lead. Down equipment goes to your mechanic. The moment it's submitted, not when it's next forwarded.
This came straight from what contractors told us - routing submissions by hand was the single most-requested change to how form notifications work.
new
Time Cards
AI
Fix project and cost code time right in AI Time Assistant
The Time Assistant already fixes clock times and breaks from a chat. Now it handles the other half of pre-payroll cleanup: moving time to the right project and cost code.
Ask in plain language —
"move all hours from 6/21 to 7/4 off job #26011 and onto job #22091"
— and the assistant proposes the change, shows the old allocation struck through next to the new one, and lets you review the full breakdown before you approve. Nothing changes until you say so.You can also just ask where time landed:
"show me hours on the Riverside job this period."
That's the full cleanup loop — time, breaks, project time — in one place, without clicking through timecards one at a time. Fewer hours landing on the wrong job means job costing you can actually trust.
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