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Workyard

HR
Velocity6.3

Workyard adds geofence-triggered field forms and universal US bank linking for expense cards.

construction-techfield-workforceexpense-managementtime-trackingai-assistantaccounting-integration
◆Current state
Workyard is extending in two directions simultaneously: its expense card layer now supports any US bank via micro-deposit verification, removing the previous constraint that blocked non-instant-connect banks, and its field forms system has become event-driven, firing automatically when crew reaches a job site geofence or receives a task. The AI Time Assistant continues to expand — now covering project and cost code reallocation alongside clock corrections, with manager-level access added earlier this summer.
◆Where it's heading
Workyard is converging on a vertically integrated construction operations platform where field events (location, task assignment, clock events) automatically trigger the right workflows. Each release deepens the connection between what happens on the job site and back-office systems — payroll, accounting, compliance. The Sage 100 Contractor export and team-scoped time exports continue that pattern.
◆Prediction
The next logical extensions are geofence-triggered expense tracking (mirroring the forms pattern) and broader Time Assistant automation — toward batch project reallocation and payroll pre-submission cleanup without admin intervention.

◆Recent moves

  1. 10d ago

    Expenses: Link any US bank to fund your expense cards

    Universal bank linking via micro-deposit flow removes the constraint that blocked certain contractors from funding expense cards in-app — any US bank account now works, whether or not an instant connection is available, with real-time payments available where supported.

  2. 10d ago

    Expenses: Fix "merchant not supported" declines right from the transaction

    Declined transactions now name the blocked merchant category inline and admins can fix it — applying to all active cards at once — in two clicks, resolving the 'crew card declined at the supply house' problem at the moment it surfaces rather than requiring a separate hunt through card settings.

  3. 17d ago

    Export Expense Transactions to Sage 100 Contractor for Seamless Accounting

    Sage 100 Contractor export adds another accounting integration to Workyard's expense module, keeping project cost codes and receipts connected when moving data out — consistent with the pattern of bridging Workyard's field-captured data to construction firms' accounting systems.

  4. 29d ago

    Export time cards by team

    Team-level filtering for time exports lets contractors scope an export to one crew without locking the other team's cards — useful when running prevailing wage and non-prevailing wage work on separate teams and pay periods.

  5. 1mo ago

    Time Assistant: Expanded Access & Chat Archiving

    Time Assistant can now access Teams, Rule Groups, and the full org-wide member list for admin sessions, expanding the scope of what can be queried and corrected in one pass — chat archiving keeps past sessions accessible without cluttering the workspace.

  6. 1mo ago

    Smart Forms now fire when your crew reaches a geofence or get a task

    ⚡ SPARK

    Geofence and task triggers make Smart Forms event-driven — forms now fire automatically when a clocked-in worker reaches a job site or gets assigned a task, pre-linked to the right job, offline-capable. This is the clearest push toward fully automated field operations in Workyard's recent releases.