Release 2023.1.5615

January 2023 Release

This release has been approved by eTASK for use in production environments. You can download the release now and install it on your server.

Users of the eTASK App for Windows

With the release of this version, an updated version of the eTASK app has also been released in the Microsoft Store. Please note that this latest app version is compatible exclusively with the current release version of the portal; that is, both the portal AND all connected mobile devices must be updated.

Therefore, please update your mobile devices only if you also plan to update your portal to the current release at the same time. If this is not desired or possible, please disable the automatic installation of updates for the eTASK app on your devices. Please note, however, that after a previous update of your portal, your devices must also be updated to the current app version.
Please make sure to sync your mobile devices before the update.

Invoice Receipt Workflow Basic

New Feature: Selection of Payment Due Dates for Incoming Invoices Also Possible via Inbox

With this release, users entering incoming invoices can now change payment due dates directly from the inbox. This allows any discount data to be transferred to the invoice line item. The option to select payment due dates has been added to the invoice entry screen. If a payment due date has been assigned to the vendor, it is automatically populated. This feature is also available for manual entry.

eTASK.Area Billing

Improvement: Workstation Allocation: Allocation Concept Manageable via Bulk Changes

With the September 2022 release (2022.4.5318.59679), we offer the option to choose between fixed workstation assignment and flexible workstation assignment. The occupancy concept can be set under the menu item Basic Data - Room Occupancy. With this release, we have also adapted the bulk edit functionality to this feature so that the information set via the radio button is correctly applied.

eTASK.Cost Entry

New Feature: Set the Posting Month for Recurring Invoices

The recurring invoice functionality has been improved: Previously, recurring invoices for prepaid invoices were posted to the "payment month" (invoice date = posting date). Such an invoice is now posted to the "service month," i.e., the month to which the invoice pertains. In the invoice record, the invoice dates can be controlled in the "Dates of the Planned Invoice" section. With this release, they are automatically populated with the invoice date equal to the posting date and can then be manually changed to the desired posting month. This allows invoices generated from recurring invoices—for example, for rent—to be paid in advance and still posted in the correct month.

Highlight: Company-Specific Chart of Accounts

With this new feature, you can create as many G/L accounts and G/L account plans as you like without losing track of things when entering data (e.g., invoice items). Each company can have its own G/L account plan if needed. You receive the default setting "STD/Standard" for all your G/L accounts. This allows you to continue working without interruption or configuration. You can change the chart of accounts at the company level. Our help article provides you with the relevant information: https://support.etask.de/Topics/KE/GesellschaftsspezSachkontenrahmenErstellen.htm

eTASK.Rental

Improvement: Index-linked Lease Agreements: Report revised and traffic light view created

We have improved the query that formed the basis for the "Index-linked Lease Agreements Currently Adjustable (Periodic)" view. Additionally, a traffic light view is now displayed.Green: The index-linked lease agreement can be adjusted because the date of the next adjustment has been reached AND the consumer price index for the corresponding period has been entered.Yellow: The adjustment date has not yet been reached OR, if the date has been reached, the corresponding index value is still missing (this is published with a 1–2 month delay). Red: A value required for the calculation has not been entered in the lease agreement.

eTASK.Maintenance

New Feature: Maintenance Workflow: Tolerance Times for Escalation Control

For each maintenance order type, if escalation is desired, the duration must be specified for each workflow step under "Order Types Escalation." Previously, the workflow step was selected via a ListConnect to all workflow steps. We have changed this so that the list now contains only the maintenance workflow steps. This change simplifies data maintenance in the portal.

Improvement: Adjustment when transferring responsibility from service tickets to maintenance orders

When converting service tickets into maintenance orders, it could happen that the responsible service group was not transferred to the order. By adjusting the company and responsibility for maintenance orders created from service tickets, we have now ensured that the transfer of responsibility works smoothly.

eTASK.Room Reservation

New Feature: New Version: Report "Resources Booked on the Reference Date"

With this release, a new report is available: "Resources Booked on the Reference Date" allows you to select the date for which the report should list the corresponding resources. In terms of content, this report corresponds to the previous "Resources Booked Today" report, but you can now select a date yourself.

eTASK.FM Portal

New Feature: Reactivate Closed Orders from the HWP

Completed orders can now be reactivated (e.g., if they contain no items). This prevents the need to re-enter the transaction. Under "Extras" in the order, you can reactivate the transaction. Only administrators have access to the reactivation button.

New Feature: New Report: Rent Roll

eTASK.Rental offers a new report that summarizes all lease agreements and their key data as of the query date. These can, of course, also be exported to Excel for further processing. As of the query date, you can view all lease agreements with the following information, among others:

Rented spaces
Number of parking spaces
Rental income
Termination dates and much more.

This detailed overview with all contract data makes commercial leasing easier for you!

New feature: Site Security Concept: Security Zones

We have added new tables under "Infrastructural Building Management - Security/Keys - Site Security Concept." These are used to document security zones in managed properties. Security zones are the top level; below them, there may optionally be sub-zones, and at the third level, a room type. The latter can be selected in the "Security" section of the room form and determines the assignment to the other elements. The security zones created in this way are visible via the building model in the BIM Explorer.

New Feature: Overview List of the Digital Archive Available

Under Infrastructure Building Management – Digital Archive, you will now also find a tabular overview of all documents located in the archive of the respective portal. It includes, among other things, the file name, file size, and creation date, and is based on the structure of the Property Explorer.

New feature: Transition to BCF 3.0

BCF (Building Collaboration Format) is a file format for communicating issues during the construction phase of a building. At eTASK, we also use this format for communication within our existing properties: When a service ticket is created from a building model in the BIM Explorer, a BCF file containing comprehensive information about the property is created in the "Documents" section. We have now updated this file to the current standard format, BCF 3.0.

New Feature: BIM Explorer: Additional Legends Available

Additional legends are now available for a BIM model:

044-L Heating
045-L Owner
047-L Leasable Areas/Rooms

Bug Fix: Correction in Area Calculation

In certain cases, areas were calculated multiple times in a calculation profile when workstation groups were defined across multiple floors. This has now been fixed.

Bug fix: "Cost allocation for catering with quantity specification" report corrected

In some catering configurations, the report might have displayed the same data multiple times. This has been fixed.

Bug fix: Stamp display corrected

When viewing a building model in the BIM Explorer, the stamp for a room was displayed in a different location within the model. This behavior has been corrected.

Bug fix: Interaction between the FM Portal and SMTP mail servers corrected

A setting in the configuration of an SMTP mail server resulted in a large number of undeliverable error messages. This behavior has been fixed. Additionally, the server configuration messages have been modified to indicate the required settings.

Bug fix: Functionality of reserved records changed

In connection with the new reserved records feature, it was possible to switch a workflow via the menu command even if the form had been reserved by another user. This behavior has been corrected: The workflow for a form reserved for editing can no longer be switched by others.

Bug fix: Advanced export now delivers the selected data

During the advanced export of a filtered list, too much data was included in the export file. This issue has been resolved. Please note: When performing an advanced export of a filtered list, the columns used for filtering must also be selected. Otherwise, the filter will not be included.

Bug fix: Discrepancies in the operating cost statement resolved

In the operating cost statement, there were occasional discrepancies of a few cents between the operating cost statement, the generated printout, and the generated outgoing invoice. This issue has been resolved.

Bug fix: Configuration parameter for service ticket corrected

During system configuration for the use of eTASK.Serviceticket, despite the correct use of the configuration parameter PREFILLUSERROOM (value=1), the room information of a ticket creator was not transferred to a new ticket as configured. This error has been fixed.

Bug Fix: Financial Accounting Export: Reversal entries are included

In the FiBu export, reversed entries were not included. This resulted in the tax advisor not being able to see the sequential invoice numbers in the export file. This has been changed: Entry records that cancel each other out (such as a reversed entry) are now included in the FiBu export.

Bug fix: Lease agreement: Notice period is updated after contract extension

In the case of a lease agreement, the notice period was not automatically updated after the contract was extended. With a 3-month notice period, the lease agreement can automatically extend for 12 months with a 1-month notice period if it is not terminated. There was an invisible section for termination after the contract term. The contract in question was extended, and the calculation used the invisible, empty fields, which led to an incorrect calculation of the next possible termination date. This section is now taken into account in the calculation: If no values were set for "after extension," this means within the system that no extension has taken place. Otherwise, the date is now calculated correctly.

Bug Fix: Links in columns are no longer truncated

In some cases, links contained in tables were truncated even when it was not necessary. This issue has been resolved.

Bug fix: Plugin bundles: Installation status message corrected

The eTASK plugin bundles have been reviewed and modified. Although a message indicating successful installation was displayed, it was possible that individual components were not fully installed. This was previously only visible in the logs, but is now immediately apparent in the installation messages.

Improvement: Cash discount entries in the financial accounting export

The transfer of cash discount entries to the financial accounting export has been revised. Previously, only the journal entries from incoming and outgoing invoices, as well as bank entries, were transferred. The cash discount entry was used solely to mark the full payment of an invoice. Now, the journal entry includes the remaining liability or receivable of the creditor or debtor, accounting for all cash discounts, including tax adjustments.

Improvement: Guidance on using fields with "regular expressions" is now available

In the eTASK.FM portal, it is possible to specify so-called regular expressions (rules for input). If something different is entered into the field, the user cannot save their entry. Previously, users were only informed that their entry could not be saved. We have improved this so that a note now also appears indicating what type of input is required for this field.

Improvement: Importing the subject from Outlook

The subject of a meeting can be set in the meeting room settings—even without using the Outlook add-in. The subject set by the user then appears in the reservation list in the FM Portal. However, if the meeting is subsequently set to "Private," the subject must also be slightly modified so that Outlook recognizes the appointment as changed and no longer displays the subject in the FM Portal.

Improvement: Door Sign: Various Improvements

Opening a door sign used to result in long wait times due to data loading. This issue has been resolved. Additionally, improvements have been made to the formatting.

Improvement: Optimization of paging queries

In paging, query results are displayed in small blocks in a different location. This process allows users to view this data clearly in one place. We have optimized our queries for dynamic searches (within ListConnects and thus also within our forms) in the FM Portal, significantly speeding them up.

eTASK.Inventory

Bug fix: Search by matchcode: Selection possible with a single click

In the search function within eTASK.Inventory, it was necessary to click the selection field multiple times to select the entry. This issue has been resolved.