Important Notes
Outlook Add-in (Web)
With this release, we are providing the Outlook Add-in (Web). It is available for download in the Customer Center. If you have any questions, please contact your CAFM consultant or eTASK Support.
Smart Report Designer
The Smart Report Designer is a powerful tool for creating reports directly within the user interface—without any additional software or plug-ins. For the first time, users can independently create, manage, and export professional, print-quality reports—with full integration into the eTASK data model and an intuitive user interface.
Note: We recommend the Smart Report Designer for admin or power users who want to design reports and make them available to colleagues. A training session of approximately two days is required to get started.
Customer Center
We have replaced the old Customer Center with a modern web application. The new Customer Center can be accessed via the familiar email address: https://kundencenter.etask.de/
eTASK.DeskSharing
Bug Fix: Booking of deactivated intervals is no longer possible
A bug has been fixed that caused booking intervals to appear in the booking screen even though they were deactivated. You can deactivate intervals if you no longer wish to offer them, but they have already been used. In any case, please note that defined and non-deactivated intervals must not overlap, as this can lead to double bookings.
eTASK.BIM
Improvement: Expansion of functions for working with specialized models
In addition to the architectural model, technical discipline models (HLS, ELT, SAN, etc.) can also be imported directly into the CAFM system and assigned to an architectural model. This allows facility objects and technical systems to be transferred from the discipline models as early as during commissioning and further processed for maintenance and operational responsibility. In addition, the architectural model can be displayed in combination with various technical models, for example, to overlay a ventilation system onto the overall model. This is made possible by automated scaling of specialized models to the architectural model (specialized models were modeled in mm and the architectural model in m) and standardized loading of IFC entities and information across models.
eTASK.Handwerkerportal Suite
Improvement: Tradesman Portal: Integration with SAP S/4HANA
The interface for the eTASK.Tradesman Portal has been adapted so that it now also works with SAP S/4HANA.
eTASK.Payment Transactions
New Feature: New Timer Job for Bank Run Cleanup
The new timer job "Bank Runs Cleanup" can be activated to remove old bank runs from the system. By default, bank runs older than 90 days are deleted, with a maximum of 100 per job run. The associated bank run transfers and documents are also deleted.
Highlight: Recipient verification in the transfer process with EBICS
In October 2025, a new EU regulation came into effect designed to make payment transactions within the SEPA area more secure. Now, before a payment is authorized, the system must verify that the payee’s name matches the specified IBAN. We have updated our software to comply with this change.
Highlight: SEPA Direct Debit (Light)
With this release, we are introducing SEPA Direct Debit Light. The full version offers companies a fully automated solution for processing SEPA direct debits—from simple mandate management and automatic payment notifications to seamless accounting integration. With the Light version, which is already integrated into the Property Management Suite, we enable a hassle-free start with minimal effort. It allows for simple debits without mandate management.
eTASK.Outlook Room Booking
Improvement: New Outlook Add-In (Web)
With this release, the new room booking feature is available in Outlook (Web) in the Customer Center. It enables the clear organization of rooms and resources. This is done directly in the browser, without any additional installation.
eTASK.Vehicle Booking
Bug fix: Static email variable for vehicle booking corrected
The variable $$RE_KFZ_TERMIN_T.KFZ_TERMIN_VON$$ was only output as a date without a time. This was unusable for vehicle booking and especially for carpooling, because the start time is very important for these. The variable is now output in this format: 01/01/2025 1:15 PM
Bug fix: Vehicle booking - Error in the display of the booking calendar
An error occurred in the display of the booking calendar during vehicle booking. Information was cut off in the respective column for the vehicle. The row height in the calendar has been adjusted so that all vehicle information is visible. A third row can now be displayed. Additionally, the destination of the booking is now displayed when hovering over the booking entry in the vehicle booking calendar. This helps when booking rides.
Improvement: Expand the logbook to include traffic light indicators for gaps in bookings
A new traffic light view has been added to the logbook that provides feedback if the vehicle’s last end-kilometer reading does not match the start-kilometer reading of the current row. This indicates potential irregularities. However, the discrepancy may also be correct if the vehicle is bookable and not all kilometer reports have been received yet.
Improvement: Configuration parameter for terms of use available
A new configuration parameter has been created to control the display of the applicable terms of use in the vehicle booking form. The file at the suggested location can be replaced if there is access to the server. Alternatively, any address on the intranet or internet where a PDF file is stored can be specified.
eTASK.Operating Cost Settlement
Bug Fix: Error in operating cost billing resolved
When using SEPA texts for tenant invoices, the mandate reference was used for the text parameter [Creditor ID]. The tenant invoice now uses the correct text parameters again.
Bug Fix: Operating Costs / Export to Cost Entry
When exporting a service charge statement, there was a slight discrepancy in the output of the additional payment amount. This error has been fixed.
Bug fix: Recurring invoices are created correctly
In the case of recurring invoices, the invoice was generated incorrectly even though a different item had been created. This error has been fixed.
eTASK.Cost Entry
New Feature: Incoming Invoice Can Be Created from a Contractor’s Confirmation Using the Credit Memo Process
An incoming invoice can now be created from the confirmation. Once approved, this invoice enters the payment run, just like other incoming invoices. This is used for billing deliveries or services, e.g., in cases of regular collaboration or agreed-upon flat rates.
New feature: Expansion of the client function
You can use your eTASK.FM portal with different logical clients. Certain data in your portal will then only be displayed for the selected client. This now also applies to
payment allocation
the rent statement
Property accounting / Incoming mail
the areas of responsibility of agents
training scheduling
The order calendar
Cleaning schedule
Office round
New feature: Allows creation of credit memos from outgoing invoices
As a user of outgoing invoices, there are times when credit memos must be created for individual items or due to defects. To simplify this process, the “Create Credit Memo” option is now available in the toolbar under “Extras.” When this function is used, you can select from a list of suggested service/invoice items. A credit memo is then created as a copy of the invoice with the selected items, which can be further edited.
Bug Fix: Incorrect calculation of cash discount under payment terms
The calculation of cash discount for payment terms resulted in an incorrect value. The error was resolved by changing the cash discount date from “payment date minus cash discount days” to “invoice date plus cash discount days.”
Bug fix: Selection of a vendor’s bank details
When selecting a vendor’s bank details during a payment run, only the bank details belonging to the currently selected vendor are now displayed again, rather than incorrectly displaying all bank details from all vendors.
Bug fix: Stamp on incoming invoices: Display corrected
In some cases, the incoming stamp, which is automatically placed on digital incoming invoices, was displayed compressed in width and could not be read. The stamps are now displayed correctly again.
Bug fix: Outgoing invoices - Email dispatch corrected
A problem has been fixed where, upon subsequently enabling email sending for a company’s outgoing invoices, old invoices were also sent.
Improvement: Deleting scheduled invoices when a recurring obligation is canceled
If an incoming invoice was canceled, the associated scheduled invoices remained. This has been changed: If an incoming invoice that serves as the basis for a recurring payment is canceled, the associated scheduled invoices are also automatically deleted. This prevents unwanted follow-up invoices from being generated.
Improvement: Time limit for a reminder hold implemented
Effective immediately, when setting a dunning hold, you will be prompted to enter a date on which the dunning hold will be deactivated. This eliminates the need to set a personal reminder to uncheck the box. The reminder displays information about the reminder hold. The timer job for reminders first checks all invoices to see if a reminder hold has expired and ends it. Afterward, the reminders are generated so that an invoice whose reminder hold expired yesterday is reminded again today.
Improvement: Rounding discrepancies in outgoing invoices fixed
Previously, outgoing invoices were rounded for both the individual items and the total amount. The rounding logic has been revised. Rounding is now performed only on the individual items.
Improvement: xInvoice format updated
The xInvoice format has been updated to 3.0.2.
Improvement: Payment terms for recurring invoices can now be changed
When entering an incoming invoice, you can now change the payment terms so that future/scheduled invoices adopt them. In the toolbar, under Tools, you will find a new entry: “Adjust Payment Terms.” Clicking this prompts a request for the payment due date and payment method. These adjustments are applied to future invoices. Invoices that have already been generated and posted remain unaffected.
eTASK.Media Supply / Energy
New Feature: Expansion of bulk import of meter readings for all meter types and all properties
The file provided in the system for Excel import has been expanded to include two additional columns separated by tabs: Location, Meter TypeNew: Meter Number, Meter Reading, Location, Meter TypeIn the Meter Import form, Location and Meter Type are no longer required fields.Scenario 1
Location and meter type are assigned
Meter number Meter reading
Scenario 2Import file: Location and meter type remain empty
Meter number Meter reading
Import file: Meter number, Meter reading, Location, Meter type
Note: During import, the system always refers to the object code (location, meter, meter type).
Improvement: Energy consumption billing metrics
New metrics that are calculated automatically: Number of people in the building per dayThis metric determines the number of people in a building based on the room in the room assignment and sums them up. Additionally, people assigned to a workstation group are counted. These are assigned to the building where most of the workstations in the workstation group are located.Average number of people in the building per monthThis metric calculates the average value from the above metric for one month per building. It takes into account that there may be multiple or no values per building on a given day.These metrics are calculated daily.
eTASK.CAD
New Feature: Live Legends in the CAD Viewer
Legends allow building data and information (e.g., usage types or floor coverings with the square footage of the respective area) to be displayed graphically (e.g., through coloring or hatching) in the CAD Viewer. A legend can be managed in the System Control and must be assigned to the drawing.
Bug fix: Missing color representations corrected
CAD drawings that contain a space in their name can now display colors just like all other drawings.
Improvement: Printing in the CAD Viewer is now possible
The CAD Viewer’s print dialog now also allows for the scale-accurate output of a drawing to selected paper formats. SVG graphics can be printed to scale as PDF documents. You can choose whether the graphic is fitted to the selected page format (A4 to A0) or output at a specific scale. Additionally, you have the following options:
Output entire drawing
Print visible image section centered
Output only the visible image section
Output legend as well
Improvement: CAD Viewer: Display of features (tooltip)
The Quick Info button in the CAD Viewer allows you to display room attributes for rooms on mouseover.
Highlight: eTASK.CAD: Integration of CAD drawings from AutoCAD
eTASK.CAD is an extension of the eTASKFM portal that enables seamless integration of CAD drawings from AutoCAD. With the help of the eTASK AutoCAD add-in, CAD drawings can be imported and used for building operations.
Benefits 1. Centralized data storage
One system for all data: CAD drawings and facility management data in a single portal
Up-to-date floor plans always available to all employees
2. Improved visualization in building operations
Graphical floor plans directly in the web browser; no CAD software required
Context-based display: Rooms linked to their facility data
Layer-based views display only relevant information for different user groups
3. Efficient room management
Automatic linking of CAD floor plans with room data
Visual navigation through buildings using floor plans
Quick orientation for service technicians, relocation planning, etc.
4. Standardization
Consistent technical descriptions using templates
Consistent presentation across all buildings and locations
Reusable configurations for layers and views
5. Integration into business processes
Workflow integration: CAD data usable in orders, tickets, and projects
API access: Automated processes can access CAD information
Reporting: Floor plans can be integrated into reports and analyses
6. Reduced training requirements
Web-based interface: No AutoCAD knowledge required for end users
Role-based views: Each user sees only relevant layers/information
7. Cost efficiency
Fewer CAD licenses required (only for import/export)
Time savings through direct linking instead of manual assignment
Elimination of data silos between CAD and FM systems
eTASK.ServiceTicket
New feature: Offline functionality added for the Service Report module in the My eTASK app
The eTASK Service Report can now also create new reports offline. To make this possible, the Service Report must be started in online mode. Categories, subcategories, and buildings are downloaded to the device during this process. Assigning the Service Report to a specific room or object is not possible offline; this assignment can be made later in the portal. Relevant information can be included in the description. The report is sent as soon as the device is back online. The My eTASK app must remain open for this to happen. However, new tickets created in offline mode should be synchronized in online mode as soon as possible so that the ticket’s category, subcategory, and building are still available.
eTASK.Room Reservation
Bug Fix: Confirmation email after booking is sent again
(Customer reference: INC000006930022)
After a workstation or room was booked, the system no longer sent an automatic confirmation email, even though the reservation was recorded in the service list. This issue has been resolved.
Bug fix: Room Booking Wizard: blocked time periods are calculated correctly
Due to an incorrect conversion of the time zone (UTC, Coordinated Universal Time), incorrect blocked periods were displayed in the Meeting Room Wizard. This allowed bookings to be made during blocked periods. This issue has been resolved. Blocked periods are now processed correctly. Holidays are now taken into account for all specified dates, regardless of the calendar year.
Bug Fix: Meeting Room Wizard: Correct Import of All Holidays
The Meeting Room Assistant did not account for overlaps with holidays in weekly recurring bookings, meaning it was possible to book a meeting room on a holiday in the coming year even though bookings were excluded for holidays. Holidays are now taken into account for all holiday entries, regardless of the year of the holiday.
Bug Fix: Incorrect data update (blocked periods) resolved
(Customer reference: CAFMCAB-357)
During the updating data import for meeting rooms, restricted periods were created incorrectly. Records with a date column were marked as edited, even though no record had been modified. This allowed duplicate entries to be created. The configuration of the import template for the updating data import has been revised with regard to the date columns.
Highlight: Modernization of the "Meeting Room Assistant"
The interface of the Meeting Room Assistant for the two booking methods "Detailed Booking" and "Custom Booking" has been rebuilt and redesigned. This simplifies operation and meets accessibility criteria. For example, the "Back" and "Next" buttons are now consistently located at the bottom of the page. However, the booking methods continue to function as usual.
eTASK.FM Portal
New Feature: "Building Information System" Information Page Created
The Building Information System (GEBIS) is available in eTASK.CAD. This page allows you to grant users access to room information via a link without requiring them to log in to the FM Portal.
New feature: Smart Report Designer
The Smart Report Designer is a powerful tool for creating reports directly within the user interface—without any additional software or plug-ins. For the first time, users can independently create, manage, and export professional, print-quality reports—with full integration into the eTASK data model and an intuitive user interface.
New Feature: Client Download Provision
Under System Settings - Portal Options - Client Downloads, all clients currently in use at your organization (such as the Outlook add-in for room reservations or the Revit add-in when using eTASK.BIM) are now offered on a download page with every release. You can use the rights management system to control who in your organization should have access to this page.
New feature: Limited access setup without login
It is now possible to configure pages in eTASK so that they are accessible without a login. To do this, select the page in the FM Portal and specify IP addresses or address ranges for which access should be permitted. Additionally, specify a system user through which anonymous access should occur. This allows you to securely make individual pages in the FM Portal available company-wide and display them, for example, on information displays without the need for complex programming. This feature was developed in preparation for the upcoming building information system with interactive room search.
New Feature: Further Work: Clients & Documents / Comments
Further changes are intended to simplify working with clients for customers:
When a new document is uploaded (FileUpload), the record in GL_DOKUMENT_T inherits the MANDANT_ID of the record in whose form the document was uploaded.
When a new image is uploaded (PhotoViewer), the record in GL_DOKUMENT_T inherits the CLIENT_ID of the record in whose form the document was uploaded.
When a new comment is entered (AnnotationControl), the record in GL_COMMENT_T inherits the MANDANT_ID of the record in whose form the comment was written
When a record is created, modified, or deleted, the respective new entries in FM_AUDIT_LOG (Trigger) inherit the MANDANT_ID of the record in whose form the change was made.
New Feature: Extension of Timer Job Scheduling
The functionality of email sending in connection with timer jobs has been modified to ensure that as few emails as possible—or none at all—are sent outside of regular working hours. This is intended to reduce the workload on colleagues on call. A start and end time can be set for the timer job, i.e., an earliest daily trigger and a latest daily trigger. The default setting for the “earliest daily trigger” is 12:00 AM, and for the “latest daily trigger” it is 11:59 PM. These values can be adjusted individually for each timer job in the System Control Panel.
New Feature: New Full-Text Index Maintenance Timer Job
A new timer job has been created to reduce the memory consumption of the full-text index. When the timer job is activated, regular full-text index maintenance is performed in the SQL Server database.
New Feature: Business Classes and Associated Business Objects Enhance Client Management
Business classes in conjunction with business objects can help simplify and structure data management using the client function. If customers consider related data areas in their portal prior to using clients, these can be moved collectively to a different client.
New feature: Integration of the SBOM viewer
We have integrated the SBOM Viewer (Software Bill of Materials) into the portal so that customers can conduct their security audits using the downloadable files. The viewer loads the delivered SPDX file (version 2.2) immediately upon launch. However, there is also the option to download version 3.0. A “Software Bill of Materials” (SBOM) documents which commercial and open-source software components a software product contains. It makes dependencies on these components visible.
New Feature: New Timer Job for Login Statistics Cleanup
A new timer job has been created to perform a cleanup of login statistics. Login statistics data older than the number of days specified in the system configuration parameter LOGINSTATISTICPERIODDAYS (e.g., older than 365 days) is deleted.
Bug fix: "Infrastructure Used by Employees" report updated
(Customer Reference: INC000007052679)
Three field links were revised to ensure the "Infrastructure Used by Employees" report under Basic Data is displayed and populated correctly. The report is now displayed correctly.
Bug fix: Revision of EtaskDatabaseUpdater
The setup of the .exe file for an update has been streamlined so that only the files strictly required for an update are included.
Bug Fix: Failed login attempts are now logged again
(Customer Reference: INC000006460625)
The record in the personnel list includes a field labeled “Failed Logins.” For an admin or administrator, this field is the only way to determine whether failed login attempts caused the login issue. We have fixed the issue where the count was not reset to 0 after a successful login.
Bug fix: Incoming invoices are processed correctly after payment
An error occurred in expense tracking: Incoming invoices that had been paid were displayed as open items and were also shown as such in the payment assignments.
Bug fix: Assignment of bulk transfers changed
With batch transfers, the FM Portal would assign the entire payment run to this bank entry, even if the payments did not all belong to the same company. This issue has been resolved.
Bug fix: Template for Excel data update
The template for Excel data updates is now read-only only for cells that are not allowed to be modified by editors. In exceptional cases, cells where data could be entered were also read-only.
Bug Fix: Excel Export from Views in Favorites Now Possible Again
An issue has been resolved where Excel exports could sometimes not be performed for view reports that were saved as favorites.
Bug fix: INC000006920329: Import of multi-line fields
(Customer reference: INC000006920329)
The import of multi-line dynamic fields could not be completed successfully. This issue has been resolved.
Bug fix: Error importing decimal numbers into dynamic characteristics
(Customer reference: INC000006940450)
When decimal numbers were imported into dynamic characteristic fields via Excel, the decimal point would shift, resulting in incorrect values. This error has been fixed.
Bug Fix: Error Fixed When Creating Login Credentials
An issue has been resolved where unsaved changes to usernames and login settings were lost when the password was changed.
Bug fix: "Tenant Account Statement" report: Offsetting corrected
In the Tenant Account Statement, there was an incorrect balancing of transfers and the associated offsets. The payment assignment for transfers has been changed. The report has thus been corrected.
Bug Fix: Fixed an error in the setup
When the database was empty, the setup did not create the administrator and the URLBASE was not set. As a result, customers could no longer log in after installation. This error has been fixed.
Bug fix: Tables load despite incompletely defined characteristics
If a dynamic attribute (dropdown field) was not fully configured, lists containing this attribute could no longer be loaded. This behavior has been fixed. When loading lists, “incomplete” definitions are ignored. Incompletely defined attributes of the “dropdown field” type no longer prevent a list containing this attribute from being loaded.
Bug fix: Error during Excel import (Vehicles) fixed
An error occurred during Excel import into the "Vehicles" table (message: "Invalid column name 'KFZ_FAHRZEUG_ID'"). This error has been fixed.
Bug fix: "Door Sign Base" report is working again
(Customer reference: INC000007093401)
An error occurred when generating the "Basic Door Sign" report. This has been fixed.
Bug fix: Search for the "Select Type Filter" field value corrected
(Customer reference: INC000007009750)
In the Control Panel, when defining characteristics, the available selection values in a dropdown field (Type Filter Selection Value) were not searched correctly. The selection could only be made manually. This error has been fixed.
Bug fix: Refresh in the service list works properly
The update button in the service list toolbar did not refresh the service list. This has been fixed.
Bug fix: Address and GPS data determination corrected
An error occurred during GPS location determination with the correct coordinates. This bug has been fixed.
Improvement: Reload in the Property Explorer revised
If the name or number of a floor or room was changed, saved, and then reloaded via a right-click in the menu on the left side, the name or number was not updated. The Property Explorer has been adjusted so that "Reload" now directly applies changes to all nodes.
Improvement: System Administration: Increased Security
(Customer Reference: CAFMCAB-174)
With this release, only system administrators can designate other users as system administrators. Additionally, administrator groups can no longer be default groups at the same time. These measures ensure improved security.
Improvement: "Users in Groups" provided in the API
eTASK also provides its customers with an application programming interface (API). This interface enables data to be exchanged directly between software systems using various web services. This allows current information to be retrieved directly from eTASK and processed further in your own system. It can also be used to enrich the data in eTASK. With this release, not only can users be created via the API, but user groups can also be assigned to them (endpoint core.UsersInGroups).
Improvement: Further revisions (API)
General work has been carried out to improve the API.
Improvement: Excel export file name includes the time
The file names of Excel exports now include the time of the export so that multiple exports on a single day can be clearly distinguished in the download folder.ClarificationUnfortunately, there is an error in the original text. This change applies exclusively to the Excel export reports, not to the created import templates.
Improvement: Security enhanced regarding specific RequestEncoding
(Customer Reference: CAFMCAB-366)
Additional measures have been taken to enhance system security and prevent attacks that bypass server-side filtering mechanisms.
Improvement: Protection against Cross-Site Request Forgery attacks implemented
(Customer Reference: CAFMCAB-372)
Measures have been implemented to prevent Cross-Site Request Forgery. This has further improved the security of the portal. Cross-Site Request Forgery (CSRF) is an attack that forces users to perform unwanted actions on a web application where they are currently authenticated.
Improvement: BITV2: Audit Step 9.2.4.1 Sections Can Be Skipped
Further improvements have been made to the accessibility of the FM portal. This included work on the heading hierarchy, jump links, and labels.
Improvement: Import.FromLDAP now includes updates to department and company
The "Import.FromLDAP" timer job now correctly updates a person’s department and company when activated in the Control Panel.
Improvement: Performance improvement with many clients
Thanks to several technical changes, we have significantly improved performance when a user has a very large number of clients. If you have a user with 100 or more assigned clients, you will notice a significant improvement.
Improvement: Changes to logging
(Customer reference: INC000006790868)
Previously, when data was newly created in the FM Portal, the actual user was not recorded in the "modified by" / "created by" columns of the data record archive. This has been changed. From now on, every time a change is made, the actual user—including the computer name—who triggered the new creation or import will be recorded.
Improvement: BITV2.0: Check Step 9.4.1.3 Status Messages Programmatically Available
Accessibility in the FM Portal has been further improved: Screen readers can now also read aloud displayed system messages (e.g., "The record was successfully saved.").
Improvement: BITV2.0: Check Step 9.3.3.2 – Labels for form elements are available
As part of the implementation of accessible operation of the FM Portal, another BITV2.0 test step has been successfully completed: Labels for form elements are now available.
Improvement: "Expiration of Notice Period" calculation in contracts modified
(Customer reference: INC000007023767)
The values for "Renewal (Time Unit)" and "Renewal (Number)" no longer result in a calculation of "Contract End Date After Renewal." A new field, "Renewals Performed," is available, displaying the number of renewals.Each time "Extras - Extend Contract" is executed, "Extensions Performed" increases by 1. The "Contract End Date After Extension" is calculated based on the "Extensions Performed" and the number of time units. The "Extend Contract" action no longer deletes the "Notice Period Expiration" but triggers a recalculation.
Improvement: BITV 2.0: Check Step 9.4.1.2 Name, Role, Value Available
To implement barrier-free operation of the FM portal, check step 9.4.1.2 Name, Role, Value Available of the Barrier-Free Information Technology Ordinance (BITV 2.0) has been implemented.
Improvement: Report change "Revenue/Surplus"
In the income-surplus statement, "assigned according to rule" was previously displayed. Effective immediately, the payment sender is now indicated in the report at this location. If a bank payment meets certain text requirements in the payment description and other criteria from the rule, it is automatically assigned; previously, this rule was stored as a note in the remarks section, which was shown in the report.
Improvement: Work on accessibility according to BITV 2.0
Further work on accessibility in accordance with BITV 2.0 has been carried out. This concerns the order of keyboard navigation on the FM portal (test step 9.2.4.3) and the setting of jump labels so that sections can be skipped (test step 9.2.4.1).
eTASK.Key Management
Bug fix: Error when saving records (Key Management)
(Customer reference: INC000007056515)
In the Key Management module, there was an issue in two forms where saving was only possible if all fields were filled out completely, even if they were not required fields. This error has been fixed.