February 2018 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.
Please read the following notes carefully before installation:
Important Note for 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.
The latest version of the eTASK app will be available in the Microsoft Store starting March 1, 2018.
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 to your portal, your devices must subsequently also be updated to the latest app version.
Important Note for Users of eTASK.PropertyManagement, eTASK.Rental, eTASK.CostRecording, and eTASK.OperatingCosts
As announced in the GoBD workshop, this release is only suitable for customers who have already completed the transition from the eTASK.FM client to the eTASK.FM portal. If you have not yet completed this migration, please refrain from installing this update.
Support for Microsoft SQL Server 2008 discontinued
Please note that with this release, the 2008 version of Microsoft SQL Server is no longer officially supported by eTASK. If you are still using Microsoft SQL Server 2008, please contact your eTASK representative before installing this release.
eTASK.BIM
Improvement: IFC model type selection during model publication in eTASK
When publishing a BIM model via the model upload in the portal or via the eTASK plug-in for Revit, the IFC model type can now be specified (Architecture, Structural Engineering, or HVAC).
Expanded HSE organization with coordinator level
New feature: New report "Number of employees and representatives per floor with training status"
The report combines information from the existing reports “Number of Employees and Designated Persons by Floor” and “Training Status of Employees with HSE Functions” and offers filtering options by location, building, and HSE function.
Improvement: Display of workstation and room for representatives
For representatives, their own workstation and room are now also displayed, or their workstations and rooms in the case of multiple assignments.
eTASK.Payment Transactions
Improvement: Various optimizations for payment assignment in the bank statement
The assignment of bank statements has been significantly expanded:- Invoices can now be overpaid. A toggle allows you to display not only open items but also all previously assigned or canceled items for a creditor or debtor.- During assignment, you can decide (regardless of the discount date) whether payment was made with or without a discount.- The automatically generated posting text is now only a suggestion that can be manually edited.- The total of the assigned items no longer needs to match the payment amount.With these changes, it is now possible to offset invoices with credit memos using a bank statement by selecting both items and adjusting the amounts as needed.
Improvement: Significant reduction in data volume through logging of bank transactions
The system log files from bank runs stored in eTASK during SEPA data exchange are now retained for only 90 days. This significantly reduces the data volume (in some cases by up to 50%). Logs relevant to the user, such as bank statements in XML format, continue to be permanently archived.
eTASK.Dunning
Improvement: Set the issue date and payment deadline in the reminder letter
When printing a reminder, the system now always uses the start date stored with the reminder, which is also used to calculate the payment deadline for the reminder. Previously, the date at the time the reminder was printed was used as the start date. The start date and payment deadline can also be adjusted manually.
Improvement: Overview of generated reminders in the "Create Reminders" automatic job
The automatic "Create Reminders" job now displays the number of reminders that were actually generated as a result.
Improvement: More neutral claim text in the reminder letter
When printing the payment reminder (reminder letter), the text displayed as "Claim" has been changed from "unpaid rent according to lease agreement XYZ" to "Claim according to lease agreement." This ensures the text is correct even in cases such as outstanding advance payments for operating costs.
eTASK.Catering Room Service
Improvement: Cost center update when the requester changes
When the requester is changed in "Catering Room Service," the cost center of the new requester is now automatically displayed.
eTASK.Operating Cost Settlement
Bug fix: Annual operating cost statement
On annual operating cost statements, net and gross amounts are now always displayed with the correct sign when it is a credit. Credits resulting from the annual operating cost statement no longer have a payment due date specified. The payment due date for invoices from operating costs can also be entered during billing.
eTASK.Cost Entry
Bug fix: Correct document number and "Additional footnote" for outgoing invoices
For outgoing invoices, the document number is now generated based on the invoice date and no longer based on the service date. The "Additional Note at Bottom" is also printed correctly.
Bug fix: Transfer postings for outgoing invoices
If transfer postings were canceled, the corresponding offsetting entry on the outgoing invoice was not canceled at the same time, which could lead to an overpayment on the outgoing invoice. Canceling transfer postings now always results in the offsetting entry on the outgoing invoice being canceled as well.
Bug fix: Date of financial accounting export cannot be changed
The date on which the financial accounting export of an incoming invoice was performed could sometimes be automatically overwritten during payment assignments. The date of the financial accounting export now always remains unchanged after the export. An additional comment field has also been added to the export.
Improvement: Recurring Outgoing Invoices
Outgoing invoices created as recurring liability invoices now include a list of upcoming payment due dates in the main document. This ensures that the customer reliably receives information on when the next payments are expected.
Improvement: Revision of the "Tenant Account Statement" and "Open Items - Accounts Receivable" reports
Various corrections and enhancements have been made to the calculations in the "Tenant Account Statement" and "Open Items - Accounts Receivable" reports, ensuring that all relevant incoming payments and outgoing invoices are now taken into account. Additionally, the reports have been improved for better clarity.
eTASK.Rental
Bug fix: Invoicing of lease agreements
When creating rent invoices, the payment due date was not automatically set to the month of creation but to the date the invoice was generated. The payment due date now always correctly refers to the month of creation.
Improvement: Index selection in index-linked lease agreements is no longer manual
The index selection for an index-linked lease agreement is now based on the default settings and no longer requires manual entry.
eTASK.Quick Entry
Bug fix: Quick search results in Quick Entry even when meeting end time is not set
In Quick Booking, endless search processes could occur if the end time for the intended booking was not set. This time is now always set automatically and can then be changed by the user.
eTASK.Maintenance
Improvement: Modifying time specifications for scheduled tasks
For recurring orders that were automatically generated based on an order schedule, time specifications can now be changed retroactively, just as with one-time orders. These manual changes will no longer be overwritten even if the underlying order schedule is subsequently modified, provided that the manually modified order has exited the "Planning" status.
eTASK.Room Reservation
New Feature: Create New Bookings on an Exchange Display
When using room displays with an Exchange connection (e.g., from Steelcase), in addition to the display function for locally shortening, extending, and canceling bookings, the function for locally creating a new booking directly on the room display is now also supported. Newly created bookings are initially limited to a 30-minute period but can then be extended by the user. Bookings created via the displays are processed correctly in eTASK.
Bug Fix: Booking Changes by Room Administrators
Room managers were temporarily unable to modify bookings if they were also the requester and/or the user of the booking. This functionality has been restored.
eTASK.Cleaning Management
Improvement: Enable/disable cleaning services for a room
In cleaning planning, cleaning services linked to rooms can now be activated or deactivated. In reports, for example, it is now possible to see that a specific cleaning service is not being performed in a room, even though that service was assigned to the room during planning.
eTASK.FM Portal
Bug fix: Display of usage types in the "Area allocation according to DIN 277" report
The "Area Distribution According to DIN 277 (Warehouses, Archives)" report sometimes did not display usage types for newly created rooms. This has been fixed.
Bug fix: Logged-in users appear multiple times in the overview
If a user did not end their eTASK session by clicking "Log Out" but simply closed the browser window, they were not automatically removed from the list of logged-in users. Logout now occurs automatically after the original session time has expired.
Improvement: Password requirements visible immediately upon creation
When changing the portal password, the password policy requirements are now displayed before the password is created. This allows the user to create a password that complies with the portal’s policy immediately.
Improvement: Contract Management "Billing Overview" report with creation date
The report for printing a "Billing Overview" for a contract (in the menu under: Basic Data - Contract Management - Contracts - Reports - Billing Overview) now also includes a creation date.
Improvement: Excel export now without HTML characters
When exporting to Excel, HTML characters are now removed during the export process for text where the HTML editing function is enabled in the portal (e.g., in many free-text or description fields). This ensures that data from such HTML fields is displayed correctly in Excel.
Support Information: Deactivation of Client Modules
With this release, all client modules that have been migrated to the portal will be permanently deactivated. The following client functions are excluded: Properties/CAD
CAD Tools
CAD Visualization
Technical Building Management
Utility Supply
Building Cadastre
Work orders
Materials/Ordering
eTASK.Inventory
Improvement: Number of characters for barcodes expanded, e.g., for GTIN and RFID
The maximum number of characters in the "Barcode" field has been increased from 20 to 30. This now allows, for example, RFIDs (min. 24 characters) as well as complex GTINs to be used for the unique identification of objects. The extension is supported for both objects in the portal and during inventory via the eTASK app.