February 2015 Release
Dear Customers, Just like Microsoft
, eTASK has not supported Microsoft SQL Server 2005 for some time now. Starting with this release, it is no longer possible to perform updates on these SQL servers.
eTASK.FM Procurement SAP Interface
New feature: A buyer group is now also assigned to a purchase order during the initial import
New feature: Contact persons are now also imported when orders are imported from SAP
Improvement: Enhancements to the time entry function
Improvement: Optimization of service entry
eTASK.Payment Processing
New feature: Outgoing invoices can now also be processed via eTASK.Payment
Now you can easily transfer credit notes—i.e., outgoing invoices with a negative invoice amount—using the reliable SEPA transfer feature in eTASK.Payment Transactions.
New feature: New procedure for failed transfers
If a transfer fails during a payment run via eTASK.Payment, the invoice is no longer automatically assigned to the next payment run. It is removed from the process and submitted to the reviewers for correction to prevent the bank from rejecting it again.
eTASK.Purchase Review
Improvement: The "Board Presentation: Purchase Review" report is available again
eTASK.Operating Cost Settlement
New feature: The payment term is now a required field when transferring invoices from eTASK.Operating Cost Settlement to eTASK.Cost Entry
New feature: All operating cost-related documents in a single file
You can now download all documents related to a tenant’s annual operating cost statement in a single PDF document.
eTASK.Cost Entry
New feature: Change in the creation of outgoing invoices
Partial services on outgoing invoices that are not assigned a general ledger account during creation are automatically assigned to the "Unknown" general ledger account. This ensures data integrity throughout the entire invoicing process.
New feature: Improved notification when removing the invoice approval date
For invoices that have already been sent to the bank as part of the payment process, it is not possible to remove the approval date. A corresponding message is now displayed when attempting to remove it.
Improvement: When editing existing partial services, any budget items can now be assigned
Previously, assignment was not possible for existing partial services.
Improvement: Creation and printing of outgoing invoices
When entering partial services, both net and gross amounts can now be entered again. The other amount is automatically calculated based on the sales tax. Additionally, the same report is now used for printing outgoing invoices in the eTASK.FM Portal and eTASK.FM Client.
Improvement: For incoming invoices, it is now possible to specify a discount as a percentage with decimal places
Improvement: Enhancement of the "Open Accounts Receivable" report
Improvement: The "Payment Approval" report now displays the distribution formula and the print date
eTASK.Rental
New feature: Debit note information now also available in the lease agreement
The debit note information for a lease agreement is now also displayed in the lease agreement. To view this, click the Debit Note tab in the detailed view of the lease agreement in the eTASK.FM client.
Improvement: In the "Rent Invoice Overview (Detail)" report, the contents of the "Customer" and "Contract" columns are now displayed in full
Improvement: Improvements to the "Overview of Paid Rent and Utility Advance Payments" report
eTASK.Move Management
Improvement: The "Move Evaluations" report now loads even if move dates have not been specified
eTASK.CAD
Improvement: The "CadPreloadDrawings" timer job now runs faster
eTASK.Training Management
Improvement: Improved performance of eTASK.Training Management
eTASK.Maintenance
New feature: Confirmation of receipt of feedback for contractors
The contractor now receives an email with a confirmation of receipt when they send the scanned confirmation cover sheet via email to the FM Portal mailbox.
Improvement: Improvement of the "Maintenance Plan" report
Improvement: The "Acceptance Check" report can now be reliably accessed again
Improvement: Contractors no longer receive escalation emails for maintenance orders that have not been issued
eTASK.Room Reservation
Improvement: In the booking overview in "Custom Booking" mode of the room booking wizard, appointments are now listed in chronological order
eTASK.Cleaning Management
New feature: Context-sensitive help has been added to the cleaning planning wizard
eTASK.FM Portal
New feature: Performance improvements to the REG-IS interface
New feature: The service list can now be filtered by service type
Would you like to display only specific services in your service list? Use the new Service Type filter to narrow down the display. Multiple selections are possible.
New feature: Configuration parameter for setting the preferred start page
Specify globally for all employees whether the dashboard or the service list should be displayed as the home page. To do this, use the new configuration parameter STARTPAGE. The value "Dashboard" causes the dashboard to be displayed by default. If the value "ServiceList" is used, the service list is displayed. Each user can also use their user profile to choose whether to use the default setting or the other option.
New Feature: Important Notes on Document Numbers When Using the DATEV Import
The financial accounting export of invoices includes a specific field for document numbers. This field is limited to 50 characters. However, DATEV only accepts document numbers up to 12 characters in length. To avoid problems when importing data into DATEV and to ensure the uniqueness of document numbers, you must ensure that the length of your document numbers does not exceed 12 characters.For more information on this, see the eTASK.InfoCenter under number IC2187.
New Feature: Reports in Workflows
Effective immediately, reports associated with a workflow form are automatically attached to the email sent when switching steps.
New feature: Conversion of eTASK.FM Client rights management to FM Portal standard
To allow users to access the functions of the eTASK.FM Client modules, the corresponding rights must now be assigned to them via automatic groups. You can configure these settings in the eTASK.FM Portal. For more information on the procedure, please refer to the eTASK.InfoCenter under number IC2190.
New feature: The bulk edit function now allows you to clear date fields
New feature: eTASK.Updater and eTASK.Setuper are now compatible with SQL Server 2014
Improvement: The workflow history now also logs automatic step changes
Improvement: Faster form loading
Thanks to various performance improvements, you can now open, edit, and save forms more quickly.
Improvement: It is once again possible to delete locations via the Control Panel
Improvement: Display in the Asset Explorer optimized
The display has been expanded to include the value from the "Default Asset Number" field of the assigned object type. This value is now displayed first.
Improvement: Improvements to email sending by timer jobs
Timer jobs of the types "Check-SP" and "SQL Procedure" now only send emails if they have produced results. If they are executed successfully without changing any data, no emails are sent.
Improvement: Improvements to the Financial Accounting export
Improvement: Bulk deletion is no longer interrupted if a non-deletable record is found
Therefore, deletable records found in the query sequence after the non-deletable record are now also removed.
Improvement: The service list displays exclamation marks next to services modified on the current day
Improvement: Improvements to the export of reports to Excel
eTASK.Inventory
Improvement: The "Inventoried Assets" dashboard tile now only includes objects subject to inventory
Objects subject to inventory are all objects assigned to an object type for which the "Inventory Required" checkbox is selected.