December 2015 Release
There are no special notes for this release.
eTASK.FM Procurement SAP Interface
Improvement: Update of vendor VAT ID and tax number from SAP disabled
When updating vendors from SAP, the vendor’s VAT ID and tax number (LFA1.STCD1 and LFA1.STCEG) are no longer updated in eTASK.
eTASK.Outlook Room Booking
Bug Fix: Inconsistency in the number of participants in the OAI when a booking was originally created in the portal
For bookings that were first created in the portal and then opened and modified in the Outlook Add-In, an inconsistency in the number of participants could occur under certain circumstances. This issue has now been resolved.
Improvement: Additional note for "Catering" in case of incorrect use of the Outlook Add-In
If a user has already selected a suitable meeting room for their appointment in the Outlook Add-In and then changes the booking criteria so that the selected room no longer meets the criteria, the user will receive the following message when attempting to submit the booking:-----------------------------------------------------------------------------------------------The room does not meet the filter criteria. Please check the following notes.1. The number of participants exceeds the room’s capacity2. The booking date is a holiday and/or a weekend-----------------------------------------------------------------------------------------------The message has now been updated to include a third note indicating that the selected catering service may not be available for the room.
eTASK.FM Procurement
Improvement: Vendor VAT ID and tax number, as well as VAT, in the order’s billing sheet
The vendor’s VAT ID and tax number have been added to the “Excel Invoice” and “PDF Invoice” for the order. Additionally, the total now includes VAT at 19%.
eTASK.Cost Entry
Bug fix: Automatic marking of already exported bank statements
When exporting bank statements, the system did not set the export flag. This resulted in all bank statements being exported again during a subsequent export. With this release, the export flag is set automatically again.
Highlight: New "Cash Basis Accounting" based on the posting journal
Based on the posting journal, the "Cash Flow Statement" has now been implemented, which takes into account all posting entries according to the cash flow principle, thus enabling a comparison of actual income and expenses posted to general ledger accounts. For the "Income-Expenditure Statement," you will find a view with export functionality in the menu under "Property Management | Cost Entry/Operating Accounting | Income-Expenditure Statement (I/E)," as well as two options for outputting the Income-Expenditure Statement as a PDF report.To ensure that the view and reports display correct values, your project must meet the following requirements:1) A lease agreement may only include units from ONE building and ONE company.2) Your general ledger accounts must be correctly organized in the "General Ledger Chart of Accounts" (Menu: System Settings | Property Management | Cost Recording/Operational Accounting | General Ledger Chart of Accounts).
eTASK.Media Supply / Energy
Bug Fix: Tenant Invoice Displayed Twice in the "Invoices (Tenants)" List
Due to a missing relationship in the "Invoices (Tenants)" view (FM-Client), tenant invoices were displayed twice for tenants with two direct debit mandates at a bank. The missing relationship has been added to the view.
Improvement: "Reading Period" attribute is now a required field for meters
If the "Reading Period" is not defined for a meter (in the portal: "Meter" form, "Meter" section), a meter reading cannot be entered for that meter. The "Reading Period" attribute has therefore been set as a required field.
Improvement: Optimization of the "Tenant Bill" report
The report has been graphically redesigned and its content optimized. The header data now also includes the editor’s name. You can find the report in the form menu of the “Tenant Invoice” form (Technical Building Management | Utilities/Energy | Tenant Invoices).
eTASK.Maintenance
New Feature: Save a Standard Disclaimer for Orders at the Company
A "Standard Disclaimer for Orders" can now be saved for a company. Previously, the disclaimer had to be saved separately for each order. This is still possible, for example, to provide additional information for specific orders in addition to the standard disclaimer. In the order form, both the information from the company’s disclaimer and from the order’s specific disclaimer are displayed under “Order Notes.” If only a “Standard Disclaimer for Orders” is saved, it will be displayed in the order form. If only a “Disclaimer in the Order” is saved, it will be displayed in the order form.
Bug Fix: Maintenance Log in Order Can Now Be Exported as PDF Again
Due to links to the "old object structure," the PDF maintenance log in the order could not be opened. The outdated links were removed, thereby resolving the issue.
Improvement: Work order form with barcode and room code for the object
In the PDF work order for a maintenance job, the properties in the "List of Properties for This Job" are now listed with their barcode and room code. Did you know...? The barcode is displayed in the "Property Email" format (e.g., ##100001##). If you enter the barcode in this format in the subject line of an email, the email—including any attachments—can be sent directly to the corresponding object. For example, your contractor can send object photos directly to your object, which are then immediately documented on the object. For this to work, the object email must be enabled for your portal, and your portal must have its own email address. If you are interested in this feature, please contact eTASK Sales.
eTASK.Room Reservation
Improvement: "Individual Beverages" is always selected when modifying a booking in the Outlook Add-In
When editing an existing meeting room booking in the Outlook Add-In, the "Beverage Service" selection was always automatically changed to the "Individual Beverages" option, regardless of what had been selected previously. This behavior only occurred if the "Beverage service available?" option was not selected in the meeting room administration form. The "Beverage Service" option has now been expanded accordingly so that this issue no longer occurs.
eTASK.FM Portal
New Feature: CAFM Connect Export (IFC) on "Hierarchy Level 3"
The CAFM Connect Export (IFC) is now also available on "Hierarchy Level 3" of the Property Explorer. When performing a CC export at Hierarchy Level 3, you can choose whether all buildings below Hierarchy Level 3 are saved in a single ifcxml file, or whether a separate ifcxml file should be generated for each building. If the latter option is selected, the individual ifcxml files for the buildings are also created as a zipped folder.The CAFM Connect export (IFC) is available in the following forms: "Building" form - One ifcxml file per building "Location" form - One ifcxml file containing all buildings at the location - One zip file containing individual ifcxml files for each building at the location "Hierarchy Level 3" form "Hierarchy Level 3" - One ifcxml file containing all buildings at the hierarchy level - A zip file containing individual ifcxml files for each building at the hierarchy levelWhen exporting, you can always choose whether to export your buildings with or without the assets they contain. The asset catalog is always exported to enable the creation of new assets outside of eTASK.
Bug Fix: "Yes" and "No" Swapped During Excel Import of Bit Fields
Under certain conditions, when importing an Excel list via the import function in the FM Client, the meanings of "Yes" and "No" were swapped for data of the "Bitfield" type. The error has been fixed.
Bug Fixes
Correction of various minor errors and optimizations in various eTASK products.
Improvement: Default format for Excel export is now .XLSX
Excel export has been switched to the newer .XLSX format for the entire portal (previously .XLS). The default setting for the "User-Specific Export" option has also been changed to the .XLSX format.
Highlight: Navigation to Your Buildings via OpenStreetMap
Your portal now features an integrated interface to the free and open-source OpenStreetMap. This allows you to navigate to your buildings via a world map (in eTASK: "Portfolio Map") and view a building’s surrounding map directly within the building form. In OpenStreetMap, your buildings are dynamically displayed with a flag based on their address. When you hover over a building, you’ll see information about it. We’ll use the OpenStreetMap interface to offer you additional helpful map-based features for your locations and buildings in the future. Navigation is available to you immediately. For more information on OpenStreetMap, visit: http://www.openstreetmap.de/https://de.wikipedia.org/wiki/OpenStreetMap