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2021

2021.11.25

Features

  • It is now possible to define a default class for the final check.
  • Signavio Saas (Cloud) can now be configured under Configuration -> BPMN.
  • Vendor: Assigningtemplates can now store Ordernumbers.
  • Vendor: On Garaio processes while doing the account depending on the property the additionalcosts target date will be form hinted.

Bugfixes

  • Bugfix save data in assignment type.
  • Bugfix 'Parse error!' Message under Not archived documents.
  • Bugfix when saving long references in the business process.

2021.11.05

Features

  • User-defined file names for Kendox Export.
  • New 'Reset Filter' button in the user administration.
  • Extension of service charges key date in the account assignment mask.

Bugfixes

  • Bugfix initial account assignment.
  • Various other bugfixes.

Technisch

  • Adjustments in the Broker Star interface.
  • Adjustments in the Postfinance interface.
  • Adjustments in the CSV interface with field Salutation2.
  • New field Order number in the account assignment specifications.

2021.10.05

Features

  • Document monitoring Adjustments and corrections.
  • Resubmission job extension. New with multiple selection arguments and better log messages.
  • Adjustments in multiple account assignment. Efficient pre-accounting by the system after initial data entry.

Bugfixes

  • Various other bugfixes.

Technisch

  • Adjustments in the Sage interface.

2021.09.21

Features

  • New Role Super-User.
  • New configuration: Deleting account assignments when resetting the document.
  • Job: Short description for all jobs has been added.

Bugfixes

  • Bugfix Reset Filter.
  • Bugfix corrected in the visa process.
  • Various other bugfixes.

Technisch

  • Account assignment: Hide inactive accounts in the selection.
  • Adjustments in the standard accounts payable process.
  • Adjustments in the Sage interface.

2021.09.09

Features

  • In the variable grids 'Required' can be set dynamically with a query at runtime (e.g. with isSingleVarChecked('custom_id_of_variable')

Technisch

  • -

2021.08.03

Features

  • Processforms now support i18n (English, German, French).
  • Sorting of uploaded documents can be changed in the configuration - Upload.
  • Invoice: Account assignment proposals for cost centres can now be created.
  • Invoice: Extension of cash discount export to Abacus.
  • BPMN processes: Newly imported revisions can import identical elements from an older revision.

Bugfixes

  • The Webflow Office Addin now interprets emails in unicode correctly.

2021.07.15

Features

  • -

Technisch

  • Master data: Import of multilingual master data is now possible for account, cost centre and references.
  • Reset document: Export paths can be defined by company.

2021.07.08

Features

  • In the reference config one can define per class wether a temporary references can be created or not.

Technisch

  • -

2021.06.16

Features

  • Invoice: NK period is rechecked to see if it is in an active period.

Bugfixes

  • When changing the document header, the account assignments should only be deleted if the VAT percentages differ.

Technisch

  • Account assignment: With gross account assignment, the gross amount is saved directly in a separate field. The conversion from net amount to gross amount has been removed.

2021.06.09

Features

  • Invoice: PostFinance's Yellowbill API can be configured to automatically export invoices into smartfix.
  • Invoice: There are 2 new standard steps that can be used in accounts payable processes: Printing of the payment amount on the PDF (invoice) and an intermediate indexing into the archive (temporary final archiving).
  • Archiving: The non-archived business cases now have a window with the error message and instructions on how to correct the error.
  • Invoice: ESR lines are now editable under 'Change document header'.

Bugfixes

  • Customer extension PKS API interface: internal version number adjusted.
  • Change document header VAT code is no longer activated.

2021.05.20

Features

  • Invoice: Visumshistory now shows the fullname.
  • Tags can now be completely hidden or shown.
  • Customer enhancement: PKS API interface for opening pending items provided.

Bugfixes

  • The garbage collector job deleted documents from document monitoring.
  • Translation error corrected. Done on is now no longer translated as scan date.

Technisch

  • Presentation: Overview adjusted, references are wrapped less often.

2021.05.11

Features

  • -

Bugfixes

  • Note when closing the final check if no booking period is open.

2021.05.06

Features

  • Creditors: Export customer-specific field for discount to Abacus
  • Task: Task can receive new status values (only as admin)
  • Accounts Payable module: Rounding can now be specified from the currency table per currency and client
  • Task: When redirecting, the groups can be restricted by default via checkbox and configuration

Bugfixes

  • bugfixing and various unit tests adapted and created

Technisch

  • Account assignment: Fix for field NK_MENGE
  • Importer: Abacus Importer refactored
  • User selection: System users can no longer be selected

2021.03.15

Features

  • Invoice: The CV text in the account assignment mask can now be defined as a mandatory field
  • New admin UI for Enum
  • New task filter for GF_KEY02

Bugfixes

  • If a new creditor was selected in the voucher monitoring mask, this was saved incorrectly, which later led to an error

Technisch

  • Invoice: The cash discount deduction is no longer made automatically. The deduction can now be switched off.
  • BPMN processes: Only processes with an active revision can be exported, the button is deactivated for deactivated processes.

2021.02.02

Features

  • Invoice: In the mask change record head the document category invoice/credit note can now be changed
  • BPMN configuration: In the system tasks, standard values can now be defined to create business process variables.
  • BPMN processes: Terminating-End-Event can now be used when drawing process. Reaching such an event leads to terminating the whole process and tasks, if any into a new terminated-status
  • New statistics module

Technisch

  • Reference: First name and surname fields enlarged from 50 to 255 characters.
  • Mailer: An error message will cause a termination before sending the mails. Incorrect e-mail addresses thus stop a dispatch.
  • Composer: Update Composer v2
  • Document import: No more async call will be executed, as it could cause complications with other jobs. Depending on the installation the maximum count for documents to be imported must be increased.