ONE KMU: An attempt is made twice within one minute to extract data using 'recognizing service'. If the service cannot be reached after the second time, the business cases end up in the blocked (8522).
The Kredi-WF administration screen for 'VAT allocation' has been added. This allows the allocation of account and cost center areas to a specific VAT code to be defined (7863).
The property standard script 'Saves object variables for property' has been extended so that the business process variable 'mietende' from the object value KEY09 is also saved for subsequent document processing (8665).
Instead of USERID and ROLEID, the NAMES are logged in the logs and when archiving (8618).
Bugfixes
In the accounts payable standard, an error is intercepted if several account assignments are to be validated and the account assignor automatically validates with a high limit so that no visa is required for the other assigned items (8593).
Technisch
ONE KMU: In the 'Assign policy to process' process step, inactive policy references are now also used and GFV_POLICE_NR is filled with them (8344)
When the BPMN script 'Assign credit note' is called, the exception that the document does not contain a reference is now caught and the task is blocked (8592).
If an Erp import or export configuration for a BPMN process with the detailed configuration 'Accounts payable process' is missing, this is now intercepted with an error message (8660).
2024.12.02
Features
It is now possible to activate in Configuration > Credi that the KONTENPLANID is displayed in brackets after the account and cost centers when configuring responsibility and account assignment profiles (8535).
The ERP Xpert interface has been adapted so that when exporting the vendor document items 'IDITTX' and 'IDA1TX', the vendor name is placed before the account assignment posting text and the resulting composite text is reduced to the maximum permitted posting text (8495).
New document type 'Overhead costs with reference' created to be able to process invoices with references and thus map a process similar to overhead costs (8467).
Bugfixes
When creating business processes via document inbox and Outlook add-in, the comment is now transferred directly to the task and not just to the business process (8420).
Technisch
The system authorization role 'Admin' now has the rights to execute the test and import in the ERP export and to export a process in the BPMN view (8563).
2024.11.26
Bugfixes
An incorrect call was fixed if a responsibility profile with assignment and a reference was selected (8457).
Technisch
So that credit notes without a payment method can also be saved, the field ZAHLWEG from the vendor document table is no longer stored as a mandatory field (7830).
2024.10.30
Features
ONE SME: Extend output process to include the loading of address lines step (7686).
Adjust subject for mail and letter: the policy number is displayed instead of the file name (7687).
ONE KMU: configurable tolerance values for amount and period for difference check in billing (7535).
The payment date of the invoice is now printed on the overview document for archiving (6886)
ONE KMU: Conversion of process billing with ad hoc due dates instead of API (7748).
ERP-specific validation: Length of invoice number and payment information is checked by Garaio when saving (7788)
If the 'Adjust VAT' function is activated in the step configuration, the amounts are now also applied to net account assignments in order to balance the amounts with permitted tolerance (7919)
If the account assignment history is deactivated in the process, these are no longer used even if entries already exist (7936)
In the Bpmn standard script 'Construction process: pre-assign based on project', the project number is now saved as the posting text during pre-assignment (previously it was the vendor name) (7967)
Credi: New configuration option under Administration - Configuration - Credi 'Adopt CV text in account assignment form from posting text'. If this is set, the CV text is also set in the account assignment screen when the posting text is changed (7527).
New configuration option under Administration - Configuration - Tasks / Business processes 'Allow user/group assignment in the resubmission screen'. If this is set, a user or group can be assigned when setting the resubmission (7807).
The 'Comment' column has been added to the CSV file system import so that comments can be included in the task (7806).
Kredi: The configuration 'Visa mandatory for two persons' is now taken into account in the ONE IMMO standard (7966).
Kredi: In the account assignment screen, the list of tax codes is now sorted by percentage (8191).
Several from and to ranges for account and cost center number ranges can now be entered in Webflow for each client and VAT code in order to redistribute the VAT code within the same percentage. Without administration mask (7856).
Bugfixes
Fixed a bug where the file 'gfvFileList' could not be found if the 'Edit' tab (form) was loaded first in the task view (7759).
Saving the source in the user administration works again (7929)
Inactive vendors are now correctly deactivated during Abacus master data synchronization (7964)
Fixed a bug where the cost center was searched for in the rules for responsibility profiles without cost centers (8310).
If the document is not in Kendox, a log message is generated once and if the business case has been deleted, the document is also marked as deleted and ARCHIVE_STATUS is set to ARCHIVE_STATUS_DELETED (7571).
Garbage Collector job is no longer blocked if there are foreign keys for vendor documents that were canceled during import or do not have a business process ID when deleting documents (7744).
The view of the voucher monitoring is limited to 50 vendor vouchers of the import databench, so that the overview is also loaded with many hits (7710).
The view of the voucher monitoring is limited to 50 vendor vouchers of the import databench, so that the overview is also loaded with many hits (7710).
Bugfix Kredi: An account clerk now no longer receives an error in the account assignment step if he himself would only automatically sight a partial account assignment in the sighting (7895).
Technisch
API extension for vendor document items (7492).
ONE KMU: Fill salutation (ProcessVariable::GFV_LETTER_SALUTATION) in KEY04 (7685).
ONE KMU Post: If a policy is now assigned to the process, the recipient is also filled with the same reference (7481).
ONE KMU: in the “Assign policy to process” step of the document dispatch process, the wrong policy is assigned. Instead of the content of KEY07 (policy number), the unique REFERENZID is saved (7764).
Extension in the Abacus interface so that it works with Abacus v2024 (7146)
New standard function to search for references in Select2 variables that are linked to the current reference via the PARENT_ID. The endpoint 'gf/gfReference/searchChild' can be used for this (7933)
User tasks can no longer be assigned to the 'system' user. These are automatically assigned to the pool group (8169)
2024.07.08
Features
Customer-specific adjustment to standardize the assignment of customer service pool roles (7439).
New filter in the user administration: Administrators / no administrators (7121).
Under Administration / Reference management: Extend reference search with configuration for inactives (6978).
Bugfixes
It is now prevented that an inactive VAT rate is selected when the system replaces a VAT rate with a 0% VAT rate (7420).
E-mail inbox can be saved without changing the password (6948).
BPMN description shows list items again (7112).
Logs and error messages are now saved and displayed correctly when archiving a business process (7572).
Technisch
Tasks and business cases of deactivated AD users are reassigned to the pool group if no substitute was found (7077).
Update der PHP-Version von 8.2.9 auf 8.2.20 (behebt CVE-2024-4577)
2024.06.20
Features
New function for BPMN processes in the Crm standard 'Load data from CRM' (6997).
New function for BPMN processes in the Crm standard 'Set visa in CRM' (7300).
New function for BPMN processes in the BillingV2 standard 'Check invoice amount' (6998).
New design of the standard emails sent by Webflow. The 'powered by Webflow logo' can be overwritten with your own image in protected/images/logo/customer_email_footer.png (7307).
Bugfixes
Fixed that the value date/posting date is adopted as the service charge date during account assignment, even if it does not affect a service charge account (7366).
When deleting an e-mail mailbox, all assigned users are also deleted (6947).
Technisch
Task view in the business process is displayed chronologically (according to AUFGABAID) (7306).
If a substitute for a specific client is not found in the visa process with the "Visa mandatory for two people" checkbox deactivated, the task is assigned to the pool role and does not flow directly into the final check (7403).
2024.06.05
Features
Sub-processes can be loaded from variables (6566).
In the BPMN process details, the ERP selection was extended with CRMs and detached from the accounts payable process (6764).
The business process logs when starting sub-processes have been made more transparent (7124).
New logo for Webflow and ONE Immo.
New function for BPMN processes in the document standard 'Wait for document' (7281).
New function for BPMN processes in the Crm standard 'Transfer to CRM' (6572).
New attribute 'Referenzid' added to the file system import configuration (7247).
New function for BPMN processes in the document standard 'Rename generated document' (7295).
Bugfixes
Overhead invoices in which the account assignor is also the reviser are customized so that only the highest limit is revisited (6966).
Excessively long error descriptions of the business process are now shortened to 495 characters before validation to prevent execution from being aborted (7075).
Technisch
A new field COMPANY has been added to the REFERENCE table.
Fixed PHP8.2 warnings on reference import and PDFCreator (7221).
Customer-specific standard control codes are now checked and set when going through the 'Initialize account assignment' step (6964).
Adding OIDC Login for Webflow 4
2024.04.25
Features
New function for BPMN processes in the broker standard 'Assign policy to process' (6557).
New function for BPMN processes in the bpmn standard 'Return newest document to original process' (6559).
New function for BPMN processes in the broker standard 'Search policy' (6556).
New function for BPMN processes in the broker standard 'Load recipient' (6558).
New function for BPMN processes in the document standard 'Export documents to print folder' (6561).
New function for BPMN processes in the document standard 'Rename primary document, without special characters' (6472).
New function for BPMN processes in the recognizing standard 'Extract data from recognizing service' (6363).
New BPMN element Signal for incoming and outgoing intermediate events (6560).
BPMN process details extended by field WEBSERVICE_URL_ID2 (6765).
Web service urls extended by API_KEY field (6765).
Bugfixes
The booking period per reference is now also taken into account during import (6812).
Reference import now allows the import of the fields KEY11, KEY12, BEZEICHNUNG_FR, BEZEICHNUNG_EN, BEZEICHNUNG_IT and no longer generates PHP82 warnings (7030).
In the visa process (absWF.checkIfOK_BX()) visas are assigned to 'zustaendigkeit_visum_1' if the amount to be visaed is < 1 (6944).
Excessively long error descriptions are shortened to 500 characters to prevent execution from being cancelled. (7075)
Technisch
Authorization for the function 'gf.GfBpmnProzess.SearchProcess' adjusted so that it is also available for non-admin users. The function can be configured in a process variable as Select2 Endpoint to select all Bpmn processes (6565).
The Abacus master data import can be staggered on a customer-specific basis to increase the robustness of the import with large amounts of data and to ensure smoother processing (7059).
2024.03.19
Bugfixes
Fixed that the CSV files were not moved to the backup folder when importing via the 'Filesystem import' job (6809).
The rights 'Redirect tasks' and 'Clarify tasks' work again and are taken into account when redirecting or clarifying a task. (6825)
In voucher monitoring, vouchers can be deleted again, even if the user is not an admin. The role 'Accounts payable management light' is sufficient (6839).
2024.03.06
Features
Credi: When importing vendor documents, the 'IMPORTDATEN field can now be filled in, as with incoming mail documents. For example, a different security area can be set than is defined in the process (6537).
Bugfixes
Fixed that the payment condition was overwritten with the standard payment condition when importing Abacus vouchers (6724).
File system import mask copying templates now works, translations and creation have also been improved (6772).
Database import now correctly replaces the database string of during database import (6624).
Error in temporary archiving because the archive export profile is not found has been fixed by transferring the class ID from the business process to the document when the business process is created (6665).
Check for NULL of the cost center number when creating the overhead cost allocation (6632).
If the substitution has been assigned to a group, this is now correctly taken into account in the checkKontierungVisumBX method (6535).
During temporary archiving, the system checks whether the business process has already been completed and finally archived. If this is the case, temporary archiving is no longer carried out (6732).
Technisch
A new field PARENT_ID2 has been added to the REFERENCE table (6382).
2024.02.05
Features
The reference search now also works if the class has been defined as searchable but there are no configured attributes. The name is used by default (6457).
New configuration option under 'References' to activate the authorization check from the security area when searching for references. This is deactivated by default (6449)
CSV import module has been renamed Filesystem import. A distinction is now made between CSV and PDF import. Existing configurations have been migrated as CSV profiles. With the new PDF type, processes with file monitoring can be started directly from the file system. The file system import job is required for this (3250)
Kredi: When exporting to Provis, 'Output=SingleDocument' has been added to the KendoxLink (6486).
New customer-specific script functions added to enable a sub-process with visa before the actual vendor validation (5377).
Bugfixes
In the case of invoice import errors, the process is no longer blocked if an error occurs in a tax item (e.g. double tax rates) (6349)
In the reference search for references that have a security area, the link was made to the ID instead of the archive name. Depending on the constellation, this led to errors during the search (6373)
If a date filter was searched with '18.01.2024 - 18.01.2024' as an example, it was filtered in the background with '18.01.2024 00:00:00 - 19.01.2024 00:00:00'. This has been adjusted so that it is now filtered with '18.01.2024 00:00:00 - 18.01.2024 23:59:59' (6397).
Technisch
If the amount is > CHF 20,000, the visa is sent to the pool roll instead of to the final check if the limit amount has been exceeded (6348).
2024.01.15
Features
Import: An attempt is now always made to determine an empty tax code item using the percentage rate, regardless of gross or net amounts (6303).
In the first screen of the administration (dashboard), the service details have been moved to the 'Requirements' tab for performance reasons (6346)
It is now possible to use the userprincipalname for the login attribute (NAME) during AD synchronization. The value name@firma.ch is saved with 'name' (6310)
Kredi: The currency of the voucher can now be changed under "Adjust voucher header" (6034).
Bugfixes
In the account assignment form, the construction account plan field is now correctly shown or hidden when changing the project (6220).
Deleted references are no longer displayed in the reference search (6306).