Contents of the patches (updates within the version)

Description

With the patches / updates within the version, your BUSINESS-Program continuously maintained, updated and further developed. Numerous program adjustments and expansions are based on suggestions that you have sent to the DATAflor Reported support.

The patches for BUSINESS 2023 include the following adjustments and enhancements:

published on 25.07.2023/XNUMX/XNUMX:

  • geoCapture - The transfer of employee data to geoCapture has been expanded to include the following data fields: date of birth, entry and exit date, if applicable, e-mail address, mobile phone number, holiday entitlement.

published on 30.05.2023/XNUMX/XNUMX:

  • Post calculation - Extension of the import by the possibility of the daily rate for devices
    • For the import of XML data into the final costing by means of direct file import or the directory monitoring of the digital inbox, it is possible to set an indicator for billing the daily rate for device bookings.

published on 15.05.2023/XNUMX/XNUMX:

  • Construction site manager - Restriction of the viewing period
    • In order to reduce the amount of data and the associated loading times of the construction site manager, the viewing period for previous construction sites can be limited. You can choose from Every, 2 years, 1 year, 6 months, 3 months and 1 month. Depending on the selection, only those construction sites are loaded whose construction end was within the selected period.
  • Digital Inbox - Order of the invoice lines in the distribution table
    • For the entry of incoming invoices, on the tabs Invoice receipt details and split bill In the distribution table, the invoice lines are displayed in the order of detection by default. You can customize the display using the table functions Sort by, Group and Filter change individually. When changing the task, these settings are not transferred to the new task/incoming invoice, so that the invoice items of the next invoice are back to the standard order of detection are displayed.

published on 04.05.2023/XNUMX/XNUMX:

  • TIME-Import - Consideration of the designation for cost type 7 (disposal/free of charge/....)
    • The designation of cost type 7 from program parameter 70.40.80 is used for import data from the TIME App considered.
  • TIME-Import - Acceleration of material selection and search
    • The search field for material is provided with a time delay in the input. You can enter a whole word before the automatic search starts.
  • TIME-Import - Adaptation of the price determination of plants
    • The price determination for plants is optimized. Depending on the selected LV and the plant quality, the determination takes into account the prices from procurement, preliminary calculation or a price scale within the catalogues.
  • TIME-Import - Optimization of position postings
    • The position assignment in TIME-Import takes into account free position inputs from the TIME apartment These free entries are marked for post-processing and can be transferred to the post-calculation with new item assignments.
    • New position information of a LV is loaded at runtime of the import.
    • Subsequently in TIME-Import made position assignments are transferred to the NK.
  • TIME-Import - Storage of the last selection for the transfer to the post calculation
    • The last selected selection Selected, filtered or All is noted and pre-assigned for the next transfer to the post-calculation.


published on 04.04.2023/XNUMX/XNUMX:

  • Digital Inbox - Extension of the automatically created entries in the feed
    • Messages for the next processor can be recorded for each task in the feed. In addition, the processing steps executed for the task are automatically logged. In addition to logging which user forwarded the task to the next processing step, delegating a task creates a feed item that indicates which user delegated the task to which user or user group.

published on 21.03.2023/XNUMX/XNUMX:

  • Digital inbox - functions for program operation
    • A function for automatically completing entered fragments is available for entering dates. This allows, for example, the following entries:
      • "46" becomes "04.06.2023"
      • "012" becomes "01.02.2023"
      • "3.1" becomes "03.01.2023"
      • "301122" becomes "30.11.2022"
    • Within the distribution table, the selection Performance for Tab be controlled. By pressing the button F2 the service description becomes editable. After entering/Change the service designation can with Tab move to the next column.
    • The table layout (sorting, grouping, column selection, column order) of the task overview is saved on the network workstation for the logged-in Windows user.
    • When displaying the file view in the extra window, post-its can be created, edited and removed.
  • Project management - The greenprofi comfort login is currently being carried out DATAflor and greenprofi revised. It is temporarily unavailable. Please use your login to greenprofi within a web browser

published on 01.03.2023/XNUMX/XNUMX:

  • Digital inbox - text variable [OP number] for document designation
    • The new text variable [OP-NUMMER] is available for the settings of the pre-assignment of the document designations for the construction file. It is automatically filled by the program with the OP number of the invoice.
    • To ensure that the OP number is assigned without gaps, we recommend the program parameter 80.30.60 OP no. automatically assigned on 1 (automatic) deliver. With this setting, the text variable is filled with the allocation of the open item number when posting the invoice.
  • Digital Inbox - Text variable [USER CHARACTER] for stamps
    • The new text variable [USER CHARACTER] is available for the design of stamps in program parameter 180.10.20. When the stamp is set, it is automatically filled with the operator character that is stored in the user data of the registered user.
    • For example: The stamp "verified by [OPERATOR CHARACTER]" is completed to "verified by HL" when placed on the document.

published on 20.02.2023/XNUMX/XNUMX:

  • Company data - business areas: Additional fields are available for address data
    • CEO
    • commercial register
    • Additional information 1
    • Additional information 2
  • Printouts of business transactions (Fast): All address data of the business areas are now available as data fields for the print variants. They can be supplemented in existing print variants.

published on 14.02.2023/XNUMX/XNUMX:

  • Digital inbox - default purpose
    • The purpose is determined according to the setting in program parameter 80.30.80 Lecture Purpose pre-assigned.
    • To ensure that the OP number is assigned without gaps, we recommend the program parameter 80.30.60 OP no. automatically assigned on 1 (automatic) deliver. In this way, the OP numbers are assigned to the invoices directly when they are posted and the number range is counted on. Since the OP number has not yet been assigned before posting, no OP number can be preassigned in the note to payee.

published on 07.02.2023/XNUMX/XNUMX:

  • Digital Inbox - Directory Monitoring Customization
    • The functionality that starts the automatic file import from the monitored directory has been changed. The DATAflor Workflow service now checks every 30 seconds whether there are new files in the monitored directory and starts the import process if necessary. As a result, files copied to the monitored directory via Windows Explorer are not fetched/imported immediately, but after 30 seconds at the latest.

published on 25.01.2023/XNUMX/XNUMX:

  • Digital inbox - adjustments in dealing with payment terms
    • The fields Payment term and discount period are automatically preassigned based on the payment conditions stored for the supplier. The determination of the data has been changed. The document date of the invoice is now used as the basis, no longer the date of receipt:
      • Term of payment = document date + days of term of payment from the supplier's terms of payment
      • Discount period = document date + days discount 1 from the supplier's payment terms
    • Im invoice become in dialogue Entry of payment terms the data entered in the digital inbox for the payment target and discount period is displayed.

published on 19.01.2023/XNUMX/XNUMX:

  • Construction File and Digital Inbox - The functionality used to display the document preview has been updated to the latest state.
  • Planned Costs - The calculation of the mean for Working time / day is optimized.
  • geoCapture connection - The transfer of absences from geoCapture time recording to the BUSINESS Personal Manager is expanded.
    • Past data can be transferred up to 4 weeks. (Setting in program parameter 150.10)
    • Several consecutive days are displayed as one block.

published on 10.01.2023/XNUMX/XNUMX:

  • Address Manager - new address property Confidential
    • There is a new property in the addresses menu Confidential. If the button is marked yellow, the address/contact is marked as confidential.
    • The property Confidential serves to protect private employee data from being viewed by other employees.
  • User groups - new user right Manage confidential addresses
    • There is a new user right in the user group control Manage confidential addresses, which initially only the user group Administrator assigned.
    • With this user right it is possible to add addresses and contacts to the property Confidential assign and view records marked as confidential.
    • Users without this user right can
      • do not see entries marked as confidential in the address manager.
      • Do not find confidential entries using the comfort or expert search.
      • Do not open confidential addresses from other program areas.
      • in an employee selection dialog do not see the postcode and location of the entries.
      • select all employees in the Connect app, but confidential address data is not displayed. To do this, the local data may first have to be deleted on the device in the Connect app and the data retrieved again.
  • The corresponding changes have not yet been implemented for the PROJECT app. Confidential addresses are still fully visible in this app.
  • A detailed description of the new function can be found here here.

published on 15.12.2022/XNUMX/XNUMX:

  • Digital Inbox - Improved keyboard controls
    • You can go to the next input field with the Tabbutton can be changed.
    • In selection fields, the list of possible entries can be Alt + be opened.
    • In the selection list, the desired entry can be selected using the arrow keys and be marked.
    • The entry marked in the list can be Enter be taken over.
    • In the tables you can also use the arrow keys , , and switch between the columns and rows in the adjacent fields. The value of the focused field can be changed after pressing the F2button can be edited. The input can be done with Enter beeing confirmed.
  • Digital inbox - Improvement of data transfer from the file view with a mouse click
    • The value clicked in the file view is transferred to the input field that has the focus, ie is framed in blue.
    • In the field notes on the tab Construction file can by holding down the Ctrlbutton from the file view several individual text parts can be taken over one after the other. A line break is automatically inserted after each transferred text part, ie the text parts are set one below the other.
  • Digital inbox - Extension of the automated delivery note update
    • When assigning delivery note postings, the program checks whether the data in the invoice item and delivery note posting match. If not, the delivery note posting can be updated with the data from the invoice. If there is no delivery note no. entered, the delivery note no. received in the delivery note posting.
    • When allocating delivery note postings, the posting text of the invoice item is used according to the setting in program parameter 80.30.70 Lecture booking text updated.

published on 06.12.2022/XNUMX/XNUMX:

  • Baukte - In the comfort search can in the field Multi search Search terms are linked together:
    • && = AND link, eg "delivery note && 112233" finds all documents that contain both search terms.
      • The keyboard shortcut for that &- sign is Shift + 6.
    • || = OR link, e.g. "rocker || pferd” finds all documents that contain at least one of the two search terms.
      • The keyboard shortcut for that |-character (vertical bar) is Alt Gr + <.
  • Construction File - Extension of the document search for LV
    • Documents can be assigned directly to a LV (created for = LV no. and LV designation), eg by dragging and dropping onto the tab Documents of the course in project management. In addition, each document can use the function Assign > to a (further) project be linked to one or more courses, so that the document can also be found in the other courses on the tab Documents is shown. Is in the search criterion LV If one or more courses are selected, the search results will show the documents that are linked to one of the selected courses in addition to the documents that are created for one of the selected courses.
  • Digital inbox - For opening the construction file search via the function Show delivery notes the automatic pre-assignment of the search criteria has been expanded.
    • When calling the function Show delivery notes the construction file search is opened with preset search criteria. The following are passed as search criteria:
      • the supplier of the invoice
      • the document type set in program parameter 170.30.20
      • the construction sites that are assigned to the invoice items
      • new: the delivery note numbers that are entered on the invoice items
    • As a result, only the delivery note documents that 1.) are stored for the supplier, 2.) are assigned to one of the construction sites are displayed in the search result and 3.) one of the delivery note no. contains.
    • Possible applications: After the invoice has been entered in the digital inbox, enter as much data as possible for the invoice to make it easier for your colleagues to check the invoice. Assign the construction site(s) and enter the delivery note numbers from the invoice under the invoice items. It is sufficient if each delivery note no. is entered in 1 invoice item. When you open the construction file search for the subsequent invoice verification, your colleagues will immediately only see the delivery note documents relevant to this invoice.

published on 29.11.2022/XNUMX/XNUMX:

  • Construction file - When searching for documents using the comfort search for one or more specifications, in addition to the documents that are filed directly with the specifications, the documents that are linked to the specifications via the function are also found Assign > to another project are linked.
  • Digital Inbox - When calling the function Show delivery notes the construction file search is opened, among other things. In addition to the supplier of the invoice, all LVs that are assigned to the invoice in the digital inbox are preset as search criteria in the search.
  • Digital inbox - The transfer of data with a mouse click from the file view has been improved.
  • TIME-Import - The columns of the table now have filter functions.
  • TIME-Import - The state of the map display is saved.
  • TIME-Import - The input field for quantities has been revised.

published on 24.11.2022/XNUMX/XNUMX:

  • Digital Inbox - Switching between tasks is accelerated when using terminal servers.