Vertec version 6.3

• Fixed problem with the direct setting of the project via ProjectReferenceBox Control (edtProjekt) introduced with version 6.3.0.4. Inactive projects are no longer considered.

• Vertec Cloud Updater version 6.3 supports the security protocols TLS 1.1 and 1.2.
• Up-to-date version (3.20.00.57 ) of FastViewer included.

• The problem with the Vertec Sharepoint Online DMS extension that additional directories were created when saving is fixed.

• With the Vertec Sharepoint Online DMS extension, several different document libraries can now be accessed. For more information, see the article about the Sharepoint Online DMS extension.
• There is logic to complete the server-side session when a cloud client disconnects, even if the session did not complete in a controlled manner (for example, when the browser is closed with an open web app), to avoid hanging unused processes on the server. However, since it is possible that some event scripts still need to perform even though the client connection has already been disconnected, this time has now been extended from 3 seconds to 5 minutes.
• The Vertec cloud app version 6.3 supports the security protocols TLS 1.1 and 1.2.
• In the Extended Office reports invoice with performance list, invoice with operator totals and invoice with phase totals, the coupling of the QR page and the ESR page has been removed. Previously, the QR page only appeared when the ESR page appeared. Now the pages appear separately, with the following criteria:
  • QR page: iban <> ''
  • ESR page: (esrTeilnehmer <> '') and (esrTeilnehmer <> '00-000000-0')

• Topal postings use the invoice date as the posting date, no longer the value date. This was not the case from version 6.3.0.8 to 6.3.0.18 and could lead to problems with posting beyond the year limit. The interface version is 158.

Features:

• Extended Office report invoice with service list adapted to QR specification 2.1.
• The two reports invoice with operator totals and invoice with phase totals are now available as extended Office reports. For existing customer installations, they are registered inactive and can be activated in the report templates if necessary. For new installations, only the extended Office reports are available.
• The address block for these three reports (invoice with service list, operator totals and phase totals) was designed uniformly on all pages (first page, ESR and QR page).
• The extended Office Budget Overview report has been completely redesigned for performance reasons and should now run faster with large amounts of data. In addition, it is regrouped by currency.
• The extended Office Report Invoice Suggestion has also been completely rebuilt for performance reasons, with the following changes:
  • There is only one to date, no from date.
  • If no to date is entered, a message appears and the execution is aborted.
  • Flat-rate phases without a planned value are no longer taken into account.
  • The respective project currency is printed on the project title.
• The advanced Office downpayments report has been redesigned, with the following changes:
  • Effective date introduced. The default is the last of the last month. There are a few meaningful changes associated with this:
    • Only downpayments that have a residual amount (or had at the effective date) will be shown, otherwise the zero list will be longer and longer.
    • Only deductions are shown on invoices that were already charged on the effective date (otherwise you have no chance to find out when the downpayment came on the invoice). This also eliminates the “Billed” column.
  • The effective date is shown on the report (subtitle).
  • The lists are grouped by currency.

• In the extended Office Recap Postings report, the posts are regrouped by currency and the total is output with a note of the currency.

• Improved calculation and presentation of holiday values:
  • If the arrival date of an employee was in the up-to-date vacation period (usually up-to-date year), then a vacation carryover was not correctly taken into account (bring forward always 0). Forwards are taken into account regardless of the arrival date.
  • In the mode where a forward is entered within a holiday period (not to the first day of the holiday period), it replaces the calculation of the holiday credit, because it simply defines the balance at a certain point in time. The display will then no longer show 0.00 under Ferienguthaben, but nothing (it only changes the display, not the calculation).
  • The end date of the holiday credit is now shown as the end date.
  • The display and numbers of the vacation tables on Vorgaben and Übersicht Leistungen now behave the same.
• Saving reports running on lists is now possible again. The paths are evaluated as follows:
  • Fixed paths, including those with DMS prefix.
  • Combinations of fixed paths and OCL expressions, e.g. C:\working directory\%date.formatdatetime('yyyymmdd’)%
  • The variable %dokpfad% cannot be used on lists. An error message appears.
• Phone app: Improved when entering from, to time. When entering “from,” “to” values, the “to” time is usually close to the “from” time. Newly, the value of the “from” field is used initially for the “to” fields, thus simplifying the selection. This concerns the following entries:
  • Performance detail
  • Time of presence
  • Absence detail

Bug fixes:

• Fixed the extended Office report Time billing: When evaluating the unproductive time, the report counted the billed services from the open services instead of adding them. This has been fixed.
• The CompanyName field on the invoice and other related fields were introduced with Vertec 6.3. When charging an invoice, the current values for these fields are saved in persistent fields with a “verr” prefix. For charged invoices, these fixed values are accessed for display. For invoices charged before the update to version 6.3, these fixed company data (all fields starting with verrCompany)
  are therefore not set. For example, old invoices do not show an address when they are reprinted. To avoid this problem, we introduce the following case distinction when calculating the derived CompanyXXX Member:
  • If all verrCompanyXXX members are empty, the up-to-date, undefined value company (via payment type or system settings) is used.
  • If at least one verrCompanyXXX member is not empty, we will use the verr value for all members (as before).
• Saving reports with paths without a directory no longer causes errors. Reports can also be saved to the root directory, even in Sharepoint.

Features:

• Additional Python modules and features on the whitelist for Restricted Mode:
  • Builtin function help
  • Modules: difflib, StringIO, textwrap, unicodedata, stringprep, calendar, collections, heapq, bisect, array, decimal, fractions, random, itertools, functools, operator, hashlib, hmac, time, HTMLParser, locale, traceback
  • Python Package email with all its submodules

Bug fixes:

• Cloud App implementation of COM interfaces completed: Accessing methods of a ComObject (derived from IVtcObject), e.g. user.SetKeyValue, no longer brings an error message.
• The issue introduced with Vertec 6.3.0.15 that caused an error message when Vertec was maximized on Windows 7 versions has been fixed.

Phone app:

• Improved from, to time input: input fields for from, to as time unified in the following lists: performance detail, presence time and absence detail.
• When recording attendance time, the selection control for “to” fields shows the value of the “from” field preselected when fields are still empty. In rows 2-4, the selection control for “from” field shows the value of the “to” field of the previous row when the field is still empty.
• Difference in the day details is hidden when the presence time system setting is turned off.
• iOS Phone app no longer shows the difference between Dark Mode and Light Mode.    
• The iOS Phone app supports the AppSwitcher. The Vertec buttons are now shown above.

The new version of the Phone app will appear in the App Store and Google Play in the next few days.

We have released a new version 6.3. It is called 6.3.0.15 and contains the following points:

Features:

• System setting for checking the existence of documents removed: The system setting General > Check the existence of document files is no longer available from this version. It will also be removed from existing databases.

Phone app:

• Conversion week view Phone app: New menu selection for services, expenses, activities and new absences is displayed in a row at the bottom of the screen:

   

  

   

   

  The main menu of the Phone app now includes only options for:
  • week view
  • Activities pending/open
  • Addresses
  • settings
• Absences can now be entered directly in the phone app.
• Day details collapsible and unfoldable: From now on, the following day details can be shown for each day:

   

  

   

   

• standard hours
• Absences, if available for that day.
• Total services
• Presence time (total). The presence times can also be entered directly here.
• Difference (between services and presence time)

Detailed information on all these points can be found in the KB article on the Phone app: Operation and use.

The new version of the Phone app will appear in the App Store and Google Play in the next few days. Note: If the new Phone app is used before the underlying Vertec has been updated, services, expenses and activities will already appear in a row at the bottom of the screen, but the absences will only be visible on the server after the Vertec update. The day details will only be available then.

Bug fixes:

• Python in Cloud-Session now correctly considers Client Culture setting as default locale: Previously, Python scripts used the locale of the CloudServer user instead of the client. This has been fixed.
• Fixed an error when transferring open expenses to an invoice of another project: If an expense that is not yet on an invoice was transferred to an invoice of another project, it appeared there with the name of the previous project.
• Document storage no longer shows an error message if you click on the Document storage button and the path does not yet exist, but instead a query if the directory wants to be created.
• Fixed the “Error: The object reference was not set to an object instance.” in Citrix environments (and certain other constellations) when running Vertec in full screen. See also Up-to-date support cases.
• The problem that the Vertec button was not fully visible in ProCall Conversation Windows has been resolved.

Features:

• Support for extended user rights in import script modules: To use the OCL Call operators introduced with version 6.3.0.12, the mechanism has been extended so that marking script entries as extended user rights also works when the script entry is imported as a module into Python.
• User “Administrator” new with entry ID: The default included administrator now has an entry ID. This is important so that it can be referenced in config sets in the future:

   

  

   

   

Bug fixes:

• Conditional formatting in Excel template of Advanced Office Report: Now also works for a text comparison, e.g. Cell Value contains 'XX'.
• Fixed the bug that keyword folders with quotation marks in the designation confuse the KeywordGroup interface.
• The issue of Vertec-generated PDFs printing in different fonts has been resolved.
• The problem that the OCL editor in the web app did not apply the expression in the SQL query dialog is fixed.

Features:

• Posting for cloud-ready interfaces (BMD receivable interface, DATEV receivable interface) now takes into account the storage path from the system settings also for the cloud app (previously saved in a temp file).
• Inclusion of the ProCall add-in in the installer: When setting up Vertec, the ProCall add-in can be re-selected.

   

  

   

   

  The ProCall add-in is also newly integrated in the installer of the cloud app:

  1. Install cloud app via app portal
  2. Allow “Advanced Installations”
  3. -> ProCall add-in is copied to the cloud app installation
• Former auxiliary additional field CompanyAddress removed: With Vertec 6.2.0.7 we had temporarily introduced a custom field CompanyAddress on payment type and replaced it with 6.3 by a regular database field (xCompanyAddress) (field company on payment type). With the up-to-date version all existing instances of this custom field are now deleted.
• Run my Accounts extension: The server URL is now defined in the system setting Accounting > Run my Accounts Url.
• The Extended Office Report Holiday Billing now always shows the forward from the beginning of the evaluated period (previously the forward was only shown if it had a manual forward).

Bug fixes:

• Fixed an issue where the timer button was not shown in some rows in the performance tracking list with Windows 10 version 1903. See also Up-to-date support cases.
• The issue introduced with version 6.3.0.9 that global payment import no longer worked has been fixed. See also Up-to-date support cases.
• SharePoint Online DMS extension: The library URL no longer has to start with /sites/. Paths can be e.g. mycompany.sharepoint.com/mysitedir1/....

Features:

• Phone app language according to the settings of the Vertec user: The Phone app no longer depends on the language in the device settings, but on the language set for the Vertec user.
• Invoice report with ZUGFeRD sample implementation: The extended Office report “Invoice with service list” now includes a ZUGFeRD implementation, which generates metadata according to ZUGFeRD 2.0 standard in PDF format. The profile EN 16931 is used. Further information can be found in the article Invoices according to ZUGFeRD 2.0 standard (X-invoice).
• OCL Call Operators for Custom Business Logic: It is now possible to call specific Python methods from OCL. This makes it possible to write additions to the business logic in Python and use them in different locations instead of the built-in business logic, e.g. in scripts and for presentation in lists or reports. For more information, see OCL.
• 2-Factor Authentication: Vertec now supports a second factor for logging into cloud clients (cloud app, web app, phone app) via Authenticator app, e.g. Google Authenticator. More information in the article about 2-Factor Authentication.
• Select language Control dialog via system settings: The “Show language selection” option under System settings General controls whether users can change the interface language via menu settings or not.
• Changes to the DMS (Sharepoint) extension: If you are using the standard Vertec SharePoint Online DMS extension, you do not have to do anything, it will continue to run with the new version unchanged. However, if the extension has been customized, the following changes must be noted:
  • Preparation for passing activity and writing metadata when saving in DMS (Sharepoint): Here the signature has already been adjusted, but without changing the functionality. The signature is
    – new StoreDocument(self, vertecFilePath, content, aktivitaet)
    – previously StoreDocument(self, content, vertecFilePath).
  • The FileExists method is now called DocumentExists, the rest remains the same: DocumentExists(self, vertecFilePath).
  • Generalizing Document Open Behavior with DMS Extensions: The TranslateToURL and TranslateToDocumentUrl methods are no longer available. Instead, the DocumentOpen(self, vertecFilePath) and DirectoryOpen(self, vertecFilePath) methods are introduced.
• Keyword Folder Customizing with KeywordGroup on for non-keyword folders: Placing folders in pages using KeywordGroup is now also possible for folders that are not marked as keyword folders.
• Change File-Filter String at vtcapp.requestfilefromclient() Method: The format has been adapted to the standard Microsoft specification and can contain multiple file types per filter. Warning: the method is not backward compatible. For a detailed description, see the method description in the article about the Vertec Python Features .
• Renamed cloud-ready interfaces: The supplement “Lists” (e.g. Datev receivables lists extension) has been removed from the name. The extensions are now named according to the scheme “Accounting software name receivables|payables extension” (Datev receivables extension, BMD accounts payable extension, Run my accounts receivables extension).

Bug fixes:

• Problem with user rights for Phone app with Android fixed: see Phone app: Request from a customer about the app rights.
• ExecuteReport method no longer saves documents without path: If executereport() and executeserverwordreport() pass an empty string at the save path or omit the argument, the document is not saved as documented. In versions 6.3.0.8 to 6.3.0.11 the document was still saved with the last part of the doc path as the file name. This was fixed in 6.3.0.12.

• Fixes an issue with posting accounts payable which exists in versions 6.3.0.9 and 6.3.0.10.

• The issue introduced with 6.3.0.9 that caused a problem when using OCL expressions in VB or Excel (COM) that return an empty (zero) value has been fixed.

Features:

• Template Engine in Python: There is now a general-purpose template engine in Python. It is based on that of the Jinja2 Template Engine (http://jinja.pocoo.org). For ease of use in Vertec, the rendertemplate(templateString, data) method has been introduced on the vtcapp module. This method is also available in restricted scripting mode (cloud subscription) and returns a Unicode string. For more information, see the article about the Vertec Python Features .
• Run my Accounts receivable interface: New cloud-ready list interface for posting receivable invoices directly in Run my Accounts.

Bug fixes:

• Setting the Aktiv property of users revised. It is no longer possible to activate more users than quantity of licenses.
• Only administrators can deactivate administrators.
• OCL Date Operator provides reliable results at zero data.
• Fixed performance issue with permission check on project (introduced with version 6.3.0.4).

Features:

• New Python method vtcapp.getwithsqlbymember(class, member, expression, order [optional]): objectlist for member-based SQL string search without restriction according to SQL permission. See description in Vertec Python Features .
• Switching from ProCall add-in to use the getwithsqlbymember method introduced with this version.
• Syntax highlighting in the editors now also in the web app .
• File upload support in the web app : Now the method vtcapp.requestfilefromclient() can also be called in the web app, with limitations that are listed in the description in the Vertec Python Features .
• Shortcuts for the Script Editor: Ctrl+E (Execute) and Ctrl+Z (Undo).
• Enhancement of the Python method getwithsql() by object list and id field for use on lists with more than 1500 entries, see Vertec Python Features .

Bug fixes:

• Topal Solutions receivables extension now passes invoice date instead of value date.
• Eliminated the unattractiveness of Started Work Report: Pure null projects no longer appear and the list is not broken if it has no project phases.
• The issue where opening the document path via Navlink in the cloud app caused an error has been resolved.
• The problem that the script editor would not save the changed text in some cases has been fixed.
• Method executefilereport() always evaluates the docking path.

Features:

• SharePoint Online DMS extension: Upload of documents to activity built-in. In the file selection dialog on an activity with DMS dock path, a local file can be selected. This is automatically uploaded to the DMS. The folder path corresponds to the dock path of the activity, the file name corresponds to the selected file.
• Summing across multiple hierarchical levels in Advanced Excel Reports is possible. New when summing (=Sum(Band1)) of only one cell, a sum is made over all copies of these cells.
• Code signing signature with SHA1 hash removed, see minimum requirements.

Bug fixes:

• NavLink is again possible for PathBox Controls used by Customizing.
• Performance: Vertec no longer slows down when many tabs are open.
• Fixed problems with Office generated Word reports.

Features:

• Cloud-ready Datev receivable interface .
• Write new addresses when posting with list-based FAR extensions (Bmd accounts receivable extension and DATEV receivables interface): If there is no receivable number on the invoice, one is assigned (on the customer of the project). The customer address is then included as an address posting in the posting file.
• Various improvements in the evaluation of formulas in Advanced Office Reports in Excel format.
• Performance optimization in the selection of service types in the service entry.
• Performance optimization with the Outlook add-in: Customer email addresses, which only appear in the cc: of an email, are no longer saved as recipient address in the activity.

Bug fixes:

• Fixed an issue with Firefox version 66.0, which caused the combo boxes to not be opened by typing, some letters could not be typed, and some tabs stopped working.
• OCL editor in permission detail view knows varLogin.
• NULL values can be set via XML Server.
• The problem with receipt images on expenses when using MS SQL Server, which could lead to an error message in expense reports, has been fixed.
• Expressions in headers and footers of Vertec-generated Word reports are now also evaluated when the expression is inside a text box and when multiple expressions are in sequence {{Expression1}}, {{Expression2}.

• Closing the app without leaving the script text field on script entries saves changes. This customization affects the Windows clients (desktop and cloud app).
• Rows in OCL editor are automatically wrapped again (was not so since 6.3.0.3)
• Commandline scripts work again in batch mode (didn’t work since 6.3.0.1)

Features:

• Python method executereport() now supports extended Office reports
• New Python method requestfilefromclient() for file upload to cloud clients.
• Direct project setting with ProjectReferenceBox Control (edtProjekt)
• Change of the order for authorization check to project. This allows a performance improvement when opening the project combo box in the service entry for very many projects.
• Support for OCL expressions in headers and footers of Vertec-generated Word reports.

Bug fixes:

• Default phase is automatically assigned again when the system setting Project > Assign Default Phase is set.
• Context expressions in headers and footers of advanced Office reports are also reflected in tables.
• Fixes some browsers’ issue with tab navigation in the web app.

Features:

• Monospaced font for code editors : The code editors now use a monospaced font (as opposed to a proportional font). The font is Consolas , as already used in the Python console (F3).
• Horizontal scrollbars in the Python console (F3) and the code window in the Script Editor.

 Bug fixes:

• Address selection in report dialog now works as usual
• Web App: Images that were displayed too small are now shown correctly
• Web App: Error dialog now opens in correct tab

• ZIP support in Python for Restricted Scripting