Article Details
Id:22176
Product:finPOWER Connect
Type:NEW
Version:6.00.01
Opened:27/06/2025
Closed:04/07/2025
Released:18/08/2025
Job: J035732

Task Manager 2; Monitored Accounts folder; Review Date filter and columns added

Review Date filters have been added to the "Other Account Filters" page of the Task Manager Folder form for Monitored Account folders.

The following columns are now available (neither are shown by default):

  • DateReview
  • ReviewDateOverdueDays (this will show a negative value if the Review date has not yet been bet)

NOTE: When choosing the column, it is named "DateReview" for consistency with other Account properties (Workflows use the slightly different "ReviewDate")

The following HTML Widgets have been updated:

  • HtmlWidget_TaskManagerFolderEdit
    • Version: 1.11 (27/06/2025)
  • HtmlWidget_TaskManagerFolder_MonitoredAccounts
    • Version: 1.09 (27/06/2026)

Examples usages are:

  1. Accounts with no Review Date
    • Check "No Review Date entered" option
  2. Accounts whose Review Date has been met or passed
    • Check "Check days past Review Date" option
    • Set "Days" to "0" and leave "to" blank