Release History
finPOWER Connect 1.04.04
FIX: Account Calculations; upfront Payment not showing on the schedule
In some circumstances the upfront Payment was not showing on the Account's schedule. The conditions to recreate are:
FIX: Credit Enquiry; entering Country into address causes a message to appear and prevents Credit Enquiry proceeding
When using the VedaXML AU or NZ Credit Enquiry service the Country must be left blank.
NEW: Australian PPSR B2G Interface; Beta flag removed
The Beta flag which produced a warning upon opening a finPOWER Connect database when licensed for the Securities Register, PPSR Interface Add-On for Australian databases has been removed.
NEW: Reporting; Details reports now use simplified parameters if run from record form
Details reports, e.g., the Client Details report now use simplified parameters if they are run from the record form (e.g., the Clients form). All record filters apart from the main filters (e.g., a range of Clients) are execluded.
FIX: New Account wizard; Cannot update quote account; no permission to update Original BDM
When logged on as a User with the permission 'Account.BdmOriginalUpdate' set to DENY, the user could not edit and re-save a quote account that they had created.
NEW: Workflows; New Workflow Type Items now default Status Notes entry method to 'None' for Automatic items
Adding new Workflow Type Items that are 'Automatic' now defaults the Status Notes entry method to 'None'.
FIX: Securities Register Add-On; New Account wizard, Security page
The Security Item grid on the Security page had the 'Add Item' button when the user didn't have permission to add Security Items.
NEW: New Bank Interface; added CBA BPOINT export and import facilities
A new Bank Interface type has been added for Australia's CBA BPOINT. This includes facilities to create export files for Credit Cards and to import dishonoured items.
NEW: Execute Script wizard; Load and Save Settings buttons are now disabled if Script does not have parameters
The Load and Save Settings buttons on the Execute Script wizard are now disabled if the selected Script does not have parameters.
FIX: Workflows; Emails do not resolve tags unless message or subject contains Client tags
Workflow Items which send an Email do not resolve non-Client tags (e.g., [Account.Name]) unless the message or subject contain Client tags, e.g., [Client.Name].
NEW: Grid-based reports added for wizards
The following wizards containing grids now have their own reports:
FIX: Workflow Types; Item with an outcome of 'Set Recall Date' now displaying property in preview
Workflow Items with an outcome of 'Set Recall Date' were not displaying correctly in the preview. The description of the previous outcome was displayed instead.
NEW: Trace functionality updated
Trace functionality (including Script Debugging via finBL.DebugPrint) has been updated with the following changes:
NEW: User Data Parameters HTML enhanced
The functionality that displays Parameters as HTML (e.g., a Workflow Item's User Data) has been enhanced to format numbers correctly and also display 'Standard Range' type parameters with a code and description, e.g., the DealerId and Description.
NEW: Client form, Tax & Banking page; Deleting items from the grid
The Business layer has been updated to include a CanDelete function for Client Bank Accounts.
NEW: Advanced Clients Add-On; Client form, Identification page; Deleting items from the grid
The Business layer has been updated to include a CanDelete function for Client Identification Items.
NEW: Client Advanced Add-On; Client form; Name & Details page; Permissions added for AKAs
The following permissions have been added for use with Client AkAs:
NEW: Advanced Clients Add-On; Client form, Employment/Personnel page; Deleting items from the grid
The Business layer has been updated to include a CanDelete function.
FIX: Account Calculations; Account Type "Align first Interest date to first Payment date" option not always working as expected
The Account Type option "Align first Interest date to first Payment date" was not always working as expected.
NEW: Open Demonstration Database; Evaluation mode message default button changed
When you select "Open Demonstration Database" from the File menu, after logging in an "IMPORTANT" Evaluation mode message box appears.
NEW: Payment Arrangement wizard; Balloon Payment field now only shows where applicable
In the Payment Arrangement wizard the Balloon Payment field now only shows where applicable.
NEW: Account Bank Matches; new Business Layer function to add a Bank Match for an Account
A new Business Layer function has been added to allow a Bank Match to be added to an Account.
FIX: Export Bank Transactions; removed Status column as never used
In the Export Bank Transactions wizard the Status column has been removed as it was never used.
FIX: Account Payment Arrangements; audit record now includes more information
The audit record information for Account Payment Arrangement now includes more information, including the original and new payment frequency, next date and value (if changed).
FIX: Account Close; Creating a Log failed to default a Subject
Creating a Log in the Account Close wizard failed to set a default Subject (it was actually set and then cleared).
NEW: Bank Account; Import Service; A new Import Service has been added for ANZ Direct Debit Returned Items.
A new Bank Import Service for Australia has been added.
FIX: Securities Register Add-On; Security Statements (AU), Security Items page; Spelling mistake on the Warnings block on HTML summary page.
If the registration is 'Awaiting Verification' there was a spelling mistake on the Warnings block of the HTML summary page. The word 'from' was spelt 'fom'.
NEW: Audit Search; updated to provide a simpler, question-based interface
The Audit Search wizard (Tools, Utilities, Audit Search) has been updated to provide a simpler, question-based interface.
NEW: Suspense Items wizard; Print button below grid now displays a customised report including wizard parameters
The Print button below the grid on the Suspense Items wizard now displays a customised report including wizard parameters.
FIX: VBA Templates error if record primary key is greater than 32767
The following VBA Templates had primary key variables, e.g., AccountPk declared as Integer data types. This causes a run-time error if a record has a primary key greater than 32767:
FIX: Reports; Account Details Report; Include Logs; Log Notes not printing.
The log notes were not printing, even when the 'Limit Notes to a single line' option is checked.
NEW: Client Contact Methods and Addresses now have simple methods to add items from Scripts
The finClientContactMethods object now has an AddContactMethod method which takes in the Contact Method Id and Value.
NEW: Workflows; Workflow Items now allow Parameters to be used to update User Defined fields
Workflow Type Items now have two new Action Notes entry types:
NEW: Reporting; Export Bank Transactions report; Updated to show header information
The Export Bank Transactions report, run from the Export Bank Transactions wizard has been updated to show header information.
NEW: Accounting Ledgers Add-On; Activate Accounting Ledgers wizard; Remove progress page
Instead of using a progress page, this wizard has been updated to indicate progress by moving the selected row down the grid and give immediate feedback.
FIX: External Parties Advanced Add-On; Approve Disbursements wizard, Disbursements page; incorrect message is displayed when you click the 'Approve' button but no items are displayed as being selected
After Approving disbursements, the disbursements are displayed with a processed icon (if approved) or a warning icon (if not approved). If the disbursement was not approved the 'Include' check box was not displayed. If the 'Approve' button was clicked a...
NEW: Audit grids now display row numbering
The Audit grids displayed on certain forms, e.g, the Clients form, Audit page now display row numbering.
NEW: Account Types; add preview pane to Rate Tables page
There is now a preview pane on the Admin, Account Types form, Rate Tables page. This allows you to quickly see more information regarding the Rate Table without having to drill down further.
FIX: Account Calculations; Annualised Interest not calculating as expected for some dates
Annualised Interest was not calculating as expected for some dates and Interest Cycles (namely Monthly based cycle periods).
NEW: Reporting; Account reports can now be filtered and grouped by Creation Method and Close Method
Reports based on the Account List query can now be filtered and grouped by Creation Method and Close Method.
FIX: Workflows; Actioning an item does not pass 'Status Notes' to 'AfterItemAction' event
When actioning a Workflow item, the Status Notes entered by the User were available to the BeforeItemAction event but not to the AfterItemAction event.
FIX: Credit Enquiry; Address 'Delivery Type' may not be updated
When performing a Credit Enquiry, the 'Delivery Type' of an address may not have been updated correctly thereby sending incorrect address details to the Credit Bureau. This issue may have arisen if a PO Box address was entered and then changed to a street...
NEW: Task Manager; 'Recent Actions' report added
A 'Recent Actions' report has been added to the Task Manager.
FIX: Bank Accounts; Import Services summary page, Import Batch block
1. Rules table - "Element" column
FIX: Bank Accounts, Import Services, Adding a pre-configured Service; error message displayed if no pre-configured rules.
Bank Account form, Import Services page; Adding a pre-configured Service.
NEW: Account Details Report; update Standard Transactions section
Various changes have been made to the Account Details Report, Standard Transactions section. These include:
FIX: External Parties; Account Types page is only applicable to Dealers
The External Parties, Account Types page is only applicable to Dealers - so is now disabled for other types of External Parties.
NEW: Documents; Loan Credit Card Update Sample document; Updated to include Standard Transaction payment details
Loan_CreditCard_Update.dot has been updated.
NEW: Lookup form now includes 'Quick Search' functionality
The Lookup form used to select ranges for reports and wizards now includes "Quick Search" functionality as per other forms such as Account List and Account Type Search.
FIX: Reporting; Print or Export Grid report updated to improve formatting
The Print or Export Grid report (run from right-clicking a grid and selecting Print) has been updated to improve formatting, e.g., to restrict the width of the right-hand column so that it does not force other columns to shrink as much.