Release History
finPOWER Connect 1.06.00
FIX: Global Settings no longer default Next Ids
Next Ids, e.g., next Client and Account Ids are no longer defaulted for new databases (or, if using the business layer, when the finSettings object is cleared). This applies to the Next Id for:
FIX: NZ CCCFA Loan Contract; updated Interest and Default Interest sections to make the Interest Rate clearer
Updated the Interest and Default Interest sections in the NZ CCCFA Loan Contract to make the Interest Rate clearer and to incorporate the new Account Type interest option "Charge all Interest as Default Interest post Maturity?".
NEW: Account Types; changed "Charge zero rate post Maturity?" description
Under the Admin, Account Types form, Interest Options page the option "Charge zero rate post Maturity?" has been changed to "Charge all Interest as Default Interest post Maturity?".
FIX: finClient.Parent property was Nothing when not accessed via Parent record
When creating and loading a finClient object related to an External Party, the .Parent property was Nothing.
FIX: Word VBA Loan Contract documents; "isefinAccountInterestType" constants incorrect
The following Word VBA Loan Contract documents had "isefinAccountInterestType" constants incorrectly specified.
FIX: Reports, Account Details and Client Details; Sub report headings updated.
The following sub report headings on the details reports have been updated to correspond to the page name from the corresponding form:
NEW: Tools, Database, Document Database; Standard IS database added as default database to document
The 'Standard finPOWER Connect Database' has been added to the list of Database Types that can be selected to document. This will be the default database selected to document.
FIX: Adding new Number and Number Range type Parameters gives incorrect default values
When adding new Number and Number Range type Parameters for a Parameter Set (or any places that lists a Parameters grid with an add button below), the default value of a new Number was set to zero when it should have been blank.
FIX: Scripts form; Parameters page; Mandatory Textbox in preview beeps and focuses when saving record
Editing a Script's Parameters and adding mandatory parameters may cause a beep to occur and the parameters control to gain focus on the preview tab when attempting to save the Script record.
NEW: Reporting; Client Details report; formatting and other changes
The following changes have been made to the Client Details report:
FIX: Account Close; scripting cannot update LossMessageError property
The finAccountClose object has a property LossMessageError.
FIX: Revolving Credit Loans; "Interest Only" and "Interest/Fees Only" Minimum Payment basis not working when reversed transactions
The "Interest Only" and "Interest/Fees Only" Minimum Payment basis for Revolving Credit Loans does not work correctly when reversed transactions occur on or prior to the Statement date.
NEW: Scripting; Trace Warnings now include Script Id
Trace warnings generated when a Script fails to compile will now include the Id of the Script (or an Id allowing the Workflow, Document, Report Template etc to be identified).
NEW: Transaction List Report; added option to "Include Reversed Transactions?"
The Transaction List Report now includes an option to "Include Reversed Transactions?". If you uncheck this reversed Transactions are not shown in the Report.
FIX: Bank Import; not matching Revolving Credit Loans
When importing a Bank transaction file, Revolving Credit Loans were not automatically matched by finPOWER Connect.
FIX: Bank Import; fails with "Failed to open DataReader" error
Importing Bank Transactions may fail with the error "Failed to import Bank Transactions. Failed to process Bank Import Line. Failed to open DataReader. No value given for one or more required parameters.".
NEW: Task Manager; Changes to other Users' folders are not saved
In the Task Manager, a Workflow Supervisor User can edit the folders of any Users which they are the Supervisor to (if they have the 'TaskManager.EditUserFolders' Permission).
NEW: Disbursements; Entities now include a separate "Disbursement Begin Date" to control backdating of Transactions
Entities now include a separate "Disbursement Begin Date" to control backdating of Disbursement and Commission Transactions when approving Disbursements.
NEW: Reporting; Client Details report; Accounts sub-report; Status now shows as per form
The Status column in the Client Details report, Accounts sub-report now shows as per the Clients form.
NEW: Client Tax Information; fixed and updated
The Tax Category warning information block shown on the "Tax & Banking" page of the Client form now includes the message "Invalid Tax Category. It is not an active and available Tax Category for the Client Type.".
FIX: Reporting; Details Reports; Some sub-reports not printing correct information, display previous record's details
Some sub-reports on Details reports were not printing the correct information, they were displaying the previous record's details.
NEW: Archives; new script added to update UserData
New "AccountArchivePre" and "AccountArchivePreInTransaction" script events have been added to Global Settings, Accounts, Scripts.
NEW: Task Manager; Monitor Category filters have been added to Workflow folders
Monitor Category filters have been added to Workflow type folders.
FIX: Scripts; "Object Events" type, "Account" object, updated template code
The code template for "Object Events" type, "Account" object script has been updated.
NEW: Reporting; Main Details reports; Sub-report behavior changed
The behavior of sub-report sections on the following Details reports has been changed:
NEW: Refinance Accounts; Declined/ Unwanted enhancements
Enhancements to finPOWER Connect have been made for Declined or Unwanted Refinanced Accounts.
NEW: When logged in as Administrator, right-clicking Form Tab allows viewing of Permission Explorer
When logged in as an Administrator, right-clicking a Form Tab displays a 'Located in Permissions Explorer' option on the 'Special' menu. This will locate the menu item associated with the Form so that its permissions can easily be viewed and modified.
FIX: Pending Withdrawals; various enhancements
Various enhancements have been made to Pending Withdrawals, including:
NEW: Email signature; ability to use replaceable tags
The Global Email Disclaimer and User Email Signatures can now use the following replaceable tags:
FIX: New Account wizard; if main Client is changed the Account Name is now always updated
In the New Account wizard, if the main Client is changed the Account Name is now always updated to the main Client's name.
NEW: Unknown Client; now cannot Open an Account when linked to "Unknown" Client
You can no longer Open an Account when it is linked to the "Unknown" Client.
NEW: Workflows; Actioning Log item from Workflows form now closes Account Log form when editing complete
Actioning a Log (or Outgoing Communication) Workflow Item from the Workflows form, now closes the Account Log form when the Log is saved or edit is cancelled.
NEW: Account "SavePost" event script; cannot "save" Account in script
When using a "SavePost" event script for an Account, you cannot "Save" the Account within the script. It fails with a warning "An attempt has been made to recursively save record.". Note, this does not produce an error - only a warning.
NEW: Combine Clients wizard; updated to allow merging into an existing 'Branch' or 'External Party' Client
The Combine Clients wizard has been updated to allow merging into an existing 'Branch' or 'External Party' Client.
FIX: Issues saving and printing Summary Pages
Printing Summary Pages did not display any 'tick' icons since these were generated using a CSS background image which most browsers will omit by default. The {{tick}} template has been changed to use an HTML image tag instead.
NEW: Transactions; new DirectDebitOverride property added
The finBatchTransaction object has a new property "DirectDebitOverride".
NEW: Workflows; Actioning a Workflow Item now allows a Fee to be charged for Logs and Incoming and Outgoing Communication
Actioning a Workflow Item (or multiple items) now allows a Fee to be charged for Logs and Incoming and Outgoing Communication.
NEW: Client Groups, New Client Wizard page; New option to show/hide the Other Information page
A new checkbox 'Other Information' has been added to the New Client Wizard page of the Client Groups form.
NEW: Upgrading Database now writes Audit Log
Upgrading a database will now write a 'Database Upgrade' Audit Log recording the Windows machine, IP Address, Windows User and from and to version details.
NEW: Securities Register Add-On; New field added to the MailboxItem table
A new field 'StatusMessage' has been added to the MailboxItem table.
FIX: Securities Register PPSR Add-On NZ; PPSR G2B Search; Previous search criteria not displaying the collateral type selected
PPSR G2B Search wizard, Previous Search page was not always displaying the collateral type selected for Debtor Searches.
NEW: Securities Register PPSR Add-On New Zealand; PPSR G2B Search, Criteria summary added
A new tab has been added to the Search Items page of the New Zealand PPSR G2B Search wizard.
NEW: Deceased Client enhancements
Handling of deceased Clients has been enhanced.
NEW: Account "StatusChangePost" event script; cannot "save" Account in script when new record or a Quote
The event script for Account "StatusChangePost" runs from within an Account.Save when the Account record is first saved and held as a "Quote".
NEW: Bank Transactions; new functions and properties added to maintain Processed External flags
New functions and properties have been added to maintain Processed External flags on the BankTransaction table.
NEW: Reporting; Long report headings now span multiple lines
If a report has a long heading (customisable on the Printer page when running the report), the heading will now wrap to span multiple lines where neccessary.
NEW: Account and Client can now record an Alert Message
Accounts and Clients can now record an Alert Message up to 50 characters long.
NEW: Scripting; Summary Text Scripts enhanced
Summary Text type Scripts have been enhanced so that they can control more formatting details on form headers.
NEW: Task Manager; New folder type, 'Filter Monitored Accounts'
1. Four System folders have been added for Monitored Accounts. These folders are a folder type of 'Filter Monitored Accounts' and have a sub folder for each active Monitor Category applicable to the main folder.
NEW: Account Close wizard; Wizard Validator Script added
The Account Close wizard now supports a Wizard Validator Script. This is configurable under Global Settings, Accounts, Scripts.