Release History
finPOWER Connect 3.01.11
NEW: Time Zones; added new Windows Time Zone
The following new Windows Time Zone has been added:
FIX: Postcodes and Addressing; update Check and Download buttons for Full Address Interface
The Postcodes and Addressing Admin form includes four buttons under the "Full Address" page.
NEW: HTML Widgets; New Account wizard
A system-supplied New Account wizard is now available.
NEW: HTML Widgets; Account Applications Breakdown report; Updated to allow Breakdown columns to be specified and add a "Name" column
The system-supplied Account Applications Breakdown report HTML Widget has been updated to allow Breakdown columns to be specified and to add a "Name" column.
NEW: HTML Widgets; Grids; Ability to easily sort and hide columns
The ability to sort grid colulmns by a JavaScript array of column keys (or, optionally, captions) has been added to grids.
NEW: HTML Widgets; Grids; Added auto-binding functionality
The ability to auto-bind cell values from an object has been added to grids.
FIX: Account Unearned Income Report; Cancelled Accounting Ledgers may show the incorrect value
In the Account Unearned Income Report, Accounting Ledgers that have been cancelled or completed early may show the incorrect value.
FIX: HTML Widgets; Summary Pages; Formatting missing if a Global/ User Template Folder is specfied
When running within finPOWER Connect desktop, HTML Widget Summary Pages such as the summary shown at the bottom of the second page of the Account Payment Arrangement wizard could appear unformatted.
FIX: HTML Widgets; Payment Arrangement; Add Promise form; Not backfilling Total
The "Add Promise" form in the Account Payment Arrangement wizard was not backfilling the Total field when it was blank (or zero) and a Value or No. Payments was entered.
FIX: MotorWeb Asset Check; Report data missing when printed
The MotorWeb Asset Check report can appear to be missing data when printed out from finPOWER Connect or from the saved HTML.
NEW: HTML Widgets; updated Payment Arrangement to support Workflows
The Payment Arrangement wizard now supports linking to Workflow Items. New parameters have been added for WorkflowPk and WorkflowItemPk.
FIX: HTML Widgets; AccountIncomingPaymentDetails control; Shows Cash Register when not required
The AccountIncomingPaymentDetails HTML Widget control was showing the Cash Register field when the selected Payment Method should not have needed to.
FIX: MotorWeb Asset Check; Incorrect error message displayed
The MotorWeb Asset Check report has an option to download and view the MotorWeb PDF Report from the Summary Page.
FIX: Account Trial Balance Report; may fail with an "Object reference not set to an instance of an object" error
The Account Trial Balance Report, found under Report Explorer, Account Reports, may fail with "Failed to open Form 'Report_AccountTrialBalance'. Failed to create Report 'AccountTrialBalance'. Failed to create Report. Object reference not set to an instanc...
FIX: HTML Widget; Account Suspension Details widget checking incorrect Permission Key
The Account Suspension Details HTML Widget was testing the incorrect Permission Key. It was checking the "Account.StatementRevise" and "Account.Statement" keys instead of "Account.SuspensionUpdate".
NEW: Deposit Maturity List Report; update columns
The following changes have been made to the Deposit Maturity List Report columns:
NEW: Security Types; add new field "Collateral Class Description"
A new field "Class Description" has been added to Security Types. This can be used to describe the Class in more detail, for example, in NZ the class may be "Goods - Other" for Boats, so this helps expand on the basic information.
FIX: Quick Search; Not locating Client with a single character code
The Quick Search was not locating Clients, Account or Account Applications that had a single character code such as "1".
FIX: Security Statements; Updating Security Item using Business Layer could leave incorrect Description
The following types of Security Item should always have automatically generated descriptions:
NEW: General Ledger Export; "Xero Journal (Bank Transactions)" file exporter updated
The "Xero Journal (Bank Transactions)" General Ledger file exporter has been updated to include better information in the description column, especially for Bank Export Batches, i.e. Direct Credit, Direct Debit and Lodgement grouped Bank Transactions.
NEW: Logs; new Permission Key to allow a User to change the Owner of a Log
To change the Owner of a Log, you must be either:
NEW: Quick Search; new tag for Middle Names added for "Information" column
A new option has been added to the Client Quick Search's grid "information" column. "[Client.MiddleNames]" will display the Client's Middle Names.
FIX: General Ledger Export; cancelled Accounting Ledger may be dated after the date on/ before selected
In the General Ledger Export, cancelled Accounting Ledgers may be dated after the date on/ before selected for transferring Accounting Ledgers.
NEW: Propercase function; updated to handle multi-line text
The existing Business Layer function finBL.Runtime.TextUtilities.ProperCase() was not expecting multi-line text, and therefore did not capitalise the first character of the second, third etc lines.
NEW: Proviso (Bank Statements) Bank Account Enquiries; Updated Reference to include the Client Id
The reference that is sent to Proviso (Bank Statements) with each Bank Account Enquiry application is now prefixed with the Client Id to make identifying the request easier.
NEW: Deposit Accounts; now prevents Matured Deposits from being re-opened
Deposit Accounts that have Matured should not have been allowed to be re-opened - this has been fixed.
NEW: HTML Widgets; Grids; Behaviour tweaked
The following changes have been made to the HTML Widget Grid control:
FIX: finAccountClient.AccountRole could fail
Accessing the property finAccountClient.AccountRole could crash finPOWER Connect under the following scenario:
NEW: Equifax NZ; Summary Page updated for Comprehensive Reporting Data
The Equifax NZ Consumer Enquiry Summary Page now displays the Comprehensive Reporting Data in an updated format.
FIX: HTML Widgets; Date control; Setting Visible property to false still displayed dropdown button
Setting the Visible property of an HTML Widget DateBox control to false still displayed the dropdown button.
FIX: Queues; various tidy-ups made
The following Queue tidy-ups have been made:
NEW: Centrix NZ Credit Enquiry; Maximum Score property added to Consumer Product Enquiry to support Gen2 score cards
The Centrix NZ "Consumer Product Enquiry" has been updated to include a new "MaximumScore" property in the Score object in the Business Layer.
NEW: Audit Search; added Primary Key search filter parameter for Service Logs
The Reports, Audit Search wizard now has a Primary Key search filter for Service Logs.
NEW: Workflow Types; Items; Summary Page now displays HTML Widget Script details
When a Workflow Item of type 'HTML Widget' is selected on the Items page of the Workflow Types form, the Script details are now displayed in the Summary Page.
FIX: Accounting Ledgers; Reversed Accounting Ledgers may be incorrectly dated
When reversing an Accounting Ledger, the reversal items may be incorrectly dated.
FIX: Scripts; Template Text; Entering multi-line Javascript comments may freeze application
Entering new, multi-line Javascript comments, "/*" into the Template Text field on the Scripts form could cause to application to freeze due to a code parsing issue.
NEW: HTML Widgets; Account Payment Details controls; Better handling of insertable tags
The tags that show when entering the reference fields in the HTML Widget Account Payment Details controls how behave in a slightly more consistent manor.
NEW: Xero Web API; implemented API Rate limit retry
Xero has a limit of 60 calls per minute and 5,000 per day (using a rolling time period) when using its API. A HTTP status of 503 is returned.
FIX: It's incorrectly used in messages and Business Layer help
It's incorrectly used in messages and Business Layer help.
FIX: Monitor Categories; fails to update with message "Monitor Category A is not configured for use."
Account and Account Application Monitor Categories may fail to update with a message "Monitor Category A is not configured for use." (or Category B or Category C).
NEW: General Ledger Interface; New Interface implemented, including Xero interface via their web API
A new General Ledger Interface has been implemented to develop this area further.
NEW: New General Ledger interface; new Business Layer objects and scripting functionality
The new General Ledger interface has new Business Layer objects and functions for scripting purposes.
NEW: Security Types; New property to get the Security Type Icon
A new business layer property, finSecurityTypeRO.IconResolved has been added.
FIX: General Ledger Interface; new option to NOT Group exported Bank Transactions together
A new General Ledger option has been added for exported Bank Transactions.
NEW: Comprehensive Credit Reporting; add menu for importing Responses
A new menu item has been added for importing Comprehensive Credit Reporting Responses.
FIX: Accounting Ledgers; adding a Simple Journal to a Closed Account may cause issues
Adding a Simple Journal Accounting Ledger to a Closed Account may cause an issue where the accruals are deleted leaving a "Completed" Ledger that doesn't balance.
NEW: HTML Widgets; Allow Close button to be intercepted and cancelled
A new widget.DisableCloseButton() method has been added.
NEW: Addressing; Now includes Postcode when providing a URL for Google for UK Addresses
When creating a Google Maps URL (e.g., to show a map of a Client's address on the Client Key Details page), the Postcode is now included for UK addresses since this appears to provide a more accurate lookup, particularly if the city has been omitted.
FIX: Loan New Business Report; Disbursement Withdrawals incorrectly showing in the Withdrawal column
Disbursement Withdrawals were incorrectly showing in the Withdrawal column of the Loan New Business Report.
NEW: Bank Account Numbers; support Account Numbers with up to 30 characters
Support for Bank Account Numbers with up to 30 characters has been implemented.