Release History
finPOWER Connect 3.03.04
NEW: HTML Widgets; Bank Account Enquiries; Credit Sense 2 HTML Widget now available
An HTML Widget has been added to perform Credit Sense (Version 2) Bank Account Enquiries.
NEW: Credit Bureau; new "Credit Sense (Version 2)" Bank Account Enquiry service
A new Bank Account Enquiry service "Credit Sense (Version 2)" has been added. This is an update on the original Credit Sense interface; but has been implemented as a new Service so existing Bank Account Enquiries for Credit Sense continue to work.
FIX: Loan Statement; was incorrectly including Disbursement Adjustment and Reversal transactions
The Loan Statement was incorrectly including Disbursement Adjustment and Reversal transactions when the constant "ShowDisbursements" is False.
NEW: HTML Widgets; Credit Sense Bank Account Enquiry; Existing HTML Widget renamed to Version 1
The existing Credit Sense Bank Account Enquiry HTML Widget has been renamed to include (Version 1) in preparation for Version 2 of the API (and therefore a Version 2 of the HTML Widget). Functionally, it remains the same.
NEW: Cloud Connect Configuration; New option to Override Account Payment Details Change form
The built-in Account Payment Details Change wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options. This includes both incoming and outgoing Payment Methods.
FIX: HTML Widgets; New Account wizard; When run modally, Standard Transaction drilldown form appears behind main form
When the New Account wizard HTML Widget (or any other HTML Widget) is run modally via an Application Shortcut (by specifying a modal=true parameter), any child-forms shown from the Widget, e.g., the Standard Transaction form, were being displayed behind t...
FIX: Permissions; Client.ShowUnmaskedTaxNumber was not respected on Client Form and Client Reports
The Client form was only masking the Tax Number when not in edit mode. Once in edit, a User who did not have this Permission Key granted could see Tax Numbers unmasked, which is incorrect.
FIX: HTML Widgets; Client Edit; Tax Number is now read-only and masked if no permission to view
The Client Edit form HTML Widget has been updated to mask the Tax Number (e.g., IRD number) and make read-only if the User does not have the "Client.ShowUnmaskedTaxNumber" permission.
FIX: HTML Widgets; New Account wizard; Financial page; Tax Category description may overlap other fields
The Tax Category dropdown, shown for Deposit Accounts on the Financial page of the New Account wizard could overlap its description when the details were being displayed as 2 columns (e.g., Term, Tax Catgegory in the left column and Interest, Interest Rat...
NEW: HTML Widgets; Account Accounting Ledger; Now checks record timestamp before allowing an existing record from being deleted
The Account Accounting Ledger HTML Widget would delete a record, even if the timestamp had changed since loading. This may indicate that the record had been updated by another User, and therefore deleting it without warning is not desirable.
NEW: HTML Widgets; New Individual and New Organisation Client wizards; Statistics page added
The New Individual Client and New Organisation Client HTML Widgets have been updated to support entry of Client Statistics.
FIX: HTML Widgets; widget.DisableCloseButton; When child modal is open, notification is called in both parent and child forms
HTML Widgets can intercept the modal window's close button (the X in the top-right) using the widget.DisableCloseButton() method.
NEW: HTML Widgets; Account Disbursement; Now checks record timestamp before allowing an existing record from being deleted
The Account Disbursement HTML Widget would delete a record, even if the timestamp had changed since loading. This may indicate that the record had been updated by another User, and therefore deleting it without warning is not desirable.
NEW: Cloud Connect Configuration; New option to Override Account Refund form
The built-in Account Refund wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Withdrawal form
The built-in Account Withdrawal wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Payment Received form
The built-in Account Payment Received wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
FIX: Client Connect Sample Portal; "Pending" notifications on Contact Details were not lined up when viewed in Internet Explorer
When using the "Update Request" approach to update Contact Methods in Client connect, a yellow "PENDING" page is displayed to the right of the text box whilst the new value is awaiting approval by the Finance Company.
NEW: HTML Widgets; Client Contact Method; Now checks record timestamp before allowing an existing record from being deleted
The Client Contact Method HTML Widget would delete a record, even if the timestamp had changed since loading. This may indicate that the record had been updated by another User, and therefore deleting it without warning is not desirable.
FIX: Client Withholding Tax Details Change wizard; Notes not saved/ audited
The Notes entered on the Client Withholding Tax Details Change wizard were not saved to the Account History and Audit records (for both the Account and Client).
NEW: HTML Widgets; Client Banking Details; Method of checking Timestamp before Delete and Finish updated
The method in which the Client Banking Details HTML Widget was checking the timestamp before either deleting the record or updating it has been enhanced. This is the scenario where the record may have been updated by another User in the background whilst...
NEW: Bank Account Enquiry Business Layer functions; renamed/ obsoleted
Various Credit Bureau functions have been renamed:
NEW: HTML Widgets; Account Standard Transaction wizard; Prevent deleting if the record has been changed
Previously, if an Account Standard Transaction had been updated by another User whilst the Account Standard Transaction wizard HTML Widget was open, it would not alert the user if it was then deleted from the open HTML Widget.
NEW: HTML Widgets; New widget.UI.Repeater control
A new "Repeater" HTML Widget control has been added.
NEW: HTML Widgets; Client Statistics Set wizard added
A new Client Statistics Set wizard HTML Widget has been added.
FIX: Sending an SMS via a Script-created Document Log does not fail but no Service Log is generated
Sending an SMS Message via a Script that creates a Log (e.g., an Account Log) for an SMS Document and then attempts to publish the log may fail.
FIX: Account Application Documents; may fail to generate a Recipient list
Account Application Documents may fail with the message "Failed to refresh Recipients from Document '[DocumentName]'. Automatically building a list of recipients is not supported for this type of Document.".
NEW: Client/ New Client/ Applicant wizard; optimised image load
The Client, New Client and Applicant forms would show an error in the debug window if the "Image File" did not exist.
NEW: HTML Widgets; New Client Organisation; Other and Tax Information added
The "Tax & Other Information" page has been added to the New Organisation Client HTML Widget. However, the "Other Information" controls are displayed differently to the built-in form in finPOWER Connect.
NEW: HTML Widgets; New Client Individual; Other and Tax Information added
The "Tax & Other Information" page has been added to the New Individual Client HTML Widget. However, the "Other Information" controls are displayed differently to the built-in form in finPOWER Connect.
NEW: NZ IRD; HTML Widgets; Investment Income Report; RWTD files can now be exported
The Investment Income Report HTML Widget now supports export of RWTD files.
NEW: NZ Investment Income Report; Support for Resident Withholding Tax on Dividends (RWTD) added
The Investment Income Report Export has been updated to allow for the export of Resident Withholding Tax on Dividends (RWTD) files.
NEW: HTML Widgets; widget.UI.DBCombo; GetDescription method can now return a value even if 'showDescription' option is false
The widget.UI.DBCombo control's GetDescription method will now return a value when refreshed from a Standard Range, even if the 'showDescription' startup option is false.
NEW: Equifax (VedaXML) NZ Credit Bureau; Can now set additional default options for Consumer Enquiry under Cost Centres
Updated the Equifax (VedaXML) NZ Cost Centre options to allow additional default product options. This applies to the 'Consumer Enquiry' product.
NEW: NZ Bank/ Branch validation; Rules updated
The rules applied to validate NZ Bank Branches has been updated.
NEW: Validation functions updated
Validation functionality has been updated to make it easier to use.
NEW: New Client Wizard; Client Group options now allows Tax Information to be displayed independently of "Other Information"
Previously, Tax Information in the New Client Wizard could only be displayed if also showing "Other Information" fields (this is configured in the Client Group).
NEW: Centrix NZ Credit Bureau; Can now set additional default options for Consumer Product Enquiry under Cost Centres
Updated the Centrix NZ Cost Centre options to allow additional default product options. This applies to the 'Consumer Product Enquiry' product.
NEW: Bank Accounts; Export Services can now define their own processing Calendar
When creating a Bank Lodgement or exporting Bank Transactions, finPOWER Connect validated the processing date based upon the Bank's Processing calendar.
NEW: Portals; New special page code of "TERMS" which provides a "Terms & Conditions" link on sign-in form
A new special Page Code of "TERMS" has been added.
NEW: Portals; Pages; LOGIN; Template Text now generates a fully functional login page
Clicking the "Paste Template HTML and JavaScript code" button below the Script editor for the HTML of a Portal page with the special "LOGIN" Page Id now generates a fully functional login page.
NEW: HTML Widgets; "Style to look more like Desktop forms" finPOWER Connect Cloud Configuration option; Modals are now styled more like Windows forms
If, under the finPOWER Connect Cloud Configuration form, Theme, HTML Widgets page, the option to "Style to look more like Desktop forms" is checked then modal forms are now styled a little more like Windows forms, e.g., no rounded corners, thinner heading...
FIX: HTML Widgets; "Style to look more like Desktop forms" finPOWER Connect Cloud Configuration option causes inconsistent button styles in modals
If, under the finPOWER Connect Cloud Configuration form, Theme, HTML Widgets page, the option to "Style to look more like Desktop forms" is checked then certain buttons may not have had the "desktop" look, i.e., they would still look like normal HTML Widg...
FIX: SMS Fusion messaging service; not using Dedicated Number or Sender Id
The SMS Fusion messaging service was not using the Dedicated Number or Sender Id defined on the Cost Centre.
FIX: HTML Widgets; widget.UI.AddressDetails; Updated to enhance and fix various issues
The widget.UI.AddressDetails has been updated to enhance functionality and to fix various issues.
NEW: Portals; New tags to retrieve Theme colours based on whether they are deemed to be dark or not
The following Theme Tags have been added for Portals:
NEW: Centrix NZ; new Credit Enquiry Service "Commercial Report" added
Added support for Centrix Commercial "Commercial Report" product.
FIX: Portals; Sign-In form buttons show white-on-white text if Theme Contrast Foreground Colour is White
On the Theme page of the Portals form, various colours can be defined.
FIX: Banking Calendars; updated which Calendar is used
Some changes have been made to which calendar is used for Banking days.
NEW: HTML Widgets; New Organisation Client wizard; Web Access page has been added
The Web Access page is now available in the New Organisation Client HTML Widget. Whether or not this page is available is configured on the Client Group.
NEW: HTML Widgets; New Individual Client wizard; Web Access page has been added
The Web Access page is now available in the New Individual Client HTML Widget. Whether or not this page is available is configured on the Client Group.