Release History
finPOWER Connect 1.03.02
FIX: Decision Cards; general update of code and enhancement
Decision Cards have been updated, adding several small enhancements and a general update.
NEW: Australian PPSR B2G options are now available in Beta for Australian database
The functionality to support the Australian PPSR B2G is now available in a very early beta form.
NEW: Reporting; Log list reports updated to allow filtering by Created Date
The following reports have been updated to allow filtering by Created Date:
FIX: Account Quotation; Opening Account does not preserve the Name and Description entered
When opening and Account Quotation the Account does not preserve the Name and Description entered.
FIX: Security Register PPSR Add-On; When registering the Securities only send a Client details once.
When registering the Security Statement with the PPSR NZ, the debtors details may have been repeated if a Client has multiple links to the Security Statement.
FIX: New Account wizard; Security Statement page has a number of small issues
The New Account wizard, Security Statement page, has a number of small issues.
FIX: Account Payment Reverse wizard; Direct Debit reschedule date now validates on/ after today and, if applicable, banking days
If an Account is paid by Direct Debit you can reschedule the direct debit payment in the Account Payment Reverse wizard.
NEW: Task Manager; Exposes a list of Account and Clients for the selected Workflow
When licensed for the Workflow Manager Add-On, the Task Manager form now exposes a list of Accounts and Clients for the selected Workflow.
NEW: Account Transactions; add limited ability to change Reference and Notes
Add limited ability to change Account Transaction Reference and Notes.
NEW: Motorweb; NZTA privacy changes
From May 1st NZTA will not return any personal information about past individual owners. This means the owner details may be suppressed and the owner name is returned as "INFORMATION NOT AVAILABLE".
NEW: Auditing; a change has been made to use Key/Value lists rather than straight text where applicable
Auditing records, including logs, now use Key/Value lists rather than straight text where appropriate.
NEW: Account Financial page; Dates block now includes Date/Time and User who created and opened the Account
On the Account Financial page the "Dates" block now includes the Date/ Time and User who created and opened the Account.
NEW: Account Date Quoted, Accepted and Signed audited; enhancements
The Account Date Change wizard audits changes to the date quoted, accepted and signed.
FIX: Client Dependents renamed to Dependants
Client Dependents was incorrectly name and has been renamed on screen, in reports and on the business layer as Dependants.
FIX: Built-in summary pages updated to work better with high DPI displays
The following built-in summary page scripts have been updated to work better with Windows running in high DPI mode:
NEW: Reporting; Transaction List report; added selection and grouping by User Flag and User Notes
The Account Transaction List report can not be grouped and filtered by User Flag and User Notes.
FIX: Reporting; Transaction List report; various groupings not working
Various groupings were not working on the Transaction List report. These included:
FIX: Checkbox List scrolls after clicking an item
After clicking an item in a Checkbox list, e.g., on the Transaction List report parameter entry form, the scroll position of the list changes.
FIX: Clients form; Key Details page; Hyperlink to send SMS message is not working
The hyperlink to send an SMS message on the Clients form, Key Details page, Mobile phone number link does nothing.
FIX: Parameter sets; duplicating a Parameter and previewing straight away causes an unhandled error
If you duplicate a Parameter within a Parameter Set and then click on the 'Preview' tab, an unhandled exception may occur.
FIX: Global Settings, Clients, Veda XML NZ; Test URL not saving
The global Veda XML NZ "Test URL" setting is not saved. This setting is found under Tools, Global Settings, Clients, Veda XML NZ.
FIX: Combobox; when dropped down and switch to another window the dropdown isn't closed
When a combobox control's drop down list is open and the user switches to another window the dropdown isn't closed. The dropdown portion of the combobox will display over the top of another window .
NEW: Business Layer "Save" functions; now check for recursive calls
The Business Layer "Save" functions now check for recursive calls that could be generated from a script run during a Save.
FIX: Reporting; various reports and sub-reports scaling column widths incorrectly
The following reports' sub-reports had a scaling factor on notes and other text columns that was too large:
FIX: Accounts; Payments, Payment Arrangements (View Current). When you click on the hyperlink and then try to expand or collapse a block in the summary form the details are lost
When you view the Current Payment Arrangement details from the hyperlink on the Accounts form, Payments page, Payment Arrangements block a new forms is opened showing details of the Payment Arrangement.
FIX: Purge Database option available when no database is open
The Tools, Database, Purge Database option is available even when no database is open.
NEW: Copying an Access database to SQL Server fails when attempting to create relationships for Access system tables
When an Access database is opened in either Access 2007 or 2010, extra system tables and relationships are created behind the scenes.
FIX: Email fails to send and gives the error 'SMTP Server not specified. Check Tools, User Preferences, Messaging, Email.'
Sending an Email may give the error 'SMTP Server not specified. Check Tools, User Preferences, Messaging, Email.'.
NEW: Securities Register Add-On; Security Statements, Security Items form; new fields added
1.The following fields have been added to the Security Item forms:
NEW: Replying to Logs doubles up 'RE:' subject prefix
Replying to a log with a subject beginning with 'RE:' doubled up the 'RE:' prefix every time you replied to a Log.
NEW: Account Scripts; updated Status Change Rule scripts for Accounts
Various changes have been made to scripts for Accounts.
NEW: Bank Entry; now allows non-imported batches to be saved to Suspense
Bank Entry now allows any "Payment Received" transaction to be saved as a Bank Suspense item. Previously only imported Bank Transactions could be saved to Suspense.
NEW: Account Transactions; new Permission Key to prevent User changing User Details
A new Permission Key has been added to prevent Users changing Account Transaction user details.
NEW: Global Audit Settings; Account Date changes are now always audited
Account date changes are now always audited.
FIX: Motorweb; various issues fixed
Motorweb VIR alerts, cautions and information messages were not showing, including the VIR age warning. This is irrespective of the User or Global settings.
NEW: Account Types; only show icons available for currently licensed options
The list of icons available to Account Types is now limited by the currently licensed Account Types.
NEW: New Account and Payment Arrangement wizards; Overriding Payments now includes better information tips
In the New Account and Account Payment Arrangement wizards the Overriding Payments tab now has better information tips on how to enter the date range and value.
FIX: PPSR Add-On; business layer changed to return Nothing instead of an Errors collection with zero items
All PPSR methods now return Nothing instead of an Errors collection with zero items. This is consistent with the business layer documentation.
NEW: Account Payment Arrangement wizard; new option to automatically recalculate Arrangement
On User Preferences, Account.General tab there is a new setting 'Automatically recalculate Account Payment Arrangement figures'. The default value is 'False'.
FIX: Account Payment Arrangement wizard; tab order/ stops updated
Reset button's tab order was incorrect. This is evident whilst on the Promise tab.
NEW: Global Settings; Next record Ids are only saved back to the database if they have changed
Next record Ids defined under Global Settings are now only saved back to the database if they have changed.
FIX: Global Settings; Web service verification buttons disabled if overridden by User Preferences
Buttons on the various Global Settings pages to verify Web services, e.g., the New Zealand PPSR G2B are now disabled if they are overridden by User Preferences. An information tip is also added to the section heading label to inform the User as to why the...
FIX: Accounts; did not validate External Party type for Dealer, Broker and Insurers
The finPOWER Connect business layer did not validate the External Party type for Dealers, Brokers, Bulk Funders and Insurers on an Account.
NEW: Account Key details and Status pages; additional Credit Limit detail is shown in the Summary block
On the Account Key details and Status pages an additional line in the Summary block now shows Credit Limit details. This helps highlight when the Credit Limit is exceeded.
NEW: Account Calculations; user friendly conversions of Term made when Payment frequency changed
In the Account Quotation and New Account wizard user friendly conversions of the Term are made when the Payment frequency is changed.
NEW: Reporting; Audit Log List; now displays Source Id under User Id for Client Web Logins
The Audit Log List now displays the Source Id for Client Web Login type logs. This equates to the Id of the Client.
NEW: Bank Transaction List; add option to include Bank Suspense Items
A new option has been added to the Bank Transaction List to include Bank Suspense Items.
NEW: Account Processes; new global setting to prevent being run in advance of today
There is a new global option, under Accounts, General page, that prevents Account Processes from being run in advance of today.
FIX: Bank Account Suspense Item List; various issues fixed
The following changes have been made to the Bank Account Suspense Item List:
FIX: Demonstration Database; changes made to assist users with Windows UAC turned on
Upon attempting to open the Demonstration Database stored in the Program Files folder, users will be prompted to copy the entire "Demo Data" folder if UAC is turned on.