Release History
finPOWER Connect 1.04.02
NEW: Task Manager form; New filters added for Workflow folders
The following 'Recall' filters have been added to Workflow folders on the Task Manager form:
FIX: Forms; Opening multiple forms quickly may result in an error
When opening multiple forms quickly an error like "An unhandled exception has occurred. Object reference not set to an instance of an object." may occur.
FIX: Account Payment Reverse wizard; "Dishonour" document not working correctly
In the Account Payment Reverse wizard the "Dishonour" document must be defined to "Allow Document to be run from a Log". This is because it creates a log for the Account.
FIX: Account Payment Reverse wizard; Reverse Payment page tab order incorrect
The control tab order on the Account Payment Reverse wizard, Reverse Payment page, was incorrect.
NEW: Conversions; Account Status Change Rules no longer run
When running a conversion Account Status Change Rules no longer run.
NEW: Clients; Permission Key added to prevent the Date of Birth being updated
A new Permission Key, 'Client.DateOfBirthUpdate' has been added to prevent Users from updating an existing Client's Date of Birth. This is enforced at the business layer level.
FIX: MapShow Application Shortcut appends current country even if address has country
If the 'address' parameter of the MapShow Application Shortcut is set to an address (a single line formatted address) then, even if this address contains a country, the current database country is appended to the end.
FIX: Business layer methods for Client Contact Addresses named incorrectly
The following business layer methods have been updated since they were named incorrectly:
NEW: Client Key Details Script now omits Home/ Phone number if it is the same as the Mobile number
The built-in Client Key Details Script has been changed so that it does not display the Home or Phone number of an individual if this is also the Mobile number.
NEW: General Ledger Export; optimise for database concurrency
The General Ledger Export has been optimised for database concurrency.
NEW: Account Types; Fee element links not validated in Business Layer
Account Type Fee element links were not validated in the Business Layer correctly in some scenarios.
NEW: Conversions; allow Transactions dated prior to 1/1/2000
Conversions now allow Transactions dated prior to 1/1/2000.
FIX: Securities Register PPSR Add-On NZ; Aircraft Class not displaying when 'Viewing' the Financing Statement
For a Security Statement that had an Aircraft Collateral Item with an Aircraft Class entered, the Aircraft Class was not displayed when 'Viewing' the Financing Statement.
NEW: Scripts form; Debug page now scrolls to show latest output
The Debug textbox on the Scripts form, Debug page now scrolls so that it always shows the latest debug message written by the Script.
FIX: Securities Register PPSR Add-On; NZ Databases; PPSR Debtor Advice was not printing all debtors on the Verification details.
Template document: SecurityStatementPPSR_DebtorAdvice_NZ.dot
NEW: Credit Enquiry results are now displayed as an HTML report and a summary grid
Credit Enquiry results are now displayed as an HTML report and a summary grid.
FIX: Account Types form; Overdue and Defaults page alignment field changed
The Account Types form, Overdue and Defaults page alignment of fields has been updated.
FIX: Reporting; Security Statement Item reports were displaying PPSR related filters for New Zealand databases
Security Statement Item reports, e.g., Security Statement Item List, were displaying PPSR related filters for New Zealand databases.
NEW: Reporting; PPSR related groupings added to Security Statement reports
The ability to group by Register Status, Register Action, Register Action Status and Debtor Status has been added to the following Security Statement reports:
FIX: Reporting; some reports show Groupings parameter where not applicable
The following reports were showing a Groupings page where grouping was not applicable to the report:
FIX: Task Manager form; sending Email or SMS using buttons under Workflows grid does not attach Log to Workflow
On the Task Manager form, sending an Email or SMS using the buttons under the Workflows grid does not attach the generated Email or SMS Log to the Workflow or Workflow Item as expected.
NEW: Dragging a form heading to create an Application Shortcut now caters for pages containing extra details with caption, e.g., Log count
Dragging a form heading to create an Application Shortcut now caters for pages containing extra details with caption.
FIX: Report Templates; drilling down to a Layout Column displays an empty list of available Data Fields
On the Report Templates form, Layout page, drilling down to a Layout Column displays an empty list of available Data Fields if the record has been loaded whilst on the Layout page and no other page has been visited first.
FIX: Task Manager form; Emailing Workflow fails with unhandled exception
Attempting to send an Email for a Workflow using the Email button on the Task Manager form fails if the Finish button is clicked after entering Email details without moving to the confirmation page at the end of the Workflow Actions wizard.
NEW: Account Refund wizard added
A new Account Refund wizard has been added to the Transactions menu and as an action on the Account form. This wizard is based upon and is very similar to the Account Withdrawal wizard, with the exception that it does not allow disbursements to be made.
FIX: Reporting; Security Statement reports; Created Date filters not working as expected
The Created Date filters on Security Statement reports and queries was not working as expected. Instead of filtering on the 'Created' date as shown on the General page of the Security Statements form, it filtered on the date the actual record was created...
FIX: Action Scripts without parameters to not run correctly
Action Scripts without parameters do not run correctly. Instead of passing through an event id of 'Execute', a blank event id is passed to the Script.
NEW: Workflows; Adding a new Workflow as a result of selecting a Workflow Item Outcome now automatically processes the new Workflow
Adding a new Workflow as a result of selecting a Workflow Item Outcome now automatically processes the new Workflow.
NEW: Task Manager; New Task Type 'Pending PPSR G2B Transaction' added
The Task Manager can now include any 'Pending PPSR G2B Transactions', i.e., requests sent to either the New Zealand or Australian PPSR G2B where the response is unknown, e.g., a power cut occurred whilst sending the Transaction.
NEW: Account Range Lookups and Dropdowns now include 'Account Type' and 'Status' columns
Account Range Lookups (used in reports and wizards) and Dropdowns now contain 'Account Type' and 'Status' columns.
NEW: Script templates now contain standard header remarks
Generating a template Script from the button below the Script editor now adds a remarks section to the top of the Script that includes details such as a summary of the Script and the current version number. These can then be used to provide information ab...
NEW: Reporting; Security Statement List query; now contains an 'SqlFields' parameter allowing more flexibility when using Report Templates
The Security Statement List query used by reports such as the Security Statement List report now has a hidden text parameter 'SqlFields'. This allows Report Tempaltes to specify a list of additional columns to include on the Report Tempaltes form, Query p...
FIX: Account Payment Arrangements; add new scriptable event that fires before the Commit
A new script event for Account Payment Arrangements has been added that fires before ExecuteCommit.
FIX: Comparison Rate; updated Quotation documents not included in version 1.04.01
The original change to finPOWER Connect to include Comparison Rates, see article #9114 noted that "Quotation documents include a new section showing the Comparison Rate.".
FIX: Business Layer; AccountPaymentArrangement object now includes WorkflowPk and WorkflowItemPk properties
The AccountPaymentArrangement Business Layer object now includes WorkflowPk and WorkflowItemPk properties.
NEW: Payment Arrangements; new Permission Key to stop User changing "Hold Overdue" option
A new Permission Key has been added to stop users changing the "Hold Overdue" option in Payment Arrangements.
FIX: Account Close wizard; fee can be changed even when Account Type does not allow updates
You can still change the fee in the Account Close wizard even when the Account Type does not allow updates.
FIX: Securities Register PPSR Add-On; Clearing the Register Action of 'Amend' then saving the Security Statement appears not to save the change to the Register Action.
This job applies when the checkbox ' Automatically update status to amend' is checked on the PPSR page of Global Options, and only if you are licensed for the PPSR add-on. (Applies to both NZ and AU)
NEW: Task Manager form; Folder can now be exported and imported
Right-clicking a folder in the Task Manager now allows the selected folder and all sub-folders to be exported to a file.
FIX: Account Type Status Change Rules; Creating Workflow does not respect 'Allow Multiple' setting
When creating a Workflow from an Account Type Status Change Rule, e.g., when an Account's status changes to 'Open', and a Workflow is created, the 'Allow Multiple' setting on the Workflow Type is not respected, i.e., a Workflow will never be created if th...
FIX: Task Manager form; Refresh button disabled if no items in the folder
The Refresh button below the Workflows and Tasks grids was disabled if there were no items in the folder. This was by design since the Refresh button simply refreshed the details of the active or selected rows.
FIX: Scripts; setting Timeout to a value greater than 32767 fails to save with 'Overflow Error'
Setting the timeout for Scripts to a value greater than 32767 fails to save with an "Overflow Error" since the database uses an Integer column to store this value.
FIX: Credit Bureau; Obsolete services, ie B2Bay, have been removed
Obsolete Credit Bureau services, ie B2Bay, have been removed. These date back to early 2007, so to simplify finPOWER Connect they have been removed.
NEW: Reports; better algorithm for Account and Client code column widths
Account and Client Reports now have a better algorithm for determining the code column width.
NEW: Securities Register Add-On; Global Settings, Auditing, Security Statements; Auditing has been added for Registration details
Auditing has been added for Registration details