Release History
finPOWER Connect 1.04.05
FIX: Credit Cards; Card Number starting with "55" incorrectly determined as Diners
Credit Card numbers starting with "55" were incorrectly determined as Diners cards - they should be MasterCard.
FIX: Account Payment Received; When selecting a payment type of 'Cheque' the Short Name was not defaulting from the Payment details set up on the Account.
When processing a Payment Received and selecting a payment method type of 'Cheque', the short name was not defaulting from the Cheque payment details set up on the Account.
FIX: Securities Register Add-On; Account form, Security Page; Related Security Statements form; Grid column PPSR should not be displayed for AU databases as the PPSR status is per Security Item
1. Account form, Security Page; Related Security Statements form; Grid column PPSR should not be displayed for AU databases as the PPSR status is per Security Item for AU
FIX: Securities Register Add-On; User Preferences, Tasks & Workflows, General; Spelling mistake; 'Transaction' should be 'Transactions'
The checkbox caption under the heading 'Specify optional Task Types to include' has been updated.
FIX: Accounts form; Financial page; Default Interest may show incorrectly for Revolving Credit Account
The Default Interest may show incorrectly for Revolving Credit Accounts, e.g., if a Premium Rate was specified, this would show the 'net' rate incorrectly if the Interest had been reviewed.
FIX: Securities Register Add-On; Australian databases; Client form, Security page; Clicking the Security Item hyperlink from the PPSR block on the Summary page did nothing.
When viewing the Securities for a Client, clicking the hyperlink from the PPSR block of the summary page now opens the Security Item form and displays the PPSR page.
FIX: Account Payment/Withdrawal/Refund/Transfer wizards; produced a number of Errors in debug window
Code has been tided up to reduce these errors displaying in the debug window. Most were caused when the form was loading and details had not yet been entered for various fields.
FIX: Securities Register Add-On; Client form, Security page; Clicking the Security Item hyperlink from the Summary page did nothing.
When viewing the Securities for a Client, clicking the hyperlink from the Security Items block on the summary page now opens the Security Item form.
FIX: Reporting; Account Cash Flow and Account Income and Forecast reports not using 'Thousands' rounding
The 'Thousands' rounding option on the Account Cash Flow and Account Income and Forecast reports was not working.
NEW: Parameters; Page Heading now displayed when Parameters are showing in 'Single Page' mode
When Parameters (e.g., Parameter Sets) are used in a wizard (e.g., the Execute Script wizard), any 'Page Start' type Parameters can specify a caption that will then appear in the Form heading area.
FIX: Direct Debits; issue with final Direct Debit payment if Account is Overdue
If an Account is Overdue, the final Direct Debit payment may be incorrectly reduced by the value overdue.
FIX: Direct Debits; may not limit to Account's balance
The Process Direct Debit Payments wizard may not limit the Direct Debit to the Account's balance.
NEW: Shortcut keys assigned to Spell Check
Spell Checking of the currently focused control can now be invoked by pressing Alt+F7.
FIX: Reporting; Report fails when using certain fonts for the Detail section
When specifying a 'Detail' font for a report using the settings on the report's 'Printer' page, a font must be selected that supports the 'Regular' print style (i.e., non-bold).
FIX: Security Statement User Filters incorrectly applied
Security Statements are filtered out for a User based upon that User's User Group filters defined for Accounts and Clients.
FIX: Account Withdrawal; when committing Withdrawal fails with the message "Invalid Disbursement Payee Type"
When committing an Account Withdrawal it may fail with the message "Failed to commit Account Withdrawal. invalid Disbursement Payee Type".
FIX: Securities Register PPSR Add-On AU; Report; PPSR Collateral Registration Details; Errors when run
Running this report resulted in the following error:
FIX: Account Payment Method entry; Client button on the Payment Method control should not initially be disabled
The Client button on the Payment Method control was only enabled when a Payment Method was selected. This has been changed so the Client button is enabled even if the Payment Method is blank.
FIX: Close Accounts wizard; behind the scenes the summary page may cause errors to be generated
The Close Accounts wizard may, behind the scenes, cause errors to be generated when building the summary page. This is not visible to the user.
NEW: Workflows; Business Layer methods added to get current Account Workflows
Two new business layer methods have been added to the finAccountWorkflows object to retrieve the earliest current (i.e., unclosed) Workflow.
FIX: Account Log, Document, Email and SMS wizard; change Fee Element may not default Fee, Reference and Notes from Element
The Account Log, Document, Email and SMS wizards may not update the Fee Value, Reference and Notes when the Fee Element is changed.
NEW: Global Collections now export User Defined fields
The read-only objects for Global Collections that have User Defined fields now have properties named User0 - User9. These expose the values of the User Defined field values and can be used by Scripts or viewed and searched on the relevant search form.
NEW: Account Payment details; the Account Number and other details are now intelligently defaulted after the Payment Method is selected
When entering an Account Payment, Closing an Account etc, ie where payment details are entered, the Account Number and other details are now intelligently defaulted after the Payment Method has been selected.
NEW: Summary pages can now be styled using a custom CSS stylesheet
Summary pages use a CSS stylesheet to define their styles. This is stored in the templates folder and named general_1.00.css.
FIX: User Preferences; Copy User Preferences wizard, Settings page; The Taskpane is not copying over to the selected User.
User Preferences; Copy User Preferences, Specify any other User Interface settings to copy.
NEW: Accounts form; performance improvements
The Accounts form now opens faster on databases with a large number of Accounts and with the Tools, User Preferences, Performance, 'Use Account dropdowns' option checked.
FIX: Securities Register PPSR Add-On AU; Report; PPSR Collateral Registration Details; Is printing items that have a Security Type class of 'Not Applicable'.
Security Items that have a Security Type class of 'Not Applicable', or are flagged as 'Defunct' or a 'Trade-In' do not get registered therefore should not appear on this report.
FIX: Securities Register PPSR Add-On; Reports; PPSR Financing Statement Details NZ; captions updated
Registration Details.
NEW: Account Processes; changed message "Processing of 10 Accounts in a row failed"
If Account Processes detects that 10 Accounts in a row fail to processes, ie they errored, then it aborts the processing as it is likely there is a major issue that will cause further processing to continue to error, eg the Database Server has crashed.
FIX: Workflow Add-On; Admin, Workflow Types form, Options page; Object Events button wasn't opening the Scripts form.
When clicking on the open button on the Object Events script, nothing happened.
FIX: Contractual Account Overdues; in some circumstances the total overdue was not matching the breakdown of overdue
In some circumstances the contractual total overdue was not matching the breakdown of overdues.
FIX: Workflows Add-On; Account Processes; Selecting a single workflow results in a 'Failed to open DataTable' error.
Running Account Processes for Workflows.
FIX: Workflow Add-On; Task Manager, Opening the Task Manager displayed error in Debug Window.
If you have the Workflow Add-On, then when opening the Task Manager the following error occurred in the Debug Window:
FIX: Task Manager; may fail with an error "Object reference not set to an instance of an object."
Opening the Task Manager may fail with an error "An unhandled exception has occurred. Object reference not set to an instance of an object.".
NEW: Client form, Logs page; Log Summary has been updated for Update Requests received from Client Connect
A change has been made to the log summary inbuilt script for Web Mail Client Logs that request updates to contact methods and contact addresses.
FIX: Transaction Entry; Import/ Export updated
The Transaction Entry File Import/ Export has been updated to better handle invalid files.
NEW: Parameter Sets; Parameter Set Type has been removed
Parameter Sets no longer have a 'Parameter Set Type' that can be entered.
FIX: Import/ Export Scripts; some information not importing/ exporting as expected
Some information was not importing/ exporting as expected for Scripts.
NEW: Reporting; Log reports now use simplified parameters when run from the relevant Log form
The following Log Details reports now use simplified parameters if run from the relevant Log form. All record filters apart from the main filters (e.g., a range of Logs) are excluded.
NEW: Disbursements; new Permission Keys added
The following new Permission Keys have been added for Disbursements:
NEW: Reporting; Account Exception List; now shows Suspension Reviews
The Account Exception List report now has the ability to show 'Suspension Review Date' items, i.e., Accounts where the Suspension Review Date is set.
FIX: Bank Account form, Bank Import Services page, Bank Account Import Service drilldown form, Import Batch page, Import Rule drilldown form, Transaction Value 'Not Applicable' not in dropdown
When a preconfigured Import Service is added with a default Import Rule, the 'Trans Value' may be set to 'Not Applicable' (depending on the service).
NEW: Task Manager; The ability to change the 'Date To' more than a week ahead.
Two more dates have been added to the 'Date To' menu at the right hand top corner of the Task Manager form:
FIX: Account Refinance; Transaction values were sometimes preserved from the original Account
When refinancing an Account, transaction values were sometimes preserved from the original Account. For example, the original Loan Advance value was shown on the Account being refinance to.
FIX: Advanced External Parties Add-On; Account form; Changes to Disbursements were not audited.
The option to audit Disbursements was missing from Global Settings, Audit, Accounts page.
NEW: Database Open; new Permission Key to stop a User opening a Database in Exclusive mode
A new Permission Key has been added to stop a User opening a Database in Exclusive mode.
NEW: Accounts form; Logs grid now has a 'Fee' column
A 'Fee' column has been added to the Logs grid on the Accounts form. This is hidden by default.
FIX: Reporting; User Log List; grouping not working
Some groupings on the User Log List report were not working correctly.
NEW: Reporting; All Log List reports can now be filtered and grouped by Subject
The following Log List reports can now be filtered and grouped by Subject:
NEW: Securities Register Add-On; Security Statements; Security Items form(AU); PPSR page greyed out for some of the Security Types.
If the Security Item has a Security Type Class that is 'Not Applicable' then the PPSR page on the Action Panel will be greyed out but the page can still be displayed (but all controls are disabled) as the user may change the Security Type to a type that i...