Release History
finPOWER Connect 1.06.00
NEW: Monitor Category Ranges are now limited to the appropriate Monitor Category
Monitor Category Ranges are now limited to the appropriate Monitor Category in the following reports:
NEW: Workflows; Automatically copy file to document manager based on settings
When actioning a Workflow Item, depending on the Item's settings, the user may be prompted to enter notes and or/ attach a Document File to the item.
NEW: Wizard Validator Scripts can now use parameters defined in an Application Shortcut
When a wizard, e.g., the Account Payment wizard is opened via an Application Shortcut, the Wizard Validator Script can now access any ad-hoc parameters passed when opening the wizard form.
NEW: Grids; when thousands of rows, activating last row can be slow
When a grid has thousands of rows, activating the first or last row can be very slow. For example, on the Account form, transaction, audit pages etc, when changing to that page the last row is selected - and this can be slow.
FIX: Accounts; saving a Quote fires script event "StatusChangePost" but parameters are incorrect
Saving a new Account as a "Quote" should fires a number of script events.
FIX: Account Calculations; Total Interest calculation fails with message
Entering the "Total Interest" in either the New Account or Account Quotation wizards may fail with the message:
NEW: Account Trial Balance Report; Accrued Interest now includes existing transactions when backdating
The Account Trial Balance Report now shows accrued interest as at a date when backdating the report and the interest has already been charged.
NEW: Reporting; Transaction List; Can now be filtered by 'Promise Status'
The Transaction List can now be filtered by 'Promise Status'.
NEW: Reporting; Transaction List; Warning now given when attempting to show 'Payment Due' Elements without showing 'Overdue' column
Running the Transaction List report and attempting to show 'Payment Due' Elements when not including the 'Overdue' column results in no records being included on the report.
FIX: Phone numbers; reformatting phone numbers behaviour changed
When reformatting phone numbers, finPOWER Connect may clear the phone number entered, or simply remove non-numeric text.
NEW: ISServiceLog table; added ProcessedExternal1 flag to enable external processes to further validate records stored here
The ISServiceLog table contains records of calls made to other services, eg Credit Enquiries, PPSR Transactions.
FIX: Account; new Account not defaulting the default value from Information Lists for Source, Purpose and Region
The New Account wizard was not defaulting the default value from Information Lists for Source, Purpose and Region.
NEW: Security Statements; PriorRegNumber changed to RegisterPriorReference
Both the database field on the SecurityStmtItem table and the property on a Security Statement Item have been changed from PriorRegNumber to RegisterPriorReference to avoid confusion with the vehicle registration number.
NEW: Database; Indexes added to AccountTransaction and BankTransaction for ProcessedExternal fields
Indexes have been added to both the AccountTransaction and BankTransaction table to the following fields:
NEW: Date text conversions; removed some logic to do with intelligent date conversions
When converting a "text" date to an "date" value finPOWER Connect applies several pieces of logic, eg it looks for a month entered as text as in "May".
NEW: User Preferences; Copy User Preferences wizard; new option to copy Task Manager folders
A new option has been added to the Copy User Preferences wizard to copy Task Manager folders.
NEW: Workflows; Items targeting Account Client do not restrict accordingly
Workflow Items targeting individual Account Clients, i.e., when they have the 'Repeat this item for each Account Client?' box checked.
NEW: New Date Formatting functions added to business layer
The following Date Formatting functions have been added to the business layer for use in Scripts and other applications:
NEW: Account Types; add "Show Overdue in Summary Pages?" option
Account Types now include a "Show Overdue in Summary Pages?" option as well as "Show Contractual Overdue in Summary Pages?".
FIX: Spelling mistake 'Exisiting' corrected
Various occurences of the spelling mistake 'Exisiting' have been corrected to 'Existing'.
NEW: Reporting; Account Exception List; Can now report on individual Suspension details
The 'Suspension Review Date' option has been removed from the Account Exception List report and has been replaced by the following options:
FIX: Logs; Parameters property added and utilised in VBA templates since Extended Data is incorrectly re-used
The following Log objects have an ExtendedData property which was being used to store a key/value list of parameters entered when a Document was created:
NEW: Monitor Categories; updated "Review" functions
Reviewing and changing Account Monitor Categories has been updated and brought into line with other similar functions.
NEW: Payment Arrangement wizard; new option to prevent user extending payments past the Maturity date
There is a new option to prevent users extending payments past the Account's Maturity date in the Payment Arrangement wizard.
FIX: Reports; Queries adding Monitor Category columns when not in use
Various queries were adding the three Monitor Category columns without checking if they were defined as 'In Use'.
NEW: Credit Enquiry Add-On; VedaXMLAU, Test or Production added to error message
If the VedaXMLAU request fails then the error message displayed now includes whether the request was carried out on the Test or Production environment.
NEW: Credit Enquiry Add-On; VedaXMLNZ, Test or Production added to error message
If the VedaXMLNZ request fails then the error message displayed now includes whether the request was carried out on the Test or Production environment.
FIX: User Group filters now applied where they were not applied previously
User Group filters are now applied to the following forms to prevent records being viewed if the current User does not have permission to view them:
NEW: Securities Register PPSR Add-On New Zealand; Test or Production added to error message
If the PPSR G2B request fails then the error message displayed now includes whether the request was carried out on the Test or Production environment.
NEW: Securities Register PPSR Add-On Australia; Discovery or Production added to error message
If the PPSR B2G request fails then the error message displayed now includes whether the request was carried out on the Discovery or Production environment.
NEW: Reporting; Export columns list can now be sorted
The left-hand columns list on the 'Data Export' page of the report parameters form can now be sorted into alphabetical order.
NEW: Queues; Script code is now defined with the Queue
Queues no longer reference a Script; they have been updated to allow Script Code to be defined as per Documents and Workflow Types.
NEW: Queues form; Permissions page updated
The Permissions page on the Queues form now contains both Edit and Execute Permission details (there were previously two separate pages).
NEW: Account Reports; add Contractual Overdue Days
Account Reports can now include Contractual Overdue Days as a column in an export and also as an order by column.
NEW: Payment Arrangements; enhancements for Wizard Validator scripts
The Payment Arrangement object has been enhanced with a number of properties that the Payment Arrangement wizard validator script can utilise.
FIX: Workflows; Publishing an SMS Document fails with 'Recipient not specified' error
When an SMS Document Log is generated from a Workflow Item, the Log, e.g., an Account Log, may not contain any recipient details. This can be verified by viewing the 'SMS' page on the Account Log form.
NEW: Logs now validate Email and SMS details are specified when saving
Attempting to save one of the following business layer objects where the ExtendedType is set to 'Email' or 'SMS' will fail if the ExtendedData does not contain the correct information:
NEW: Workflow Add-On; Reports, Workflow List, new Columns added
The following columns have been added to the Workflow List query:
FIX: Reporting; Accounting Ledger List; Grouping by Monitor Categories has changed
The way the Accounting Ledger report groups by Monitor Categories has been changed. This is an internal change and will not affect how the report appears or functions.
FIX: Bank Export Services; WBC Deskbank export service listed in Australian database
"WBC Deskbank" is listed as a Bank Export Service in Australian databases. This is a New Zealand bank export and should not have been included here.
FIX: Overrider form displays incorrect Customer Support Number (CSN)
When logging in using a password overrider, the incorrect Customer Support Number (CSN) may be shown.
FIX: Reporting; Transaction List; Grouping by Monitor Categories has changed
The way the Transaction List report groups by Monitor Categories has been changed. This is an internal change and will not affect how the report appears or functions.
NEW: Workflow Type Scripts now have the ability to run with Administrator permission
Workflow Type Scripts now have the ability to run with Administrator permission.
NEW: Clients; Additional Communication flags added when licensed for the Advanced Clients Add-On
The following communication flags have been added for Clients and can be used when licensed for the Advanced Clients Add-On:
NEW: Report Templates; Script code is now defined with the Report Template
Report Templates no longer reference a Script; they have been updated to allow Script Code to be defined as per Documents and Workflow Types.
NEW: Payment Arrangements; enhanced "Promise" functionality
The Promise facilities within an Account Payment Arrangement have been enhanced to provide better information from within the standard system, ie without resorting to additional customisations.
FIX: Client Key Details page; Accounts Block showing archived Accounts
Archived Accounts are no longer included in the Accounts Block on the Client Key Details page.
NEW: Database; Client table indexes
The following fields have been indexed in the Client table:
NEW: Database; ClientAka table enhancements
The following fields have been added to the ClientAka table (these are for future use):
FIX: 'Scalar Function' type Scripts return result as a String
'Scalar Function' type Scripts were returning the result as a String when called via the Script's ExecuteScalarFunction method. This was incorrect, the result should always have been an Object (as per the function signature) meaning that any data type ca...