Release History
finPOWER Connect 1.06.04
FIX: Veda NZ Credit Enquiry; missing request option for Electronic White Pages verification
The Veda NZ Credit Enquiry was missing the request option for Electronic White Pages verification.
NEW: Task Manager; Monitor Categories can not be edited for Account-based Workflows
The Task Manager now displays buttons to edit an Account-based Workflow's Monitor Categories (as per the Monitored Account folders).
FIX: Bank Accounts, Import Services BAI & BAI2; Not matching Bank Account
Australian Bank Import Services BAI and BAI2 were importing transactions without matching the bank account.
FIX: Bank Accounts, Import Services BAI & BAI2; Transaction date incorrect
Australian Bank Import Services BAI and BAI2 were importing transactions with today's date instead of using the transaction date from the import file.
FIX: Account Calculations; Accrued Interest/ Fees not included Reversed Interest and Fees
Accrued Interest/ Fees were not including "Reversed" Interest and Fees.
FIX: Account Schedule; Backdated Interest and Fee pending "reversal" transactions are not correctly allocated in the future schedule.
Backdated Interest and Fee pending "reversal" transactions are not correctly allocated in the future schedule.
NEW: Constants added to Queues, Report Templates and Workflow Types
A Constants page has been added to the following forms:
NEW: Bank Accounts, Import Services, Import Rules; New option to reverse the value imported
A new option 'Reverse Value' has been added to the Import Rules for Bank Account Import Services.
FIX: Scripts; Function Library type Scripts now disable Constants page
The 'Constants' page on the Scripts form is now disabled for 'Function Library' type Scripts since it is not applicable.
NEW: Summary text shown in Form Header is now available from the business layer
The following business layer objects now have a GetSummaryText method:
NEW: Task Manger; Refreshing now retains the currently selected folder and item
Refreshing the Task Manager by pressing F5 or clicking the Refresh button beneath the explorer tree now retains the currently selected folder and, if possible, the currently selected item.
FIX: Loan Contracts; minor layout changes to make formatting more consistent
Minor layout changes have been made to Loan Contract documents to make formatting more consistent.
FIX: Residual Value; Accounts with a residual value may not show accrued interest post maturity
Accounts with a residual value may not show any accrued interest post maturity.
NEW: Creating a Document via the User Interface now makes a 'Source' object available to the 'AfterParamatersInitialise' and 'AfterParametersFinalise' Script events
Creating a Document via the User Interface now makes a 'Source' object available to the 'AfterParamatersInitialise' and 'AfterParametersFinalise' Script events, e.g., when creating an Account Document, the 'source' parameter of the Script will be a finAcc...
NEW: Run Account Processes; Filters added for Payment Method ranges
Filters have been added to Account Processes for Payment Method (Incoming) and Payment Method (Outgoing) ranges.
NEW: Accounts form; New 'Disbursement Payments' action added
The Accounts form will now show a 'Disbursement Payments' action if:
NEW: Workflows; Built-in Key Details summary page updated to show 'Recall Immediate Details'
The built-in Key Details summary page updated to show 'Recall Immediate Details'. This is displayed after the Status, in small, red, bracketed text.
NEW: Document Manager Files grid now has a button to open Document Manager folder
The Files grid on the following forms now has a button to open the Document Manager folder. If this folder does not exist, it will be created:
NEW: User Preferences; Web Service Test Mode settings, default value is False
When initialising the Australian PPSR B2G password for the first time, the target environment was the PPSR B2G Discovery (Test) system.
NEW: Account Monitor Category History form; Now used Monitor Category colours to colour grid rows of show icon
The Account Monitor Category History form now uses the colours defined on the Monitor Category to colour the grid rows or show a coloured icon (based on the User Preferences, User Interface, Colour grid rows setting).
FIX: Account Client form; Now displays default Addressee and Salutation as blank tips
The Account Client form now displays the default Addressee and Salutation as blank tips.
NEW: Error message enhanced when failing to open a database
When a database fails to open, e.g., due to invalid SQL Server credentials, the error message did not include many details, e.g.:
FIX: Scripts; Test building 'Function Library' type Script now includes Reports and User Interface References
Performing a Test Build on a 'Function Library' type Script now includes both User Interface and Report references since the function library may require these depending on where it is being used.
FIX: Bank Accounts, Import Services; Pre-configured CBA Direct Entry MA23 description truncated
The Description and Service Type for the pre-configured import service 'CBA Direct Entry MA23' was truncated,
NEW: User Preferences, Tasks & Workflows, General page; Increase days before Quote appears as Task
The number of days before an outstanding Quote appears as a Task in the Task Manager is defined on the General page under the Tasks & Workflows heading on the User Preferences form.
FIX: Debug form attempts to load the incorrect stylesheet for 'Information' page
Viewing the Debug, Information tab with a database open does not load the correct HTML stylesheet.
NEW: Business layer functionality to get Client Addressee Name changed to use Global Setting for New Clients
The following business layer functions have been updated to return a Client Addressee Name based on the Global Setting for New Clients:
FIX: Task Manager; Monitored Accounts system folders not quoting Monitor Category Id
System generated Monitored Accounts folders in the Task Manager were not always quoting the Monitor Category Id (i.e., putting quotes around the code).
FIX: External Party Organiser; Bulk Funder folder shows when not licensed for the Securitisation Add-On
A 'Bulk Funder' folder is shown in the External Party Organiser form when not licensed for the Securitisation Add-On.
FIX: Script Account Object Events; "CalculateAfterInitialiseA" and "CalculateAfterInitialiseB" can cause issues
If using an "Object Event" script for an "Account" the "CalculateAfterInitialiseA" and "CalculateAfterInitialiseB" events can cause issues after the Account is saved, and is still a "Quote".
NEW: Bank Imports, Australian Databases; New ABA Returned Items bank import service added
A new bank import service has been added for Australia to import files that use the ABA standard direct entry returned items format.
FIX: Bank Accounts, Import Services; Bank Account Match Method defaults to 'None'
When adding a new Import Service for a Bank Account, the Bank Account Match Method will have a default value of 'None'.
FIX: Securities Register; Security Item List, group by Type, the Type description not printed
When grouping the Security Item List by Security Type, the Security Type description was not being printed on the group header.
NEW: Bank Suspense Items; the Other Party Bank Account is not shown in Imported Details for imported Bank Transactions
If a Bank Import includes the Other Party's Bank Account it should be shown in the Imported Details summary block of the Bank Suspense items wizard - it wasn't.
NEW: Transaction Allocation wizard; "paste" buttons added to move allocations
In the Transaction Allocation wizard "paste" buttons have been added to each of the new allocation values - to move allocations.