Release History
finPOWER Connect 1.06.05
NEW: External Party Employees can now be added as Users via a button on the respective forms
The External Parties form, Personnel page now has a button to add the employee as a finPOWER Connect User if:
NEW: External Users no longer require a link to a Client record
Previously, to grant an External Party Employee the ability to login to finPOWER Connect, the Employee record needed to be linked to a Client record.
NEW: Refinancing; new flag on Workflow Type to cancel Workflow and move back to original Account
A new flag on the Workflow Types, Options page allows Workflows to be automatically closed (cancelled) and moved back to the original Account if a Refinance is declined or unwanted.
FIX: Bank Importer ABA Standard Returned Items AU; Value incorrect on Specifications
The specification for Direct Entry Returns File format lists the length of the Value field as 8, but the position is 21-30 which means the length of the field to import should be 10.
NEW: Scripts can now display progress form and allow the User to cancel them
Script can now display a progress form and give the User the ability to cancel them.
FIX: Account form; Remittance advice fails when run from Send Document action
Disbursement_Remittance.dot sample remittance advice should only be run from an existing Disbursement Account Remittance Log.
NEW: Account, Close Account; Permission key Account.CloseWithFutureTransactions added
A new permission key has been added: Account.CloseWithFutureTransactions
FIX: Publishing Document Log may fail but Log still updated to indicate published successfully
Publishing a Document Log, e.g., for the sample Account Advice VBA, sets the Log's Published Status to 'Published', even if the VBA code indicated that the publish failed, e.g., as per the following code snippet:
NEW: List forms now save filter 'operator' when saving grid settings
When saving grid settings on the following forms, the filter 'operator' (e.g., Begins, Contains, Equals) is now saved for columns, even if that column is not currently being filtered, i.e., there is no value entered in the filter row for that column. This...
NEW: Banking Details; Credit Card Masking now displays last 4 characters only
Credit Card masking has been updated to display only the last 4 characters of the Credit Card number if the 'ShowUnmaskedAccountDetails' permission is set to Deny.
NEW: Only disconnected datareaders can now be created from Scripts and external applications
Calling the finBL.Database.ExecuteDataReader method has always returned a 'disconnected' .NET datareader when used from a Script or external application. This is a safeguard since some databases only allow a certain number of 'connected' datareaders and w...
NEW: Account form, Payments page; Summary script should show Bank Match field on Closed Accounts
The Bank Matches block on the Payment page of the Account form previously displayed for open Accounts only.
NEW: Global Settings; New option to indicate whether 'Client Web Access' is being used
A new Global Setting has been added to indicate whether 'Client Web Access' is being used. This is located under Global Settings, Web, General.
NEW: Client form, Accounts page, Accounts grid.
Two columns named 'Role'. Changed one to Account Role as per Clients grid on Account form.
FIX: Import/Export Client Employments; Gender is exported and imported as an integer
Client Employment Gender is now imported and exported as a string.
NEW: Execute Script wizard now displays Script description as Window title
The Execute Script wizard now displays the selected Script's description as the Window title except on the first (Script selection) page.
FIX: File, Import Information; Unhandled exception when importing Clients with no Client Group defined
If a Client Group is not defined as a default on User Preferences and the Client Group is not defined in the import XML then importing Clients will error when creating the next Auto Sequence Id.
NEW: Files and Logs grids now support dragging and dropping of files and Outlook mail items
The Files and Logs grids on the following forms now support dragging and dropping of files from Windows Explorer and mail items from Microsoft Outlook:
FIX: Bank Accounts, Import Services; ABA Standard Returned Items Bank Import file
The imported transactions were using the original "Process Date", whereas they are now using the "Return Date" from the Header record.
NEW: Account Type, New Accounts page; Allow entry of Review Date option added
A new option has been added to Account Types to indicate whether a review date can be entered on the New Account wizard.
NEW: Standard Transactions; new "Percent of Total Advances" basis
A new "Percent of Total Advances" basis has been added to Standard Transactions.
FIX: Standard Transactions; "Percent of Credit Limit" basis does not use the updated Credit Limit
The Standard Transaction basis "Percent of Credit Limit" always uses the original Credit Limit defined on the Account.
NEW: New Account wizard, Financial page; Changes to Control layout; Allow entry of Interest option added to the Account Type
A new option has been added to the Account Type, New Accounts page:
FIX: Reports, Account Trial Balance Report, "Overdue (adjusted for Maturity)" column did not show prepaid values
The Account Trial Balance Report "Overdue (adjusted for Maturity)" column did not show prepaid values.
FIX: Account form, Financial page; various details on Restructured lines may be incorrect
On the Account form, Financial page, various details on Restructured lines may be incorrect.
NEW: Accounts, Financial Page; updated "Term & Payments" and "Remaining Payments" blocks
On the Account form, Financial Page, the following changes have been made:
NEW: Accounting Ledgers; after a Restructure, when creating a new Ledger via the "Contractual Interest" method finPOWER Connect now uses the latest Restructured Contractual Interest
When creating a new Accounting Ledger using the "Contractual Interest" method, finPOWER Connect now uses the latest Restructured details if it has been Restructured.
FIX: Account Close; Disbursement recovery using Contractual Interest method should use calculation at original disbursement date
The Disbursement Recovery created during an Account Close, for "Contractual Interest" and "Proportional" methods should use the Account Calculation as at the original date of the Disbursement.
FIX: Account Financial Summary; if Account has no remaining payments the expected balance remaining shows incorrectly
In the Account Financial Summary, if an Account has no remaining payments the expected balance remaining shows as at the end of the calculated schedule. This is confusing - so in this case is no longer shown.
NEW: Logs; Added ParametersSetFromKeyValueList method to business layer
The following business layer Log objects not have a ParametersSetFromKeyValueList method for use in Scripts and external applications:
FIX: Address Lookup form; not taking 'Delivery Type' into account when automatically populating postcode
The Address Lookup form (viewed by clicking the edit icon next to an address) was not automatically populating the postcode when it had enough information to do so.
FIX: Account Trial Balance Report; updated Overdue columns
1. Contractual Overdue Balance column may print incorrect value.
FIX: Tools, Database, Upgrade an earlier finPOWER Connect database; Control layout issues when using High DPI
When entering details of the source database to be upgraded, the spacing and layout of the controls was not correct for screens using High DPI mode.
FIX: Client Advanced Add-On, New Client Wizard and Client form, Other Information page; captions updated
The question mark '?' was missing from the Other 1, Other 2, Other 3 and Other 4 communication checkboxes.
FIX: Bank Accounts, Import Services; Pre-configured Service BNZ Gifts import rule expanded
The import rule for the pre-configured BNZ Gifts Import Service specified transaction codes 50,050,001.
FIX: File, Export Information; Only Client details relevant to the Client Class should be exported
#Sole Trader
NEW: Account Menu, Import Accounts; Allow importing of a Quote Account that has simple financial details
Quote Accounts can now be imported with a limited amount of financial details.
NEW: Securitisation; Account can now be transferred to the same Bulk Funder
Securitised Accounts can now be transferred to the same Bulk Funder that they are currently securitised with. This allows a Script to recalculate securitisation rates and values.
FIX: Account Menu, Import Accounts; Do not import Account if ExternalId exists on another Account
If the ExternalId is present and non-blank, finPOWER Connect will attempt to locate an existing Account based upon the ExternalId, i.e. where the ExternalIds match.
FIX: QIF Bank Import; matches oldest Bank Transaction instead of latest
The QIF Bank Import matches the oldest Bank Transaction instead of latest Bank Transaction where multiple Bank Transactions exist for the same match.
FIX: Securities Register PPSR Add-On; More information sent when registering a Boat
Boats are registered on the PPSR as collateral type Goods - Other.
NEW: Obsolete business layer functionality updated to not show in intellisense
The following deprecated business layer members have been updated with a special attribute (EditorBrowsable) to make them invisible to intellisense:
FIX: Reporting; Transaction List report; filtering by a Source of 'Account Restructure' returns no results
Filtering the Transaction List report by a Source of 'Account Restructure' returns no results. Grouping by Source was however returning results.
FIX: Reporting; Account Control report; Elements with a long description are unreadable
When the Account Control report displays an Element with a long description, the description would wrap over multiple lines but the are would not be resized to display the multiple lines thereby making the description unreadable (you would see the bottom...
FIX: Account Types; Elements; validation issues fixed
The validation of Account Type Elements within the business layer has been tidied up and issues fixed.