Release History
finPOWER Connect 1.06.06
FIX: Task Manager; History tab; order of items on the same days is not as expected
In the Task Manager, the History tab (for Workflows and Monitored Accounts) shows a list for the Account in reverse chronological order. For items with the same date but no time portion (e.g., Logs), the order of items was not as expected.
FIX: Client Statistics Set wizard; Tooltip removed from grid labels
The following tooltip has been removed from all 4 grid labels as this was displayed when the statistics could be added to and removed from the Statistics Set:
NEW: Accounts form, Status page; New permission added for Status History tab
A new permission 'Account.Form.Page.StatusHistory' has been added to allow/deny the user permission to view the History tab on the Account Status page.
NEW: Export Bank Transactions; ExportPreProcess event added for Custom exports
A new Event has been added to the Bank Export Object Events script. The eventId is 'ExportPreProcess'.
FIX: Scripting; Task Manager Monitored Accounts History Script; option added to enable use of the built-in Script
The Task Manager Monitored Account History Script (viewable from the Task Manager, History page when a Monitored Account is selected) is actually the same as the Task Manager Workflow History Script.
NEW: Workflow Types; 'Credit Enquiry' items can now define the Credit Bureau service to use
'Credit Enquiry' type Workflow Items can now define the Credit Bureau service to use.
NEW: Account Restructure; new warning added to Changes summary if overridden payments are not included
A new warning has been added to the Changes summary block in the Account Restructures wizard if overridden payments are not included, eg if the date is after the final payment.
NEW: Accounts, Financial page; Functionality added to review Other Interest Rate
The user can now review the Other Interest Rate for an Account, where the Other Interest type defined on the Account Type is 'Custom'.
NEW: Centrix; Credit Enquiry now shows an Alert if the Driver Licence was not verified
The Centrix Credit Enquiry Report now shows an Alert if the Driver Licence was not verified, or was only partially matched.
NEW: Reporting; Queries now clean results to remove deleted rows from Data Table
The following Queries now 'clean' their results, e.g., convert primary keys with a value of zero to 'Null' and remove any 'Deleted' rows (these rows will have been marked as deleted during post-processing of the query, i.e., removed due to filters that co...
NEW: Report Templates; Tooltip added to 'Additional Fields' textbox
The following Queries (and therefore all reports that utilise them) now have an updated tooltip on their 'SqlFields' parameter. The tooltip now details the tables that are always included in the Query, e.g., the Account List will always include the Accoun...
NEW: Reporting; Transaction List and Bank Transaction List now support 'SqlFields' parameter used by Report Templates
The following Queries and their corresponding Reports now support an 'SqlFields' parameter which enables Report Templates to add to the Query's field list via the Query page on the Report Templates form:
NEW: Securities Register PPSR Add-On; Security Item form, Boat page, Warning labels added
Warning labels have been added for Boat type Security Items noting which fields will be used to register the item on the PPSR.
NEW: Securities Register PPSR Add-on; Identification Number now validated
The Identification Number on a Serial Numbered Good or Boat Security Item is now validated before being sent to the PPSR.
NEW: Credit Enquiry Add-On, NZ databases; Credit Enquiry wizard, Individual page; Drivers Licence format inconsistent
An identification type to be used for Drivers Licences can be defined under Global Settings, Clients, Credit Bureau page.
FIX: New Task alerts; may fail with a "URI string too long" unhandled exception
If either the "Show Alerts" when database is opened or "Show Alerts" periodically is checked under User Preferences, Tasks and Workflows, General page is checked - and there are thousands of tasks outstanding then a unhandled exception may occur with the...
FIX: Credit Enquiry Add-On, Account form, Status page; Credit Bureau Default details should not appear for quotes
The Credit Bureau Default block on the Status summary page is no longer displayed when the Account is a quote.
FIX: Disbursements Add-On; Elements form, Disbursements page not showing correctly whether it is disabled
The Disbursement page should be disabled for Element Types Disbursement and Payment Due.
NEW: Securitisation Add-On, Account Disbursement; Added Payee Type of Bulk Funder
When manually adding a disbursement to an Account you now have the option to select a Payee Type of Bulk Funder.
FIX: Disbursements; Transaction, Approve Disbursements wizard not refreshing the Disbursements when Payee Types change
If the Check List of Payee Types was updated (a Payee Type was checked or unchecked) on the first page, then when you moved to the list of Disbursements/Commissions, the list did not reflect the changes to the Payee Types.
FIX: Account Restructure; if the new Final Payment date is set many years into the future an unhandled exception error may occur
When entering the Final Payment date in an Account Restructure, an unhandled exception error may occur if it is dated many years into the future. For example, try entering the date 5/5/5555.
NEW: Global Settings, Internet page; Proxy Server Auto-Detect button missing
An 'Auto Detect' button has been added to the Proxy Server field.
NEW: Bank Account, Export Services; New tag added for Export File Name
When entering the default File Name for an Export Service the following special tags are available:
NEW: Reports, Account List query; New columns added for export
The following new columns have been added to the Account List query.
FIX: Reports. Account Details Report
All details are printed as at the current date and time and the Date As At is used in the query when filtering the Accounts to include.
NEW: Function added to finObjectAuditItem to populate finAccountClose object
A new function has been added to finObjectAuditItem which will populate a new finAccountClose object from the Audit Item Notes field.
NEW: Process, Send Email Message; Message updated to display the selected Target
On the Email page of the wizard the user can select the Target for the message; Open for Edit, Save as Draft, Send.
NEW: finAccountCalc Business Layer object; now exposes IsModePaymentArrangement and IsModeRestructure properties
The finAccountCalc Business Layer object now exposes two new properties, IsModePaymentArrangement and IsModeRestructure.
NEW: Task Manager, Account History tab; added option to omit "Audit" logs
There is a new option for the Account History tab of the Task Manager form to omit "Audit" logs.
FIX: Account Import; fails with an "finAccountCalc node not found" error
Importing an Account may fail with an "finAccountCalc node not found" error. The full error message is displayed below:
FIX: Account Refinance; Description now updates if the old Account had an auto generated description
If the description of the Account to be refinanced is the default description then this was not being updated if the Account Type was changed on the Refinanced Account.
FIX: New Account wizard, Other details page; Client Bank Account list not refreshing when Client is changed
The list of Client bank accounts were not refreshing after changing a Client.
FIX: Validation for Date, Time and Number controls has been updated to give clear error messages
Validation for date, time and number controls has been split to test the minimum allowed value and then the maximum allowed value.
FIX: Scripts; Sample Account Processes Payment Promise Script; Process Payment Arrangement Promise Transactions; Account range not working when run as a General script
The following sample script has been updated: Script_AccountProcesses_PaymentArrangementPromises.xml Version: 1.04
FIX: New Client wizard, Matches page; Show suburb instead of city for Australian databases
The list of possible Client matches displays details of the possible matches.
FIX: Account Payment wizard; Changing payment method not updating reference
When selecting the Payment Method on the Account Payment form, it always displays the Reference or Particulars, Code and Reference of the first Method chosen.
NEW: Credit Bureau; Loading of Defaults to Centrix (New Zealand) added
The ability to load Account Defaults to the Centrix (New Zealand) Credit Bureau service has been added.
FIX: Report Explorer; clicking "Form Details" from the Form tabs causes an unhandled exception error
Right clicking the Report Explorer form tab and selecting "Form Details" causes "An unhandled exception has occurred. Object reference not set to an instance of an object." error.
NEW: Credit Enquiry Add-On, Credit Enquiry VedaXMLAU Individual Products; Credit Bureau File Id changed to a combo box
Individual enquires performed using the VedaXMLAU service allows entry of a Credit Bureau File Id.
FIX: Account Type form, Payments page; Bank Reference Code field should not include smart tags
Account Type form, Payments page, Bank Reference Code.
NEW: Expression Builder form; Now evaluates only selected part of expression
The Expression Builder form (Tools, Utilities, Expression Builder) now validates the selected text in the expression if part of the expression is selected.
NEW: HTML Viewer form now decides a file extension of XML when saving
Clicking the Save button on an HTML viewer form (e.g., viewing the request of a Credit Enquiry) will now default the file extension to XML if the content looks to be XML, e.g., it has an XML opening tag or looks to be a SOAP request.
NEW: Reporting; Grid Print report; now shows 'strikeout' if showing formatting
The Grid Print report (run from right-clicking a grid and selecting Print) now shows 'strikeout' text if the option to show formatting is selected.
FIX: Monitor Category change wizard; when a Quote the current category does not default
In the Monitor Category change wizard, when an Account is still a Quote, the current category does not default.
FIX: Task Manager; may fail with 'An unhandled exception has occurred' error
The Task Manager may fail with 'An unhandled exception has occurred' error after changing the Monitor Category of an Account in a 'Monitored Accounts' type folder.
FIX: Negative Payments; matching logic not applied to Get Last Payment and Get Last Reversed Payment
The logic added in 1.6.3 for negative Payment matching was not applied in three areas.
FIX: Accounts form, Payments page; Bank Match not deleting
A bank match containing special characters was not deleted when clicking on the red cross next to the bank match.
NEW: Scripts; HTML Report Scripts can now be run from Process menu and other Scripts from the Report Explorer
The Other page of the Scripts form now allows the following type of Scripts to appear either on the Process menu or in the Report Explorer:
FIX: finClientContactMethods.GetCurrentContactMethod method issues
The business layer finClientContactMethods.GetCurrentContactMethod method was not using the following parameters correctly to retrieve a Contact Method:
NEW: Sample Excel VBA files updated to include 'RangeSet' function in ISCommonExcel module
The following sample Excel VBA files have been updated to include a 'RangeSet' function in the ISCommonExcel module (this module has been updated to version 1.01):