Release History
finPOWER Connect 1.06.07
FIX: Setting the DateEffective property could cause audit details to be inaccurate on some business layer objects
Setting the DateEffective property could cause audit details to be inaccurate or Account History records to be created uneccessarily on the following business layer objects:
FIX: Floating Rate or Revolving Credit Accounts Add-On; Change of Interest Cycle not audited
When an Interest Cycle is changed, the changes were not being audited. An Audit record will now be created.
NEW: New grid column format added. It is used when displaying percentages in grid columns; e.g. Interest Rates
A new grid column format has been added. It is used when displaying percentages in grid columns; e.g. Interest Rates
FIX: Detail Reports - printing text version of data instead of HTML Summary page; text should not be HTML encoded
When printing the Account Details report, Payment Details section (but do not check HTML Summary Page), a text version of the Payments page is printed.
FIX: Securities Add-On; Security Statement form, Security Items page, Summary Script updated
The Valuation block for Land Security Item types was out of date.
FIX: Overriding Payments grids; Inserting row when not focused on grid does not show new row
Inserting a row in an Overriding Payments grid does not show the new row if the grid was not focused. Instead, when another action refreshes the grid, e.g., moving to the previous page in a wizard and then back to the page containing the grid, blank rows...
NEW: Wizard and other form-based reports updated
The following reports which are run from wizards or other forms have been updated. The main change is the mechanism by which the reports receive their information but other minor tweaks have been made as specified below:
FIX: Checkbox List control; Resets scroll position when checking or unchecking an item
The Checkbox List control resets its scroll position when checking or unchecking an item. This is especially noticeable on reports such as the Transaction Entry List which presents a long list of columns to include.
NEW: Account Details Report; Financial page details updated
The Financial section of the Account Details report has been updated.
FIX: Revolving Credit Loans; Resetting Open Account to Quote leaves original History records
Resetting an Open Account back to a Quote did not remove the original Account History records.
NEW: Business layer 'Reorder' methods deprecated and 'Sort' methods added
The following business layer objects had 'Reorder' methods. This naming was non-standard and these methods have been flagged as deprecated and replaced with 'Sort' methods:
FIX: Overriding Payments; the logic behind sorting and using Overriding Payments has been updated
The logic behind sorting and using Overriding Payments with date ranges has been changed.
FIX: Payment Arrangements; when adding a new Arrangement, some details on all existing Arrangements for the Account are updated
When making a new Payment Arrangement the following fields on all existing Arrangements for the Account are updated:
FIX: Account pseudo modal drilldown wizards; Close form if Account fails to load
If object.AccountLoad failed it was leaving the form in a state where the Account is blank and the control becomes readonly, so we now show the error and then close the form.
FIX: Account Status Reports, Account Exception List; Filtering by Credit Ratings causes error
If the Account Exception List or the Account Correspondence Exception List was filtered by Credit Ratings, the following error occurred:
NEW: Revolving Credit or Fixed Term Floating Rate Add-On, Account Status Reports, Account Interest Rate Variance List; New Report/ Query.
This new report and query are available if you are licensed for Revolving Credit Loan Accounts or Fixed Term Floating Rate Loan Accounts.
NEW: Report Parameters; Boolean type parameters no longer print ':True'
Boolean type (True or False) Report parameters are only printed if they are True.
NEW: Disbursements; new option to re-date Disbursement if the Account's date opened has been moved forward
In the New Account wizard, if the date of a Disbursement is prior to the Account's opening date you are now asked if you wish to re-date Disbursements to the Account's opening date.
FIX: Account Close; may fail if Interest transactions dated prior to Entity's Transaction Begin Date
When closing an Account the commit may fail if an Interest transaction is created and is dated prior to the Entity's Transaction Begin date. A message similar to this appears: "Failed to commit Account Close. Failed to commit Batch. Cannot partially commi...
FIX: Workflow Actions wizard; 'Index was out of range' error when reaching final page of wizard
When reaching the final page of the Worfklow Actions wizard, an 'Index was out of range' error may occur if a combination of actions such as SMS and Email have been selected.
NEW: Workflows; 'BeforeItemAction' Script event can now update the Outcome and StatusNotes for 'Question' and 'Test' type Workflow Item
The 'BeforeItemAction' Script event can now update the Outcome and StatusNotes for a 'Question' or 'Test' type Workflow Item.
NEW: I_ISRecordCodeDescription interface added
A new business layer interface, I_ISRecordCodeDescription, has been implemented on the following global collection objects:
FIX: Expressions; Expression Builder form now handles pipe separated expressions and other expression changes
The Expression Builder form can now evaluate multiple, pipe separated expressions, e.g.:
FIX: Report Account and Account Type range parameters named inconsistently
The following reports had non-standard Account and Account Type range parameters defined:
FIX: Task Manager; Clearing Workflow's recall status did not clear the 'Recall Immediately' flag
Clearing a Workflow's recall status using one of the 'Set Recall Date' buttons in the Task Manager did not clear the 'Recall Immediately' flag if the Workflow did not also have a Recall Date.
NEW: Key Details Scripts; Account and Workflow have been updated
The following inbuilt scripts have been updated:
NEW: Fixed Term & Fixed Term Floating Rate Accounts Add-Ons; Account Financial page, Interest Block, Post maturity interest changed from boolean to enum
A True or False option on the Account Type for Post Maturity Interest options was changed to a list of options (as per job J010236), but the Account Summary page script was not updated and still used the old True/False property.
NEW: Data Export formatting enhancements; HTML format more readable
When exporting data in HTML format, the exported columns will use any overriding formatting from the grid columns.
NEW: User dropdown lists now contain an 'Active' column
User dropdowns, e.g., the dropdown box at the bottom the User Preferences form (when logged in as an Administrator) now contain an 'Active' column. This can be used to quickly sort the list into active/ inactive Users.
FIX: Inserting tags in textboxes using the right-click context menu may insert tag at the wrong location
Using the right-click context menu to insert tags into a textbox, e.g., the SMS Message textbox on the Workflow Actions wizard may insert the tag at the wrong location.
NEW: Users; Integrated Security changes made to allow User password to be defined even when using Integrated Security
If a database is set up in MS SQL Server and Users are configured to use Integrated Security and this database is then copied to an MS Access database (e.g., in a test environment), no Users can login since Integrated Security is only supported for MS SQL...
NEW: Pass ScriptContext data to all Scripts run from forms; Document scripts can now access ScriptContext data
The following forms have been updated to pass ScriptContext data through to the document scripts executed from the form.
FIX: Task Manager; Folder properties have incorrect lookup heading when specifying 'Item Groups' filter
The Task Manager Folder wizard has the incorrect heading when specifying a filter for 'Item Groups'. The heading reads 'Lookup Workflow Categories' when it should be 'Lookup Workflow Item Groups'.
NEW: Worfklows; Documents can now include additional Workflow-related tags
The following tags are now available to include in Email and SMS Documents published from a Workflow:
FIX: Account and Client Range Lookups; Filters for reports and wizards do not use ranges when pasted in via the Account List and Client List form buttons
Range Lookups, e.g., the Accounts range on the Account List report do not always respect the ranges entered if these values have been set via the 'Paste' or 'Paste Selected' buttons on the Account List and Client List forms.
NEW: Workflows; Workflow Type can now clear Account Monitor Categories when the Workflow is closed
A new option on the Workflow Types form, Options page allows the Workflow's Account's Monitor Categories to be cleared upon closing the Workflow.
NEW: Workflows; Log and Outgoing Communication items now work the same from the Task Manager and the Workflows form
Actioning Log and Outgoing Communication type Workflow Items now works the same from the Task Manager and the Workflows form, i.e., the Workflow Actions wizard is displayed to allow the User to enter Log details.
FIX: Workflows; Actioning an Outgoing Communication or Log and specifying a Fee does not charge the Fee
Actioning an Outgoing Communication or Log type Workflow Item and specifying a Fee does not charge the Fee.
FIX: General Ledger Export; Bank Transactions sometimes not exported
Bank Transactions are sometimes not included in the General Ledger Export when they should be.
FIX: Workflows; Business layer allows an already closed Workflow to be closed
The finWorkflowClose business layer object allowed an already closed Workflow to be closed. This updated the Workflow's Close Notes and Last Updated details.
FIX: Account Types; Overdue Rules checking whether both 'Not Monitored' AND 'Currently Monitored' not working correctly
Account Types, Overdue Rules checking whether the Account was both 'Not Monitored' AND 'Currently Monitored' was not working correctly.
FIX: Workflows; Workflow Actions wizard not saving entered Document Parameters against Document Log
The Document Log(s) generated as a result of publishing a Document from the Workflow Actions wizard was not storing the Document Parameters against the Document Log. i.e., if the Document defined Parameters and a User entered something during the process...
FIX: Document 'GenerateMessage' Script event cannot access Parameters
A Document's 'GenerateMessage' Script event cannot access Parameters.
NEW: Workflows Add-On; Tools, User Security, Users. New User wizard; Sub heading added to Workflows page
There was no sub heading on the Workflows page of the New User wizard:
FIX: Workflows; Workflow Actions wizard not using 'GenerateMessage' event on Email and SMS Documents
The Workflow Actions wizard was not calling the 'GenerateMessage' event for Email and SMS Documents.
FIX: Client form; Accounts page; Refreshing issues when using the "Show Hidden Accounts?" checkbox
Repeatedly refreshing the Accounts page of the Clients form (e.g., by pressing F5) may cause the number of items in the grid to appear to change. This was a redraw issue with the external grid component used and scrolling the list of Accounts then shows t...
FIX: Revolving Credit Loans; Maturity Date on "Opening" Financial item always shows current Maturity date
On the Financial page of a Revolving Credit Loan the Maturity Date on the "Opening" item always shows the current Maturity date. It should show the original Maturity date.
FIX: Client Type Change; Client Type list not displaying correctly when you click on another form and return Client Type Change form
After selecting an Individual Client to change, the New Client Type list is filtered to Organisation Client Types.
FIX: Securities Register Add-On, Security Item form, Land page; Tab order incorrect
When tabbing through the fields on the Land page of a Security Item, the tab order was incorrect and was focusing on the Date Registered control then the Location Details (missing Date Discharged), then the Date Discharged.
FIX: External Parties Add-On; Deleting an Employee of an External Party may give contraint message
When trying to delete an External Party Employee that is an External User (Users & Responsibilities form, External page), the following message is displayed: