Release History
finPOWER Connect 1.06.08
NEW: Floating Interest Rate Change wizard; added event scripts
New script events have been added to the Floating Interest Rate Change commit.
NEW: Import and Export Information wizards updated
The Import Information wizard has been updated to allow an import type to be specified rather than relying on the file extension to determine this.
FIX: Account Type Fees; Facility and Over Limit Fees where Element is Due Immediately may cause issues
Default, Facility and Over Limit Fees. Where the element is Due Immediately it may cause issues such as the overdue value being incorrectly updated and therefore unexpectedly charging Default Interest and Fees.
FIX: Reporting; Account Control Report; Branch may be incorrect
The Branch reported by the Account Control Report may be incorrect.
FIX: Task Manager; User Preferences can now define Scripts to handle Monitored Accounts
The 'Tasks & Workflows' page of the User Preferences form can now define Scripts to handle Task Manager Monitored Account items.
NEW: Log forms; optimised to access the database less
The following Log forms now access the database less and therefore perform better on larger databases:
FIX: Import Information: fails with "File type not supported" if file has extension XML in caps
In the Import Information wizard, entering a file name with uppercase XML or CSV fails with the error "File type not supported".
NEW: New Account wizard; new option to default the Account Name based upon all "Owner" Client names
There is a new global option to default the Account Name based upon all "Owner" Client names.
FIX: Loan Contracts; Account Roles may show incorrect numbering sequence
In Loan Contract Documents, where there are multiple Clients of the same Account Role the client is shown as "Borrower 1", "Borrower 2" etc.
NEW: Page Sets Add-On; Licence option added
A new Licence option for the Page Sets Add-On has been added.
NEW: Documents; Script can now create and use finReports library
Documents Scripts can now create and use finReports library, e.g., to utilise the Account List query.
NEW: Documents; Account standard parameters updated
The standard parameters for Account Documents has been updated to contain additional filters such as Account Statuses and Account Classes.
NEW: Decline/ Unwanted Accounts; new option to update status on Account rather than archive immediately
Previously, when a "Quote" Account was declined or unwanted it was added as an Archived Account and the Account was deleted.
NEW: Business Layer; finAccountArchive object, ArchiveType property is now read-only
The finPOWER Connect Business Layer finAccountArchive object's ArchiveType property is now read-only.
NEW: Reporting; Queries and Reports updated to handle new 'Declined' and 'Unwanted' Account Statuses
The following queries and their corresponding reports have been updated to handle the new 'Declined' and 'Unwanted' Account Statuses. Generally the change is to simply include or exclude Accounts with the new statuses. Where this is not the case, detail o...
NEW: Account Financial page; Built-in Account Financial Script, Summary block layout width logic changes
The Summary block in the built-in Account Financial Script could appear a little narrow on wide screens.
NEW: Sample Script added to bulk add Workflows
A new sample Script has been added which allows a Workflow to be added to multiple Accounts.
NEW: Form Details HTML report updated to list Help Topics that the form uses
The built-in Form Details HTML report has been updated to list Help Topics that the form uses.
NEW: Purge; enhancements to Account and Archive purging
Several enhancements have been made to the purge in regards to Account and Archive purging.
FIX: Accounts; opening an Account may incorrectly run or not run Account Processes for the opening date
When an Account is opened it will automatically run Account Processes for the Account and process any Payment Dues and Standard Transactions due on the date opened.
NEW: SMS; TxtStream.NET service; added new SMTP Server address
A third SMTP Server address, 'tri.txtstream.co.nz', has been added to the TxtStream.NET SMS services.
FIX: Payment Promises; not adding as an Account Transaction if the "Manual" checkbox for the promise is checked
If the "Manual" checkbox for a Payment Promise is checked, then a Transaction was NOT added to the Account when Account Processes are run.
NEW: Form Details HTML report updated to list Pages on wizard forms
The built-in Form Details HTML report has been updated to list Pages on wizard forms.
FIX: Wizard Validator Scripts; When collections are updated, grids on the wizard forms were not being refreshed
If a Wizard Validator type Script updated a collection in the on a source object in the "PageValidate" event, the grid on the wizard displaying the collection was not being refreshed.
FIX: Account List query; Some ranges give an error when the lookup button is clicked
Some ranges on Account reports give an error when the lookup button is clicked.
NEW: Business Layer; Child objects now have pointers to parent and also top-level parent
The following business layer objects now have pointers to their parent and also the top-level parent and all itermediate levels, e.g., finWorkflowItem has a new .Workflow and .WorkflowItems properties. This makes scripts and other code clearer.
NEW: Saved Settings; You can now specify Sharing options when creating Saved Settings
You can now specify Sharing options when creating Saved Settings.
FIX: Controls; Mandatory controls allow spaces
Mandatory text controls allowed spaces to be entered and then passed validation even though in almost all cases, spaces will be converted to a blank String at the business layer level and are therefore invalid.
FIX: Shared User Data; Fails to save after changing User Ids
If an item of User Data, e.g., Saved Report Settings, is shared with one or more Users and the Users Id is subsequently updated, saving of the User Data may fail with an error similar to the following:
NEW: Copy Database wizard; Now prompts to update database name if it does not begin with 'finPOWERConnect_'
The Copy Database wizard now prompts to update the database name if it does not begin with 'finPOWERConnect_'.
NEW: Account Payment Arrangement wizard; Added the ability to check 'Manual' on multiple Overriding Payments
The Overriding Payments grid on the Account Payment Arrangement wizard now has the ability to check and uncheck multiple Overriding Payments.
FIX: Workflow Types; Incorrect tooltip for 'Outgoing Communication' and 'Log' type items
When adding or editing Workflow Type items of type 'Outgoing Communication' and 'Log', the tooltip on the 'Log'/ 'Outgoing Communication Log' page indicated that the Information List would only be used when actioning the item from the Task Manager. This i...
NEW: Parameters can now include 'Standard' parameters
Parameters, e.g., the Parameters page of the Documents form can now include 'Standard' parameters, e.g., Parameters that can be used to build an SQL Where statement to filter records via finBL.DocumentUtilitiles methods such as GetAccountSqlSelectQueryBui...
FIX: Document Execute wizard; If 'AfterParametersFinalise' event returns False the Document is still run
If a Document's 'AfterParametersFinalise' event returns False the Document is still run in the Document Execute and Send Document (e.g., Account Document) wizards.
NEW: Account Accept/ Decline wizard; add new Notes field
A new "Notes" field has been added to the Accept or Decline Account wizard.
NEW: Decision Cards; Script can now modify each Decision Outcome item's Score
The Decision Card Script can now modify the Score of each Decision Outcome Item.
NEW: Scripting; built-in and template Scripts return True
Typically, non-Summary Page Scripts should return a Boolean value indicating whether or not they failed.
FIX: Decision Cards; Multiple 'Text Matrix' rules cause Script compilation errors
Decision Cards containing multiple 'Text Matrix' rules failed to run due to Script compilation errors.
NEW: Web Services; Test mode now indicated in confirmation messages
Although all wizards dealing with Web Services indicated in the window title when a particular Web Service is being used in 'Test Mode', any confirmations displayed when clicking the 'Finish' button will now also indicate that the Web Service is in 'Test...
NEW: Workflow Types; Can now target 'Declined' and 'Unwanted' Accounts
Workflow Types can now target 'Declined' and 'Unwanted' Accounts.
FIX: Task Manager; Workflow folders with a filter to include Workflows 'Awaiting Recall' incorrectly include 'Recall Immediately' Workflows
Task Manager Workflow folders with a filter to include Workflows 'Awaiting Recall' incorrectly include 'Recall Immediately' Workflows.
NEW: New Company wizard; Driver's Licence Identification Type updated to validate Australian licenses
The New Company wizard has been updated to so that the Driver's Licence Identification Type is creates for Australian databases validates based on Australian rules, i.e., between 7 and 9 digits.
FIX: Workflows; Question items do not prompt to enter User Defined Parameters
Question type Workflow Type items did not prompt to enter User Defined Parameters.
FIX: Account Overdue breakdown; total does not equal Overdue balance
The Account Overdue breakdown total may not equal the Overdue balance for an Account under the following circumstances:
FIX: Dragging New Account wizard heading to create Application Shortcut does not retain Product Type
Dragging the heading from the New Account wizard to create an Application Shortcut does not retain Product Type. The icon and description are correct but following the Application Shortcut opens the New Account but with the default Product Type.
NEW: Emails; Specifying 'Reply To' details is now supported from the business layer
The ability to specify 'Reply To' details when sending an Email is now supported from the business layer.
NEW: Client; new business layer methods for Contact Addresses and Employments
The following business layer methods have been added:
FIX: ISError.BeginError fails with 'Object reference not set to an instance of an object' error
Business layer ISError.BeginError method fails with 'Object reference not set to an instance of an object' error.
FIX: Report Templates; specifying a complex field list on the Query page may result in incorrect SQL being generated
Report Templates specifying a complex field list on the Query page may result in incorrect SQL being generated.
NEW: Workflows; Workflow Type option to process Workflows even if not recalled
The Options page of Workflow Types form now has a new option 'Include even if not recalled'.