Release History
finPOWER Connect 2.00.02
FIX: Security Statements; not respecting Global Setting "Convert all Codes to UPPER CASE?"
Security Statements were not respecting the Global Setting "Convert all Codes to UPPER CASE?".
FIX: finClient.SalutationResolved; was not using the Global Settings default
The Business Layer object "finClient" method "SalutationResolved" was not using the Global Settings default, and always return "Title FirstName LastName".
NEW: New Client wizard; Client Name now shows in Window Title and Form tab
In the New Client wizard the Client's Name is now shown in the Window Title and Form tab.
NEW: Dropdown lists; standardise number of items shown especially in grids
The maximum number of items shown in a dropdown list has been standardised to 20 items. This was sometimes 10, especially in grids, and sometimes 16.
NEW: VedaXML NZ; changes to Consumer Enquiry as per version 2.10 27/11/2013 specification
Changes have been made to the VedaXML NZ Consumer Enquiry as noted in the version 2.10, 27/11/2013 specification document.
FIX: Parameter Sets; Standard Range of "Banking Methods" should not exist
Parameter Sets include a Standard Range "Banking Methods". This should not exist and has be deleted.
NEW: Account Payment Reversal wizard; added Script events to handle additional processing requirements
The Account Payment Reversal wizard/ object has new Script events to handle additional processing requirements.
NEW: Account Withdrawal, Refund and Payment Received wizards; can now select the Account's Payment details
In the Account Withdrawal, Account Refund, Account Payment Received and Account Close wizards, to the right of the Payment Method was a button to list Client Banking details and allow the user to select and paste into the wizard.
NEW: Account Close; several enhancements, including scripting
The Account Close business object now supports the following:
FIX: Account Aged Overdue Report; Total Column may not add up to other columns
The Total column on the Account Aged Overdue Report may not add up to other columns.
NEW: NZ Companies Office; Interface added to retrieve company information like a Credit Enquiry
A new Credit Bureau interface has been added for the New Zealand Companies Office.
FIX: Advanced Banking Add-On; messages refer to "Direct Debit Add-On"
In some messages the "Advanced Banking Add-On" was refered to as the "Direct Debit Add-On".
NEW: finBatch and finBatchBank Business Layer objects; new script events added that run inside the database transaction
The current Pre and Post script events are outside the database transaction, so are of limited use.
FIX: Fixed Term, Floating Interest Rate Accounts; not auditing Interest Rate or Interest Cycle changes
Fixed Term, Floating Interest Rate Accounts were NOT auditing Interest Rate or Interest Cycle changes.
FIX: Process Direct Debits; failing with GL Account not defined message
Process Direct Debits may fail with the message "Failed to open Form 'AccountDirectDebitsProcess'. Validation of Bank Account [code], '[Name]' failed. GL Account not defined.".
NEW: New Client and New Account wizards; added ability to enter External Id and Cross Reference
The New Client wizard now allows the External Id and Cross Reference to be entered on the first page of the wizard.
NEW: Australian BSB List; updated to October 2013 information
Updated Australia BSB list to October 2013 information (the latest available).
NEW: Business Layer; several Methods changed from a Sub to a Function
A number of methods in the Business Layer have been changed from a Sub to a Function.
NEW: Account Payment Details update; added Script events to handle additional processing requirements
The Account Payment Details Update wizard/ object has new Script events to handle additional processing requirements.
FIX: New Client wizard; not showing Other Communication captions defined under Global Settings
In the New Client wizard, Other Information page, the Other Communication captions defined under Global Settings are not used.
NEW: Account Statement Change; added Script events to handle additional processing requirements
The Account Statement Change wizard/ object has new Script events to handle additional processing requirements.
NEW: Account Interest Cycle Change; added Script events to handle additional processing requirements
The Account Interest Cycle Change wizard/ object has new Script events to handle additional processing requirements.
NEW: Task Manager; Tasks grid, added new drilldown column to open the Account, Client etc. instead of the Log
In the Task Manager, Tasks grid there is a new drilldown column to open the Account, Client etc. instead of the Log.
FIX: Import Information; Standard (XML) may fail with an unhandled exception when importing Client Statistics
The Standard XML Import Information may fail with an unhandled exception when importing Client Statistics if a Statistic Set does not include an Assets, Expenses, Income and Liabilities node.
FIX: New User wizard; For Australian databases the Mailbox page is displayed incorrectly
The New User wizard for Australia displays the Mailbox page incorrectly.
FIX: Export Bank Transactions; fails to export with "You are not licensed for Direct Debits" error
The Export Bank Transactions facility fails to work when not licensed for the Advanced Banking Add-On. finPOWER Connect should allow outwards, i.e. Direct Credit, Bank Transactions to be exported.
NEW: Bank Accounts; Payment Method "Default Reference" now supported for outgoing methods
The "Default Reference" for Payment Methods, on a Bank Account, is now supported for outgoing methods, e.g. Direct Credits. Previously this was only used for defaulting Direct Debit details. This means Withdrawals, Disbursements and other areas will now d...
NEW: Account Suspension wizard; new option to restart Interest from a date when unsuspending Interest
There is a new option to restart Interest from a specified date when unsuspending Interest in the Account Suspension wizard.
NEW: Statement Object Events script; new property added to determine if the event is firing from a Calculation only
The Statement Object Events script fires when a Statement is required. This is used is two places:
NEW: New Zealand; added support for New Zealand Business Numbers
finPOWER Connect now supports New Zealand Business Numbers.
FIX: Account Schedule drilldown form; can show incorrect Account in the form heading
The Account Schedule drilldown form can show the incorrect Account in the form heading.
FIX: High DPI monitors; more minor tweaks
The following minor tweaks have been made for high DPI monitors:
FIX: Parsing XML documents now ignores DTD links
When loading an XML Document via the ISRuntime.ISXmlUtilities methods, any DTDs within the XML are now ignored.
FIX: Documents; Script may fail to compile if allowed to use Reports and Queries
Script type Documents may fail to compile if, on the Options page, the ' create and use Reports and Queries?' box is checked.
NEW: Account, Client and User Documents wizard; Now confirms how many recipients will be sent a message and records Logs differently
The wizard to create Account, Client and User Documents (accessed via the Report Explorer), now confirms with the User before sending the SMS or Email or creating a Log for the selected recipients.
NEW: Clients, Organisation Personnel Details; Gender now defaults from the Title entered
On the Clients, Organisation Personnel Details form the Gender now defaults from the Title entered.
FIX: Account Types; Import does not save Scripts correctly
From the Account Types form, the Import function does not save Scripts correctly for an existing Account Type.
FIX: Security Statement Items; Business Layer now allows Year to range from 0 to 9999
The Business Layer now allows the "Year" property of Security Statement Items to range from 0 to 9999.
FIX: finSummaryPageFunctions contains ambiguous overloads
The business layer finSummaryPageFunctions class contained ambiguous overloads which, if used by Scripts would compile correctly on most PCs but not on others.
NEW: Icons; updated icons under Task Manager, Mailboxes
The icons under Task Manager, Mailboxes have been updated.
NEW: Client Web Mail; added Status and Date Read to Logs
Client Web Mail has been enhanced as follows:
NEW: Built-in Security Statement Key Details Script now supports temporary Security Statements
The Built-in Security Statement Key Details Script now supports summarising of temporary, unsaved Security Statements, e.g., one created from the upcoming Account Applications module.
FIX: Calendars; "Add Holidays" updated for Australian State Public Holidays
Australian State public holidays have been updated as follows.
NEW: Logs; IsSystemGenerated and IsExternallyGenerated properties updated
The Log IsSystemGenerated and IsExternallyGenerated properties have been updated.
NEW: Interest Backdating; a new option has been added to ignore backdating on a Transaction
New functionality has been added to finBatch and finBatchTransaction to stop a Transaction updating the "Date Backdated To" for Interest calculations.
FIX: Account Logs; HTML summary for Statement Logs incorrectly includes a <br/> tag in the Account Statement Details popup
The HTML summary for Statement Logs incorrectly includes a "<br/>" tag in the "Account Statement Details" popup.
NEW: Account Withdrawal and Transfer wizards; if using more than one Credit Limit will show warnings for all Limits
The Account Withdrawal and Transfer wizards now provide better warnings if more than one Credit Limit is exceeded.
FIX: Business Layer; ISSelectQueryBuilder.ExecuteDatatable method does not output SQL trace
The Business Layer method ISSelectQueryBuilder.ExecuteDatatable does not output any SQL trace.
NEW: NZ PPSR G2B; Identification Number for Serial Numbered Goods now supports dash and slash characters
The Identification Number for Serial Numbered Goods in the NZ PPSR G2B now supports dash and slash characters, i.e. "-" and "/".
FIX: Centrix Credit Enquiry; Consumer Product Enquiry not defaulting Client's passport number and expiry date
The Centrix "Consumer Product Enquiry" Credit Enquiry was not defaulting the Client's passport number and expiry date.