Release History
finPOWER Connect 2.02.00
NEW: Deposit Accounts; Withdrawals now support automatic allocations like Loan Payments
Withdrawals to Deposit Accounts support automatic allocations like Loan Payments.
NEW: Accounts; Some History forms do not allow grid layout to be saved
The followng History drilldown forms for Accounts did not contain a button allowing the grid layout to be saved:
NEW: Parameters; Numbers now support a "SpinChange" property
Number type Parameters now support a "SpinChange" property.
FIX: Scripts; Web Summary Page type Scripts do not include a reference to System.Web
As of finPOWER Connect version 2, compiling a Web Summary Page type Script does not include a reference to System.Web.
NEW: Reports; various data entry List Reports updated to print entry details only at the start of the Report
Various data entry List Reports have been updated to print entry details at the start of the report, rather than the top of each page.
NEW: Security Items; increased Serial Number to 50 characters for Serial Numbered Goods
The Serial Number for Serial Numbered Goods has been changed to allow up to 50 characters to be specified - previously it was 20.
NEW: Account Contractual Overdue; Account Transactions now apply full balance post maturity
On the Account Transactions collection the Contractual Overdue value and Balance has been amended so that post maturity the Contractual Overdue value is zero and the Contractual Overdue Balance is the total Balance.
FIX: Account Types; unchecking "Use Statements?" on Other page clears Statement defined under Documents page
Unchecking "Use Statements?" on the Account Types form, Other page clears the Statement defined under Documents page.
NEW: Page Sets; Script can now show Wait pointer
Page Set Scripts can now display a Wait pointer, E.g., if you know that the Script code will take a few seconds to execute.
NEW: Quick Search; Updated to allow searching of 1 character coded Admin records
The Quick Search available in the Task Pane can be configured to search certain Admin libraries (User Preferences, General, Search).
NEW: Reporting; Deposit Weighted Interest Rate Report
A new, Deposit Weighted Interest Rate Report has been added.
NEW: Reporting; Account Transaction List; updated to include Deposit-related columns
The Account Transaction List report has been updated to allow the following columns to be included:
FIX: Page Sets; Allow duplicate named Page Objects which can cause issues
Page Objects in a Page Set should be named uniqly across the entire Page Set.
NEW: Deposits; Income Distribution facility added
Income Distribution facility added for Deposit Accounts.
FIX: Test Web Services form; Web Services tab; Sizing issues
Textboxes on the Web Services tab of the Test Web Services form where being cut off on the right-hand side.
NEW: Licensing; New "LoansAny" property added to finSettingsAddOns
A new 'LoansAny' property has been added to finSettingsAddOns.
NEW: Transaction Payment, Refund, Withdrawal and Transfer wizards; now don't close after clicking Finish if opened from the menu
The Transaction Payment, Refund, Withdrawal and Transfer wizards now don't close after clicking Finish - instead the form is reset ready to start another transaction.
FIX: Report Templates; Grouping custom Data Table gives "Argument 'Length' must be greater or equal to zero" error
If a Report Template Script produces a Data Table and any of the fields in that Data Table have a length less than two characters, applying any groupings when running the report may result in the following error:
NEW: Reporting; Account Cash Flow re-titled as Loan Cash Flow and additional information included
The Account Cash Flow report has been re-titled as the "Loan Cash Flow Report".
NEW: Reporting; Trial Balance Reports; Various updates
The following changes have been made to the Trial Balance reports:
NEW: Interest Adjustment wizard; updated for Deposit Accounts with Withholding Tax
The Interest Adjustment wizard has been updated for Deposit Accounts. In particular Withholding Tax details can now be entered.
NEW: New Company wizard; added support for Deposits
The New Company wizard now supports the creation of Deposit Account Types and related Elements, Document etc.
NEW: Business Layer; various new functions added to finBatchTransaction to handle Withholding Tax
Various new functions have been added to the Business Layer finBatchTransaction object to handle Withholding Tax.
NEW: Reporting; Account reports recategorised in Report Explorer have new Permission Keys
Various knowledge base articles relating to the reorganisation of reports in the Report Explorer are detailed in this release.
NEW: Reporting; Account reports re-titled as "Loan" reports
The following reports which have been moved to the "Loan Reports" group in Report Explorer have been re-titled to include "Loan" in their title rather than "Account".
NEW: Reporting; Account reports moved to "Account Reports" group in Report Explorer
The following Account reports have been moved to the "Account Reports" group in Report Explorer:
NEW: Reporting; Warning added to certain reports when licensed for Deposits
When dealing with Deposits, reports that rely on examining an Account's future Schedule cannot take into account transfers such as a future transfer from a Deposit to a Loan.
FIX: Account Standard Transactions; Summary Page fails to load if Payment Method blank
The Summary Page for Account Standard Transactions fails to load if the Payment Method is blank.
FIX: Disbursement Accounts; could not process a "Payment Received" Transaction
A "Payment Received" Transaction could not be processed for a Disbursement Account.
NEW: Bank Import Services; updated for Deposits
Bank Import Services have been updated for Deposits.
NEW: Reporting; Account Summary Report; Renamed to "Loan Summary Report" and Deposit Summary Report added
The Account Summary Report has been renamed to "Loan Summary Report" to distinguish it from the new "Deposit Summary Report".
NEW: Reporting; Account Trend Report; Updated to exclude filters if only licensed for Deposits
The Account Trend Report has been updated to exclude the following filters if the database is only licensed for the Deposits Add-On (i.e., no Loans types have been licensed):
NEW: Bank Transactions; can now allow any valid Element to be used when also specifying a Transaction Type
Bank Transactions, in particular Bank Entry, are no longer restricted to using the same Element Type as the Transaction Type's default element. Previously, if a Bank Transaction specified a Transaction Type, all Elements used in the batch had to be of the...
NEW: Page Sets; Page Object wizard; Spinners updated to change values by 4
The spinners buttons on the Page Object wizard for size and position properties now increase/ decreate the value by 4 rather than 1.
NEW: Reporting; New Deposit Interest Rate Variance report
A new report, Deposit Interest Rate Variance report has been added.
NEW: Reporting; Account Interest Rate Variance List report; Renamed to "Loan Interest Rate Variance List"
The Account Interest Rate Variance List report has been renamed to "Loan Interest Rate Variance List" to distinguish it from the new "Deposit Interest Rate Variance List" report.
NEW: Reporting; Account Backdated Interest report; Various updates
The following changes been made to the Account Backdated Interest report:
FIX: Workflows; Sample Task Manager Dashboard Script; Chart shows an error if no Workflows
The sample Workflow Dashboard Script displayed the following error if the database contained no Workflows:
NEW: Reporting; New Loan Trial Balance and Deposit Trial Balance reports and new 'Deposit' and 'Loan' groupings added to Report Explorer
The existing Account Trial Balance report can be used to report on Deposits. However, since different columns and parameters will generally be used when reporting on Deposits and Loans, the following reports have been added:
NEW: Account Processes; child Accounts are now run for each Parent selected
The way Parent/ Child Accounts are run within Account Processes has been changed.
FIX: VedaXMLNZ Credit Enquiry Service, Consumer Enquiry Product; All Statistics are doubled up
All Statistics are doubled up in the VedaXML New Zealand Credit Enquiry service, Consumer Enquiry product.
FIX: Credit Enquiries; Veda NZ, Commercial Check may not display Account Type in Options page
The VedaXML New Zealand Credit Bureau service, Commercial Check product may not display the Account Type option in the Options page. As a result, when trying to create a Credit Report the error "Failed to Perform Credit Enquiry. Failed to validate Request...
NEW: Account Processes; re-engineer to process Accounts in Deposit, Loan and finally Disbursement order
The Account Processes function has been re-engineered to process Deposit Accounts, then Loan Accounts and finally Disbursement Accounts.
NEW: Accounts and Clients; Tax Category changes
The following Tax Category related changes have been made for Deposit Accounts:
NEW: Reporting; Account Trial Balance report; New columns, groupings and ranges
The following columns have been added to the Account Trial Balance report:
NEW: Quick Search; Summary text updated to clarify what will be searched and how
The Quick Search available from the Taskpane has a summary pane at the bottom. This displays help on what Quick Search will do.
FIX: Account Logs; Audit page was showing for new records
The Audit page on the Account Log form was showing for new records.
FIX: New Account wizard; Wizard Validator Script not working correctly
When adding a New Account via the New Account wizard, the Wizard Validator Script (defined on the Product Type) was not being used under the following circumstances:
NEW: Clients and Accounts; Adding, Updating or Deleting a Client does not fire 'ClientRefresh' notification and Adding an Account does not fire 'AccountRefresh' notification
When updating or deleting an Account, an 'AccountRefresh' notification is sent to other forms. However, adding an Account from the New Account wizard was not sending a notification.
FIX: Account Interest Cycle Changes; does not allow backdated changes to Interest Cycle and therfore calculations
For Revolving Credit Loans the Account Interest Cycle Changes wizard does not allow changes backdated prior to the start of the current Interest period. This is correct.