Release History
finPOWER Connect 3.00.03
NEW: HTML Widgets; Sample Scripts now supplied
The following simple HTML Widget Samples are now available in the /Sample Scripts/HTML Widgets folder:
NEW: Electronic Signatures; simplified error message
When creating the error message for a failed Electronic Signature send, the error message includes two similar lines, "Failed to send Electronic Signature for Account Log." and "Failed to send Electronic Signature.".
NEW: Approve Disbursements; new option to set the Payee Account via script
A new option has been added to Approve Disbursements to manually set the Payee Account via script, where the Payee Type is Broker, Bulk Funder, Dealer, Insurer or Other. This is normally defined via the External Party entered for the Disbursement.
NEW: Client Classes; new "Government Entity" Class added for New Zealand
A new Client Class "Government Entity" has been added for New Zealand.
FIX: finPOWER Connect Cloud Settings; Sub-forms incorrectly have links to open Widget Script
The various forms available from finPOWER Connect Cloud Settings, e.g., Page Item had various Script/ Widget fields that had a button next to them to open the Script form.
FIX: Account Calculations; improved the error message if an overriding Regular Payment of $0 occurs on the maturity date
When calculating the Loan Payment, and there is an Overriding "Regular" Payment on the date the Loan matures it will fail to calculate. This is because the Loan would actually finish early, i.e. have a zero balance.
FIX: Database Purge; Master Clear fails with error related to the table "AccountCreditReport"
During a Database Purge the Master Clear may fail with the error "Failed to Purge Database. Failed to perform a Master clear. PHASE 1 OF CLEAR PASSED. THIS DATABASE CANNOT BE USED IN A PRODUCTION ENVIRONMENT UNLESS A MASTER CLEAR IS SUCCESSFULLY COMPLETED...
NEW: HTML Widgets; "[[" no longer used to represent server-side data, "<%[]%>" used instead
The "Template Text" page on the Scripts form is used to define HTML and JavaScript for HTML Widget type Scripts.
FIX: Updating an External Party User did not invalidate core business layer for Web Services
When certain records within the finPOWER Connect database are refreshed, e.g., Users, a special "CoreSystem" entry is updated in the ISRefresh database table.
NEW: Account Type Rules; new Script event fires for each Rule before being actioned
A new Account Type Script event fires for each Rule before being actioned. This allows you to add additional tests and run custom Actions.
FIX: Scripts form; Does not warn when attempting to add a record with a duplicate code
Forms that allow a record code to be entered, e.g., Account Types, give a warning when creating a new record if the code entered already exists on the database.
NEW: Business Layer; added new Get Temporary File Name function
A new function ISFileUtilities.GetTemporaryFileName() has been added to the Business Layer.
NEW: Security Statements; Export/ Import now supports User Data on Security Items
Security Statement Export/ Import now supports User Data on Security Items.
FIX: Direct Debits; changed logic where combining for the same Main Client
The logic behind combining Direct Debits for the same Main Client has been updated.
FIX: Accounting Ledgers; enhanced validation of Method
Accounting Ledgers now better validate the Method.
FIX: Account Refund wizard; may fail if "Hold Overdue value?" is unchecked
The Account Refund wizard may fail if "Hold Overdue value?" is unchecked.
FIX: Account Settlement Summary Document; incorrectly configured
The "Account Settlement Summary" Document supplied with finPOWER Connect was incorrectly configured.
NEW: Client; XML import/ export now includes Bank Account information
The XML specification for Clients now includes Bank Accounts.
NEW: Close Account wizard; new "Reinvested" method for Deposit Accounts
A new "Reinvested" Close method has been added for Deposit Accounts.
NEW: HTML Widgets; Now allows debugging of JavaScript using Firebug Lite
The "Options" page of the Scripts form now displays a "Debugging." section.
NEW: Control Report; added Range filters and Groupings for Account User Defined fields
The Account, Deposit and Loan Control Reports now include Range filters and Groupings for Account User Defined fields.
NEW: New Report; Loan Contractual Overdue Report
A new Report, Loan Contractual Overdue Report, has been added.
NEW: HTML Widgets; New system-supplied sample for a Client Quote
A new system-supplied HTML Widget, "Client Quote" has been added.
NEW: HTML Widgets; New methods to parse and format numbers
The following methods are now available to HTML Widgets via the JavaScript widget object:
NEW: SMS Messages; message count now displayed
When there is more than one message to be sent, the SMS Messages will now display the message count, e.g. "split into 2 messages".
NEW: Client Identification Items; new Business Layer methods added
New Business Layer methods GetDriversLicence, GetMedicareCard and GetPassport, have been added to Client Identification Items.
FIX: Postcodes and Addressing; Postcodes page does not list States and Cities for non-supported Countries
The Admin, Postcodes and Addressing, Postcodes page does not list States and Cities for non-supported Countries.
NEW: Account Applications; new Permission Keys
New Permission Keys have been added for Account Applications.
FIX: Account Applications; when Status is "Reviewing" you may not be able to edit via a Page Set
When an Account Application's Status is "Reviewing" you may not be able to edit it via a Page Set.
NEW: Account Application Logs; logic behind merging Client Logs updated
The logic behind merging Client Logs into Account Application Logs has been updated.
FIX: Postcodes and Addressing; Country "Delete" did not delete all supplemental Postcodes for the Country
Clicking the "Delete" button next to Country in the Postcodes and Addressing form did not delete all Postcodes for the Country.
NEW: Account List Query; new column "FinalPaymentDate"
A new column "FinalPaymentDate" has been added to the Account List Query. This will be populated for Fixed Term Loans.
FIX: Admin, Account Types, Payments; Payment Options caption updated
The Payment Options caption under Admin, Account Types, Payments has been updated to "Are Payments in Advance, i.e., at the beginning of a Payment Period?".
NEW: Modal Forms; Startup position is now centred within the application
Modal Forms, e.g., Global Settings, will now open centred within the application.
NEW: Grids; Column Chooser opens where the mouse cursor is positioned.
The Grid's Column Chooser now opens where the mouse cursor is positioned.
NEW: Debug Window; added Physical Memory information
Memory information has been added to the System Information under Tools, Utilities, Debug Window, Information tab.
FIX: User Preferences; may fail with a "Key does not exist in collection" error
When opening Tools, User Preferences, finPOWER Connect may crash with the error "An unhandled exception has occurred. Key does not exist in collection.".
NEW: Gembox Document software component; updated to version 25.3.30.1236
The Gembox Document component files have been updated to version 25.3.30.1236.
FIX: Documents; File Type Icon not displayed for certain File Types
Some forms such as the Document Create wizard display an Icon of the Document's File Type (this may be hidden by default).
FIX: Accounts, Close Accounts wizard; "Write-Off Credit" can now be handled automatically
In the Accounts, Close Accounts wizard, Accounts set as "Write-Off Credit" can now be automatically closed if there is no Rebate/ Credit involved.
NEW: Documents form; New "Web" page
A new "Web" page is available on the Documents form.
NEW: Client List Report; added new columns for individual postal and physical Addresses
New columns, for individual postal and physical Addresses, have been added to the Client List Query and Report.
NEW: Centrix; Credit Enquiry Report updated to a Version 2 Summary Page
The Centrix NZ Credit Enquiry Report has been updated to a Version 2 Summary Page.
NEW: HTML Widgets; File Upload functionality added
File Upload functionality has been added to HTML Widget type Scripts.
NEW: Database Upgrade; Post updates for Time Zones
The performance of the Post Database upgrade for version 3.00 databases has been improved for non-New Zealand Time Zones.
FIX: ISKeyValueList.ToCsvString; not handling "Nothing" strings
There is an issue in the Business Layer ISKeyValueList object.
NEW: Microsoft Azure SQL Database provider; BETA release of database driver
A BETA of the Microsoft Azure SQL Database driver has been released.