Release History
finPOWER Connect 3.02.04
NEW: Transaction List Report; added GST Code, Rate and Value as exportable columns
The Transaction List Report export now includes additional columns for GST Code, Rate and Value.
FIX: HTML Widget; may close finPOWER Connect when publishing a Log
An HTML Widget may close finPOWER Connect when publishing a Log - if in a database transaction.
NEW: Portals; Custom Error Pages can now be defined for 404 (Not Found) and 401 (Unauthorised) pages
The ability to add custom error pages for 404 (Not Found) and 401 (Unauthorised) errors has been added.
NEW: Word Documents; added SetContentWiki
As an alternative to SetContentHtml or SetContentString there is now a SetContentWiki for Word Document Bookmarks. Note, this may be easier to use to do simple text mark-ups.
NEW: Admin forms; enhanced auditing of Constants
The following admin files now have enhanced auditing of Constants.
NEW: Quick Search; User Summary; Now displays Contact details and actions
The Quick Search Summary for Users now contains a Contact section that displays the User's Phone and Email details and also actions to send Emails, SMS or add a Log.
FIX: Account Processes; if fails to commit Transactions for an Account a Statement should not be generated with a Minimum Payment
Account Processes could potentially generate a Statement for a Revolving Credit Loan Account with a Minimum Payment based upon transactions that failed to be posted.
FIX: Workflows: Other Actions; Send Email; CC and BCC fields are being ignored
When performing an ad-hoc action for a Workflow from either the Workflows form, Other Actions, Send Email or from the Task Manager, this ability to enter CC and BCC Email addresses is provided but these were not being used.
NEW: Account Type; new option to default "Print Advice?" in the Payment Arrangement wizard
When completing a Payment Arrangement for a Loan Account, if there is a Payment Arrangement document defined on the Account Type a "Print advice?" checkbox is shown on the first page of the wizard. This is always checked.
NEW: Workflow Types; "Users" page now audited
Details on the Admin, Workflow Type admin form, "Users" page are now audited.
FIX: Taskpane; workspaces with multiple instances of the same form only open one instance
If you create a Workspace in the taskpane with more than one instance of the same form, e.g. two Client forms, when opening the Workspace it will only show one Client form.
FIX: Gembox Spreadsheet software component; updated to version 45.0.35.1084
The Gembox Spreadsheet component files have been updated to version 45.0.35.1084. This includes a few minor fixes and enhancements.
NEW: Equifax (New Zealand) Standard Business Report; updated to version 1.4
The Equifax (New Zealand) Standard Business Report has been updated to implement changes for version 1.4 of the specification.
NEW: finPOWER Connect Cloud Configuration; Processes; Processes Page added
The ability to enable or disable the new finPOWER Connect Cloud "Processes" view has been added to the finPOWER Connect Cloud Configuration form, Processes group in the form of a new "Processes Page" page.
NEW: finPOWER Connect Cloud Configuration; Forms & Actions; Process; Close Tax Period wizard can now be configured
The ability to configure the new Close Tax Period HTML Widget has been added to the finPOWER Connect Cloud Configuration form, Forms & Actions group, Process page.
NEW: Documents; added Word Document and Excel Workbook file extension validation
Documents of File Type "Word Document" and "Excel Workbook" now validate the file extension before saving the file.
NEW: Credit Enquiry; new Permission Key added to prevent Individual information from being updated
A new Permission Key has been added to the Credit Enquiry wizard to prevent information from being updated for an individual.
NEW: Addressing Interface; using a Proxy Server may fail
In the Addressing Interface, functionality may fail if using a Proxy Server with a User Name and Password.
NEW: HTML Widgets; Grids; Ability added to retain selected rows when refreshing data
When calling the VirtualDataRefresh method on a widget.UI.Grid control, an option to 'retainSelectedRows' has been added.
FIX: Equifax (Veda) Australia Credit Enquiry; IDMatrix Phone Number fields may be truncated
When doing an Equifax (Veda) Australia "IDMatrix" Credit Enquiry, the Phone Numbers shown may be truncated.
NEW: Credit Enquiry form; updated Drivers Licence and Passport fields
The Credit Enquiry form, Individual page, has been updated to separate Drivers Licence and Passport fields for Australia and New Zealand.
NEW: Portals; Portal Page form; Script Code tab now has a Function Explorer
The Script tab on the Portal Page form now has a Function Explorer for consistency with editing the Page from the IDE page of the Portals form.
FIX: HTML Widgets; Account Transfer wizard; Warning message displayed incorrectly when searching for an Account in the "Credit To" field
Under certain circumstances, the Account Transfer HTML Widget displayed a "Record not found" warning at the wrong time.
NEW: HTML Widgets; NumberBox; Valid range message unclear if minValue specified but not maxValue
Previously, if a widget.UI.NumberBox control had a minimum value specified (e.g., 0) but no maximum value, the validation message (upon trying to move to the next page/ finish a wizard (and in the tooltip) showed the ambiguous message:
NEW: Portals form; IDE page; New buttons to open, view code and properties
The following changes have been made to the Portals form, IDE page:
NEW: Account Minimum Payment Change wizard now available
A new system-supplied HTML Widget implementing the "Account Minimum Payment Change" wizard has been added.
NEW: HTML Widgets and finPOWER Connect Cloud Configuration; Bank Statements renamed as illion BankStatements
The HTML Widget for the Bank Statements Client Bank Account Enquiry has been renamed to "illion BankStatements", as has the grid entry on the finPOWER Connect Cloud Configuration form, Forms & Actions group, Services page.
FIX: HTML Widgets; Grids; Row selector checkboxes are now hidden by grid header when scrolling
HTML Widget grids with row selectors containing checkboxes (e.g., the Client Bank Account Change wizard) displayed these checkboxes over the top of the heading row in scrollable grids.
NEW: HTML Widgets; Grids; Checkboxes in row selectors are now round
Checkboxes in HTML Widget Grid row selectors, e.g., in the Client Bank Account Change wizard were easily confused with checkboxes in cells.
NEW: HTML Widgets; widget.UI.Block can now be used to update currently displayed block message
The widget.UI.Block method blocks the User Interface with a semi-transparent overlay and displays a message. The User Interface is unblocked using widget.UI.Unblock().
FIX: Account Quotation wizard; may fail with a "Date must be between 01/01/2000 and 31/12/2019" message
The Account Quotation wizard may fail with a "Date must be between 01/01/2000 and 31/12/2019" message.
FIX: HTML Widgets; Accept or Decline Account; No longer attempts to refresh Account when run from within finPOWER Connect if Archived
The Accept or Decline Account HTML Widget has been updated so that it does not attempt to refresh the Account (and therefore display a warning) if the Account has been Archived.
NEW: Portals; Resources; Text-type Resources such as CSS files can now contain Bookmarks
Text-type Portal Resource such as CSS files now display Bookmark buttons allowing Bookmarks to be added to be used.
FIX: Portals; Boolean Literals inserted via tags in HTML are now lowercase
Previously, defining a Boolean Literal for a Portal and then using the <%Literal:name%> to insert it into code would insert either "True" or "False".
NEW: Xero Accounting Interface; updated to use new OAuth 2.0 authorisation process
The Xero Accounting Interface has been updated to use the new OAuth 2.0 authorisation process instead of OAuth 1.0a.
FIX: HTML Widgets; Tooltip icon to the right of section headings may appear behind text
Many section headings have a tooltip which is indicated by a small information icon appearing after the heading text.
NEW: Account Type Rules; behaviour changed where Overdue Days are using Business Days
If an Account Type Rule includes an Overdue Status condition and it uses "Business Days" then, if the Account falls overdue on a non-business day, it may not prevent the Rule from running.
FIX: Queue Item drilldown wizard; Document/ Script open button not working
On the Admin, Queues, Queue Item drilldown wizard the Document and Script "Open" button is not working
NEW: Loan Accounts; added option to round up regular payment
A new option has been added for Fixed Term Loan Accounts in the New Account wizard. The new option will round up the regular payment to the multiple defined.
FIX: Secured Signing; updated Due Date
The Secured Signing Due Date is set to the a user defined number of days after today. However, no time portion was specified so it technically expires at the very start of the day. This has been changed so the Due Date/ Time is set to the end of the day.
NEW: HTML Widgets; Centrix NZ Individual; Summary Page has been updated
The Client summary on the first page of the Centrix NZ (Individual) HTML Widget has been updated to generate from the Credit Enquiry Request, rather than directly from the Client.
NEW: PPSR NZ; changes to Organisation Search
Changes have been made to the PPSR NZ Organisation Search following amendments made to the PPSR Act.
FIX: Equifax (Veda) Australia Credit Enquiry; Updated Business Enquiry validation error message
The Equifax Australia (VedaConnectAU) Business Enquiry product validation error message has been updated within the wizard to display additional information.
NEW: Bank Account Enquiry; illion BankStatements HTML Widget updated to support Branch and Account Applications
The illion BankStatements HTML Widget has been updated to support the following:
FIX: New Account HTML Widget; available Payment Methods do not respect selected Branch
The Payment Methods dropdown list on the "Other" page in the New Account HTML Widget was not respecting the selected Branch set earlier in the wizard. All Payment Methods were always available.
FIX: New Account HTML Widget; Account Types do not respect Entity Account Type filters
The New Account HTML Widget was not respecting the Entity Account Type filters, all Account Types were available all of the time. If an invalid Account Type was selected an error was only shown at the end of the wizard - now the list of Account Types is u...
NEW: HTML Widgets; New Widget to perform Equifax (Australia) Credit Enquiries for Organisations
The ability to perform Equifax (Australia) Credit Enquiries for Organisations via an HTML Widget has been added for Clients and Applicants.
NEW: Credit Card validation; added additional number ranges for Mastercard
Credit Card validation for Mastercard has been updated to include card numbers that begin with "2221" through "2720".
FIX: Account Trial Balance Report; Closed Accounts not showing accruals when report is dated prior to close date
The Account, Loan and Deposit Trial Balance Reports were not showing accruals for Closed (and Closed Pending) Accounts where the Report is backdated prior to the Account's close date.
NEW: illion (New Zealand) Credit Bureau; added support for the Consumer Enquiry and Quotation Seeker products
A new Credit Bureau service 'illion NZ' has been added to Cost Centres.