Release History
finPOWER Connect 3.04.04
FIX: Zepto (formerly Split Payments); new option to mature Transactions at as specific time
A new option has been added for Zepto (formerly Split Payments) Transactions to mature at a specific time of the day.
NEW: Business Layer; finScripts.GetSmartList() method to return Script or system-supplied Smart List
A new business layer method, finScripts.GetSmartList(id) can be used to get a Smart List Script, or, if the id is prefixed with "SmartList:", a system-supplied Smart List (e.g., "SmartList:QuickList_Clients").
NEW: Business Layer; finScripts.GetHtmlWidget() method to return Script or system-supplied HTML Widget
A new business layer method, finScripts.GetHtmlWidget(id) can be used to get an HTML Widget Script, or, if the id is prefixed with "HtmlWidget:", a system-supplied HTML Widget (e.g., "HtmlWidget:AccountAcceptDecline").
NEW: Business Layer; There is no longer an Assembly named finResourceScripts3.dll
The content of what was previously a separate .NET Assembly named finResourceScripts3.dll has been moved into finSupport.dll and can now be accessed from Scripts and other Business Layer code via finBL.ScriptResources.
FIX: Security Types; User Flag captions can now be defined in Global Settings
The captions for Security Type User Flag A and B can now be defined in Global Settings.
FIX: Account Disbursements; Disbursement Type always defaults to "Cost" even if not available
The Account Disbursements wizard and HTML Widget have been updated to blank the Disbursement Type if the default Disbursement Type is not a valid option.
NEW: finGLExportNew; New Execute() Function added which does not accept any parameters
The finGLExportNew Class has been updated so that the Execute() Function can be run without passing any parameters to it. This was required to support the GL Export as a Scheduled Process in Web Services.
FIX: HTML Widgets; New Account; Purpose, Source, Region, and Policy Type Combo Boxes ignored if mandatory and hidden behind "Advanced"
If the Purpose, Source, Region, or Policy Type Combo Boxes were hidden behind the "Advanced" button, but the Information Lists were configured as "Mandatory", the wizard would allow Users to skip past them without entering any information.
NEW: Electronic Signatures; DocuSign; Updated to use OAuth 2.0 authentication flow
The DocuSign Electronic Signatures service has been updated to use the new OAuth 2.0 authentication flow.
NEW: NZ Government; NZBN Entity Details v4; updated to include Organisation Parts information
The NZ Government service NZBN Entity Details v4 product has been updated to include Organisation Parts information.
NEW: Scripts; "Filter" Script Type re-captioned to "Task Manager Filter"
The "Filter" Script Type has been re-captioned to read "Task Manager Filter".
NEW: Business Layer; New Standard Range "ScriptsHtmlWidgets"
A new Standard Range, isefinStandardRange.ScriptsHtmlWidgets has been added.
FIX: HTML Widgets; Web View 2; Range Lookups not working as expected
When using a Range Lookup form, e.g., Branches on the Account Processes wizard, the form was showing as expected but the selected range was not updating the textbox on the widget.
FIX: Statement Reverse; Account Log not correctly updated if set to Not Issued
When reversing an Account Statement, if the related Log's Publish status is either "Open" or "To Send", the status is updated to "Not Issued".
NEW: Account Type Standard Transactions; added support for Payment Received Transactions
Account Type Standard Transactions now support "Payment Received" Elements for Loan Type Accounts.
FIX: Account Accounting Ledgers; can edit all information on "Suspended" items
If an Accounting Ledger's status is "Suspended" all information, including fields like Type and Method, can be edited.
NEW: Sample Documents; updated to use ExecuteDisconnectedDataReader
Sample Documents supplied with finPOWER Connect have been updated to use the new ExecuteDisconnectedDataReader function.
NEW: Documents; "GenerateMessages" event when sending bulk Documents now allows sender email details to be overridden for Email and SMS type Documents
The "GenerateMessages" Script event called when sending bulk Documents now allows sender email details to be overridden for Email and SMS type Documents.
NEW: finAccount.CanReverseLastStatement(message, statementLog) Function has been added
The new Function, CanReverseLastStatement, has been added to finAccount to identify whether an Account can have its last Statement reversed. This is now used in the "Account_Statements" Summary Page Standard Block to determine whether the "Reverse Last" b...
NEW: Portals; Forgotten Password; Email may incorrectly include the Client Id when Web User Ids are being used
When the "Sign-in Method" for a Portal was set to "Web User Id", the password reset email was including the Client Id mentioning that it was also required for sign-in, even though it was not.
NEW: HTML Widgets; Standard Transactions; Add ability to create a "Transfer" for Loan and Disbursement Accounts
The Standard Transaction HTML Widget now supports "Transfer" Elements for Loan and Disbursement Account Classes.
NEW: Documents; Script; Same Script code now given for "GenerateMessages" for Email, SMS and Log type Documents
When pasting Template Code from the Script Code page of the Documents form, the "GenerateMessages" event now has sample code for Email, SMS and Log type Documents.
NEW: HTML Widgets; Zepto (Split) Account Payment Improvements
The Account Payment HTML Widget has been enhanced with regards to how it handles Zepto (Split Payments) Bank Accounts. A new Contact can no longer be added directly from the Account Payment HTML Widget. If adding new details, it would need to be done from...
FIX: Electronic Signatures; always using default Cost Centre options from the Global Cost Centre
Sample Documents supplied with finPOWER Connect were always using default Electronic Signature options from the 'Global' Cost Centre. However, if an Account, for example, belongs to a different Branch and Cost Centre, it should use those settings.
FIX: HTML Widgets; widget.UI.DBCombo control; Dropdown may be displayed as one item high with vertical scrollbars
In situations where the HTML Widget is displaying in mobile mode, i.e., with control captions above, rather than to the left of - the control, DBCombo dropdowns may display correctly the first time but upon clicking the dropdown button again, they will be...
FIX: HTML Widgets; Send Email; Attachments block could be lost off the bottom of the HTML Widget on small devices
When running the Send Email HTML Widget on small devices, it was possible for the attachments block to "disappear" off the bottom of the page. On a Windows device, the window could be resized to make the block visible again, however on a mobile device thi...
NEW: finPOWER Connect now re-opens on last Monitor used on
finPOWER Connect will now re-open on the same monitor that it was last used on. Previously, depending on the version of Windows you are running, it might always open on your Main display.
FIX: HTML Widgets; widget.DownloadFile not working correctly when using the Web View 2
The widget.DownloadFile function used in HTML Widgets such as the New Account wizard (to download the contract at the end of the wizard) was not working when using the Web View 2 control.
FIX: HTML Widgets; New Account; Some Permission Keys removed
The following Permission Keys have been removed from the New Account HTML Widget:
NEW: User Defined Data; Business Layer updated to better support C#
Accessing User Defined Data in the finPOWER Connect Business Layer has been updated to better support C#.
FIX: HTML Widgets; New Account wizard; Updating or adding a Standard Transaction not working correctly when using the Web View 2
When using the Web View 2, HTML Widgets that opened a second HTML Widget to add or edit information were not working correctly.
NEW: Scripts; Import Special; HTML Widget; Can now update the currently loaded HTML Widget without having to select it from the import list
When importing a system-supplied HTML Widget, and the User already has a saved Script which is system-supplied (even if modified), they will now be prompted if they want to automatically update the Script with the latest system-supplied version. This prev...
FIX: HTML Widgets; Using WebView2; Crash finPOWER Connect upon closing after end of March 2022 Windows Updates
Closing an wizard-style HTML Widget using either the "Cancel" or "Finish" buttons (or any JavaScript code calling widget.Close()) would crash finPOWER Connect without any warning if using the WebView2 control.
NEW: HTML Widgets; Send SMS Message wizard; Visual glitch when first displaying
A visual glitch when the Send SMS Message wizard first loaded has been fixed.
NEW: HTML Widgets; New Individual Client; Added support for Australian Driver Licence Card Number
The Australian Driver Licence Card Number has been added to the New Individual Client HTML Widget.
FIX: Word Document Bookmark; obsoleted functions missing
Four obsoleted functions were accidentally removed in version 3.04.02.
NEW: Account Calculation; Comparison Rate may be incorrectly retained when changing Account Types
If changing from an Account Type which supported a Comparison Rate to one which does not (e.g., Revolving Credit), the Calculation was not updating to set the Comparison Rate Type to "None".
FIX: Portals; Password Reset email contains incorrect link URL when running through Portal Host
When run via the Portal Host, the Password Reset link received after clicking the "Send Password Reset Link" button was incorrect.
NEW: Client Interest Advice Document; C# sample Document added
A new version of the Client Interest Advice sample Document, using C# script code, has been added.
NEW: Business Layer Global Collections; updated to better support C#
Global Collections in the finPOWER Connect Business Layer have been updated to better support C#.
FIX: HTML Widgets; Account Payment Transfer wizard; Clicking finish may display Account Id followed by an empty description in quotes
Clicking "Finish" may show an empty description of the Account the payment is being transferred to, e.g.:
NEW: HTML Widgets; Zepto (Split Payments); AccountIncomingPaymentDetails and AccountOutgoingPaymentDetails Controls Updated
The AccountIncomingPaymentDetails and AccountOutgoingPaymentDetails HTML Widget controls have been updated so that if using Zepto (Split Payments), the Contact Id is blanked out if any of the following have been updated:
NEW: ISSqlWhereBuilder; added AppendComparisonDouble
The SQL Where Builder now includes an option to add a Double comparison, i.e. using a Double variable data type.
NEW: finClient; Added GetFullName function
A new function GetFullName has been added to the finClient class. The existing property NameFull has been obsoleted.
FIX: WebView2; Code after widget.Close() was not being executed
Traditionally, system-supplied HTML Widgets have put the "widget.Close()" function prior to running any Application Shortcuts which may open another HTML Widget. This was to ensure that the new HTML Widget was the only one to be considered open in the sta...
NEW: ISSelectQueryBuilder.ExecuteDataReader obsoleted; use ExecuteDisconnectedDataReader from scripts instead
The ISSelectQueryBuilder.ExecuteDataReader function has been obsoleted - instead use the ExecuteDisconnectedDataReader function.
NEW: ISError; Added GetMessage function
A new function GetMessage has been added to the ISError class.
NEW: HTML Widgets; Client Bank Account; Updated Zepto (Split Payments) page
The Client Banking Details drilldown HTML Widget for Zepto (Split Payments) page has been updated.
FIX: HTML Widgets; Setting Default Parameters in finPOWER Connect Cloud Configuration not respected when using as a Form Override
Any overridden Parameters configured in finPOWER Connect Cloud Configuration were not being applied to any HTML Widgets which were overriding forms.
NEW: HTML Widgets; Account Withdrawal / Refund Form; Payment Arrangement page; New option to hold Maturity Date
When adding a Withdrawal or Refund, and the Payment Arrangement option is available, the only option for holding a final date was the final payment date, which may differ from the original Maturity Date, if payments had gotten out of sync.