Release History
finPOWER Connect 4.00.03
NEW: Client; New Business Layer method finClient.SetPepStatusFromCreditEnquiry added
A new Business Layer method finClient.SetPepStatusFromCreditEnquiry has been added to finClient to set the PEP Status from the result of a Credit Bureau Enquiry.
FIX: finPOWER Connect Cloud Configuration form; Pages for unlicensed modules were displayed
When licensed for the finPOWER Connect Cloud Add-On, the following pages were incorrectly displayed under "Forms & Actions" when not licensed for the relevant modules:
NEW: User Defined page (and other pages) on various forms did not scroll vertically to accomodate content
Pages on forms that display content that can vertically extend beyond the form's minimum height should show scrollbars. The following forms did not hence, if the form was too small, you could not see all content:
NEW: Account Withdrawal wizard; New Permission Key to exclude "None" Disbursement Payee Type
A new Permission Key has been added to exclude the "None" Disbursement Payee Type option in the Account Withdrawal HTML Widget.
NEW: Task Manager 2; Folder Edit; Entering an invalid HTML Widget may never clear the "Fetching HTML Widget parameters, please wait..." message
When updating the HTML Widget field on the "HTML Widget" page of a Task Manager 2 folder, the message "Fetching HTML Widget parameters, please wait..." is displayed.
NEW: Account Withdrawal wizard; New Permission Key to exclude "None" Disbursement Payee Type
A new Permission Key has been added to exclude the "None" Disbursement Payee Type option in the Account Withdrawal wizard.
NEW: Scripts; Summary Pages; "Locate in Task Manager" link showing which is no longer applicable if using Task Manager 2
Several Key Details Summary Pages have Task Manager icons to "Locate in Task Manager".
FIX: HTML Widgets; Process Direct Debit Payments; Item Summary always included "Value has been manually changed" information message
When viewing each Direct Debit item in the Process Direct Debit Payments HTML Widgets, the summary beneath the grid would always include the warning "Value has been manually changed", even if the value hadn't been manually changed.
FIX: Function Library Scripts; Usage Page only displaying first usage
"Function Library" Scripts were only displaying the first occurrence it was used in on the Usage Page.
FIX: HTML Widgets; widget.UI.AddressDetails Control; "Show" Properties enhanced
The various **Show** options on the Address Details HTML Widget control have been enhanced, as the previous implementation could result in data being lost if a particular field was being hidden using these options.
NEW: Scripting; added new WordWrapText function
A new WordWrapText function has been added to Text Utilities.
FIX: HTML Widgets; User Defined Pages could not be displayed as read only
Opening an HTML Widget in read only mode (where available) would not show User Defined pages as read only. This was most apparent on the Administration HTML Widgets, where a read only User could view the HTML Widgets, but the User Defined pages remained e...
NEW: HTML Widgets; Account Interest Rate Change; "DefaultDownloadImmediately" Parameter added
The Account Interest Rate Change HTML Widget has had a start-up Parameter **DefaultDownloadImmediately** added. For Accounts with Account Types which support printing an Interest Rate Change advice (such as Floating Rate Loans) this parameter determines i...
NEW: Task Manager 2; Tasks folders; Subject column font size is now standardised
Previously, when viewing a Tasks folder in Task Manager 2, the Subject column would use a small font for some task types and a normal font for others. This was by design and generally occurred if the Subject and Name were the same.
FIX: HTML Widgets; Log Edit form; Throws an "Object Reference" exception for Account Web Mail Logs
Account-based Web Mail Logs can be created, but only from the business layer.
FIX: Client Identification HTML Widget; Typo fixed
The caption for the "Unapprove Identification Item" action dialog has been corrected from "Unaprove" to "Unapprove".
NEW: HTML Widgets; Account Direct Debit Stop; "Stop" column checkbox fixed
Since version 1.08 of the Account Direct Debit Stop HTML Widget, the **Stop** column was incorrectly ignored, where this column had check boxes available (if there is a pending transaction). Any attempt to use this column (without setting a stop date) wou...
NEW: Zepto (formerly Split Payments) Australia; Add Product/ Version to Request/ Responses
The Zepto (formerly Split Payments) Australia service has been updated to bring internal version number handling up to date.
NEW: finAccount.CanStopDirectDebits(Optional ByRef message As String = "") Function has been added
The following function has been added to finAccount:
NEW: HTML Widgets; Disbursement Account Payments; Added single Account support
The Disbursement Account Payments HTML Widget now accepts an **AccountId** Parameter. When specified (such as an Action on the Account form in finPOWER Connect Cloud), the HTML Widget will run in a mode specific to that single Account.
NEW: HTML Widgets; Account Minimum Payment Change; "ShowHoldToDate" now defaults to True
The **Hold future Minimum Payments?** field is now displayed by default. The visibility of this control is dictated by the **ShowHoldToDate** parameter, which previously assumed False. Now, it assumes True so will display by default.
NEW: HTML Widgets; Client Contact Address; Instructions are now displayed
The **AddressDetails** HTML Widget control will now show the **Instructions** field in the Client Contact Address HTML Widget. This allows the User to enter Instructions for the Address and matches the functionality of the equivalent form in finPOWER Conn...
NEW: Online Help is now based on each release version
Previously, we only maintained a single online help library for each major.minor release, e.g., 4.0.
FIX: HTML Widget Controls; widget.UI.AddressDetails now supports showInstructions option
The option **showInstructions** is now supported from the AddressDetails HTML Widget control.
NEW: Workflow Types; add Mermaid Flowchart
Workflow Types can now display a Mermaid Flowchart of the Workflow Type's Items.
NEW: Global Setting to "Sort Grids in Reverse Chronological order" is now applied to Audit grids
The Global Setting to "Sort Grids in Reverse Chronological order" is now applied to Audit grids, i.e., the grid shown on the Audit page of records such as Accounts and Clients.
NEW: Better handling of Hashtags in record Notes
If Hashtags are enabled (Global Settings, General, Search), record Notes can contain tags such as "#L10000" that are then interpreted and provide a link (both in the summary and when searching) to that record.
FIX: HTML Widgets; Company Lookup does not paste back into form controls when running under desktop
The Company Lookup, e.g., on the New Organisation Client Widget, was not pasting back the selected company details into the HTML Widgets form controls when running under finPOWER Connect desktop.
NEW: Programming Guide; Updated to version 4.01
The finPOWER Connect Programming Guide has been updated to version 4.01 and is available under the Support, Downloads section of our website.
NEW: APLYiD HTML Widget; Verify now includes Flow Type and Biometric-Only option
The APLYiD Individual Identification Enquiry wizard HTML Widget now includes the following options:
NEW: APLYiD Credit Bureau; Updated to v2 version 1.16 specifications
The APLYiD Credit Bureau enquiry has been updated to the latest specifications. API v2, release 1.16 dated 5 June 2023.
NEW: HTML Widgets; APLYiD; Manual Verify product added
The APLYiD Individual Credit Enquiry HTML Widget has been updated to support the new Manual Verify product.
NEW: APLYiD Credit Bureau; Manual Verify added
APLYiD Credit Bureau service has been updated to support the new Manual Verify product.
NEW: Australian BSB List; Updated to August 2023
BSB Added
NEW: Global Settings; General; User Interface; New setting to "Sort Grids in Reverse Chronological order (where supported)"; Account History grid supported
A new User Interface Global Setting has been added to "Sort Grids in Reverse Chronological order (where supported)?".
NEW: HTML Widgets; Form Actions popup; Now styles as per finPOWER Connect Cloud
The "Form Actions" popup, available from HTML Widgets such as "Log Edit", is now styled to look like finPOWER Connect Cloud.
FIX: HTML Widgets; Send Email Message; "User" Emails incorrectly show "Charge Fee?" option
When sending a User Email via the Send Email Message wizard, the "Confirm" page incorrectly gives the option to "Charge Fee?".
FIX: Task Manager 2; Recent Actions; Ability to clear recent actions now respects the "TaskManager.RecentActionsClear" permission key
The Recent Actions folder in Task Manager 2 was not respecting the "TaskManager.RecentActionsClear" permission key.
FIX: Task Manager 2; Account Applications folder; Incorrectly showing Monitor Category Update buttons based on Account Global Settings
Account Applications folders in Task Manager 2 were incorrectly showing Monitor Category Update buttons based on Account Global Settings, rather than the corresponding Account Application Settings.
FIX: Workflow Types form; Items page; Workflow Item Summary; Incorrectly warns "No outcomes perform an action." for HTML Widget items
HTML Widget and HTML Widget Script type Workflow Items can define outcomes. However, there is no reason these outcomes need to perform an action.
NEW: HTML Widgets; User Dashboard; New parameter to allow Users in a Role to show all "Open" Accounts rather than just those that they are the Account Manager for
The User Dashboard HTML Widget has been updated with a new "OpenAccountsAllRoleId" parameter to allow Users in a specific Role to show all "Open" Accounts rather than just those that they are the Account Manager for.
NEW: HTML Widgets; Promise Management Summary; Updated to show "Status" column in breakdown grid and hide "Arrangement" column if it contains no values
The Promise Management Summary HTML Widget has been updated to show a "Status" column in breakdown grid and to hide the "Arrangement" column if it contains no values.
NEW: HTML Widgets; Account Transaction; Workflow support added
The Account Transaction HTML Widget has been updated to support being used in a Workflow.
NEW: Task Manager 2; Workflows folders; Grid now refreshes more consistently after actioning a Workflow Item via the summary page
When actioning a Workflow Item via the summary below the grid in a Task Manager 2, Workflows folder, the grid was only refreshing for certain actions (Hold and Unhold).
NEW: HTML Widgets; Account Credit Limit Change; Workflow support added
The Account Credit Limit Change HTML Widget has been updated to support being used in a Workflow.
FIX: Bank Entry wizard; Clicking an Account code in the grid search summary caused the record to be opened rather than the code pasted into the grid
The Transactions grid on the Bank Entry wizard allows searching of Accounts via a search button next to the Account Id cell.
NEW: HTML Widgets; Account Default Interest Rate Change; Workflow support added
The Account Default Interest Rate Change HTML Widget has been updated to support being used in a Workflow.
NEW: HTML Widgets; Account Interest Rate Change; Workflow support added
The Account Interest Rate Change HTML Widget has been updated to support being used in a Workflow.
NEW: HTML Widgets; Account Maturity Date Change; Workflow support added
The Account Maturity Date Change HTML Widget has been updated to support being used in a Workflow.
NEW: Script Language; added warning if "Visual Basic" not used
In the following Admin forms, there is now a warning next to Script "Language" if "Visual Basic" is not selected.