Release History
finPOWER Connect 4.00.04
FIX: Client form; Saving a Client may incorrectly display a warning that the Document Manager Add-On is not licensed
When not licensed for the Document Manager Add-On, adding or updating a Client's Image and saving the Client will display the warning "Failed to add File to collection, You are not licensed to use the Document Manager Add-On".
FIX: Centrix Commercial Data Upload HTML Widget; always using Global Cost Centre
The Centrix Commercial Data Upload HTML Widget was always using the "Global" Cost Centre.
NEW: Account Type form; Promotions; "Parameter Set" field now includes an explaination
The **Parameter Set** field on the Promotions page of the Account Type form now includes explanation on where the Parameter Set will be used. This explanation can be found as a tooltip on the **Promotions.** heading.
NEW: Form Overrides; Security Statement Item overrides
The Security Statement Item form can now be overridden by its HTML Widget equivalent in finPOWER Connect Cloud Configuration.
NEW: HTML Widgets; Log Edit form; Audit page added
The Audit page has been added for the Log Edit HTML Widget.
FIX: finPOWER Connect Cloud Configuration; Adding menus was not giving the option to include a "Processes" System Item Group
Adding or editing a Menu in the finPOWER Connect Cloud Configuration form, "Menus" group was not giving the option to include a "Processes" System Item Group.
FIX: ISKeyValueList; may incorrectly set IsDirty to true
The ISKeyValueList object may incorrectly set IsDirty to true under these circumstances:
NEW: Bank Account Enquiries; CreditSense2 service; Automatic purging of old service logs
The CreditSense2 Bank Account Enquiries now automatically purge old service logs that are no longer needed.
FIX: HTML Widgets; Account Close; Accruals page could error with "Object reference not set to an instance of an object" message
The Accruals page of the Account Close HTML Widget could error with "Object reference not set to an instance of an object" if accruals were changed. This was caused by an overlap with the Account Refinance functionality also built into the Account Close H...
FIX: Reporting; Documents; Spelling error
Spelling error on the Reporting, Documents page under the filters has been corrected to "Run as Unlisted Document".
NEW: Task Manager 2; Quick Search folder; Button added to toggle the summary shown below the grid
A "Show or hide summary" button has been added below the grid in the system-suppled Quick Search Task Manager 2 folder.
NEW: Bank Account Enquiries; CreditSense2 service; Supporting Documents status updated
The CreditSense2 Bank Account Enquiry service has been updated to the latest specification which enhances the Supporting Documents status with three additional states:
FIX: New Messaging Interface; Validation updated for blank SMS messages
The New Messaging Interface validation has been updated to check for blank SMS messages.
FIX: Business Layer; finQuickSearch2; Not handling Worklfow-only searches correctly
When the finQuickSearch2 object was configured to search Workflows only (e.g., via calling ''ConfigureForStandardRange(isefinStandardRange.Workflows)''), the results returned were incorrect and could include Accounts and Clients.
NEW: HTML Widgets; DBCombo; When refreshing to show a "Workflows" Standard Range, now provides a search box rather than a dropdown
When a widget.UI.DBCombo control is refreshed to show a "Workflows" Standard Range, a search box is now provided rather than a dropdown (since this could grow too large over time).
NEW: Client Identification item; Passport returns additional information
The Business Layer function finBL.ClientIdentificationItems.GetPassport2 now returns the names on the passport.
NEW: Credit Bureau Enquiries; Passport verification updates
The Passport verification Credit Bureau enquiries have been updated to use the details stored on the Passport Identification Item, if they are specified, in place of the client details.
NEW: HTML Widgets; Grid Visualiser; More chart types supported
The Grid Visualiser used for the "Visualisation" tab on various Task Manager 2 folders, has been updated to support the following chart types:
NEW: HTML Widgets; More support for Apex Charts added
The following helper methods have been added to ''widget.UI.Charts.ApexCharts'' to support the creating of additional chart types:
NEW: Cloud Connect Configuration; New option to Override Incoming & Outgoing Communication wizards
The built-in Incoming & Outgoing Communication wizards can now be overridden with HTML Widgets via finPOWER Connect Cloud Configuration options.
NEW: Client List Report; Add PEP Status
The Client PEP Status field has been added to the Client List Report.
NEW: HTML Widgets; User Dashboard 1; Updated to use Apex Charts
The User Dashboard 1 HTML Widget has been updated to use Apex Charts.
FIX: Pools; Description in Form Heading not reset correctly when clearing the form
The Pool Description in the Form Heading was not clearing when selecting the "Clear" option on the Pools form in finPOWER Connect Desktop.
FIX: HTML Widgets; Security Statement Item; Mortgage Registration and Discharge dates incorrectly swapped when saving a record
The **Registration** and **Discharge** dates were incorrectly swapped when saving a Security Statement Item record. I.e., the entered Registration Date would become the Discharge Date, and vice versa.
FIX: HTML Widgets; Account Close; Selecting a Cash Register now commits correctly
Cash Registers were not being set when committing an Account Close using the Account Close HTML Widget, even though they could be selected in the User Interface.
NEW: Reporting; Bank Transaction List; "Transfer Date" column added
**Transfer Date** is now an available column in the Bank Transaction List report. This corelates to the **Funds Transfer Date** in the Export Bank Transactions wizard.
NEW: ISExcelWorkbook; New properties added
The ISExcelWorkbook Business Layer object has new properties:
NEW: User Administration; Password changes logged in Audit tab
When a User's Password is changed by an administrator, the change is now logged in the User record's Audit tab.
NEW: HTML Widgets; Security Statement Item; "PPSR B2G Transactions" grid added to the PPSR page for Australian databases
The **PPSR B2G Transactions** Grid available on the **PPSR** page of a Security Statement Item in Australian databases in finPOWER Connect Desktop has been added to the Security Statement Item HTML Widget.
FIX: Revolving Credit Loans; may not show the correct Interest Rate whilst a Quote
Revolving Credit Loans may not use the correct Interest Rate under the following circumstances:
NEW: Database Purge; Purging Service Logs
Using the Database Purge to purge Service Logs has been updated as follows:
NEW: Task Manager 2; Monitored Accounts folders; Additional columns for ClientId and DealerId
ClientId and DealerId columns can now be included for "Filter Monitored Accounts" folders in Task Manager 2.
NEW: Standard Ranges and Task Manager 2 now minimise potential locking issues when using SQL Server databases
The ''ISSelectQueryBuilder'' business layer object allows a locking hint to be specified. For non-critical functionality such as counting or listing items in Task Manager folders or, presenting the User with a list of records for a Standard Range (e.g., C...
NEW: HTML Widgets; Task Manager Recent Actions; Additional permission check added to bring in line with the Bookmarked Records Widget
The following code has been added to the Main method in the Task Manager Recent Actions Widget to bring it's checks in line with the Bookmarked Records Widget:
NEW: User Audit Report HTML Widget added
A new report, the User Audit Report has been added. The report is designed to provide insights into User activity and User administration, identifying Users that have been added or deleted in a time period and issues such as expired passwords.
FIX: Bulk Document Publish; Parameters page incorrectly includes a scroll bar
The Parameters page of the Bulk Document Publish wizard (accessed from the "Run Document" button from the Documents form) was incorrectly showing a scroll bar when there was no additional content on the page to scroll to. This has been fixed, and now a sc...
NEW: Security Item form; Print action permissions
The Print Details report action in the Security Item Edit form is now hidden if the Permission Key is denied.
NEW: Better handling of Hashtags in record Notes
Hashtag parsing in record Notes has been updated to ignore anything that starts with a double hash, e.g. "##NotAHashTag".
NEW: HTML Widgets; Date Boxes not correctly interpreting some dates
In some instances, dates entered into HTML Widget Date Box controls were not recognised as valid dates and clearing the value.
NEW: User Edit form; Report options permissions
The List and Print Details report actions in the User Edit form is now hidden if the Permission Key is denied.
NEW: Account, AccountApp, Client, Pool, Security Statement, and Workflow forms; Report options permissions
The List and where applicable Print Details report actions in the following forms are now hidden if the Permission Key is denied:
NEW: Administration; Report options permissions
The List and Print Details report actions in the following Administration forms are now hidden if the Permission Key is denied:
FIX: Annual Commerce Commission Report HTML Widget; Not Found error
The error "Failed to execute custom Web Service" could occur when launching the Annual Commerce Commission Report HTML Widget from finPOWER Connect Cloud.
NEW: Reporting; Loan Aged Overdue Report; "Payment Cycle" and "Payment Cycle (Simple)" Grouping options added
The following Grouping options have been added to the **Loan Aged Overdue** Report:
FIX: HTML Widgets; Incoming & Outgoing Communication HTML Widgets; File upload added and Outcome Information List is now sectioned
The Incoming & Outgoing Communication HTML Widgets have been enhanced and now support uploading of a document, as well as the **Outcome** drop down now being a 'sectioned list' which means it can react to what has been entered in the **Subject** field.
FIX: Publish Documents Wizard; Account Applications range filter showing incorrectly
The Publish Documents wizard has been updated so that the Account Applications range filter no longer shows when it is not applicable.
FIX: Business Layer; finMessagingSmsMessage.ParentSourceLogPkSet updated with additional validation
The finMessagingSmsMessage.ParentSourceLogPkSet Business Layer method has been updated with additional validation.
NEW: Global Settings; Summary Page settings
In Global Settings, General group, Summary Page page, various settings have been tidied up so that the "Show" settings are only displayed when the relevant AddOn is licensed.
FIX: Company Client; Key Details page showing the PEP Status in Warning block
The Client form is displaying the PEP Status in the Warning block for Company clients.
NEW: finUser Business Layer object; added InactiveDate and InactiveUtcDate properties
The finUser Business Layer object now includes InactiveDate and InactiveUtcDate properties. These report the date and time the User record was made inactive.