Release History
finPOWER Connect 4.01.01
FIX: Account Application Log; Application Shortcut Updated
The "Account Application Log" form has been updated to use the correct parameters when creating an Application Shortcut from an open form.
NEW: Changes to how Script compilation errors are returned from the Business Layer
The "Build" button below Script editors allows Users to see any compile errors.
NEW: User Preferences, Messaging, Email; Verify Validation
The Verify button for SMTP Email settings in User Preferences will no longer proceed if any of the SMTP Server, User ID, or Password fields are empty.
NEW: HTML Widgets; Fields added to the Account New Widget
NEW: finPOWER Connect Cloud; Unused Permissions have been removed
NEW: Business Layer; HTML Widgets; "Account Transaction Edit Reference And Notes" form added to finHtmlWidgetUtilities.HasPermissionToViewFormKey
The following Business Layer function has been updated to support the **AccountTransactionEditReferenceAndNotes** Form Key:
NEW: HTML Widgets; New "Account Transaction Edit Disbursement Date Due" Widget
NEW: Script Compilation Errors Report; Updated to utilise new functionality that avoids using System.CodeDom
The Script Compilation Errors Report has been updated to utilise new functionality that avoids using System.CodeDom which is not functional in later versions of .NET.
FIX: finPOWER Connect; Alert Message not being updated correctly
NEW: GL Export; Batch Header record "Notes" now includes text "CONTAINS NO RECORDS" if no records were exported
When exporting to General Ledger, the GL Export Batch Header record's "Notes" column now includes the text "CONTAINS NO RECORDS" - if no records were exported.
NEW: Client Warnings no longer displays PEP Statuses of 'No' or 'Unknown'
The Client Warnings have been updated not to display a PEP Status of 'No' or 'Unknown' as a warning by default.
FIX: HTML Widget; CentrixNZ Organisation; Commercial Beneficial Ownership can now include the ownership tree
The CentrixNZ Organisation HTML Widget has been updated to allow users to include the ownership tree in the report.
NEW: HTML Widgets; Security Statement Edit; New Alert Message Field
**Alert Message** has been added to the Security Statement Edit Widget.
NEW: Security Statement Items; in the Business Layer some properties are not initialised correctly
In the Business Layer, some properties of Security Statement Items are not initialised correctly, meaning String properties return Nothing rather than a blank String.
FIX: Script Editor; C# Script may not compile if it contains a "using" statement
C# Scripts that contain a "using" statement may not compile, for example:
NEW: Time Zones; 64-bit finPOWER Connect gives warnings about display name differences
The 64-bit version of finPOWER Connect may give warnings about Time Zone display name differences.
NEW: Script Editor; External references with dependencies
Specifying external references in the Script Editor that have dependencies is now supported.
NEW: Security Statements; Alert Message added
**Alert Message** has been added for Security Statements. This is similar to the Alert Message also found on Accounts and Clients.
NEW: HTML Widgets; Individual and Organisation New Client HTML Widgets updated
The validation of the **Date of Birth** field in the New Client HTML Widgets has been improved, specifically around the setting of the minimum and maximum allowed values.
FIX: HTML Widgets; Widget wording updated to reflect Global Setting "Use Insurance Broker Terminology"
HTML Widgets will now display either "Policy" or "Security" depending on the Global Setting:
FIX: Script Editor: Specifying external references may not always find the assembly
Specifying external references in the Script Editor may not always find the specified assembly when the Script is being executed.
FIX: HTML Widgets; User Dashboard 1; JavaScript error in split() method in TasksRefreshInternal
Under rare circumstances, the User Dashboard 1 HTML Widget may have stopped (and left the initialising overlay in place) with a JavaScript split() method error in the TasksRefreshInternal function.
NEW: HTML Widgets; Review Pending Floating Interest Rates wizard added as an HTML Widget
The **Review Pending Floating Interest Rates** wizard has been added as an HTML Widget.
FIX: Account Payment Reverse wizard; "Document Fee" now unchecked if disabled
In the Account Payment Reverse wizard a Fee can be charged for sending a Document.
FIX: Workflows; Workflow Type Items; Changing the Document on an Item of Type "Send Document" could cause an error
If a User edited the Document Id for a "Send Document" Workflow Item on a Workflow Type, an "Object reference not set to an instance of an Object" error could occur when:
NEW: Task Manager 2; Tasks folder; Cancelling range lookups for User, Role or Owner caused the grid to refresh
Clicking any of the User, Role or Owner buttons below the grid and then cancelling the range lookup caused the grid to refresh.
NEW: Task Manager 2; Folders with more than 1000 items now show a "Load ALL Items" button
Generally, Task Manager 2 folders should contain a manageable number of items, therefore, a 1000 item limit is applied.
FIX: Account; Account Close; Error Messages Updated
Error messages when closing an Account have been updated.
NEW: Global Settings; General; Search; New option to exclude non-current Client Contact Methods and Addresses
A new setting to "Do NOT include non-current Client Contact Methods and Addresses?" has been added to Global Settings, General, Search.
NEW: Business Layer; ISSelectQueryBuilder; Ability to append a numeric "IN" clause to the SQL Where
The ISSelectQueryBuilder object's .SqlWhere property has an .AppendIn() method.
NEW: HTML Widgets; Publish Documents wizard; New configuraton parameters to "Show Log Notes" and a Permission Key to prevent Cancelling
The Publish Documents wizard has been updated to add the following configuration parameters:
NEW: Database Upgrade; added extra checks for SQL Server databases
The Database Upgrade now checks the following conditions:
FIX: Permissions; Removed unnecessary Permission loading for Admin users
When logged in as an "Admin" User the list of User Permissions was being continually reloaded.
NEW: Database Schema Information; updated information reported, including Table Owner
Various changes have been made to the information reported for a database, e.g. as found under Support Information and Database Documenter.
NEW: Supported Countries; updated list to be alphabetical
The list of supported countries has been updated as follows:
NEW: Script Editor; Added ability to change the Word Wrap of the script code
The Script Editor now has the ability to toggle the Word Wrap appearance of the script code to allow developers to see the whole line on their screen.
NEW: User Preferences; allow Desktop Background Image to be embedded in the database
The User Preferences, General group, User Interface page Desktop Background Image can now be embedded into the database, so it is no longer reliant on the file system.
NEW: Global Settings, General, User Interface; Indented "embedded" controls
The "Embedded" checkbox and all the controls to its right have been indented to better reflect their relationship to the Desktop Background Image file picker above them.
FIX: System Scripts; Document Manager Validation Updated
NEW: HTML Widgets; Calendar Add Holidays; Countries list now consistent with the rest of the system
The **Add Holidays** HTML Widget (used in conjunction with the Calendar Edit HTML Widget, and the Calendars Admin Library in finPOWER Connect Cloud) has been updated so the **Country** dropdown list ordering is consistent with the rest of the system.
FIX: HTML Widgets; Client Widgets; Tax Country Mandatory property
NEW: Scripts; Compile Errors form; Description column is now multi-line
The "Description" column on the Script Compile Errors form is now multi-line.
FIX: Cost Centre; Analysis Report; Various fixes
The Cost Centre Analysis Report has been updated to fix issues with:
NEW: Calendars; Add Holidays wizard; Country dropdown now excludes Countries defined in the Information List
The **Add Holidays** wizard, accessed from the Calendars form, no longer includes Countries defined in the **Countries** Information List.
NEW: Workflow Actions; Defaulting Recall Date
The Workflow Actions Form has been updated to Default the Recall Date.
FIX: Document Manager; fails to save record where only case changed
When saving a record, where the case of its code has changed, the save may fail with an error like "Failed to save User. Failed to rename Document Manager Folder (Users 'UserId'). Source Id has not changed.".
NEW: Database Copy; added Start and Finish times
The Database Copy function now includes Start and Finish times that are shown in the progress window. This may be useful to see how long the copy takes.
NEW: HTML Widgets; Floating Interest Rate Change wizard added as an HTML Widget
The **Floating Interest Rate Change** wizard has been added as an HTML Widget.
FIX: Security Statements; An Item's Security Value Percent is no longer zeroed if both Valuation Value and Security Value are zero
Previously when saving a Security Statement, an Item's "Valuation Percentage" was set to zero if both the Valuation Value and Security Value are zero.
FIX: New Client wizard; duplicate client may fail with "Validation of Client Bank Accounts failed"
When duplicating a Client, the New Client wizard save may fail with a "Validation of Client Bank Accounts failed" error if the Bank Account details are cleared.