Release History
finPOWER Connect 4.01.03
FIX: GemBox Document software component; updated to version 35.0.35.1869 to fix "System.NullReferenceException" error when saving to PDF
The GemBox Document component files have been updated to version 35.0.35.1869.
NEW: finMessagingContact and finMessagingContacts.finJsonMessagingContact now have 'ClientEmploymentRoleType' and 'ClientEmploymentRoleTypeResolved' Properties
The following Classes now have additional Properties:
NEW: Send SMS and Send Email; New "Current User" Smart Tags are available
The following Smart Tags are now available for SMS's and Email's sent from finPOWER Connect:
NEW: Cost Centres; updated Tooltips for Equifax Australia
The following Tooltips on the Cost Centre form, Equifax AU page, Options tab have been updated:
NEW: Monoova; updated "Cleared Status" in Account Transaction grid to show "Pending" as applicable
The "Cleared Status" for Monoova Transactions shows as "Queued" in the Account Transactions grid. However, the Bank Transaction itself may be "Pending" - which may be confusing. The Transaction's Cleared Status should now match the Bank Transaction.
FIX: finPOWER Connect Cloud Configuration; Pages that allow a range of Roles to control access, e.g., Reporting Page, we incorrectly showing Users/ Roles as having access to the page
On the finPOWER Connect Cloud Configuration form, pages that show a "Roles/ Users that can view" type grid (e.g., the Reporting group, Reporting Page) were incorrectly showing a green tick against Users that did not in fact have access to that page.
FIX: Task Manager 2; Summary pages below grids now pass in a Form Key of "TaskManager" so Summary Page Scripts can identify that they are being viewed from the Task Manager
Task Manager (version 1) passed a Form Key of "TaskManager" when generating Summary Pages.
NEW: HTML Widgets; PPSR NZ Update; Update Items Grid columns are now sortable
The columns on the Update Items grid of the PPSR NZ Update HTML Widget are now sortable.
NEW: Account Types; Saving a record could return "Index was outside the bounds of the array" when using Promotions
When updating an Account Type in finPOWER Connect Desktop and instead of saving, the User navigated to another record using the Next or Previous buttons, it was possible to get an "Index was outside the bounds of the array" error if using Promotions.
FIX: HTML Widgets; Actioning Workflow Items; "Document" Item Types will no longer attempt to set Outcomes
HTML Widgets which use the ''finBL.HtmlWidgetUtilities.WorkflowItemComplete'' function to action Workflow Items will no longer attempt to set an Outcome for "Document" Type Workflow Items.
NEW: Account Processes; Deletion of PayTo Agreements updated
The Account Processes has been updated to only look for Service Logs that create PayTo Agreements when identifying PayTo Agreements linked to an Account that has been closed.
NEW: Actipro SyntaxEditor software component; Updated to version 24.1.1
The Actipro SyntaxEditor software component has been updated to version 24.1.1.
FIX: Completing Outcome-based HTML Widget Workflow Items in finPOWER Connect Cloud are now flagged as "User Invoked"
Actioning Outcome-based Workflow Items which use HTML Widgets in finPOWER Connect Cloud will now correctly flag the actioning of the item to be "User Invoked". This means that the process of actioning the item will appear in the **Recent Actions** of Task...
NEW: Monoova; update logo icon
The Logo icon for Monoova has been updated to their new branding.
NEW: Task Manager 2; Clicking the Tasks icon in status bar of the finPOWER Connect User Interface does not work as expected
When Global Settings are configured to use Task Manager 2 and also to not also use Task Manager 1, clicking the Tasks icon in status bar of the finPOWER Connect User Interface does not work as expected.
NEW: Audit page, Audited Changes grid columns renamed
Various forms include an Audit page with an "Audited Changes" grid.
FIX: Bank Interface; Allow Transactions to be Aborted if they are stuck in a 'Sending' state
Transactions that are stuck in a 'Sending' state can now be Aborted (depending on Permissions), and then recreated later.
FIX: HTML Widgets; Account Financial Control; Standard Transactions could duplicate under some scenarios
The Account Financial Control has been enhanced to prevent an issue which could cause Standard Transactions to duplicate within the grid under some specific scenarios, if removing Account Type-defined Standard Transactions (or changing the order).
NEW: HTML Widgets; Account Transaction Reverse; Reversing a Payment Transfer Transaction; additional warning re General Ledger
When reversing a Payment Transfer Transaction, i.e. where a Payment has been transferred from one Account to another, an additional warning has been added.
NEW: Process Direct Debit Payments wizard; errors not showing for Monoova PayTo items
In the Process Direct Debit Payments wizard, Monoova PayTo agreements with conditions, such as an amount limit, do not show a status message and therefore can be included. The Direct Debit will fail to be processed when committed.
NEW: HTML Widgets; Cost Centres; APLYiD; New option to include Fraud Analytics data
The APLYiD HTML Widget Cost Centre has a new option to include the Fraud Analytics - Include 'Fraud Analytics' data?
NEW: Cost Centres; APLYiD; New option to include Fraud Analytics data
The APLYiD Cost Centre has a new option to include the Fraud Analytics data located in Admin, Cost Centres, APLYiD, Options, Include 'Fraud Analytics' data?
NEW: Task Manager 2; Quick Search folders; Allow folder limit to be defined (defaults to 200, the previous maximum)
Quick Search folders now allow a "Folder Limit" to be specified on the General page of the Task Manager Folder Edit widget.
FIX: Task Manager 2; Quick Search folder counts were not showing a "+" to indicate that the maximum of 200 search results had been exceded
Task Manager 2 (or just Task Manager in finPOWER Connect Cloud), can show folder counts in the folder treeview. If a folder has more results than the system limit (200 for Quick Search folders), a "+" is shown after the number, e.g., "200+".
NEW: HTML Widgets; APLYiD; Updated supported products
The list of supported products for APLYiD has been updated to:
NEW: HTML Widget; APLYiD; Verify updated to include Fraud Analytic data
The APLYiD Individual Credit Enquiry HTML Widget has been updated to support the new Verify product Fraud Analytics data.
NEW: Reversing a Payment Transfer Transaction; additional warning re General Ledger
When reversing a Payment Transfer Transaction, i.e. where a Payment has been transferred from one Account to another, an additional warning has been added.
NEW: Task Manager 2; Quick Search folders; Now shows a clear message and notification if a folder exceeds it's limit
When running under finPOWER Connect desktop, it wasn't clear when a Quick Search folder (previously limited to 200 items) had exceeded the it's limit.
FIX: Quick Search 2; Limiting search, e.g., to 200 results, may in fact return less than this number
When Quick Search 2, e.g., a Task Manager 2 "Quick Search" folder, was configured to limit search results, e.g., 200, the returned result set may have contained less than this number.
FIX: HTML Widgets; Outgoing Communication; "Call" button now displays more reliably
Selecting a phone number in the **At:** list of the Outgoing Communication HTML Widget would not always display the **Call** button if the Contact Method did not use one of the following Short Descriptions:
NEW: Account Type Promotions; added more options to override Default Interest settings
Account Type Promotions now support more Default Interest option overriders.
NEW: HTML Widgets; Import Bank Transactions; "ShowAutoCommit" and "AutoCommit" Parameters now default to False
The **ShowAutoCommit** and **AutoCommit** Parameters for the Import Bank Transactions HTML Widget now default to false. With the defaults being true, Users were unknowingly re-importing batches where there had been an error, as the process would happen au...
NEW: Send Email HTML Widget; updated CC and BCC from simple text boxes to combo boxes with dropdown lists
The Send Email HTML Widget has been updated so that the CC and BCC fields are now combo boxes with dropdown lists that match the main TO field.
NEW: PayTo Agreements; optimised code when cancelling PayTo Agreements
When closing an Account, finPOWER Connect will attempt to delete all Zepto (formerly Split Payments) and Monoova PayTo Agreements.
NEW: Account Processes; Deletion of PayID Contacts added
The Account Processes will now attempt to delete any PayID Contacts linked to the Account that has been closed.
FIX: Business Layer; finUtilities; GetHtmlFromSummaryTables(...)
NEW: HTML Widgets; Publish Documents wizard; Updated to replace outdated code to determine if email is available
The Publish Documents wizard has been updated to replace outdated code that was being used to determine whether email was available.
FIX: Process menu; Scripts; Fails to run listed Scripts if User is denied the "Menu.Process.Scripts.Execute" permission
The following permission keys control access to to Scripts from the Process menu:
NEW: Send Email wizard; updated CC and BCC from simple text boxes to combo boxes with dropdown lists
The Send Email wizard has been updated so that the CC and BCC fields are now combo boxes with dropdown lists that match the main TO field.
NEW: HTML Widgets; Client Employment; New Clients can now be added directly from the Client Employment HTML Widget
An **Add New Client** button is now available to add a new Client directly from the Client Employment HTML Widget.
FIX: GL Export; MYOB API and Xero web based interfaces may have differences between Export and Re-Export
The MYOB API and Xero web-based interfaces may have differences between the original Export and Re-Export.
FIX: HTML Widgets; Account Type Edit; Element Links on the Accounting page were not duplicating
When duplicating an Account Type using the Account Type Edit HTML Widget, the Element Links on the Accounting page were not duplicating from the source Account Type.
NEW: Pages are now hidden in the New Client wizard depending on Permissions
The following pages in the New Client Desktop wizard are now hidden if the User does not have Permission to add what the page is responsible for:
FIX: Reporting; Client List; Client Filters; "Other" Communication Flags now use the text as defined in Global Settings
The Communication Filters of the Client List Report previously included:
NEW: HTML Widgets; Cost Centre Edit (Twilio) added
NEW: HTML Widgets; Cost Centre Edit (SMS Fusion) added
NEW: HTML Widgets; Cost Centres; SMS Services; NZ SMS Short Code labelling
NEW: Client Groups; Importing not setting which Contact Methods are in use
When importing a Client Group, on the "New Client Wizard" page, the Contact Methods grid will not have imported the Individual and Organisation settings.
NEW: illion BankStatements; Updated to latest specification
The illion BankStatements Bank Account Enquiry has been updated to the latest specification v1.3 dated August 2024.
NEW: Cost Centres; ClickSend, SMS Fusion, Twilio "Dedicated Number?" Send Option renamed for New Zealand
The New Zealand SMS system uses "Short Codes" for sending messages - typically a 3 or 4 digit code.