Release History
finPOWER Connect 6.00.01
NEW: Documents; GemBox updated
The third-party GemBox components, used for generating documents such as Word Documents, have been updated to the following versions:
NEW: Data Retention; Data Retention categories enhanced
The Data Retention categories have been enhanced to make viewing the entries easier.
FIX: Open Database wizard; MS SQL Server and MS SQL Azure databases; New checkbox to "Show advanced connection options?"
As of version 6, the Open Database wizard added the following advanced connection options to the MS SQL Server and MS SQL Azure page:
NEW: Quick Search; "[Account.ExternalId]" and "[Client.ExternalId]" can now be displayed in the Information column
Under Global Settings, General, Search, you can define "Other information to display in Quick Search results grid".
FIX: Electronic Signatures; DocuSign; Additional validation when retrieving Access Token
The DocuSign Electronic Signature Service has been updated to validate the Authentication URL when attempting to retrieve the Access Token from the service.
NEW: HTML Widgets; Create PayID from Account HTML Widget; Updated icon
The Create PayID from Account HTML Widget script icon has been updated to "PaymentMethod_PayID".
FIX: Cost Centres; DocuSign; Redirect URL Updated
The DocuSign Redirect URL has been updated for both the Production and Test Credentials.
NEW: Business Layer; finBankBranchRO object; Other1 and Other2 properties are now available
Many properties were removed from ''finBankBranchRO'' in version 4.00.00.
FIX: HTML Widgets; Document Execute wizard; "Primary key does not exist in collection." exception when running an Email Document
When attempting to run an Account Email Document via the Reporting view (via the Document Execute wizard), the following exception may occur:
FIX: Credit Bureaus; Extra spaces in list of available products
Some Credit Bureaus services have extra spaces between items in the comma separated list returned by their GetProductList method.
NEW: Payment Methods; Add new "payID" icon
Payment Methods now includes an additional icon for Australian "PayID".
NEW: Business Layer; ISPhoneNumberDetails2; Added properties to return 2 and 3 character country ISO Codes
NEW: Banking Interface; Zepto (Split) Australia; Enhanced error message
The Zepto (Split) Australia Banking Interface now includes the error code, if available, in the error message for easier issue identification and resolution.
NEW: Banking Interface; Zepto (Split) Australia; Add Request and Response reference for Alias Resolution
NEW: HTML Widgets; Banking Interfaces; Monoova added to PayId Create Widget
The Account Payment PayId Create HTML Widget now supports Monoova.
NEW: Electronic Signatures; Adobe Sign; Security Options now fully integrated
FIX: HTML Widgets; Button List control; Excess padding below buttons removed
The HTML Widget Button List control, as used in HTML Widgets such as "Promise Management Summary", had a gap between the bottom of the buttons and the outside border (when in "large" mode, i.e., as displayed at the top-left of the example widget).
NEW: HTML Widgets; Grids; Previewing of information such as Task Manager summaries now occurs immediately if User has clicked a grid row
In many grids with previews below, e.g., a Task Manager folder, when the User moved between rows, there was a 150ms delay before the summary was fetched (unless that row had previously been previewed, in which was the summary was shown instantly).
NEW: Error Message dialog now displays the version number
NEW: Business Layer; finPool; SaveWithoutRefresh method added to allow Scripts to avoid refreshing the Global Collection when updating the record
Whenever a record in a global collection, e.g., Branches, Pools etc is saved, the global collection, e.g., finBL.Pools, is flagged to require a complete refresh from the database the next time it is accessed.
NEW: Create PayID wizard; Add support for Monoova PayID
NEW: Users; Load time for global collection has been optimised
The Users admin library can be quite large for some customers, especially over time, since deleted records are never truly deleted.
NEW: Business Layer; finEntity and finEntityRO; Properties obsoleted
The finEntity and finEntityRO classes have had certain properties obsoleted and replaced with new service specific properties.
NEW: Admin; Entities; Add support for Monoova PayID
NEW: Business Layer; finExternalParty; SaveWithoutRefresh method added to allow Scripts to avoid refreshing the Global Collection when updating the record
Whenever a record in a global collection, e.g., Branches, External Parties etc is saved, the global collection, e.g., finBL.ExternalParties, is flagged to require a complete refresh from the database the next time it is accessed.
NEW: Admin; Branches; Add support for Monoova PayID
NEW: External Parties; Load time for global collection has been optimised
The External Parties admin library can be quite large for some customers, e.g., several thousand records.
NEW: Cost Centre; Monoova; Added PayID options
NEW: Business Layer; finBranch and finBranchRO; Properties obsoleted
The finBranch and finBranchRO classes have had certain properties obsoleted and replaced with new service specific properties.
NEW: Scripts; Web Service (Web API); Template Script code updated to handle anonymous access
Scripts, via the Web page of the Scripts form, can be configured to "Allow Anonymous access?".
FIX: New Account wizard; Deposit Account; Fails to calculate with a "Object reference not set to an instance of an object." if Term if "On Date" and On Date equals Opening Date
When running the New Account wizard, if a Deposit Account's Term is set to "On Date" and the On Date is the same as the Opening Date (e.g., you click the up arrow on the "On Date" field), the summary indicates you need to "Click 'Calculate' to display upd...
FIX: Electronic Signatures; Secured Signing; Summary page report error if one the requests has failed
The Secured Signing Electronic Signature summary page may fail to display if one of the requests has failed and generated in incorrect response.
NEW: HTML Widget; Bank Transaction Export; Updated to use new Business Layer function to determine list of available export services
The Bank Transaction Export HTML Widget has been updated to use the new finBankAccountRO.GetExportServiceList method to determine the list of available services.
NEW: Bank Transaction Export wizard; Updated to use new Business Layer function to determine list of available export services
The Bank Transaction Export wizard has been updated to use the new finBankAccountRO.GetExportServiceList method to determine the list of available services.
NEW: finBankAccountRO Business Layer object; Now supports GetExportServiceList method
The finBankAccountRO Business Layer object now supports a GetExportServiceList that returns a list of available Bank Export Services.
NEW: HTML Widget; Bank Transaction Export; Ezidebit export service added
The Bank Transaction Export HTML Widget now supports Ezidebit.
NEW: HTML Widget; Bank Transaction Export; Monoova export service added
The Bank Transaction Export HTML Widget now supports Monoova.
FIX: Business Layer; finQueue; Duplicate function now clears the Queue Id
The finQueue ''Duplicate'' function will now clear the ''QueueId''.
NEW: Accounting Interface; MYOB Service; Lock error message made friendly
The Accounting Interface MYOB service now has a friendlier error message when refreshing the token fails due to the process already being locked.
NEW: Accounting Interface; Xero Service; Lock error message made friendly
The Accounting Interface Xero service now has a friendlier error message when refreshing the token fails due to the process already being locked.
FIX: HTML Widgets; Account Payment Arrangement; Payment Arrangement now Calculates prior to executing Document
The Account Payment Arrangement is now calculated prior to executing the Quote Document. This means that the Account Payment Arrangement object passed into the Document Script will have the correct Payment Arrangement information.
NEW: HTML Widgets; Income Distribution; "TESTING" block added to the Script Parameters
A "TESTING" block has been added to the Parameters for the Income Distribution HTML Widget.
FIX: Account Applications; Credit Sense 2 Bank Account Enquiry; Not resolving Smart Tags
The Account Applications Credit Sense 2 Bank Account enquiries are not resolving Smart Tags for email or SMS documents.
NEW: HTML Widget; InfoAgent NZ Security Enquiry; Mileage added for Valuation purposes
The InfoAgent NZ Security Enquiry HTML Widget for new vehicle reports now include mileage that is used to provide a more accurate valuation of the vehicle.
NEW: Security Enquiry; InfoAgent NZ; Mileage added for Valuation purposes
The InfoAgent NZ Security Enquiry new vehicle reports can now include mileage that is used to provide a more accurate valuation of the vehicle.
NEW: Electronic Signatures; DocuSign; Additional validation when Cancelling
There is now additional validation and a clearer message when attempting to Cancel a DocuSign document where there is no Cancel Reason Information List defined on the Global Settings, Electronic Signature, General page.
FIX: Task Manager 2; Workflows folder; Grid not showing "Recall" icon if Recall Date had passed, only if the Workflow was "Recall Immediate"
Workflows in the Task Manager 2, Folder folder grid were not showing a "Recall" icon unless they were set as "Recall Immediate". The icon should also have been displayed if their Recall Date had passed.
FIX: HTML Widget; CentrixNZ Organisation; Company Selection will no longer be performed if Company Number or NZBN is available
The Centrix Organisation HTML Widget has been updated to no longer perform a Company Selection if the NZBN or Company Number is available.
NEW: Credit Enquiry; APLYiD; Verify; Fraud Analytics email validation error message enhanced
The APLYiD Credit Enquiry has been updated to enhance the error message returned from the service.
NEW: Help, About finPOWER Connect; Window is now resizable
The Help, About finPOWER Connect window is now resizable.