Release History
finPOWER Connect 1.04.00
FIX: Addressing Interface; updated interface for Australia
The Addressing Interface has been updated, mainly for Australian suburb postcodes.
FIX: Address Lookup; "Show Map" does not always work as expected
The "Show Map" function available in Address Lookup and Client Contacts page does not always work as expected.
FIX: Security Register Add-On; NZ, Security Stmt form, PPSR page; Changing the Registration Status to Not Applicable
Changing the Registration Status to Not Applicable will not clear out the Action and the Action Status fields.
NEW: Transaction Authorisation; business layer functionality updated
The finPOWER Connect business layer has been updated as follows:
NEW: Log business layer objects have changed CanDelete and CanSave methods
The following Log business layer objects have had their CanDelete and CanSave methods modified to return a ByRef message rather than generating an error. This is in line with other, similar, business layer objects:
FIX: Revolving Credit Loans; editing a Quote Revolving Credit Loan may error when calculating
If a Revolving Credit Loan is saved as a Quote, when editing then Quote and clicking Calculate the following error may be reported:
FIX: Workflow Types; Users page; adding new Users produces odd results
Adding items to the Users grid on the Workflow Types page may produce odd results, e.g., moving the currently active row or inserting a blank row when attempting to select the User in the first row.
NEW: Securities Register Add-On; Security Statement Item Serial Number field; New resolved field on the Security Stmt Item base object.
Have added a new 'SerialNumberResolved' property on the SecurityItemBase class to be used on the Security Items grid, on the Security Statement form as this value varies between base types.
FIX: Getting current Client Address or Contact Method may be incorrect
Getting a Client's current Address or Contact method using the business layer functions in the finClientContactAddresses and finClientContactMethods classes may be incorrect.
FIX: Account Processes; errors when processing Workflows
When running Account Processes and processing Workflows, the following error occurs:
FIX: Tooltip on 'Code' fields doubles up the word 'by'
The tooltip displaying the primary key and created/ updated user details on the 'Code' field on most forms doubled up the word 'by', e.g.:
FIX: Reporting; printing a grid on a Modal form shows the Report Preview behind the form
Printing a grid on a Modal form was showing the Report Preview behind the form.
NEW: Workflows; ItemId field can now be 25 characters
The Workflow Item's ItemId property can now be 25 characters thereby allowing auto-sequence numbers and Client Ids to be suffixed to the Item Id.
NEW: Database; Client table; Dependents field renamed to Dependants
The Dependents field has been renamed to Dependants on the Client table.
NEW: Users; global collection now exposes the External Party of the User
The Users global collection now exposes the External Party of the User via ExternalPartyPk and ExternalPartyId properties.
NEW: Security Register PPSR Add-On; PPSR G2B Update Wizard, Update Items page; Security Statements listed for Amend with a message advising no changes are required to the Financing Statement
PPSR G2B NZ
NEW: Statistic Type search form; by default now includes the Statistic Type class
The Statistic Type search form now includes a column, by default, showing the class of the Statistic Type, ie Asset, Liability, Income or Expense.
NEW: Admin; Report Templates, Layout, Formatting.
Under Admin, Report Templates, Layout page, when drilling down to a "Number" column on the "Formatting" page there is a field "Group the digits?".
NEW: Permission Keys; renamed "Account.AccountingLedger.*" keys
All Permission Keys starting with "Account.AccountingLedger." have been changed to start with "Account.AccountingLedgers." - note the extra "s".
FIX: Scripts; Summary Page for object "Account.AccountingLedgers" changed
The "Account.AccountingLedgers" summary page script has changed.
FIX: Enum text representation changed from 'N/A' to 'Not Applicable'
The following enums have had their text representations changed from 'N/A' to 'Not Applicable' for consistency:
FIX: Account Search and List forms; Department column is always blank
The Department column is in the Account Search and List forms was always blank.
NEW: Loan Contract document; Subsequent Advances block now supported
The "Fixed Term" Loan Contract document, Loan_Contract_NZCCCFA.dot, now supports the Subsequent Advances block.
FIX: Loan Contract document; Credit Fees and Charges text now split over multiple lines
The Loan Contract document, Loan_Contract_NZCCCFA_RC.dot, under the "Credit Fees and Charges" section, was printing a list of Fees from the Account Type on one long line.
NEW: Account Transactions; 'Deposit' element type now only supported for 'Opening' transactions
Deposit elements can now only be used for 'Opening' transactions. When not an opening transaction they are really Payments.
NEW: Securities Register Add-On; Security Stmt form, PPSR page(NZ); Debtor status now displays Not Applicable
Not Applicable has been added to the Debtor Status options.
FIX: Loan Contract document; Total Advances did not include the value Refinanced
In the Loan Contract document, Loan_Contract_NZCCCFA.dot, the Total Advances box should include the Refinanced value in the total.
FIX: Account Quotation Documents various issues fixed
Account Quotation documents, ie Account_Quotation.dot and Account_Quotation_Multi.dot, had various issues that have been corrected.
FIX: Refinance; if applying a cash deposit may fail with "Net Advance cannot be negative"
When editing the "To" Account of a Refinance, if you enter a Deposit type element it may fail to calculate with the message "Cannot calculate Account Payment value. Net Advance cannot be negative.".
NEW: Business Layer; finAccountSummary.Total function has been removed
The Business Layer "finAccountSummary.Total" function has been removed as this was leading to incorrect usage.
NEW: Purge; Add new option to clear Service Log Request information
There is a new option in the Database Purge to clear Service Log Request/ Response information.
FIX: Security Register Add-On; The SPG field will only have a blank tip when adding a new record.
When editing an existing Security Stmt then clearing out the Secure Party Group (SPG) field the blank tip was displayed. This caused confusion for a user as it looked like all mandatory fields had data entered but the Security Stmt wasn't saving as the u...
NEW: Security Register Add-On; Serial Numbered Goods; a new sub-model field has been added to the form
A new Sub Model field added has been added to the Serial Numbered Goods security item
NEW: Statistic Types can now be exported and imported
Statistic Types can now be exported and imported either via the Export and Import options on the Statistic Types form or via the Information Export and Import wizards.
NEW: Account Control Report; added range filters for Department and Account Manager
There are now range filters for Department and Account Manager on the Account Control Report.
FIX: NZ PPSR G2B; if not licensed for Advanced Clients cannot set Person Acting Name under Global Settings
The NZ PPSR G2B Interface allows you to define, under Global Settings, Securities, PPSR G2B page, a job title to send instead of a Name is there is no Person Acting for an Organisation defined.
NEW: Client Types; Client class updated for Australia
The list of Client classes available for Clients Types has been updated for Australia.
FIX: Reporting; 5 character code column width is too narrow
The column width for 5 character codes in reports has been slightly increased.
NEW: New Company Wizard; Statistic Types updated
The New Company wizard has been updated. The default Statistic Types added have been updated.
NEW: Account Suspension; New option added to suspend ongoing Standard Transactions
A new option added to suspend ongoing Standard Transactions for an Account.
FIX: Account Suspensions; Fixes with regards Account Status
If an Account is moved from Open to Quote finPOWER Connect now clears Suspension flags.
FIX: Account Warnings; no longer includes Suspension details if Account Closed
Account Warnings, as shown on the Account Key details page, no longer include Suspension details if the Account is Closed.
NEW: Account Standard Transactions; added a new option to make transactions read only in the New Account wizard
There is a new option to make transactions read only in the New Account wizard, ie when the Account is a Quote.
FIX: Account Balance Adjustment; transaction created never shows up under Account Transaction page
Account Balance Adjustments (for Principal, Interest or Fees) creates a nil value Transaction and adjustments to the component parts.
FIX: Standard Transactions; Frequency of "Once", first date "At Maturity" not working
When entering a Standard Transaction in the New Account wizard, a Frequency of "Once" and first date "At Maturity" is not working.
NEW: Account Warnings; inbuilt Warnings no longer run by default
Account Warnings no longer run by default. This allows you to totally turn off Account Warnings, as previously always fell back to the inbuilt warnings.
FIX: Close Accounts; "Net Balance" shown in summary may not match that shown in the grid
The "Net Balance" shown in Close Accounts wizard summary may not match that shown in grid.
FIX: Australia; New Client form; Organisation page; ABN not being saved for new Client
When adding a new client with a client type (e.g. Trust) that has an ABN, the ABN was not being saved.
FIX: New User wizard; Various High DPI monitor issues corrected
Various High DPI monitor issues have been corrected in the New User wizard.
NEW: Bank Account Suspense items; added Created User and Date
Bank Account Suspense items now include a Created User and Date.