Release History
finPOWER Connect 1.04.04
FIX: Client Groups; Entering non-numeric value in Statistics grids causes validation error and grid will no longer accept a valid value
Entering a non-numeric value in Statistics grids on the Client Groups form causes validation error and grid will no longer accept a valid value of zero.
NEW: Workflows; 'AfterItemAction' event now fires even if Workflow has been closed
The 'AfterItemAction' Workflow event now fires even if actioning the current item has caused the Workflow to be closed.
NEW: Branches and External Parties Audit now includes linked Client's Audit records
The Audit page on the Branches and External Parties forms now includes the linked Client's Audit records.
NEW: Parameters Host control updated to work with high DPI mode
The Parameters Host control used to display entry details for reports, user defined details etc has been updated to work better when Windows is running in High DPI mode.
FIX: High DPI issues with list controls fixed
The following issues with control in high DPI mode have been fixed:
NEW: Account Calculations; Transactions with an "Opening" cycle now support "Due Immediately" option
Various changes have been made to finPOWER Connect in regards to using "Opening" and "Due Immediately" settings for new Account Transactions.
NEW: Search forms; Saved Settings; Option added to automatically load search results
Saved Search Settings now have an option to determine whether the search results are loaded when the Saved Settings are selected.
NEW: Search forms; Right-clicking Saved Settings now shows popup menu of options
Right-clicking Saved Settings on the following Search forms now displays a popup menu of options, e.g., to rename an item:
FIX: Workflows; Item Groups now have a status of 'Open' rather than 'Not Started' if any items within the group have been actioned
Workflow Item Groups now have a status of 'Open' rather than 'Not Started' if any items within the group have been actioned.
NEW: Cash Registers; amended logic for determining which Payment Methods a Cash Register is applicable for
The logic for determining which Payment Methods a Cash Register is applicable to has been changed.
NEW: Advanced Banking Add-On; Option to make Cash Registers Mandatory
Bank Accounts form, General page.
NEW: Workflows; new business layer method to Clone Workflow Items
A Clone method has been added to the finWorkflowItem. This does not clone status details for the item.
FIX: Actioning a Workflow item that closes a group does not always run automatic items from next group
Actioning a Workflow item that closes a group does not always run automatic items from the next group.
NEW: Account Type form, Documents Page; Special Documents are now displayed in a grid
NEW: Revolving Credit Loans; Account, Financial page, Net Interest Rate now shows for Rate Tables
For Revolving Credit Loans, the Account form, Financial page, Interest section now shows the Net Interest Rate for Rate Tables that are not tiered.
FIX: Using Ctrl+PageUp and Ctrl+PageDown to navigate form pages stops at disabled pages
Using Ctrl+PageUp and Ctrl+PageDown to navigate form pages stops at disabled pages, e.g., on the Account Types form, if a page is disabled, a blank page is displayed and pressing the shortcut keys again does not navigate to the next or previous page.
FIX: Documents form; Formatting buttons on HTML Editor are disabled
The formatting buttons on the Documents form, HTML Editor (displayed for Email type Documents) are disabled.
FIX: Workflows; Workflow Item form truncates Workflow Item Code
When viewing a Workflow Item, the Workflow Item form truncates the Workflow Item Code to 10 characters.
NEW: Documents; Email and SMS Documents can now use a Script event to generate their content
A new Script event 'GenerateMessage' can be used to generate the content of a log-based Email or SMS Document.
FIX: Account form, Transaction page; Bank Transaction View drilldown; Edit Payment Details; the Payment Method could be changed to a Payment Method from an inactive Bank Account.
When editing a Payment transaction the Payment Method could be changed to a Payment Method from an inactive Bank Account.
NEW: Configuration Security Report example HTML Report added in New Company wizard
The New Company wizard now adds an HTML Report type Script "CSEC", "Configuration Security Report".
FIX: Statement Cycle; should not allow a simple "Monthly" cycle - it should always include the day of month
A date cycle of "Monthly" is problematic where the day of month is not specified.
FIX: Revolving Credit Loans; Interest Cycle should not allow a simple "Monthly" cycle - it should always include the day of month
A date cycle of "Monthly" is problematic where the day of month is not specified.
FIX: Account Quotation; if Product Type only contains Revolving Credit Loan Types will incorrectly allow wizard to continue onto second page of wizard
The Account Quotation wizard only supports Fixed Term Loans.
FIX: Debug Window; only shows last 10 items when form opened
The Tools, Utilities, Debug Window only shows the last 10 items when the form is opened.
FIX: Account 'Unknown Client' can be deleted
The Client record defined as the Account 'Unknown Client' under Global Settings could be deleted. A check is now in place to prevent this Client from being deleted.
NEW: Business layer functionality added to retrieve parts of a sectioned Information List
Business layer functionality has been added to retrieve parts of a sectioned Information List.
FIX: Task Manager, Workflows grids, History Tab; Some History Items displayed the invalid Icon and no Description.
1. Statement Change History Item
FIX: Parameters and Parameters Sets; Validation fails for List type Parameters that are not comma-separated lists
Validation of 'Limit to List' List type Parameters fails if the list is not a simple comma-separated list, e.g., it is a Standard Range, Information List or SQL statement.
FIX: Running an Action Script incorrectly shows an 'Add to Queue' button
Running an Action Script that allows parameters to be entered incorrectly shows an 'Add to Queue' button on the last page of the wizard. Clicking this button opens a form behind the Action Script wizard resulting in neither the Action Script wizard or the...
NEW: Bank Import; Australian "NAB (NAI)" not matching to Loans as Reference included an extra slash
The Australian BAI Bank Import may fail to match Loans as the Reference included an extra slash "/" at the end of the text.
FIX: Action Script cannot determine form record mode
Action Scripts could not determine the reord mode of the form on which they appeared.
NEW: NZ CCCFA Loan Contract; updated so schedule of payments not pushed to next page
The NZ CCCFA Loan Contract Word VBA document has been updated so the schedule of payments is not pushed to next page if it doesn't fit on the first page.
FIX: Securities Register Add-On; Australian Databases
Setting a Registered Security Item to 'Defunct', was setting the Register Action to 'Discharge' and the Action Status to 'On Hold' when saving the Security Statement.
NEW: Securities Register Add-On;Security Statements with linked Service Logs can now be deleted.
NZ Databases
FIX: New Account wizard; Financial summary displays error
In the New Account wizard, after clicking Calculate, the Financial summary page may display the error "Value was either too large or too small for a Decimal.".
NEW: Database Purge wizard; added Purge of Service Logs
Database Purge wizard.
NEW: Workflows; New global setting to define how automatic Workflow codes are generated
A new Global Setting on the Workflows, General page defined how automatic Workflow codes are generated.
NEW: Credit Enquiry Reports tweaked to produce better PDF documents
The built in Credit Enquiry Report Scripts have been tweaked to produce better PDF documents.
NEW: Actioning an Update Request now records a description of the original record
When an Update Request is actioned, a description of the original record is now recorded. This way you can see what was updated (providing the original description displayed the updated value).
NEW: Attaching Documents to Logs can now copy files to Document Manager folder
Two new Global Settings have been added to the Document Manager, General page. These allow Documents to be automatically copied to the Document Manager folder structure upon saving a Log. By default, when saving a Log, the User will be prompted to copy th...
FIX: Account Types form; Scripts page; Was not showing the correct list of available Scirpts on change of Account Class
If you view a Disbursement class Account Type and then view a Fixed Term class Account Type, the Script page was not refreshing to display the full list of available Scripts.
NEW: Action Scripts enhanced
Action type Scripts have been enhanced.
NEW: MotorWeb Confirm Owner functionality added
MotorWeb VIRs no longer return ownership details for individuals.
NEW: Securities Register Add-On; Reports; Security Statement Exception List; Groupings added
Groupings have been added to the Security Statement Exception List.
NEW: Securities Register PPSR Add-On (Australian databases only); PPSR Search; View all versions of a Registration
1. PPSR B2G Search wizard.
NEW: MotorWeb VIR can now be linked to an Account Log
When viewing a MotorWeb VIR, a button allows the VIR to be linked to different types of Logs.
NEW: MotorWeb updated to use version 2.8 services
The MotorWeb service has been updated to use version 2.8 of MotorWeb's Web services.
NEW: Status bar alerts for Task Manager and Account Import forms now activate the form if it is already open
The status bar alerts for the Task Manager and Account Import forms now activate the form if it is already open.
FIX: Global Settings and User Preferences forms are read-only when the database is read-only
All settings on the Global Settings and User Preferences forms are now read-only when the database is read-only.