Release History
finPOWER Connect 1.04.05
FIX: Accounts form; Standard Transactions page, Standard Transactions drilldown form; Not obfuscating Account Numbers
If the user doesn't have the permission 'Banking.ShowUnmaskedAccountDetails' the Bank Account/ Credit Card number was displayed when the form was in read-only mode.
FIX: Advanced External Parties Add-On; Account form, Disbursements page,Account Disbursement drilldown form;Not obfuscating Account Numbers
If the user doesn't have the permission 'Banking.ShowUnmaskedAccountDetails' the Bank Account/ Credit Card number was displayed when the form was in read-only mode.
FIX: Lookup form not always scrolling 'Quick Found' row into view
The Lookup form used in reports and wizards, e.g., to lookup a list of Accounts, was not always scrolling the 'Quick Found' row into view.
NEW: Reporting; Workflow Details report now use simplified parameters if run from Workflows form
The Workflow Details report now use simplified parameters if run from the Workflows form. All record filters apart from the main filters (e.g., a range of Workflows) are excluded.
NEW: Reporting; Log sub-reports now standardised
The Log sub-reports on the following details reports have been standardised, i.e., by default they all display the same columns and in the same order except where the underlying log type requires more information, e.g., on the Security Statement Details r...
FIX: Advanced External Parties Add-On; Account form; Account Disbursements drilldown; not saving changes to payment details
If the Payment Method was changed then this was saved, but if changes to any of the payment details were made, these changes were not being saved.
FIX: Reporting; Details reports not displaying details
Printing a details reports for an inactive record, e.g., an inactive Client may result in nothing being displayed on the report.
FIX: Reporting; Export Bank Transactions List; updated
The Export Bank Transactions List report have been updated to fix column and formatting issues, e.g., a 'Status' column being displayed and dates in the Parameters only showing a 2-digit year.
NEW: Import Bank Transactions; A new Bank Import has been added for CBA Direct Entry files from the MA23 System.
This new Bank Import supports importing of Commonwealth Bank of Australia (CBA) Direct Entry Transaction files from the MA23 System.
NEW: Export BankTransactions wizard;Ability to reprint an Export Bank Transactions List
Functionality has been added to the first page of the Export Bank Transactions wizard to reprint a previously exported batch.
NEW: New Accounts; if a payment is due on the same day it is opened, the payment due is now processed when the Account is opened
If a payment is due on the date an Account is opened, either as an upfront payment or simply because the first payment was moved, it is now processed immediately (and automatically).
FIX: Account Search/ List form; UserDefined fields not showing data in columns
In the Account Search and List forms, User Defined field columns were not showing any data.
NEW: VedaXML NZ; new "Commercial Check" Credit Enquiry product added for New Zealand
A new "Commercial Check" Credit Enquiry product has been added to Veda New Zealand. This is for Company Credit Enquiries and may be used instead of the "Company Enquiry" product.
FIX: Bank Lodgements; may not be able to select correct Bank Account Service if more than one exists for Bank Account
In the Bank Lodgements wizard the Bank Account Service dropdown is unpredictable if more than one Service exists for the Bank Account and the services and not in alphabetical order.
NEW: Reporting; Account Type List; can now filter and group by Account Class and Category
The Account Type List report can now be grouped and filtered by Account Class and Category.
FIX: New Account wizard; Financial page, Options tab should not show "Include Regular with Balloon Payment?" option if a Balloon Payment cannot be entered
In the New Account wizard, Financial page, Options tab the "Include Regular with Balloon Payment?" should only show if the Account Type, New Accounts page, "Allow entry of Balloon Payment?" is checked, ie if a Balloon Payment can be entered.
NEW: Account Close wizard; new permission keys to allow User to open/ view wizard but not commit the Close
There are four new permission keys controlling the Account Close wizard and finAccountClose object. They allow a User to open and view the wizard but not commit the Close. There is also a separate option to allow a Close Pending to proceed, but not a full...
NEW: Reporting; Monitor Category List; can now filter and group by 'Valid For'
The Monitor Category List report can now be filtered by and grouped by 'Valid For'.
NEW: Reporting; Workflow Type List; Can now filter and group by Category
The Workflow Type List report can now be filtered and grouped by Category.
FIX: Statements; Revising Statement frequency to a Monthly or Yearly cycle fails
Revising an Account's Statement frequency to a Monthly or Yearly cycle without a day of month fails with a message like "Failed to update Account Statement cycle. Invalid Statement Cycle. 'Month' date cycles must include a Day of Month. For example, inste...
FIX: Client Scripts; Event script for Credit Enquiries renamed
The event script for Client Credit Enquiries has been renamed as follows:
NEW: Template Documents; Loan_Statement.dot; A new constant has been added 'ShowDisbursements'.
The following template document has been updated:
NEW: User Data Parameters HTML enhanced to show description for 'List' type parameters
The functionality that displays Parameters as HTML (e.g., a Workflow Item's User Data) has been enhanced to show a code and description for 'List' type parameters that are based on a 'Standard Range'.
NEW: Reporting; Details reports now use simplified parameters if run from record form
Details reports, e.g., the Branch Details report now use simplified parameters if they are run from the record form (e.g., the Branches form). All record filters apart from the main filters (e.g., a range of Branches) are excluded.
FIX: New Account wizard, Other page; May have displayed incorrect Payment Method when using multiple Entities
The New Account Wizard may have displayed incorrect Payment Methods when using multiple Entities.