Release History
finPOWER Connect 1.06.06
NEW: Accounting Interface Add-On; Export General Ledger wizard, File name page
A default file extension property has been added to the following GlExport objects.
NEW: Select Query Builder; SqlWhere.AppendRangeWithPk method updated to allow a 'NOT' range to be supplied
The ISSqlWhereBuilder business layer object has been updated to allow a 'NOT' range to be supplied to the .AppendRangeWithPk method.
NEW: Import Bank Transactions; ServiceId property added to finBankImport
The Bank Import Service Id may be required when scripting an import.
FIX: Clients, New Client wizard; Person Acting Date of Birth can enter future date
Person acting details can be entered when adding a Company or Sole Trader Client.
NEW: Documents now have access to a '_FormKey' parameter detailing the form from which they are being published
Documents, e.g., Word VBA Templates now have access to a '_FormKey' parameter detailing the form from which the Document is being published. This allows the Document to behave differently based upon where it was published from.
NEW: Credit Enquiry Add-On; Credit Enquiry, VedaXMLAU Individual, when "Credit Bureau File Id" selected keep Client enabled
If the Credit Bureau File Id was selected to enquire on, then the Client control was disabled. This will no longer happen.
FIX: Credit Enquiry Add-On; Veda AU Company enquiry, Unhandled exception has occurred
Performing a credit enquiry for test Company ACN 000 000 019 resulted in the following error:
FIX: Credit Bureau Add-On; Global Settings & User Preferences, Credit Bureau labels and form headings are inconsistent
Global Settings and User Preferences have been updated to display the full credit bureau names in the form headings and in labels.
FIX: Account Type Overdue Rules; Rule not working if checking both Monitored and Not Monitored status
An Account Type rule that checked whether an Account was both Monitored and Not Monitored did not pass if the Account was not monitored.
FIX: Credit Enquiry Add-On, Veda Advantage VedaXML (Australia) Company Credit enquiry; could not perform an enquiry using an ABN
If an ABN was entered as the search criteria on the Company page of the Credit Enquiry wizard the following error was displayed:
FIX: Credit Enquiry Add-On; Credit Enquiry, Veda Credit Report (NZ) not displaying Account Type
When performing a Credit Enquiry using Veda Advantage VedaXML New Zealand, the Veda Credit Report was not displaying the Account Type for previous Credit Enquiries.
FIX: Account Restructure wizard; Updating the overdue does not update the '+/-' field
Updating the Overdue on the Balance Allocations page of the Account Restructure wizard does not update the corresponding '+/-' field.
FIX: Process, Publish Documents, Documents page; Interest and Overdue columns removed
The following changes have been made to the Documents grid on the Publish Documents wizard:
FIX: Bank Accounts, Payment Methods, Australian Databases; Default Reference not saved
Bank Account Payment Method wizard, Other page. Australian Database only.
FIX: Other Interest; "Utilisation" type should always use the Account Type Rate
When an Account Type, Other Interest type is set to "Utilisation" the Interest Rate is always fetched from the Account Type. Utilisation Interest is calculated as the difference between the Credit Limit and the daily balance multiplied by the Interest Rat...
NEW: Credit Enquiry, Veda Advantage; Applicant Type added- the subject's association with the request
Applicant Type has been added to the Options page of the Credit Enquiry wizard.
FIX: Reports, Account List; Exporting all columns; Updated and Created dates are nothing
When exporting all columns in the Account List, the following fields where not being populated:
FIX: Reports, Account List; Group by Creation Method not working in some cases
If the Account List was grouped by Creation Method, all Accounts were incorrectly grouped under Creation Method 'New'.
FIX: Reports, Account Control Report; Deleted suspense Items should not be included in Suspense summary
Deleted Suspense Items were being included in the Bank Suspense Items Summary.
NEW: Reports, Account Control Report; Statistics added for Accounts Opened and Accounts Closed during each Period
Two new options to print Account Statistics have been added to the Account Control Report. These new statistics will be printed after the Closing Balance.
FIX: Client form, Employment/Personnel page; Client Employment drilldown; Expired address message may display invalid date
If an Employment or Personnel record had a linked Client and that linked Client had an empty Contact address then the following message may have been displayed:
NEW: Reports, Account Control Report; Changes to Parameter Descriptions printed on report
If the checkbox 'Show details of dates used?' was checked, then the Parameters section included details on the date range used for each column per Entity included in the report.
FIX: Reports, Account Control Report; Parameters printing on each page
The Parameters for this report were printing at the bottom of each page.
NEW: Client Form, Employments/ Personnel page; Display Linked Client details
If a Client Employment is linked to another Client, the summary script will display more detail about the linked Client.
NEW: Client Form, Contacts page; Display linked Client details
If a Client Contact Method is linked to another Client, the summary script will display more detail about the linked Client.
NEW: Functionality to fetch Client Address now returns the primary key of the Client Address record
The following functions used to return a Client's Address now also return the primary key of the Client Contact Address record:
NEW: Centrix; Credit Report upgraded to use GetCreditReport2 web service
The Centrix Credit Report has been upgraded to use GetCreditReport2 web service. Note, finPOWER Connect has used this service for some time, but final testing and tweaking has now been completed.
FIX: Pressing a key in a grid with only a single row on a 'Descending' column causes error
Pressing a key in a grid with only a single row on a column which has been sorted in descending order may cause an 'Index was outside the bounds of the array.' error.
FIX: Account Quotation wizard; Title briefly appears as 'New Account'
The Title of the Account Quotation wizard briefly appears as 'New Account' before switching to 'Account Quotation'.