Release History
finPOWER Connect 1.06.07
NEW: Workflows; new Workflow Type Script event 'UpdateDocumentsList' allows Documents published from Workflow Actions wizard to be modified
A new Workflow Type Script event, 'UpdateDocumentsList' has been added. This allows the list of Document presented in the Workflow Actions wizard to be modified.
NEW: Documents; UserFlagA and UserFlagB properties added
The Documents form, Options page now allows two User Defined flags to be set, 'User Flag A' and 'User Flag B'.
NEW: Account Types; Startup and Ongoing Interest now support default Rates irrespective of Type
The Startup and Ongoing Interest defaults for Account Types now support default Rates irrespective of default Type selected.
FIX: Interest calculations; Payment grace days not always being respected where backdating Interest
Payment grace days in Interest calculations are not being respected where Interest is backdated.
FIX: Securities Register Add-On; Client Combine; Merged Client may already be on Security Statement
Merging two Client records that were both linked to the same Security Statement, resulted in the merged Client appearing twice on the Security Statement as a linked Client.
FIX: Workflow Actions wizard lists Documents that belong to 'Any' rather than 'All' selected Workflow Accounts
The list of Documents shown on the 'Select Document' page of the Workflow Actions wizard (launched via the Task Manager) shows a union of all Documents belonging to any of the Workflows' Account's Account Types.
FIX: Account Promotions Add-On; Account Type Promotion, Entering an overriding 'To Date' causes an 'Invalid' message to display
Creating an overriding First Payment on an Account Type Promotion may cause an error message to be displayed.
FIX: TxtStream XML SMS service not using configured Proxy Server settings
The TxtStream XML SMS service for Australia and New Zealand was not using the configured Proxy Server settings.
NEW: TxtStreamXML SMS provider now displays Request URL on Global Settings form
The TxtStreamXML SMS provider now displays its default Request URL on the Global Settings form, Messaging, SMS page.
NEW: Account Withdrawal wizard; Payment Arrangement page tweaks
The Account Withdrawal wizard has been changed as follows:
NEW: Grid Export; "Analyse with Excel" option not working with MS Excel 2013
When exporting a grid using the "Analyse with Excel" option, MS Excel 2013 fails with a "Problems During Load" message noting "Table" as the problem.
FIX: Importing Workflow Types fails leaving partial items with a description of 'Import Stub'
Importing Workflow Types fails leaving partial items with a description of 'Import Stub'.
FIX: Workflows; automatically processed 'Wait' items do not have a Completed Date set
'Wait' type Workflow items that are processed automatically (i.e., the recall date has been passed so they are changed from 'Open' to 'Complete') did not have either a Completed Date or Completed User set.
NEW: Combine Client; Notes, Cross Reference and Web data now merged
When combining two Clients, the following data will also be merged:
FIX: Combine Clients; Files always copied whether option checked or unchecked
When Combining a Client that has Files, the Files s were always copied from the redundant Client to the merged Client.
FIX: Combine Client; Merging an External Id caused merge to fail
Combine Client; Merging a Client with an External Id into a Client with no External Id caused the merge to fail with the following error message:
FIX: Date/Number control spin buttons; mouse detection is one pixel out
In a Date or Number control clicking on the spin button (up/down buttons on right hand side of some controls) may not work quite as expected as the mouse detection is one pixel out.
NEW: Account and Client Lookups now allow results to be pasted to ranges when displaying as a 'List' form
Account and Client Lookups (e.g., range lookups for reports and wizards) can be configured to use the corresponding List forms, e.g., Account List.
NEW: Account "Premium Interest Rate"; changes made for Floating Rate Loans
Floating Rate Loans need to hold both the "Net" Interest Rate and the "Premium" Interest Rate.
NEW: SMS Messages; TxtStream services updated to allow 459 characters and SMS validation enhanced
The TxtStream SMS services have been updated to allow 459 characters.
FIX: Advanced Clients Add-On, Clients, Identification page; Unhandled exception when permission is Deny
If the permission "Client.IdentificationItems.ExecuteDecisionCard" was set to Deny, the following error occurred when opening the Identification page on the Client form.
NEW: Advanced Clients Add-On, Clients, Identification page; Status description text not retaining colour.
If the Identification Status is Fail, the colour of the text next to the status control is red.
NEW: Advanced External Parties Add-On, Transaction, Disbursement Account Payments; Filter added
A new range filter (Source Account) has been added to Disbursement Account Payments wizard.
NEW: Securities Register Add-On; Deleting a Client when Client is an Owner on a Security item needs better error message
When trying to delete a Client that is set as the Owner on a Security Item causes the following message to be displayed:
NEW: User Security, Permissions Explorer; New Permissions added for declining Refinanced Accounts
Two new permissions have been added to allow the user to decline or unwant a refinanced (quote) Account.
FIX: Securities Register Add-On; Security Type Details, Other page; Some Information Lists not printing
The Information Lists for various Security base types were not printing on the Security Type Details report.
NEW: Global Settings, Auditing, Clients page; Audit Client Group
A new Audit option has been added to allow auditing when the Client Group is changed on a Client record.
NEW: Global Settings, Auditing, Clients page. Client Type audit option extended
The Client Type was only audited when the "Client Type Change" wizard was run - used to change Individual to Organisation or vice versa.
FIX: Client, Client Type Change wizard; Audit Log not created
When changing a Client Type via the Client Type Change wizard, the following error will display if you have the Client Type Auditing option to create a Log, set to True.
NEW: Advanced External Parties Add-On; AccountsDisbursements Standard Range added
A new standard range 'AccountsDisbursements' has been added.
NEW: Business Layer; add "Tag" property to finAccountCalcScheduleItem object
A new property "Tag" has been added to the finAccountCalcScheduleItem object.
FIX: NZ PPSR; Client type of "Other Incorporated" not handled properly
Client type of "Other Incorporated" was not handled properly in the New Zealand PPSR interface.