Release History
finPOWER Connect 2.01.00
FIX: Page Sets; Account Payment Details type Page Object shows overlapped controls when editing properties
When editing the properties of an 'Account Payment Details' type Page Object, certain controls are shown overlapped and, in certain circumstances, controls that are not applicable such as Caption Width are shown.
FIX: Entities; if not licensed for the Disbursement Add-On the Options page still shows the Disbursements Begin Date
If not licensed for the Disbursements Add-On, on the Admin, Entity form, Options page, the Disbursements Begin Date was still shown.
FIX: Workflows; Closing a Workflow in the 'BeforeProcess' Script event gives an error
Closing a Workflow in the 'BeforeProcess' Script, gives an error when processing the Workflow. The error indicates that the Workflow cannot be processed since it is 'Closed'.
NEW: Standard Transactions; add new option to move to previous/ next Business Day
A new option has been added for Standard Transactions to move the date to the previous or next Business Day, if it falls on a non-Business Day.
FIX: Workflow Types; Now validate that Workflow Items do not have parameters with duplicate names
Workflow Types now validate that Workflow Items do not have parameters with duplicate names.
NEW: Merge Queries wizard; Enhanced to allow horizontal merging based on differing field names between the source queries
The Merge Queries wizard has been enhanced to allow horizontal merging based on differing field names between the source queries.
NEW: Web Services; Summary Page (version 2) type Scripts are now better handled
'Summary Page (version 2)' type Scripts can be called as Custom Web Services.
NEW: Summary Page 2 stylesheet updated
The stylesheet used by Summary Page (version 2) type Scripts has been updated.
FIX: Business Layer; finAccountTypeStdTransRO object, Item property not set as default
In the finPOWER Connect Business Layer, the Item property of finAccountTypeStdTransRO object is now set as the default property.
FIX: Parameters page on various Admin forms; Importing Parameters now appends Parameters
On the Parameters page of various Admin forms, Importing Parameters now appends the Parameters rather than overwriting the existing Parameters.
NEW: Log Severities; added Importance setting
Added Importance setting to Log Severities. It may be either Normal, High or Low.
NEW: Test Web Services form; Checkbox added to display time portion for dates
The Connect page of the Test Web Services form now has a checkbox to 'Allow entry of a Time portion for all dates'.
FIX: Accept or Decline Account wizard; Declined/ Unwanted Reason only saves first 50 characters of text entered
The Reason for Declined/ Unwanted actions in the Accept or Decline Account wizard only saves the first 50 characters of text entered.
NEW: Alert Message field; updated from 50 to 100 characters maximum
The Alert Message field on both the Client and Account forms has been updated from 50 to 100 characters maximum.
FIX: Declining Account; if errors may not roll back Database Transaction and therefore further errors are shown
If an error occurs whilst declining an Account the Database Transaction may not be rolled back, and therefore further errors occur - normally when the error message is displayed to the User.
NEW: Account Disbursements; new Reference field added
A new Reference field has been added to Account Disbursements. This allows an external Reference to be entered against the Disbursement.
NEW: Code Snippets added for use with Custom Web Services
The following code snippets have been added. These can be pasted into 'Web Service (Web API)' type Scripts.
NEW: Page Sets; Grid binding enhanced
Binding of Page Set grids has been enhanced.
FIX: Account Processes; processing workflows errors if one workflow closes another
In Account Processes, whilst processing workflows, if one workflow closes another, via a script, then an error is generated if the closed workflow is processed after the workflow that closed it.
NEW: Scripts; Web Service (Web API) type Scripts updated to restrict Web Roles
The Web page of the Scripts form has been updated to allow 'Web Service (Web API)' type Scripts to restrict the Web Roles which can access them. The following checkboxes have been added:
NEW: Web Subscribers; Secret Key can now be entered
Previously the Web Subscriber's Secret Key could not be directly entered, it could only be generated. You may now enter the Secret Key, which allows you to use your own keys.
NEW: Scripts; Web Service (Web API) type Scripts; request parameter enhanced
The request parameter passed into the Main method of a 'Web Service (Web API)' type Script now has the following additional properties:
FIX: Credit Enquiries; Do not work properly for Sole Trader Clients
The Credit Enquiry form does not work properly for Sole Trader Clients. If you select a Sole Trader then only Individual products are listed, whereas all products are now shown.
NEW: Scripts; Template Script for 'Web Service (Web API)' type Scripts updated
The template Script for 'Web Service (Web API)' type Scripts has been updated to restructure the returned response.
NEW: Account Reports; added Date Created Range under Account Filters
Added "Date Created" Range under Account Filters page for Account Reports.
FIX: Email Message wizard; Target dropdown field not wide enough
The Target dropdown field in the Email Message wizard was not wide enough for "Open for Edit".
FIX: XML Account Import; Account Promotion was not being imported
When importing an Account via an XML file, the Account Promotion is ignored - if using the "simple" financial section.
FIX: Compiling Scripts does not always show unused variables and other warnings
Compiling a Script from the Scripts form via the Build button allows warnings to be viewed, e.g., unused variables.
FIX: Credit Enquiry form; changing from VedaXMLAU to another service may leave Credit Bureau File Id fields visible
In the Credit Enquiry form, changing from VedaXMLAU to another service may leave the Credit Bureau File Id fields visible.
FIX: File Menu; Open Database item has incorrect icon
On the File Menu the Open Database item has the incorrect icon. It shows the File Open icon, it should be the Database Open icon.
FIX: General Ledger Export; Bank Transactions split over several lines may be incorrectly exported
In the General Ledger Export, Bank Transactions which are split over several lines may be incorrectly exported.
NEW: Account; Review date is now audited as part of the Account Dates audit
The Account Review date is now audited as part of the Account Dates audit option.
FIX: Revolving Credit Loans; unexpected Overdue Adjustment (Minimum Payment) transaction added
An unexpected Overdue Adjustment (Minimum Payment) transaction may be added to Revolving Credit Loans.
FIX: Date Controls; Calendar dropdown is not drawn correctly on high DPI monitors
On Date Controls the Calendar dropdown was not drawn correctly on high DPI monitors.
FIX: Client Identification Item form; Issued/ Expires control widths incorrect on high DPI monitors
On the Client Identification Item form, if both the Issued and Expiry dates are shown, and the monitor is using high DPI, the width of these controls is incorrect. This results in the Issued date being too wide and the Expires data being too narrow.
FIX: Licence form; entering an invalid "Maximum 'Open' Accounts" value causes an unhandled exception
On the Licence Information form, entering an invalid "Maximum 'Open' Accounts" value causes the following unhandled exception "An unhandled exception has occurred. Value was either too large or too small for an Int32.".
FIX: Client form; AKA grid may pop up a message "Unable to add a row: Row insertion not supported by this data sour"
On the Client form, Name and Details page, AKA grid, right clicking on the column header row may pop up a message box "Unable to add a row: Row insertion not supported by this data sour". Clicking OK continues without an issue.
NEW: Account Script Events; new event "StatusChangePreOpening" added
A new Account Type script event "StatusChangePreOpening" has been added.
FIX: Account Close; may fail with an unhandled exception error
The Account Close wizard may fail with an unhandled exception error when committing or when creating a Log (via the Log button). The error is "An unhandled exception has occurred. Primary Key does not exist in collection.".
NEW: Credit Enquiry, Veda Australia; added support for Commercial (Company) AML Report
A new Credit Enquiry "Commercial AML" (Anti Money Laundering) has been added to Veda Australia.
NEW: Credit Enquiry, Veda Australia; added support for Individual AML Report
A new Credit Enquiry "Individual AML" (Anti Money Laundering) has been added to Veda Australia.
NEW: Client, Tax & Banking page; added Bank/ Branch Name column to the grid
On the Client form, Tax & Banking page a new column "Bank" has been added. This shows the Bank and Branch Name of the Bank Account.
NEW: Interest Cycle; "At Maturity" option added
A new Interest Cycle of "At Maturity" has been added.
FIX: Account Type Event Scripts; added new event scripts for calculating Last Payment, Last Reversed Payment and Next Payment
New event scripts have been added for calculating the Last Payment, Last Reversed Payment and Next Payment for an Account.
NEW: Test Web Services form; All dates now allow a time portion to be entered
All Web Services date parameters now allow a time portion to be entered regardless of whether the Web Service date allows a time portion.
NEW: Test Web Services form; New 'Request options' block
A new 'Request options' block has been added to the Connect tab of the Test Web Services form.
NEW: Account Key Details summary page; option added to include Client Contact Methods
An option has been added to the built-in Account Key Details summary page to include Client Contact Method columns to the Clients table.
NEW: Application Shortcuts; ToUrlString method of ISApplicationShortcut now has a parameter to add 'APP://' prefix
The ISApplicationShortcut.ToUrlString method now has a includeAppPrefix parameters which, if set to True, will prefix the returned String will 'APP://' which is useful for when using Application Shortcuts in summary pages.
NEW: Bank Transactions; date no longer includes a time portion
The Bank Transaction date column no longer includes the time. This change has been made to simplify date handling, especially over time zones.
NEW: Account Transaction Report; added option to include/ exclude Transactions based upon Account status
New Account filters have been added to the Account Transaction Report. Transactions may be included/ excluded based upon the Account status.