Release History
finPOWER Connect 3.00.00
FIX: Summary Page Version 2; Text columns added with a 'Right' alignment were not justifying the header row caption to the right
Text columns added with a 'Right' alignment in the ISSummaryTableColumns business layer object were not justifying the header row caption to the right.
FIX: Summary Page Version 2; Currency column scaling changed
Currency columns in Version 2 Summary Pages have been tweaked so that the specified width in characters is scaled slightly differently.
NEW: Bank Entry; Summary Page updated to a Version 2 Summary Page
The Bank Entry Summary Page has been updated to a version 2 Summary Page.
NEW: Disbursement Account Payments; Summary Page updated to version 2
The Summary Page shown below the grid on the Disbursement Account Payments wizard has been updated to a version 2 Summary Page.
NEW: ISParameterDefs object; add new ItemByName function
The finPOWER Connect Business object ISParameterDefs has a new function "ItemByName".
NEW: Global Settings and User Preferences; Messaging Email Address and Phone Number validation added
The Messaging Email Address and Phone Number in Global Settings and User Preferences, where present, now validates any changes to the value.
NEW: Activate Accounting Ledgers wizard; Summary Page updated to version 2
The Summary Page shown below the grid on the Items page of the Activate Accounting Ledgers wizard has been updated to a version 2 Summary Page.
NEW: Client Statistics; changing Status can cause validation error
You may encounter a validation message such as "Failed to un-approve Statistics Set. Invalid Status. Statistic Set is not 'Approved'" when updating the Client Statistic Set Status multiple times without saving it after each individual change.
FIX: Scripts; Usage information for Function Library scripts not showing all places used
Usage information for Function Library scripts was not showing all places used.
FIX: Conversion Utilities; AccountAccountingLedgerSetValueTransferred does not stop Transferred Value being more than the actual Value to transfer
The Conversion Utility function AccountAccountingLedgerSetValueTransferred does not stop Transferred Value being more than the actual Value to transfer.
FIX: Account Type Import; may fail with an error saving Promotions
The Account Type Import may fail with an error saving Promotions. This is because Promotions are cleared and re-added from the file being imported and if any existing Promotion is linked to an Account or Account Application it cannot be deleted.
NEW: Account Withdrawal; new option on the Payment Arrangement page to hold or clear the Loan's Overdue balance
A new option has been added to the Account Withdrawal wizard. On the Payment Arrangement page you may now hold or clear the Loan's Overdue balance.
FIX: Scripts; Summary Page (version 2) did not list "CreditEnquiryReport" as an object
"Summary Page (version 2)" type Scripts did not list "CreditEnquiryReport" in the dropdown list for "Object", if not licenced for and using Credit Bureau defaults. Notably, this would never appear for Australian databases.
NEW: Bank Transaction List Report; added Imported columns to Data Export
Imported columns have been added to the Bank Transaction List Report's Data Export.
NEW: Bank Export services; new "CBA CommBiz Priority Payments" service added for Australia
A new Bank Export service "CBA CommBiz Priority Payments" has been added. This supports CBA Australia's "CommBiz" file format for Priority Payments.
FIX: Account Exception Reports; Account filters change to only support Open, Closed Pending and Closed Accounts
The Account filters for Account Exception Reports have been changed to only support Open, Closed Pending and Closed Accounts.
FIX: Close Account wizard; Pre-Computed Interest Loans may incorrectly show the "Interest To" date as the date opened on the Summary Credit grid
In the Close Account wizard, Summary page, Credits grid, Pre-Computed Upfront Interest Loans may incorrectly show the "Interest To" date as the date opened.
NEW: Account form, Transactions grid; added columns for Processed External 1, 2 and 3
The Transactions grid on the Account form now includes columns for Processed External 1, 2 and 3 - hidden by default.
NEW: Report Data Export; File Name now supports replaceable tags
Report Data Export now supports replaceable tags in the File Name.
NEW: Workflows; changes to User Defined Data can now be audited
Changes to Workflow User Defined Data can now be audited.
NEW: Transaction List; automatically allocated transactions now show allocations as per Account form
The Transaction List printed "automatically" allocated Payment, Investment and Withdrawal transactions with zero allocations.
FIX: Database Purge; enhance error message
The Database Purge may fail with the message "Failed to Purge Database. Purge 'Closed' Accounts date cannot be after d/m/y".
FIX: Deposit Summary Report; only including "Open" Deposits or Open "As At" date entered
The Deposit Summary Report was only including "Open" Loans, or if a "date as at" is entered where the Deposit was "Open" on that date.
FIX: Account Archive; may fail if the Account has Completed Disbursements
An Account Archive may fail if the Account has "Completed" Disbursements.
FIX: Account Applications; Reporting; Account Application Type List and Account Application Type Details reports listed in the Report Explorer
Account Application Type List and Account Application Type Details reports were listed in the Report Explorer when not licensed for the Account Applications Add-On.
NEW: Time Zones; add support for handling Time Zones where a date and time are entered
Time Zone support has been added to finPOWER Connect.
NEW: Built-in scripts; updated to use new Time Zone functions
Built-in scripts have been updated to use the new Time Zone functions.
FIX: Account Trial Balance and others; Data Export to "MS Excel Workbook" may incorrectly set columns
Performing a Data Export of the Account Trial Balance and other Reports to "MS Excel Workbook" may incorrectly set columns.
FIX: Account History Rating sample script; updated for new Time Zone functions
The Account History Rating sample script has been updated to use the new updated for new Time Zone functions.
NEW: Document Execute wizard; Updated to support Time Zones
The Document Execute wizard (used to run bulk Documents via Report Explorer) has been updated to support Time Zones.
NEW: Recent Actions updated to support Time Zones
Recent Actions (used to display a Recent Actions report in the Task Manager) has been updated to support Time Zones.
FIX: Reporting; Account Application List; various issues fixed
The following issues have been fixed on the Account Application List report and associated Query:
FIX: Account Applications; Attempting to create Client from Applicant on unsaved Application fails with "Invalid Applicant index." error
If you add a new Account Application and then, without saving it, go to the Applicants page and add a new Applicant and then try to add a Client from this Applicant via the button on the Applicant Properties form, an "Invalid Applicant Index." error may o...
NEW: Queues; Items page; Summary Page updated to a Version 2 Summary Page
The Summary Page below the Items grid on the Queues form has been updated to a Version 2 style Summary Page.
NEW: Direct Debits; new functionality added to combine Direct Debits where Transactions are for the same main Client, Bank Account etc.
New functionality has been added to combine Direct Debit payments for different Accounts where the main Client and Bank Account details are the same.
NEW: Global Settings and User Preferences; Messaging Email Address fields updated
The Global Settings and User Preferences, Messaging options for Email Addresses has been updated as follows:
NEW: Account Applications; New Script events to update Clients and Accounts after they have been saved to the database
The following Account Application Type Script events have been added:
NEW: SMS Message and Email Message wizards; Updated to handle Time Zones
The Confirm page of both the SMS Message and Email Message wizards has been updated to allow a Time Zone to be entered for both the Log and Action dates.
NEW: Workflows; Workflow Actions wizard; Updated to support Time Zones
The Workflow Actions wizard has been updated to add Time Zone support.
NEW: Reporting; Account Correspondence Exception List report; Email and Phone Number validation enhanced
The Account Correspondence Exception List report has been updated to enhance Email and Phone Number validation.
NEW: Account Correspondence Exception List Report; new exception "Invalid Phone Number"
The Account Correspondence Exception List Report includes a new exception "Invalid Phone Number".
NEW: Debug Window; SQL Debug Traces now includes Database Transaction Begin, Commit and Rollback calls
The Debug Window form, Debug Trace tab, now displays SQL information about Database Transaction Begin, Commit and Rollbacks.
NEW: Time Zone changes for Log forms and business layer Log objects
The various Log objects within the finPOWER Connect business layer have been updated to support Time Zones.
NEW: Workflows; Summary Pages; Updated for Time Zone support
The following changes have been made to Workflow Summary pages to support Time Zones:
NEW: Workflows; Auto Suspend Until Date is now a Database date
A Workflow's Auto Suspend Until Date (that is used to prevent Account Type Rules from creating additional Workflows) is now a Database date, i.e., it is deemed to be in the Time Zone defined under Global Settings.
NEW: Workflows; Opened, Closed, Recall and OnHold dates now recorded as UTC dates
The following Workflow dates are now recorded in the database as UTC dates and, where applicable, a Time Zone is also recorded.
NEW: Create Document wizard; Updated to support Time Zones
The Create Document wizard has been updated to support Time Zones.
NEW: Account Types; new "Credit Type" property added
A new "Credit Type" property has been added to Account Types.
NEW: Account Types; Promotions; Summary Page updated to Version 2 Summary Page
The Summary below the Promotions grid on the Account Types form has been updated to a Version 2 style Summary Page.
FIX: Account Financial Summary Page; shows Interest warning repeatedly
On the Accounts form, Financial page, Summary page, the Interest block may show the warning "Original Interest Rate has been overridden in the Conversion process." multiple times.