Release History
finPOWER Connect 3.02.00
NEW: Script Editor; Function Explorer; Now wider on very wide monitors
The Function Explorer to the right of Script Editors is now wider on very wide monitors (where the Script Editor width is more than 2000 pixels).
FIX: Loan Summary Report, Advance does not match that shown on the Loan Financial page
The Loan Summary Report may not show the same Advance value as that shown on the Loan Financial page.
NEW: Bank Export Services; "Flo2Cash (Reference) Australia" added
A Bank Exporter for Flo2Cash in Australia has been added (for users with Advanced Banking Add-On).
NEW: Centrix NZ Credit Enquiry; Maximum Score updated to support Gen2 negative score cards
The Centrix NZ "Consumer Product Enquiry" "MaximumScore" property in the Score object in the Business Layer has been updated to fully support the Gen2 Negative score cards to be introduced in June 2019.
NEW: Credit Reporting (Australia) Defaults service; updated to work with Cost Centres
The Credit Reporting (Australia) Defaults service has been updated to work with Cost Centres.
NEW: Cost Centres; now define whether Test or Production mode is used
Most third party interfaces allow both a Test and Production mode. This allows testing of a service without affecting live data. For example, producing a Credit Report should not affect a real Person's Credit Bureau data.
NEW: widget.UI.Forms.ShowHtmlWidgetModal; New option to close current HTML Widget
A new closeCurrent option is now recognised by the widget.UI.Forms.ShowHtmlWidgetModal method.
NEW: Icons; updated icon overlays
The following icon overlays have been updated:
NEW: HTML Widgets; New Account wizard; More support added for Deposit Accounts
The system-supplied New Account wizard HTML Widget has been updated to include better support for Deposit Accounts. These changes are mainly on the "Other Details" page and include:
FIX: Script Editor; Function Explorer; Classes declared before global functions in a script would incorrectly contain these functions
When declaring a class at the top of a script, functions that followed outside the class would be listed as inside the class. The function explorer could not find the correct selected function as the class was assigned incorrectly.
FIX: Equifax (Veda) NZ Defaults; Default Status may be set when Account is Closed
When Closing an Account, if the Account currently has a Default Loaded in Equifax (Veda) NZ, the Default Status should be updated depending on the Close method used.
FIX: New General Ledger Export; fails to Export if not licensed for Entities Add-On
The new General Ledger Export fails to Export if not licensed for Entities Add-On.
NEW: User Preferences; Developer; General; Highlight functions list
The Developer, General page of the User Preferences form now allows a comma-separated list of function names to highlight in the Function Explorer to the right of the Script Editor.
FIX: Disbursement Accounts; Printing Loan or Deposit Statement shows incorrect Opening Balance
If the Loan or Deposit Statement is used for a Disbursement Account the Opening Balance may be incorrect.
NEW: Script Editor; Function Explorer; Now lists jQuery initialisation function and first script block
When editing JavaScript, e.g. the Scripts form's Template Text page, the jQuery initialisation function and the first <script> block will now be included in the function list if detected, since these are used in all system-supplied HTML Widgets.
FIX: Script Editor; Function Explorer flickers when list is scrollable
When moving through Script code or Template Text, the Function Explorer to the right of the Script window flickers and jumps around a little if the function list is long and the control is displaying a vertical scroll bar.
NEW: HTML Widgets; NumberBox control; Now supports fontBold property
The widget.UI.NumberBox control now has a fontBold option and also a FontBold property.
NEW: HTML Widgets; NumberBox control; Now supports Buttons as per TextBox control
The widget.UI.NumberBox control now supports a Buttons property and a ButtonsDefine method as per the TextBox control.
FIX: Workflows; Publishing an SMS type Document fails to include Account Id in email when recipient replies
If a Workflow Item was configured to send an SMS Document, e.g., to an Account Client and was set to publish this Document immediately then the SMS would be sent successfully. However, if the client responded, the email sent back would not include the Acc...
NEW: User Preferences; Developer; General; New option to hide Function Explorer in Script Editors
A new User Preference on the Developer, General page, allows the Function Explorer that is displayed to the right of Script Editors and HTML Editors (e.g., Script Template Text) to be hidden by default.
NEW: Cost Centres; now supports Centrix NZ Security Enquiries
Cost Centres now support Centrix NZ Security Enquiries.
NEW: ISSelectQueryBuilder.GroupByFields; now has an AddOtherUnescaped method
The business layer ISSelectQueryBuilder object's GroupByFields collection now has an AddOtherUnescaped method.
FIX: HTML Widgets; Banking and Payment Details controls now remove leading and trailing spaces
When updating an Account's Payment Details or entering a Payment Received, spaces were preserved at the beginning of the Code and Reference fields for New Zealand databases. Only Particulars had spaces removed.
FIX: Account Close wizard; enhanced Summary Page to warn if Uncleared Funds exist
The Account Close wizard Summary Page has been enhanced to include a warning if Uncleared Funds exist.
NEW: Global Settings; Users; General; New option to ensure User email addresses are unique
A new checkbox on the Global Settings form, Users, General page allows you to ensure that when adding new Users or updating existing Users, the User's email address cannot be the same as any other (undeleted) Users in the database.
FIX: Log Forms; Application Shortcuts including the "page" show the form but do not focus on the Subject control
If an Application Shortcut to open a Log form (e.g., the Account Log form) includes a "page" parameter, the form's standard behaviour is not respected.
NEW: Portals; Client Portals now support Web User Id
The following changes and additions have been made to Portals to support Clients signing in using their Web User Id (specified on the Web page of the Clients form):
NEW: Credit Bureau Defaults for Australia; updated logic when Account closed
The logic for Australian Credit Bureau Defaults when an Account is closed has been updated.
FIX: HTML Widgets; Account Payment Arrangement wizard; Overriding Payments; 'Type' dropdown doesn't work
The "Type" dropdown in the Overriding Payments grid on the Account Payment Arrangement wizard HTML Widget was not working.
FIX: Account Key Details Summary Page; Bank Transaction Summary link in Event block not working
In the Account Key Details Summary Page, Events block, the Bank Transaction Summary link was not working.
NEW: HTML Widgets; widget.Chain method added to close and run a different Widget
A new widget.Chain method has been added to close the current HTML Widget and launch a different Widget, e.g.:
NEW: Cloud Connect Configuration; new Option to Override Standard Payment Arrangement form
The built-in Account Payment Arrangement wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
FIX: Admin forms; Audit page may incorrectly show the UserData button
An Admin form, e.g. Elements, may incorrectly show the UserData button on the Audit page.
FIX: HTML Widgets; Account Payment Details wizard; Outgoing Payment Method; Redefaults Particulars, Code and Reference
When editing an existing Disbursement Account's Outgoing Payment details, the Particulars, Code and Reference immediately re-defaulted to those specified on the Payment Method, overwriting any existing values.
FIX: HTML Widgets; Account Payment Details control not showing tags for new Accounts
The Account Payment Details HTML Widget controls (Incoming and Outgoing) were not displaying a list of insertable tags when focused on the Reference fields for new Accounts.
NEW: HTML Widgets; Grid; Exporting enhancements
HTML Widget Grids have an ExportData method and can also be right-clicked to export their data.
FIX: Reporting; Shared Settings; Shared Roles not retained
The Roles specified on the User Data Item wizard were not retained unless at least one Shared User was specified.
NEW: HTML Widgets; Centrix (New Zealand) Organisation Credit Enquiry wizard
A new "Centrix (New Zealand) Organisation Credit Enquiry" wizard HTML Widget is now available.
FIX: Bank Transaction List Report; may fail with an error
The Bank Transaction List Report may fail with the error "An unexpected error occurred running Report 'Bank Transaction List'. Conversion from type 'DBNull' to type 'Integer' is not valid.".
NEW: Centrix Consumer Monitoring; existing Monitor may fail to Stop (Delete) with an E556 error
An existing Centrix Consumer Monitor may fail to Stop (Delete) with an "E556: Monitor was not found (Error)." error.
FIX: HTML Widgets; Account Payment Details Update wizard; Does not default Particulars, Code and Reference as expected
The Account Payment Details Update wizard was not defaulting Particulars, Code and Reference as expected.
NEW: Audit Search; now includes a filter, column and detail regarding the Service Log's Cost Centre
The Audit Search now includes a range filter, column and Summary Page detail regarding the Service Log's Cost Centre.
FIX: Import Information wizard; FATAL error importing Scripts
When auto-backup is enabled, using the Import Information wizard to import a file that contains Scripts may fail with a FATAL error.
NEW: Workflows; New flag for "Credit Enquiry" items to "Always perform an 'Individual' Enquiry for 'Organisation' type Clients"
A new checkbox has been added to the Credit Enquiry page of the Workflow Type Item wizard to "Always perform an 'Individual' Enquiry for 'Organisation' type Clients".
NEW: Workflows; New business layer function to complete a Workflow Item by primary key
A new CompleteItemByItemPk method has been added to the finWorkflowExecutor business layer object.
FIX: Client form, Profile page; Salutation and Addressee dropdowns not populated for Organisations
On the Client form, Profile page, the Salutation and Addressee dropdowns were not populated for Organisations.
NEW: Queues; Script Code; Now uses enhanced editor that displays a list of functions on the right
The Queues form now uses the same, enhanced, Script Editor as the Portals form.
NEW: Decision Cards; Script Code; Now uses enhanced editor that displays a list of functions on the right
The Decision Cards form now uses the same, enhanced, Script Editor as the Portals form.
NEW: Report Templates; Script Code; Now uses enhanced editor that displays a list of functions on the right
The Report Templates form now uses the same, enhanced, Script Editor as the Portals form.
NEW: Workflow Types; Script Code; Now uses enhanced editor that displays a list of functions on the right
The Workflow Types form now uses the same, enhanced, Script Editor as the Portals form.