Release History
finPOWER Connect 3.03.00
FIX: Credit Sense; Supplemental Report download may report it failed and not create a Client Log
The Credit Sense Bank Account Enquiry Supplemental Report download may report it failed with the following message "Failed to load Bank Account Enquiry supplemental Report."
FIX: Credit Sense; Supplemental Report service logs Response Status set to "In Progress"
The Credit Sense Supplemental service log Response Status was incorrectly set to "In Progress" - it should be "Completed".
FIX: HTML Widgets; Account Application Sample HTML Widget; Licence Type dropdown blank
If not Using OCR, the "Licence Type" dropdown on the "Identification" page of the sample "Account Application Sample" HTML Widget is always set to "None" and there is no option to update this to anything else.
FIX: Documents; PPSR Debtor Advice (NZ) not generating correctly for multiple Debtors
The system-supplied PPSR Debtor Advice for New Zealand was only generating the Advice for the first Debtor registered on the Financing Statement. This has now been fixed, and each Debtor will have an individual Advice generated as separate documents.
NEW: Elements; new "Default Fee" flag to distinguish Default Fees from other Fees
A new "Default Fee" flag has been added to Elements to distinguish Default Fees from other Fees.
FIX: Account Key Details Summary Page; fails with "Object reference not set to an instance of an object." error
The Account Key Details Summary Page may fail with a "Object reference not set to an instance of an object." error.
NEW: Centrix; Consumer Credit Reports, removed "Bureau Header ID Verification" Enquiry Reason
The "Bureau Header ID Verification" Enquiry Reason for Centrix Consumer Credit Reports has been removed as this is no longer supported.
NEW: Resources; new Admin library and options to link to Accounts and Account Applications
A new Admin library, "Resources", has been added to finPOWER Connect.
NEW: Resource Images; Sample pictures provided with finPOWER Connect installation
The images listed below are now provided with the finPOWER Connect installation. They can be imported and used as Resources if required.
FIX: Admin forms; Summary not cleared when record is cleared or deleted
The record summary in some Admin forms (displayed underneath the bold code) would not clear if the record was cleared or deleted. This has now been fixed so the summary clears itself appropriately.
FIX: illion BankStatements Bank Account Enquiries; Updated Summary Page
The illion BankStatements Bank Account Enquiries Summary Page has been updated.
NEW: Documents; now support a 20 character code
The "Documents" Admin Library now allows records to have a Document Id up to 20 characters in length.
NEW: Scripts; now support a 20 character code
The "Scripts" Admin Library now allows records to have a Script Id up to 20 characters in length.
NEW: Pools; now support a 20 character code
Pools now allow records to have a Pool Id up to 20 characters in length.
NEW: Elements; now support a 20 character code
The "Elements" Admin Library now allows records to have an Element Id of up to 20 characters in length.
NEW: finAccount; added GetAlertMessages() function
GetAlertMessages() has been added to finAccount. This will retrieve not only the Account's Alert Message (if present) but also any of the Account's Owner Client Alert Messages.
FIX: Expression evaluator now removes new lines from variable names
The Expression Builder form (Tools, Utilities), allows you to enter expressions and text them via the green tick icon.
NEW: Bank Account Export Services; Lodgement Service should not allow GL Group Transaction together option
A Lodgement Bank Account Export Service allows the "Group Transactions together?" checkbox under "General Ledger interface options" section to be entered. Since this is not used for Lodgements, and will always be reset to checked, it has been disabled.
NEW: Date function expressions now use the Database Date and can be used without parameters
The expression evaluation within finPOWER Connect accepts date-related functions.
FIX: Default Fee; new smart tags added for Transaction Notes
Default Fee Transactions created via Account Processes now include additional Smart Tags for Transaction Notes.
FIX: Task Manager; fails to Undelegate an Account Application Log
You cannot undelegate an Account Application Log in the Task Manager.
NEW: Floating Interest Rate Change wizard; Reference not written to Account History record
The Reference for a Floating Interest Rate Change was not written to the Account History table.
NEW: Account Alert Messages have been enhanced to include Client Alert Messages and are displayed in more places
Account Alert Messages displayed at the top of the built-in system Key Details page now include any Client Alert Messages where the Client is an Owner on the Account. Additionally, these Alert Messages are now available within Summary Pages within the fol...
NEW: "Friendly Name" can now be added to Accounts and Account Applications
A "Friendly Name" can now be configured for Accounts and Account Applications.
FIX: Cost Centres; illion BankStatements; entering a very large number in Hours to Expire or Default Days causes an error
Entering a very large number in Hours to Expire or Default Days on the Options tab of the Cost Centres form, BankStatements page, causes finPOWER Connect to crash with the error "An unhandled exception has occurred. Value was either too large or too small...
NEW: Database Upgrade Report; Added warning if any active User Policies are logging Successful Logins
After a database is upgraded a Database Upgrade Report may be shown.
NEW: MotorWeb; Asset Check product updated
Updated MotorWeb product "Asset Check" to include vehicle classification. This is available in the Registration and Licence block.
NEW: Statistic Types; User Flag A and B properties added
The Statistic Types form now allows two User Defined flags to be set, 'User Flag A' and 'User Flag B'. These are checkboxes, and the captions can be defined under Global Settings, Statistic Types, General page.
FIX: Client Connect Sample Portal; Long Account names can cause text to overlap
Accounts with long names could cause text to overlap when viewing the "Account" page of the Client Connect Sample Portal when viewed in Internet Explorer or Firefox.
FIX: Scripts; Template Script code for Task Manager Object Events had incorrect remarks
Many remarks in the Template Script code for Task Manager Object Events (e.g., TaskManager.AccountApps) referred to User0-4 fields. There are actually 0-9 User fields so the comments have been updated accordingly.
FIX: Workflows; Sending an Email Document defaults to "HTML format" even if Document is not defined as HTML
When sending an Email Document to a Workflow Client using the Workflow Actions wizard, the "HTML format" checkbox would become checked when selecting an item from the "To" list, regardless of whether the Document was configured as HTML format.
NEW: Summary Pages (version 2); Alert message template style updated
The styling used for Alert Messages in Summary Page (version 2) Scripts has been updated as follows:
NEW: New GL Export; added PaymentMethod to scriptable objects
The new GL Export Business Layer objects now include the Bank Transaction's Payment Method. This property is part of the finGlExportBankTransaction and finGlExportBankTransactionLine objects.
NEW: Deposit Accounts; Other Interest removed from Deposits
Other Interest has been removed from Deposit Accounts as it was never implemented.
NEW: Clients/ Account Application Applicants; add Preferred Name
The Preferred Name is an alternative to First Name, and like the First Name is a 40 character field. It has been added to Clients and Account Application Applicants.
NEW: Account table; add new CEQuotationsConfirmed column
A new column, CEQuotationsConfirmed, has been added to the Account table. This indicates whether Credit Enquiry Quotations have been confirmed.
NEW: Account table; add new PaymentDDBalloon column
A new column, PaymentDDBalloon, has been added to the Account table.
FIX: Tasks Alert not always taking you to the special "New Tasks Due" view in Task Manager
The "new Tasks" button that appears in the bottom right-hand corner of the Status Bar opens the Task Manager form to a special "New Tasks Due" view.
NEW: Clients form; Web Access page; New checkbox to "Force Client to change their Web Password the next time they sign in"
A new checkbox to "Force Client to change their Web Password the next time they sign in" has been added to the Clients form, Web Access page.
FIX: HTML Widgets; AccountFinancial control; Not hiding certain Interest options as per Account Type settings
The AccountFinancial HTML Widget control (as used in the New Account wizard) was not respecting the following Account Type settings from the Account Types form, New Accounts page:
NEW: ISAuditLog table; added new index
A new index has been added to the ISAuditLog table to speed up the database purge.
FIX: Portals form; IDE page; "Script Function Library" Resources not showing intellisense
Script Function Library type Resources were not showing intellisense when viewed on the IDE page of the Portals form.
FIX: HTML Widgets; Account Application Breakdown; Created column may appear incorrectly
Depending on the date, the "Created" column in the breakdown table on the Account Applications Breakdown HTML Widget may appear a day early (in New Zealand).
NEW: Logs; add "DocumentSendEmail" column, previously stored in Properties column
A new column "DocumentSendEmail" has been added to the AccountAppLog, AccountLog, ClientLog and UserLog tables.
FIX: User Preferences; deleting the User's default Client Group, Dealer etc causes error when opening forms
Deleting the Admin record set as the User's default Branch, Client Group, Client Type, Department, Dealer or Product Type causes an error message to appear when opening some forms.
NEW: HTML Widgets; Account Application Sample; "Preferred Name" has been added
Support for the "Preferred Name" has been added to the sample HTML Widget supplied with the following Account Application sample:
NEW: HTML Widgets; New Client (Organisation) wizard; "Preferred Name" added
Support for the "Preferred Name" for Organisational Clients has been added to the New Organisation Client HTML Widget.
NEW: HTML Widgets; New Client (Individual) wizard; "Preferred Name" added
Support for the "Preferred Name" for Individual Clients has been added to the New Individual Client HTML Widget.
NEW: HTML Widgets; Client Edit; "Preferred Name" added
Support for the "Preferred Name" for Individual and Organisation Clients has been added to the Client Edit HTML Widget.
FIX: Organisation Client; Name details of Person Acting not auditing if First or Last Name are blank
On an Organisation Client the Name details of the Person Acting were not being correctly audited if the First or Last Name were blank.