Release History
finPOWER Connect 4.00.00
NEW: PPSR Australia; Updated how Security Type, Default Grantor Status works
The logic and validation behind the Security Type for PPSR Australia "Default Grantor Status" has been updated.
FIX: HTML Widgets; Process Direct Debits; Bank Account Calendar settings are now more thoroughly validated
Previously, the "Allow Direct Debit processing on any date?" option on a Bank Account was not being validated in the Process Direct Debits HTML Widget prior to running the process. This has been improved, and now the User Interface will configure itself b...
NEW: Security Statement Item List Report; CCRating added to report
CCRating field has been added to the Security Statement Item List Report.
NEW: HTML Widgets; User Dashboard 1; Updated to use Task Manager 2 functionality
The "User Dashboard 1" HTML Widget has been updated to use the new Task Manager 2 functionality (regardless of whether the system is configured to use Task Manager 2 or not).
FIX: Files.DeletePermanent and Files.DeleteShow Permission keys removed
The Files.DeletePermanent and Files.DeleteShow Permission Keys have been removed for now as not currently used.
FIX: Process Direct Debit Payments wizard; may not default the expected "Process On" date
The Process Direct Debit Payments wizard may not default the expected "Process On" date when the Bank Account "Allow Direct Debit processing on any date?" option is checked.
NEW: Tax Period Reconciliation Report; added ability to export Data
The Tax Period Reconciliation Report now includes the ability to export Data.
FIX: Account Restructure; "Other Interest" now shown in the main area of the Financial page for applicable Account Types
Account Types which support adjustments to the Other Interest now display the Number Box in a more obvious location in the Account Restructure wizard. Previously, it was hidden away on the "Options" tab which was inconsistent to the New Account wizard whe...
NEW: HTML Widgets; Process Direct Debits; User is now prompted with "Do you want to export these payments now?" after processing
The Process Direct Debits HTML Widget now prompts the User after successful processing if they want to export the payments. If selecting "Yes", the Process Direct Debit wizard will close, and the Export Bank Transactions HTML Widget will open.
FIX: Script Code; Font Size validation enhanced
The Script Editor font size validation has been enhanced.
FIX: HTML Widgets; New Account wizard; Financial control incorrectly displaying Start-up Interest Base Rate in some scenarios
The Start-up Interest "Base Rate" field could incorrectly show in some scenarios. For example, if running the New Account wizard and setting up a Deposit Account, the field would incorrectly display.
NEW: External Party Edit HTML Widget; now supports Auto-Sequenced Codes
The External Party Edit HTML Widget now supports Auto-Sequenced Codes as defined under Global Settings.
FIX: Global Settings; General; Search; options disabled and captions updated to make clearer
The Global Settings form, General, Search page allows options to be specified for "Quick Search".
NEW: Client Connect Sample Portal; "Documents" page has been added
A new page, "Documents", has been added to the Client Connect Sample Portal. The use of this new page can be configured on the "Page Settings, Documents" page of the Portal Configuration Utility.
NEW: Script Compile Warnings; no longer shows MsgBox warning for General User Interface Scripts
Scripts of type "General (User Interface)" no longer show the warning "'MsgBox' and 'MessageBox' will stop the script from executing in an unattended environment like 'Web Services'".
FIX: Script and Template Text bookmarks not being included when exporting and importing XML
Bookmarks were not being exported to XML for the following record types:
FIX: Portals; Updating Bookmarks and then saving the record does not retain the Bookmarks if nothing else has changed
Updating Bookmarks on one of the following Portal pages and then saving the record does not retain the Bookmarks if nothing else has changed.
FIX: Parameter Sets; Display issues
The following display issues have been fixed for Parameter Sets:
NEW: APLYiD Credit Bureau; modernise underlying code within finPOWER Connect
The underlying code within finPOWER Connect for the Aply/ APLYiD Credit Bureau has been modernised to make it easier for future enhancements.
FIX: HTML Widgets; Account Payment Details Change wizard updated
The Account Payment Details Change wizard HTML Widget has been updated.
NEW: Script Editor; Button added below editor to change the font size
The Script Editor has a new button below the editor that will allow you to change the font size.
NEW: Zepto (formerly Split Payments); updated to include more information in the Description sent to Zepto
Changes have been made in finPOWER Connect to provide a better Reference for Bank Transactions, especially for Disbursements and the Zepto Bank Interface.
NEW: Portals; Ability to configure File Upload restrictions
The Portals form has a new "File Uploads" page. This is the Portal equivalent of the finPOWER Connect Cloud Configuration page and allows a maximum file size to be specified and also, a comma-separated list of valid file extensions to allow.
NEW: Bank Account Enquiry; illion BankStatements HTML Widget updated to support BrokerFlow integration
The illion BankStatements HTML Widget has been updated to support BrokerFlow integration.
NEW: HTML Widgets; New Individual Client; Defaulting of Client Type and Client Group field improved where Organisation values are set as defaults in User Preferences
Previously, if a User had a non-Individual Client Type configured in User Preferences the New Individual Client HTML Widget would incorrectly pre-populate this into the Client Type field of the New Individual Client HTML Widget. Whilst the validation caug...
FIX: HTML Widgets; Date Ranges in User Defined Parameters display incorrectly
Date Ranges used in User Defined Parameters will display as the date before when viewed in an HTML Widget.
NEW: Account Application Sample; HTML Widget "Gender" list updated
The "Gender" drop down list has been updated in the HTML Widget of the Account Application Sample to include all gender options available in finPOWER Connect.
FIX: Zepto (formerly Split Payments); enhancements to Process Direct Debit Payments wizard if a Bank Interface fails to Send
Several changes have been made to the Process Direct Debit Payments wizard to streamline the Zepto Bank Interface, especially where Transactions are auto-sent to Zepto and fail due to a 422 Unprocessable Entity error. This error can occur where the Direct...
NEW: Scripting; #Region directives no longer show trace warning
Visual Basic Users may use "#Region" and "#End Region" blocks to auto-collapse sections of code in the Script Editor. Likewise, C# Users may use "#region" and "#endregion".
NEW: HTML Widgets; MsgBox functions have been updated to not error if a null or undefined message is supplied
The following widget.UI methods have been updated to handle a "message" parameter being supplied that is either null or undefined:
NEW: Script Compilation Errors Report; New columns added
The Script Compilation Errors Report has been updated to include the following information:
NEW: HTML Widgets; CentrixNZ Credit Bureau Individual Enquiry updated
The Centrix NZ Credit Bureau enquiry HTML Widget has been updated to support "Name Match" Insolvencies. This replaces "Name Only" insolvencies; it returns all the same information plus additional data describing the match level.
NEW: Gembox Email software component; updated to version 17.0.35.1009
The Gembox Email component files have been updated to version 17.0.35.1009.
NEW: Gembox Document software component; updated to version 35.0.35.1105
The Gembox Document component files have been updated to version 35.0.35.1105.
NEW: Gembox Spreadsheet software component; updated to version 49.0.35.1103
The Gembox Spreadsheet component files have been updated to version 49.0.35.1103.
NEW: APLYiD Credit Bureau; add Webhook Callback Authorisation
finPOWER Connect now supports the Bearer Token Authentication method in webhook callbacks from APLYiD.
NEW: HTML Widgets; AccountFinancial Control; Change Event now includes Credit Limits in fieldUpdated parameter
Previously, the Change event configured against the AccountFinancial Control (afFinancial_Change, in the New Account HTML Widget) provided a blank "fieldUpdated" value when the Credit Limit fields were updated. This has been updated so that "fieldUpdated"...
NEW: APLYiD Credit Bureau service; Reference is now validated
APLYiD currently does not accept certain characters in the Reference field when sending verification requests. The accepted characters are:
NEW: PPSR (Australia); add default options for Security Statement Items
Security Types has been updated to enable default values to be set for these Australian PPSR fields:
FIX: finClientContactAddresses.GetCurrentAddress not checking "Owned by Client" status
The Function finClientContactAddresses.GetCurrentAddress was not ensuring that the OwnedByClient Contact Address Property was True and therefore Addresses not owned by the Client could be returned as the Client's current address.
FIX: Sample Scripts; updated to remove reliance on obsoleted functionality
Several sample Scripts have been updated to remove their reliance on obsoleted functionality.
FIX: Script Editor; Compare panel does not respect language settings
The Script Editor Compare panel does not respect a change of language and always defaults to Visual Basic.
NEW: Quick Search 2 added
Quick Search in finPOWER Connect has historically involved searching any number of database tables, which could cause performance issues on larger databases and, also, search result inconsistencies where certain optimisations were made to accommodate larg...
FIX: HTML Widgets; Investment Income Report Export; Tax Category heading was incorrect
The heading above the Tax Category incorrectly said "Specify the Withholding Tax Period to close". It has been updated to "Select the Tax Period to export".
NEW: Obsoleted functionality flagged as "IMMINENT" have been removed
The following Obsoleted functionality flagged as "IMMINENT" have been removed:
NEW: Obsoleted functionality flagged as "CRITICAL" have been removed
The following Obsoleted functionality flagged as "CRITICAL" have been removed:
NEW: HTML Widgets; Import Bank Transactions; HTML Widget updated to support Background Processing
The Import Bank Transactions HTML Widget has been updated to support Background Processing. This means that this HTML Widget now requires Web Services to operate and shares a similar process to other Background Process HTML Widgets, such as Account Proces...
NEW: Report Templates; Default Printer Settings can now be specified for a Report Template
New options have been added to Report Templates to allow default Printer Settings to be entered. This is particularly useful where a Report may have been designed to run in landscape, for example. Using default Printer Settings, landscape can be set as th...
NEW: Australian BSB List; Updated to September 2022
The Australian BSB list has been updated to apply the following changes:
FIX: Zepto (formerly Split Payments); Direct Debit Payments now include additional validation
Zepto (formerly Split Payments) in the Direct Debit Payments wizard now includes extra validation as follows.