Release History
finPOWER Connect 4.00.03
NEW: Account Type form; combine Over Limit Default and Fee sections
On the Account Type form, Credit Limit page the "Over Limit Default" and "Over Limit Fee" sections have been combined into one section "Over Limit Fee".
FIX: finPOWER Connect Cloud Configuration; Search; Quick Lists; Unused "Securities" checkbox removed
The finPOWER Connect Cloud Configuration form, Search, Quick Lists page had a "Securities" checkbox.
NEW: New Client wizard; Restarting wizard now clears Tax Number
The New Client wizard's option on the "Confirm" page "Restart the wizard to create a new Client based on this Client?" now clears the Tax (IRD) Number for the new Client.
NEW: finLogRO.DocumentFileNameResolved not working correctly for Security Statement Item Logs
The **DocumentFileNameResolved** Property on **finLogRO** was not resolving correctly for Security Statement Item Logs. The path returned always excluded the Security Item Pk as a folder in the Document Manager, which is required to find Documents saved a...
NEW: HTML Widgets; Email Message wizard; Issues with External Party and Ad-Hoc emails
The following issues occurred when attempting to send an Email Message to an External Party:
FIX: Scripting; C#; Script does not compile if if includes "#reference" directive or "using" statements
C# (C sharp) Scripts that included either a "#reference" directive or a "using" statement failed to compile.
NEW: HTML Widgets; Secured Party Group Edit; Updated to reveal password when focused
The Secured Party Edit HTML Widget has been updated to reveal the password when the "Password" field is focused.
NEW: HTML Widgets; Cost Centre Edit (ABN Lookup) added
This Widget can be configured via finPOWER Connect Cloud Configuration, Forms & Actions, Administration.
NEW: Business Layer; Summary Table "URL" Actions and "button" HTML templates now open web pages in a new browser tab when running from Web Services
When adding "URL" type Summary Table actions of "button" HTML templates that reference a URL, a new browser tab is now opened in finPOWER Connect Cloud, e.g.:
NEW: HTML Widgets; widget.UI.TextBox control; Passwords now have a 'passwordRevealOnFocus' option
TextBox HTML Widget controls now have a 'passwordRevealOnFocus' creation option (defaulted to false) which is used in conjunction with the 'password: true' option.
FIX: HTML Widgets; Security Statement Edit; "Status" and "Action" dropdown lists were incorrect
The **Status** and **Action** dropdown lists for the New Zealand PPSR in the Security Statement Edit HTML Widget were incorrect.
FIX: Document Manager; If the Root folder does not exist the Document Manager may fail to initialize properly
If the Root Document Manager folder does not exist the Document Manager may fail to initialize properly. This means images and other files may not be displayed.
NEW: HTML Widgets; Security Statement Edit; PPSR support added for countries other than Australia and New Zealand
Databases configured as countries other than Australia and New Zealand now have access to a simplified PPSR page in the Security Statement Edit HTML Widget if licenced for the **Security Register** Add-On.
FIX: Cost Centres; You can edit the GLOBAL Cost Centres code
The code of the "GLOBAL" Cost Centre cannot be changed. However, the field was not read-only when editing the Cost Centre via the Cost Centres form.
NEW: HTML Widgets; Cost Centre Edit added
This Widget can be configured via finPOWER Connect Cloud Configuration, Forms & Actions, Administration.
FIX: Security Types; Default Residual Value Percentage not respecting the "Allow Residual Value greater than 100%?" option
The **Default Percent** Security Type setting which is partnered with the **Allow Residual Value greater than 100%?** option previously never allowed a value greater than 100% to be configured. This meant that even though the Security Type could be higher...
NEW: HTML Widgets; Log Edit; Additional Parameters added to allow for enhanced defaulting of fields
The following Start-up Parameters have been added to the Log Edit HTML Widget:
NEW: New "hashtag" HTML Templates added to support hashtagging in record Notes
Clicking on Hash Tags in Summary Pages now presents the same list of actions as finPOWER Connect Cloud.
NEW: Centrix NZ Credit Bureau Monitoring for Clients now supported in finPOWER Connect Cloud
Centrix NZ Credit Bureau Monitoring is now available (where configured) on the Client Key Details Summary Page in finPOWER Connect Cloud.
NEW: Global Settings form; General; Summary Pages; New option to "Show Notes?"
A new option to "Show Notes?" is available on the Global Settings form, General, Summary Pages page.
FIX: Bank Account, Payment Method; not saving default Code and Reference for Tokens in New Zealand
On the Bank Account form, Payment Methods were not saving the default Code and Reference for "Token" Payment Types. Only the Reference was saved.
FIX: Global Settings form; General; Search page; Content did not scroll and could be truncated vertically
The General, Search page on the Global Settings form truncated its content if the form was made as small as possible vertically. The page did not scroll, thereby hiding some information.
NEW: HTML Widgets; Log Edit; TESTING parameters, Page contains duplicate entry for "ServiceLog"
The Log Edit Widget's TESTING, Page parameter contained a duplicate list entry for "ServiceLog".
FIX: Australian Mobile Phone Numbers; IsMobile flag not set
Australian Mobile Phone Numbers do not set the IsMobile flag, i.e. ISPhoneNumberDetails2.IsMobile is never set to True.
NEW: HTML Widgets; New "Publish Documents" Widget added
A new "Publish Documents" HTML Widget has been added. This implements the functionality provided by the Publish Documents wizard in finPOWER Connect desktop.
NEW: XML Import; removed embedded Account and Client elements from Security Statements
The XML Import facility no longer supports embedded Account and Client elements in Security Statements. Instead you must supply an existing Account or Client code.
NEW: HTML Widgets; Security Type Edit; HTML Widget is now available
The Security Type Edit HTML Widget is now available.
NEW: Client Identification Items; added option for secondary image
Client Identification Items now support both a main and secondary document/ image file. This allows the front and back of some Identification Documents to be recorded.
NEW: Account Transfers; new Permission Key to prevent transfers between Entities
A new Permission Key has been added to prevent transfers between Entities.
NEW: Account Payment Transfer HTML Widget; Transfer To Account now restricted based upon Entity
The Account Payment Transfer HTML Widget has been updated to only allow Accounts that belong to the same Entity as the original Bank Transaction.
NEW: Account Payment Transfer; add additional validation to prevent cross Entity transfers
The Account Payment Transfer wizard now includes additional validation to prevent cross Entity transfers.
NEW: Equifax/ VedaXMLNZ "Consumer Enquiry" Credit Enquiry; better handling of diacritical characters
The VedaXMLNZ (Equifax) "Consumer Enquiry" Credit Enquiry does not handle diacritical characters.
FIX: Account Processes; fails with "Failed to retrieve valid Calculation Audit data for interest" error
Account Processes may fail with the message "Failed to add Accrual Transactions. Failed to retrieve valid Calculation Audit data for interest." when attempting to automatically close a Loan Account.
FIX: Cost Centre; "Zepto NZ" page not showing bold when service is setup and enabled
On the Cost Centre form, the "Zepto NZ" page was not showing bold when the service is setup and enabled.
FIX: Equifax/ VedaXMLNZ "Consumer Enquiry" Credit Enquiry; may fail if invalid characters entered
The VedaXMLNZ (Equifax) "Consumer Enquiry" Credit Enquiry may fail if invalid characters are entered in the Name (First Name, Middle Name and Last Name), Occupation or Employer fields.
FIX: Users; Making a User inactive could unexpectedly Save the User
If a User is linked anywhere in the system (on an "Allocate to User" Workflow Item, for instance) and they are made inactive by unchecking the **Active** checkbox on the User form, the updating User is prompted if they are sure because it is linked.
FIX: HTML Widgets; Security Enquiries performed when creating a new Account now link to the Security Statement Item
Previously, any Security Enquiry run on a Security Statement Item being added as part of the New Account HTML Widget was not linked against the Item once the new records were saved (at the end of the New Account wizard). These Security Enquiries were esse...
FIX: Gembox; Word Documents; Summary Table Bookmarks now respects the "Align" Property of ISSummaryTable
**ISSummaryTable.Align** is now respected when replacing a Document Bookmark with an ISSummaryTable. This is important when the Summary Table width is not 100% of the Document, and therefore needs to be aligned. Previously, this was always assumed to be t...
NEW: HTML Widgets; Account Type Edit; Closed Pending options now added for Deposit Account Types
The Account Type Edit HTML Widget has been updated to allow Deposit Account Types to configure **Closed (Pending)** options on the **Close Options** page.
NEW: Task Manager 2; Folders can now customise the list of columns displayed in the grid
The ability to customise the columns that are displayed for a Task Manager folder has been added.
FIX: HTML Widgets; Client Employment; Permission Key "ExternalParty.AddUser" was not being respected
The **ExternalParty.AddUser** Permission Key was not being respected when adding a User via the Client Employment HTML Widget. Users without this Permission were given the option of creating a User, which will have always failed.
FIX: External Parties; Personnel; "Add as User" does not bring the email address across from the Employment record
Adding a User from an External Party Personnel record would not pre-populate the email address from the Employment record, if available.
FIX: Task Manager; On small devices, "Visualisation" tab is largely unusable
When using the Task Manager on a small device (not recommended), the "Visualisation" tab (available for many folder types) was largely unusable.
NEW: Cloud Connect Configuration; New option to Override Account Minimum Payment wizard
The built-in Account Minimum Payment wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: HTML Widgets; Task Manager Bookmarked Records; Add a Summary pane below the grid
The "Bookmarked" folder in Task Manager 2 has been updated to add a Summary page below the grid.
NEW: Account, Details, "Pool" now displays as a hyperlink in finPOWER Connect Cloud
The "Pool" field now displays as a hyperlink on the Details page of the Account form in finPOWER Connect Cloud, providing the User has the **Cloud.Form.Pools** Permission Key allowed. Clicking the hyperlink will open the Pool which is configured on the Ac...
FIX: HTML Widgets; Equifax (New Zealand) Organisation Credit Enquiry; Director Gender list not populating
The Equifax (New Zealand) Organisation Credit Enquiry Director Gender List was not populating, instead it was just displaying "null" when clicking the dropdown.
NEW: File, Import Information; updated message if failed to import a record
When using File, Import Information it may be hard to see which record actually failed as the progress information only shows details once a record is successfully added.
FIX: "Report" and "Query" Report Templates not using a configured Reporting Database
Databases configured to use a Reporting database and Report / Query Type Report Templates were incorrectly running the Reports on the main database, not the Reporting database.
FIX: Task Manager 2; "Security Review" Tasks errored when attempting to postpone or complete and "Account Review" Tasks could not be completed
Attempting to Postpone or Complete a "Security Review" Task failed with the following error: