Release History
finPOWER Connect 1.06.00
FIX: New Account and Client wizards; now filter Branch based upon User Group filters
The New Account and Client wizards now filter Branch based upon User Group filters.
FIX: Reporting; User Group filters were not applied to certain reports
The following reports did not respect User Group filters and could therefore view records not intended for the User printing them:
FIX: Centrix Credit Enquiry; always required a previous Address
The Centrix Credit Enquiry always required a previous address.
NEW: finAccountTransaction Business Layer object; added Tag property
A new property "Tag" has been added to the finAccountTransaction Business Layer object.
NEW: Reporting; Account Exception List; 'Payment Method' exceptions updated
The Account Exception List report now reports 'Payment Method' exceptions only if the Payment Method is being used for Direct Debits (Bank Account, Credit Card or POS Card).
NEW: Account Transaction table; added "ExtendedData" column
A new column "ExtendedData" has been added to the Account Transaction table.
NEW: Loan Credit Card Update VBA template updated to only produce letter if the Card is used for Direct Debits
The Loan Credit Card Update VBA template (Loan_CreditCard_Update.dot) has been updated to only produce a letter if the Card is used for Direct Debits.
NEW: Workflows form; Logs page; Add and Reply buttons added
The Logs page on the Workflows form now has Add and Reply buttons, allowing the User to add and reply to existing Logs.
NEW: Task Manager; Workflow Actions wizard; Creating a Log now allows the 'Delegated User' to be specified
Creating a Log from the Workflow Actions wizard which is available from the Task Manager form, now allows the 'Delegated User' to be specified.
FIX: Client Contact Addresses; Business Layer incorrectly includes an Addressee property
The Business Layer object ClientContactAddress includes a property "Addressee". However, this is not supported in finPOWER Connect when entering addresses.
FIX: Logs; Cannot delete Clients/Security Statements with threaded logs
Clients and Security Statements fail to delete if they have any threaded logs, e.g. a log that has been created via the 'Reply' action on another log.
NEW: Security Statement Exception Report; add Related column
A new column "Related" has been added to the Security Statement Exception Report. This shows the Accounts and Clients that are related to this Security Statement.
NEW: Audit Search wizard; Record Update Log Results page now exposes a list of Accounts or Clients for pasting
The Record Update Log Results page of the Audit Search wizard now exposes a list of Accounts or Clients for pasting.
NEW: Reporting; Client List; Additional Client filters and groupings added
A new 'Client Filters' page is now available on the Client List report and any other reports based on the Client List query.
NEW: Reporting; Account Credit Card Expiry List report added
A new 'Account Credit Card Expiry List' report has been added.
NEW: Reporting; Account Exception List; 'Payment Method' exceptions now only reported where used for Direct Debits
'Payment Method' exceptions are now only reported on the Account Exception List where the Payment Method is being used for Direct Debits.
FIX: Account Payments; not saving Cheque bank short name and branch name
Account Payments paid by Cheque do not save the bank short name and branch name.
FIX: Publishing Account documents; Fee charged twice if document VBA sets Fee and document is unpublished and published again
When publishing Account documents a fee will be recharged, ie double charged, under the following circumstances:
FIX: User Preferences; Tooltips have been updated
The details displayed in the settings tooltips have been updated. (i.e.; Show the details of the settings that will be used instead of those listed below)
FIX: Account Payment Received wizard; Defaults Transaction Type when more than one Transaction Type in list
The Account Payment Received wizard may default the Transaction Type when there is more than one Transaction Type in the list.
FIX: Global Settings; Unlicensed Client settings visible
The Clients, General page of the Global Settings for displayed settings for Statistic and Identification item verification even if the database was not licensed to use either Client Statistics or the Advanced Clients add-ons.
NEW: Client Invalid Address List; reporting invalid addresses for PO Boxes and Private Bags
The Client Invalid Address List was incorrectly reporting invalid addresses for PO Boxes and Private Bags.
NEW: Task Manager; 'Owner' User and 'Delegated To' User filters added for Task folders
Task type folders in the Task Manager can now be filtered by 'Owner' User and 'Delegated To' User.
NEW: Revolving Credit Loans; added new "Minimum Payment Due" block to Key Details summary page
Added new "Minimum Payment Due" block to Key Details summary page for Revolving Credit Loans.
FIX: Disbursements; should not show in Account Financial Summary
Disbursement Transactions were incorrectly showing in the Account Financial Summary.
NEW: Disbursements; "Cost" disbursements may now have a Payee Type of "Account"
"Cost" Disbursements can now have a Payee Type of "Account".
FIX: Credit Bureau Add-On; User Settings, Timeout seconds not saving
User Preferences, Clients, Credit Bureau page.
NEW: Global Settings; Auditing; Chargeable and Non-Chargeable Activities pages no longer displayed if no items to audit
The 'Chargeable Activities' and 'Non-Chargeable Activities' pages under Global Settings, Auditing, no longer display if licence settings dictate that there are no items to audit.
NEW: Workflows Types; New option to force Item Group items to be flagged as 'Not Applicable' sequentially
If a Workflow Type, Item Group is configured with the "Must the User complete all items in this Item Group in order" flag set, Items within the group can still be set to 'Not Applicable' in any order, i.e., not just when they are the current item.
NEW: Credit Enquiry Add-On; Perform credit enquiry in test mode
The Credit Enquiry wizard will now list the available credit bureau services even when using an Evaluation Licence.
NEW: Accounts, Credit Limit Summary block; added warning if Withdrawals are suspended
The Credit Limit Summary block in the Account Key Details and Account Status summary pages have been updated to include a warning if Withdrawals are suspended.
NEW: Revolving Credit Account Type; new option "Carry forward prepaid overdue Balance?"
Revolving Credit Account Types now have an option to "Carry forward prepaid overdue Balance?". This is defined as part of the Minimum Payment settings.
FIX: Account Types, Interest Cycle; setting to Limit to List now generates an error in default Cycle is not in List
If the Account Type, Interest Cycle is set to Limit to List and the default Interest Cycle is not in the List of valid Interest Cycles, entering a new Account can cause issues, especially if the Interest Cycle is not shown.
NEW: Form Close; form may be allowed to close even though in the middle of processing
When various wizards were executing, the user could close the form and the object behind the scenes may still be processing.