Release History
finPOWER Connect 2.00.00
NEW: Security Statements, add External Id field
Add External Id field to Security Statements, as per Accounts and Clients. New User Preference to show External Id in the Security Statement form (default is unchecked).
FIX: Default Interest; Due Immediately not working when posted via Transaction Entry
A Default Interest element can be setup as "Due Immediately". When posted a transaction of this element should have an Overdue value equal to the Transaction value.
FIX: Send Email Message; "Outlook Contact" type may not retrieve correct email addresses
The Process, Send Email Message wizard "Outlook Contact" type may not retrieve the correct email address for an Exchange email contact.
FIX: Clients; if deceased individual should not show Age
If the Client is a deceased individual, the Age should not be shown. Instead the text "Deceased" should be displayed.
NEW: Database; new indexes added
The following indexes have been added (or changed) in the database.
NEW: Page Sets; New special button types added
Page Objects can define three special buttons to appear after them (or more via code, including custom buttons). The following new button types are available:
NEW: Elements; added User Flag A and B
Added User Flag A and B to Elements. These are defined on the General page of the Elements form.
NEW: Entity; Accounting Period, changed from number of months to a date period
On Entities, the Accounting Period has changed from number of months to a date period.
NEW: Documents; move User Flag A and B to separate Database fields
The Documents table has been updated with separate User Flag A and B fields. They were previously stored as XML in the Properties field.
NEW: Login; dialog form updated
The login dialog form has been updated to a more modern style.
NEW: Payment Arrangements; add "ContractrualUpdated" column
A new column, "ContractrualUpdated", has been added to the "AccountPayArrange" table. This was previously stored in the "Other" column.
NEW: Payment Arrangements; now show the "Source" of the Arrangement
Payment Arrangements now store the "Source" of the Arrangement in the database. This may be either "Payment Arrangement", "Promise", "Withdrawal", "Interest Rate Change" or "Payment Review".
NEW: Task Manager; Status bar functionality updated
The Task Manager Status bar functionality has been updated.
NEW: Quick Search facility added
A new Quick Search facility has been added.
FIX: Account Log List Report; Grouping and Summarising by "Document" prints "Unknown Document"
When Grouping and Summarising by "Document", the following reports print the summary heading with "Unknown Document":
NEW: Business Layer; new option, when comparing addresses, to ignore changes in Address and Instructions
The ISAddressDetails Business Layer object's CompareTo function has two new parameters to ignore changes in the Addressee and Instructions properties. The new properties are:
FIX: Account Payment Arrangement wizard; Summary page updated to show new Maturity date if "Update Maturity Date and Contractual Payments?" checked
In the Account Payment Arrangement wizard if the "Update Maturity Date and Contractual Payments?" option is checked the Summary page "Change" section now shows the new Maturity date as the updated date.
NEW: Account future schedule; expected Payments missing if future dated reversed Payments exist
When calculating the future schedule for an Account, expected payments are NOT included if there is an actual payment dated on/ after the expected date.
NEW: Archive; added new columns to database
The following database changes have been made to Account Archives:
FIX: Bank Accounts, Export Service; Reference not displaying in HTML Summary
In Australian databases the Bank Account, Export Service, Reference is not displaying in the HTML summary pane.
NEW: Account Type; Payments page, Payment Options "Allow Credit/ Zero balance before maturity date?" caption changed
The Account Type, Payments page, Payment Options "Allow Credit/ Zero balance before maturity date?" captions has been changed to "Allow Credit/ Zero balance before maturity date (normally only where Payments in Advance)?".
FIX: Sending Email; incorrect wording in message if no Clients can receive an Email message
When sending an Email via a document, and no Clients for the Account have a valid Email address the following error is generated:
NEW: Global Settings; "User Flag" captions can now be defined
Under Account Types, Contact Methods, Documents and Workflow Types there a 2 or 3 "User Flags" that can be defined.
FIX: Account Type Status Change Rules; fails to send SMS Document
When an Account Type Status Change Rule is linked to a Document that sends an SMS the following error occurs:
NEW: Parameter Sets; caption for checkboxes (Booleans) can now be 100 characters
The caption for checkboxes (Booleans) in Parameter Sets can now be 100 characters - previously it was limited to 50 characters.
FIX: Credit Bureau; executing Credit Enquiry from Business Layer may fail
Executing a Credit Enquiry from the finPOWER Connect Business Layer may fail with an "Object reference not set to an instance of an object.". This occurs if a valid ISServiceLogCreateDetails object is not sent to the function.
FIX: Account Processes; pre-script failure did not stop Account Processes
In Account Processes if there is a pre-script and the pre-script fails then Account Processes still continues. It should immediately stop.
FIX: Account Processes; audit logging improved
Previously the audit log for Account Processes was added before the pre-script was run.
NEW: Touch-friendly functionality added
Although finPOWER Connect is a Windows Desktop application, many Windows 8 devices, including PCs, laptops and tablets now include touch screens.
NEW: Account Details Report; Transactions section tweaked
The Account Details Report, Transactions section has been adjusted as follows:
NEW: Account Status; changing from Open to Quote now allows Transactions created from Standard Transactions to be reversed
Resetting an "Open" Account back to a "Quote" has been improved by allowing Transactions created from Standard Transactions to be reversed.
NEW: Security Type Icons; updated
Security Type Icons have been updated. Where multiple icons existed, e.g. "Airplane1", "Airplane2" and "Airplane3" they are now simply "Airplane", otherwise the "1" suffix has been dropped.
NEW: Colour Theme options added
Colour Themes give the user three different colour scheme options.
FIX: Payment Arrangement Advice; Overdue note paragraph updated
On the Payment Arrangement Advice the Overdue note paragraph has been updated.
NEW: Taskpane changes
Several changes have been made to the Taskpane.
NEW: Full Screen mode added
Pressing F11 will now toggle finPOWER Connect between normal and Full-Screen mode.
NEW: Form Tabs; updated interface
The Form Tabstrip has been updated as follows:
FIX: ComboBox clears value when moving past the beginning or end of the list
The ComboBox control clears its value when moving past the beginning or end of the list.
NEW: User Interface enhancements; finPOWER Connect Statusbar now changes colour when disabled
The finPOWER Connect Status Bar now changes colour when finPOWER Connect is disabled, e.g. when running Account Processes.
NEW: User Interface enhancements; Windows Taskbar now shows progress indicator
When a progress bar is shown in finPOWER Connect the Windows Taskbar also shows a progress indicator.
NEW: Shortcut keys for Cancel Edit have changed
The shortcut keys for Cancel Edit have been changed from Ctrl+Q to Ctrl+Shift+E.
NEW: Contact Method Icons; updated
Contact Method Icons have changed as follows:
NEW: New Company wizard; Changed Australian Security menu to point to PPSR rather than REVS
When running the New Company wizard for Australia, finPOWER Connect now opens a link on the menu to the government's PPSR website rather than the REVS website.
NEW: finAccount.TotalAdvances method now handles Quote Accounts
The finAccount.TotalAdvances business layer method now handles Quote, Declined and Unwanted Accounts.
NEW: Business Layer; Runtime.Conversion colour utilites obsoleted and moved to ColourUtilities
The Business Layer now has a separate Colour utilites object in Runtime.