Release History
finPOWER Connect 3.01.00
FIX: Comprehensive Credit Reporting; Permission Keys not working
The following Comprehensive Credit Reporting Permission Keys were not working:
NEW: Task Manager; HTML Widget folders; Allow entry of widget parameters
Widget Parameters can now be specified for "HTML Widget" type Task Manager folders.
NEW: File and Folder handling; added new smart tag substitution for YYMMDD
A new smart tag substitution for YYMMDD has been added to File and Folder handling.
NEW: HTML Widgets; Range Lookup form now available
The Range Lookup form is now available to HTML Widgets via the following methods of widget.UI.Forms:
NEW: Account Exception List Report; added "First Payment Date" exception
A new exception "First Payment Date" has been added to the Account Exception List Report.
NEW: Account History Ratings; now shown on Summary Pages for Closed Accounts
The History Ratings Summary Page block was only showing for "Open" Accounts. This now shows for "Closed" Accounts on the Account Key Details and Status pages.
FIX: Account History Ratings; were only allowing updates when Account was Open
Account History Ratings were only allowing updates when Account was Open. This has been amended so you may now update Account History Ratings after the Account is Closed.
NEW: HTML Widgets; New "Workflows Breakdown Report" management report added
A new "Workflows Breakdown Report" system-supplied HTML Widget has been added.
FIX: Range Lookups; Account Applications; Incorrectly omitting "Type" column
When performing a Range Lookup on Account Application, a "Type" column was meant to be displayed in the grid but due to a naming mismatch, this was never being displayed.
NEW: HTML Widgets; Review "Period" code
The "Period" code used to calculate a date range in certain HTML Widgets such as the Promise Management Summary was inconsistent and in certain cases, wrong.
FIX: Report Templates; Pool List; Fails when showing Inactive records
Report Templates based on the Pool List report failed when opting to show Inactive records.
NEW: Service Logs; new option to "fail" a "pending" service log
There is a new button on the Service Log form to "Fail" a pending Service Log.
FIX: Credit Bureau Defaults; Upload History ordered in reverse chronological order
Credit Bureau Defaults "Upload History" was ordered in reverse chronological order, i.e. newest items first. They should be order in chronological order.
NEW: HTML Widgets; Management Reports; Updated to bring in line with new "Workflows Breakdown Report"
The following general changes have been made to system-supplied HTML Widget management reports:
NEW: Pools; allow entry in New Account wizard Account form
The Pool for an Account can now be entered in the New Account wizard and also edited directly in the Account form.
NEW: Account Summary Pages; enhanced Financial Status block for Deposit Accounts
The Account Financial Status Summary Page block has been enhanced for Deposit Accounts.
NEW: Close Accounts wizard; Summary Page updated to version 2
The Summary Page on the Close Accounts wizard has been updated to a version 2 Summary Page.
FIX: Account Withdrawal wizard; Disbursement Account can cause commit to crash
The Account Withdrawal wizard may crash after clicking "Finish" when posting to a Disbursement Account. The error is "Unhandled exception caught. Cannot create finAccountDisbursement object for 'Disbursement' Accounts.". After clicking OK finPOWER Connect...
FIX: Deleting Records; Updated logic when checking if used by other records
Currently, when deleting a record the User is warned if Usage items exists - but they can still continue to Delete. Then the Delete fails.
NEW: Run Queue, Queue Options; Summary Page updated to version 2
The Summary Page on the Run Queue form, Queue Options page has been updated to a version 2 Summary Page.
NEW: Bank Accounts; Permission Key added to prevent User from accessing in the User Interface
A new Permissions page has been added to Bank Accounts. This allows a Permission Key to be defined that prevents the Bank Account being accessed in various User Interface forms.
FIX: Reports; Deposit Maturity List can error when automatically stacking columns
The Deposit Maturity List Report includes an option to "Automatically stack report columns in groups". When checked the Report may error with "An unexpected error occurred running Report 'Deposit Maturity List'. Index was out of range. Must be non-negativ...
NEW: Account Types, Rate Tables; Summary Page updated to version 2
The Summary Page on the Account Types form, Rate Tables page has been updated to a version 2 Summary Page.
FIX: Bank Export; allows negative values to be exported where Export Service does not support
The Export Bank Transactions wizard allows negative values to be checked and exported - even if the export service does not support negative values.
FIX: Account Processes; Account Type Rules not being processed
There is an issue with the Account Processes "OverdueRule" and "OverdueRulesPre" script.
NEW: Commissions; Present Value calculation not working as per finPOWER 5
The External Party Commission Basis of "Present Value" is not working the same as finPOWER 5.
FIX: Account Application Types; Summary Page script description truncated
On the Account Application Types form, Summary Script page, the Summary Page Script description may be truncated.
FIX: MotorWeb Confirm Owner; Error when there are no previous confirmed owners to display
When executing a MotorWeb Confirm Owner Enquiry, an error can occur if there is no previous confirmed owners to display in the grid.
FIX: Document Manager; file link in Log Summary Page may fail if File Name has two spaces in a row
The file link in Summary Pages may fail if the File Name has two spaces in a row.
FIX: Disbursement Account Payments; Nil payments cause an unhandled exception error
Trying to pay a zero/ nil value in the Disbursement Account Payments wizard causes finPOWER Connect to fail with the error "An unhandled exception has occurred. Object reference not set to an instance of an object.".
FIX: Bank Statements (Proviso); Unhandled exception occurs if a Delete or Download Data request fails
The Bank Statements (Proviso) Credit Bureau service can fail with an unhandled exception error if a Delete or Download Data request fails.
FIX: External Parties; It is possible to delete a record that is used by Account Applications
It was possible to delete an External Party record that was linked to an Account Application as either a Broker or Dealer.
NEW: Documents; Word Document; Script can now add additional Email attachments
Documents with a file type of "Word Document" can now add additional file attachments as per the following example (based on the system-supplied Account Letter):
FIX: Account Processes; may fail with a SQL Server error if using Parent/ Child Accounts
Account Processes may fail with the following SQL Server error if using Parent/ Child Accounts "SQL Server does not allow a new Transaction whilst a connected DataReader is open. New transaction is not allowed because there are other threads running in th...
NEW: NZ Government "NZCO Entity Role Search"; New request parameter and properties added to the results
The NZ Goverment "NZCO Entity Role Search" Credit Enquiry has a new request parameter "Registered Only". This indicates whether the search result should only return directors and shareholders that have an active role in at least one registered company.
NEW: ISDataSetExporter object; Now exports values in CSV files with a date format of "yyyy-MM-dd"
The ISDataSetExporter business layer object now exports values in CSV files with a date format of "yyyy-MM-dd". Previously this was "yyyy-M-dd".
NEW: MotorWeb; Removed Security, MotorWeb Mailbox menu item for non Mailbox Users
The MotorWeb Mailbox menu item under the Securities menu is no longer shown if the user is not set up as a MotorWeb Mailbox user.
FIX: HTML Widgets; Date Boxes may parse or display an incorrect date
In certain situations, entering a number such as "16" into a datebox control would result in the incorrect date either being displayed or returned when using the Value() property of the control.
NEW: Account Reports; code for grouping by Dealer/ Broker Employee simplified
Since the introduction of ExternalPartyEmployees global collection, the underlying code in most Account Reports can be simplified.
NEW: HTML Widgets; Management report enhancements
A new "Report Layout" option has been added to the following report HTML Widgets:
NEW: NZ Government "NZCO Disqualified Directors Search"; New properties added to the results
The NZ Goverment "NZCO Disqualified Directors Search" Credit Enquiry has been updated to include the following properties:
NEW: Deposit New Business Report added
A new report "Deposit New Business Report" has been added.
NEW: Account Processes; Account Process Scripts now allow Cancel button on form to Cancel the script
Account Process Scripts, including AccountProcessesPre/Post events, now allow the Cancel button on the Account Process wizard to Cancel the script.
FIX: Close Account wizard; increased minimum form width
The minimum size of the Close Account wizard has been increased as the Summary and Cancel buttons might overlap.
NEW: HTML Widgets; Management Reports; Add a warning if "User Filters" are applied
The following system-supplied HTML Widgets now display a warning if the current User has User Filters applied (e.g., via their User Group):
NEW: NZ Government Change Events Mailbox added
You can now download changes made in the NZBN Register and show them into finPOWER Connect. This function returns a list of businesses that have had a change made to their details in the NZBN database, including such events as a change in Status, Director...
NEW: MotorWeb Monitoring and NZ Government Change Events; Mailbox dates enhancements
The tooltip text for the "Receive Items" button on the Task Manager, MotorWeb and NZ Government folders has been updated to show the last successful retrieval date.
NEW: Users; Usage page added
The Users and Users & Responsibilities forms now include a Usage page. This shows Workflow Types and Workflow Type Items the User is linked to.
FIX: Account Applications form; crashes finPOWER Connect if the database is Read-Only
Opening the Account Applications form may cause the error "An unhandled exception has occurred. Key does not exist in collection." and then finPOWER Connect closes.
NEW: Documents; new option to email document based upon Client Communication flags
A new option has been added to Documents to stop emails being produced where a Client does not have the required Communication flag checked.