Release History
finPOWER Connect 4.01.01
FIX: New Client wizard; updated matching logic
In the New Client wizard, after entering the Client's Name and other information, a list of potential existing duplicate Clients is shown. This allows the User to see if the Client already exists and stop them from adding the same Client.
NEW: Validation; Australian Business Numbers and Australian Company Numbers
The following functions have been added to ISValidation (finBL.Validation)
FIX: Workflows; Client-specific Workflow Items were not correctly respected when in Item Groups configured to repeat for each Account Client
Like Workflow Items, Workflow Item Groups can be configured to repeat for each Account Client for Account-Type Workflows (or for each Applicant, for Account Application-Type Workflows).
FIX: HTML Widgets; Account Processes; Checkboxes are now automatically unchecked if they become read only
Unchecking options on the **Processing Options** page of Account Processes can cause other options to become read only. For example, unchecking "Payment Due Transactions?" for Loans will cause the following check boxes to become read only:
NEW: Department Details Report; missing action on the Admin, Department form
On the Admin, Departments form, the "Print" action under Reports group was missing. This has been added, and opens the Department Details Report.
NEW: HTML Widget; Client Withholding Tax Details Change; Added Foreign Tax Reference
A new Foreign Tax Reference has been added for non-Resident Clients. This allows a separate Tax Number of up to 20 characters to be stored.
NEW: HTML Widget; Client Edit Widgets; Added Foreign Tax Reference
A new Foreign Tax Reference has been added for non-Resident Clients. This allows a separate Tax Number of up to 20 characters to be stored.
NEW: Configuration Security Report; Improved reporting for Integrated Security
The Configuration Security Report shows warning if Integrated Security is enabled.
NEW: Account Direct Debit Stop wizard; improve how future Standard Transactions where Due Immediately by Direct Debit are shown
In the Account Direct Debit Stop wizard, future Standard Transactions where Due Immediately by Direct Debit were not being shown where the Stop Date is after the date of the Transaction.
FIX: Documents; File Type "Email" Documents were not exporting or importing the Target property
A Document with a File Type "Email" was not exporting or importing the Template Email Message "Target" property.
NEW: Users Form; Responsibilities Action now always available to User Administrators
NEW: HTML Widget; Admin Libraries; New Client Certificate Edit Widget
The Certificate Edit HTML Widget is now available.
FIX: Client Key Details; Spelling errors in constants description
NEW: Cost Centres; Webhook URL Validation
The Cost Centres form has been updated to validate WebHook URLs when the copy button is pressed to ensure that the URL pasted into a service configuration is correct.
NEW: Business Layer; Upgraded to use .NET Framework 4.8 (previously targetted 4.7.1)
All finPOWER Connect business layer assemblies have been upgraded to target the .NET Framework 4.8. Previously, the business layer target version 4.7.1.
NEW: Close Accounts wizard; add option to include Deposits with a zero balance
There is a new option in the Close Accounts wizard to include Deposits with a zero balance.
NEW: Clients; Automatic setting of "Salutation" and "Addressee" fields improved
The way in which default **Salutation** and **Addressee** values are now saved on a Client has been improved, providing default values have been configured in Global Settings, Clients, New Clients.
NEW: Reports; New Client Email Exception List report available
A new Client Email Exception List report is available in the Report Explorer, in the Clients section.