Release History
finPOWER Connect 3.00.00
NEW: ClientId table; added separate "Active" flag
Added a separate "Active" column to the ClientId table. This was utilising the Properties column as an ISKeyValueList to store this information.
NEW: ISServiceLog table; amend indexes
The ISServiceLog table has been updated as follows:
NEW: Documents; Logs now have a "Print Status"
This is to support the new "Print Documents" wizard.
NEW: Security Statement Items; new option to Print a Details Report of the Item
Security Statement Items now include an option to print a Details Report. On the Security Item drilldown form there is a new Action to Print the Report.
FIX: Report Entity Default Range; Does not work correctly if User's Default Range for Entities is blank
Reports include a User Preference to define a Default Range for Entities. The Report Range will initially be shown as "[Default]" and the User's default range is substituted and used.
FIX: Investment Security Items; Summary page updated
The Investment Security Item summary page now includes the valuation data in the summary block instead of a separate valuation block.
FIX: Account Log Details Report; may fail with an "unexpected error"
The Account Log Details Report may fail with the following error "An unexpected error occurred running Report 'Account Log Details'. Object reference not set to an instance of an object.".
NEW: Logs forms; Viewing document functionality standardised and enhanced
Logs can reference up to three Documents:
NEW: Credit Enquiry wizard; VedaConnect "VedaScore Apply" now validates Options page when Next is clicked
In the Credit Enquiry wizard the VedaConnect "VedaScore Apply" Service/ Product now validates the Options page when Next is clicked.
NEW: Account Application Sub Status; is no longer set to Null when Application is Closed
An Account Application includes a Status and Sub-Status. The Sub-Status can only be updated via a script.
FIX: Help, Licence Information, Rate Tables; description notes Rate Tables are only currently applicable to Revolving Credit Accounts
Under Help, Licence Information, Rate Tables, the description notes Rate Tables are only currently applicable to Revolving Credit Accounts. This is incorrect as they also apply to Fixed Term Floating Rate Loan Accounts and Deposits Accounts.
NEW: Reset Database Permissions; fails with a "Incorrect syntax error near" error
The Reset Database Permissions function for Microsoft SQL Server, may fail with an "Incorrect syntax error near" error.
FIX: PPSR; the finBL.SecurityRegister function UpdateFinancingStatementFromSecurityStmt may return False with a corrupt error message
The finBL.SecurityRegister function UpdateFinancingStatementFromSecurityStmt may return False with a corrupt error message.
NEW: Account Applications, Permission keys for updating the status to Accept, Unwanted & Decline
New Permission Keys have been added for Account Applications to stop Users changing Statuses.
FIX: Bank Account Import Services; "NZ Post Billpay" changed to use Account Id Check Digit
The "NZ Post Billpay" Bank Account Import service did not use the Account Code check digit, resulting in Accounts not being matched when a file is imported.
FIX: Account Statement; Next Payment date and value not saved on Account Statement Log
Account Statements do not save the Next Payment Date and Value on the Account Statement Log.
NEW: Scripts; Action Scripts; AccountApp added to Target Object list
AccountApp has been added to the Target Object list for Action type Scripts.
FIX: Deposit/ Loan Weighted Interest Rate Report; summarised Group Total for Rate incorrect
The Deposit and Loan Weighted Interest Rate Reports shows the incorrect Rate in summarised Group totals.
FIX: Demonstration Database; Opening the demonstration database via the "File" menu can result in an unhandled exception error
Trying to open the demonstration database via the "File" menu can result in the following error "An unhandled exception has occurred. Unable to cast object of type 'Intersoft.finPOWERConnect.frmMain' to type 'Intersoft.ISUserInterface3.ISFormBase'.".
NEW: Workflows; Key Details page; Database upgrade will now upgrade to a Version 2 Summary Page
Workflow Key Details pages using the built-in Version 1 Summary Page will now be updated to use the Version 2 Summary page:
NEW: Bank Accounts; updated database to include separate columns for Cheque Print information
The database Bank Account table has been updated to include separate columns for Cheque Print information, namely:
NEW: Account Payment/ Withdrawal/ Refund wizards; no longer defaults payment details from historic "Refund" Bank Transactions
When entering an Account Payment, Withdrawal or Refund, the payment details default from the Account after the Payment Method has been entered.
NEW: Bank Account Payment Methods; options added to exclude Payment Methods from the Account Payment and Withdrawal wizards
New options "Exclude from Account Payment wizard?" and "Exclude from Account Withdrawal wizard?" have been added to Bank Account Payment Methods.
NEW: Summary Pages; Version 2; New 'CheckBox' HTML Template
A new 'CheckBox' template can now be used in Version 2 Summary Pages.
NEW: Account Type; Payments setting "Charge Defaults in partial grace period at end of Interest Period?" not working as expected
The Account Type, Payments page, Grace Period setting "Charge Defaults in partial grace period at end of Interest Period?" may not work as expected under the following circumstances:
FIX: Batch Transactions; saving batch does not save AccountId if AccountPk only has been set
Saving a Transaction Batch using the finPOWER Connect Business Layer requires the AccountId to be set - if only the AccountPk is set, this information is lost.
FIX: Refinance Account wizard; Refinance to an "Existing Account" does not allow Account codes to be typed in
In the Refinance Account wizard, refinancing to an "Existing Account" does not allow the Account to be typed in.
NEW: Disbursement Elements; now allow default Disbursement Payee details to be defined
"Disbursement" Elements now allow default Disbursement Payee details to be defined.
FIX: Approve Disbursement; can fail when creating an Account Ledger for the Disbursement
If you attempt to approve a Disbursement for a Closed Account, where the Element for the Disbursement is set to Amortise using Contractual Interest, i.e. create an Accounting Ledger, the following error may occur "Failed to approve Account Disbursement '[...
NEW: VedaConnect "VedaScore Apply" Credit Enquiry; removed invalid enquiry options
The VedaConnect VedaScore Apply Credit Enquiry has been updated as follows:
FIX: SQL Server Database provider; add "Application Name" to Connection String
The SQL Server database provider now includes "Application Name" in the Connection String. This is set to "finPOWER Connect" and is displayed in SQL Server queries such as "sp_who2". This is useful when inspecting connections to determine the source appli...
FIX: Task Manager; Object Events Scripts; "RefeshPre" and "RefreshPost" event comments updated in template Script
The "RefreshPre" and "RefreshPost" events for Task Manager Object Events Scripts has been updated to clarify when they are called and what they should be used for.
NEW: Transaction Types; should not be able to create a Transaction Type linked to an "Interest Payout" Element
Transaction Types should not be able to be linked to an "Interest Payout" Element - but there was nothing preventing this.
NEW: Account Applications; now record Closed User and Date/Time Closed on the database
Account Applications now record the User and Date/Time an Account Application was closed. Note, this is also available from reviewing "Audit" information.
NEW: Account Applications; add new Global Settings Auditing page
Account Applications now support a Global Settings, Auditing, Account Applications page.
NEW: Australian BSB list; updated to March 2016
BSB Added
FIX: Process Direct Debit Payments wizard; fixed several issues in the Printed List
Several issues have been fixed in the Report produced in the Process Direct Debit Payments wizard. These include:
NEW: Print Cheques wizard; added "Print" button to grid
There is now a "Print" button on the Print Cheques wizard, under the grid.
FIX: Client Statistics; various issues with the standard Summary Page
Various issues with the Client Statistics Summary Page have been corrected.
NEW: Statistics Types; new Analysis field added
A new "Analysis" field has been added to Client Statistic Types.
NEW: Documents; Client Letter added which is similar to Client Advice but is a "Word Document" rather than "Word VBA"
A new "Client Letter" document is supplied with finPOWER Connect. This is similar to the existing "Client Advice" but is a "Word Document" rather than a "Word VBA".
NEW: Security Statement Items; Insurance Company can now link to External Parties Insurers
Security Statement Items and Account Application Items can now link to External Parties Insurers for the Insurance Company
NEW: Documents; "Word Document" and "Excel Document" type Documents can now embed the Template Document in the database
Documents with a file type of "Word Document" and "Excel Document" can now choose to embed the template file (e.g., a docx file) in the Document record.
NEW: Documents; Cheque; Sample document can now be imported from the Templates folder
A sample Cheque Document can now be imported via the Documents form.
FIX: Conversion Utilities; not fixing Account Application Quote details
The function finBL.ConversionUtilities.AccountAppAccept was not fixing Account Financial figures for Account Application quotation values.
NEW: Licence form; Module summary updated for Version 2 Summary Page styles
The summary below the Modules Treeview has been updated to use Version 2 Summary Page styles.
FIX: Publishing Documents; SMS Document fails with an Unhandled Exception error
Publishing SMS Documents from the Publish Documents wizard may fail with an Unhandled Exception error "Argument 'Length' must be greater or equal to zero.".
NEW: Logs; removed obsoleted property "BranchPk"
In version 2.3.0 the property "BranchPk" of finLogRO was obsoleted. This property has now been removed.
NEW: Bank Accounts; Summary Pages below grids have been updated to Version 2 style
The Summary Pages shown below the grids on the Bank Accounts form have been updated to Version 2 style Summary Pages.
NEW: Conversion Utilities; updated AccountAppAccept function
Updated finBL.ConversionUtilites.AccountAppAccept to handle database changes for creating mulitple Accounts from an Account Application.