Release History
finPOWER Connect 4.00.00
FIX: Workflows; Security Enquiry item drilldown form does not default the Branch
The Security Enquiry item drilldown form for a Workflow Item does not default the Branch. If using Cost Centres, this may mean an incorrect Cost Centre may be allocated to the Security Enquiry if the User does not enter the correct Branch.
NEW: finLogs; now loads User Logs when loading a collection of Logs for a Workflow or ServiceLog
The finLogs collection now loads User Logs when the following functions are called:
NEW: Outgoing Communication HTML Widget; updated "Contacted" to use new GetMessagingContactNames functions
The Outgoing Communication HTML Widget has been updated so that the "Contacted" field now uses the new GetMessagingContactNames functions.
NEW: Zepto (formerly Split Payments); Bank Transactions with a Status of "To Send" can now be reversed
Bank Transactions with a Payment Method of "Split" (Zepto) can now be reversed when they have a Bank Interface Status of "To Send".
FIX: HTML Widget; InfoAgent AU and NZ; Enquiry always executes the default Report Type
The InfoAgent (Australia and New Zealand) Security Enquiry HTML Widget always executes the default report type specified in the Cost Centre.
NEW: HTML Widgets; Process Interest Payouts HTML Widget has been added
The Process Interest Payouts wizard has been added as an HTML Widget.
FIX: Client SMS Documents; fails to send where Phone Number is invalid
Client SMS Documents fail to send where the Phone Number is invalid. When sending the following error is displayed "Failed to send SMS via Message Recipient. Failed to send SMS. Invalid Recipient Phone Number. Invalid Phone Number.".
NEW: New SMS Messaging Interface; now shows "Other" Account Roles and "Other" Contacts in the list of Phone Numbers for an Account
The New SMS Messaging Interface list of Mobile Phone Numbers for an Account in the SMS Message wizard has been expanded to include:
FIX: Account Logs; various changes
The following changes have been made to Account Logs:
NEW: Account Document Logs; new Permission Key to prevent Users updating the standard Document Fee
There is a new Permission Key to prevent Users updating the standard Document Fee when entering an Account Document Log.
FIX: Users form; Web Access page; Large gap above User Defined parameters
A large gap appears on the Users form, Web Access page if finPOWER Connect Cloud is NOT configured to use "Device Authorisation" on the "Multi-Factor" page.
NEW: Portals; After sending a password reset link, the Portal now returns to the Login page
Previously, upon sending a password reset link, the Portal remained on the same page.
FIX: Account Log, Fee & Account Details page
When a Document Log is still to be published the Fee heading is incorrectly shown highlighted as "Failed to charge Fee."
NEW: ISKeyValueList; add new item type of ISList
ISKeyValueList and ISKeyValueListRO now support an item type of ISList.
FIX: Deposit Trial Balance Report; added option to specify Decimal Places in Interest Rate columns
A new "Decimal Places" option has been added to the Deposit Trial Balance Report. This defines the fixed number of Decimal Places for Interest Rate and Current Interest Rate columns.
FIX: Debug Window; may show "Service not specified" error
The Debug Window may show a "Service not specified." error message.
FIX: Client Connect Sample Portal; Obsoleted Functions cleaned up
Two obsoleted Functions on the "Messages" and "ModalNewMessage" pages have been replaced with their new versions. These were:
FIX: Account Close wizard; Refinance not showing initial details
The Account Close wizard, Refinance option, including the "Refinance" action from the Account form, has been updated to fix two issues.
NEW: Form "Clear" action; now also clears the Search box on the form
Clicking the form "Clear" action button now also clears the Search box on the form.
NEW: Auditing; added Activity Log audit record for Bank Transaction import
Added Activity Log audit record for Bank Transaction imports.
NEW: Credit Bureau; Centrix NZ; NameMatchInsolvencies replaces NameOnlyInsolvencies
The Centrix NZ Credit Bureau enquiry has been upgraded to support "Name Match" Insolvencies. This replaces "Name Only" insolvencies; it returns all the same information plus additional data describing the match level.
NEW: Auditing; add auditing to Rate Tables
Auditing has been added to Rate Tables.
NEW: Business Layer; finAccountCalcScheduleItem now exposes Icon and Tooltip Text for grids
The business layer finAccountCalcScheduleItem now has a GetScheduleTypeIcon method that returns the Icon and Tooltip to display in grids.
FIX: Account Interest Payouts; All Interest Payouts flagged as "Processed", even if not included
Any Accounts in the Interest Payouts process which were set to not Include were being automatically set to Processed after the Process Interest Payouts wizard had completed. This was incorrect, and now only items which are set to include are flagged as Pr...
NEW: Process Interest Payouts; finAccountInterestPayout.CanCombine() Function added
The Payment Method indicates whether Payouts can be combined for a Client. Previously, the User Interface was responsible for enforcing this setting in the Process Direct Debits wizard. Due to the addition of the Process Interest Payouts HTML Widget, this...
NEW: HTML Widgets; PreviewPane control; PreviewFromGridCollection now allows non-cached pages
To support the new "Process Interest Payouts wizard", the widget.UI.PreviewPane control now supports a 'noCache' option in order to use the "PreviewFromGridCollection" functionality but NOT cache the results.
NEW: Account Processes; Overdue Rules can now be future dated if in Forced Test mode
In Account Processes, Loan Overdue Rules can now be processed into the future whilst in Forced Test mode.
FIX: HTML Widgets; ComboBox and DBCombo controls; pressing 'Delete' when control is read-only will clear content
Pressing the 'Delete' key when either a read-only ComboBox or DBCombo control had focus would clear the content.
FIX: ISKeyValueList; the same User Defined Index could be saved twice
The same User Defined Index could be defined twice in an ISKeyValueList when created or updated via a script.
NEW: finAccountApp and others; Updated SystemUseOnly functions
The following functions have been updated:
NEW: Summary Page Standard Blocks; Log Summary; "Reply to Web Mail" button added
The Log Summary Standard block has been updated to show a "Reply to Web Mail" button where applicable.
NEW: Revolving Credit Loan Accounts; Interest on Interest and other properties no longer overridden on an individual Account
Once a Revolving Credit Loan Account is open, the Accrued Interest Method, Interest Rounding Method and Charge Interest on Interest settings are set in concrete for its life. Moving the Account to a different Account Type does not change the saved setting...
NEW: Business Layer; New Standard Range: LogExtendedTypes
A new Standard Range, LogExtendedTypes has been added.
NEW: Task Manager; Tasks; New "Client Web Mail" system folder
A Tasks, Client Web Mail system folder now appears in the Task Manager.
FIX: CreditSense2; GetApplicationData request fails
Retrieving a completed Credit Sense 2 Report via the GetApplicationData request fails with the following error:
NEW: New Account and Client; algorithm to generate Next Code updated
The algorithm to generate the Next Code for Accounts and Clients has been updated.
FIX: Management Dashboard Sample; updated to stop using an obsoleted function
The Management Dashboard Sample has been updated as follows:
NEW: Summary Pages; Services reports; Alt1 and Alt2 row classes not respecting report style colours
When using the finHtmlSummaryPage2StringBuilder and adding rows, applying either the Alt1 or Alt2 row classes was not respecting theme colours for service reports.
NEW: Auditing; added additional auditing for Account Types and Entities
The following additional auditing for Account Types and Entities has been added:
NEW: finInformationImport; UsageItems now available to Scripts
Previously, the business layer finInformationImport.UsageItems property was flagged as "System Use Only". This flag (attribute) has been removed.
FIX: HTML Widgets; NZBN Organisation Enquiry; "NZCO Entity Role Search" Product not validating the Cost Centre
Cost Centre validation for the "NZCO Entity Role Search" Product was being skipped, which meant that a Cost Centre with credentials configured, but the "Enabled Credit Enquiry' check box was unchecked it was possible to process the Credit Enquiry.
NEW: finBankTransactionAccountTransaction; added new properties for easier access
The following new properties have been added to finBankTransactionAccountTransaction. This makes it easier to retrieve the values.
NEW: SQL Server Database Permissions Reset; may fail to reset Permissions
The SQL Server Database Permissions Reset function may fail with the message "Failed to reset Database permissions. Failed to execute SQL. There is already an object named 'appPOWER' in the database. CREATE SCHEMA failed due to previous errors.".
FIX: HTML Widgets; Client Also Known As; Fixed Max Length for Name field
The Client Also Known As HTML Widget was incorrectly setting the Max Length for the Name field to 40 characters. This has been updated to 125.
NEW: HTML Widgets; widget.UI.HtmlNamedColourToRgb function added
A new function, widget.UI.HtmlNamedColourToRgb has been added.
NEW: finClientContactsConsolidated; Additional options for created Client Logs added
The finClientContactsConsolidated Class has been updated with additional properties for improved handling of generated Update Request Client Logs. The following changes have been made:
NEW: Cloud Connect Configuration; New option to Override Account Interest Rate Change form (including history)
The built-in Account Interest Rate Change wizard (and history) can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: HTML Widgets; Tabs now support displaying an icon
An icon attribute can be applied to <li> tab elements to display an icon.
NEW: Account Type; added tooltip
On the Account Type form, Transactions page, under Transaction Options the checkbox "Create adjusted to Zero Transactions" now includes a tooltip.
FIX: Account Application Sample; HTML Widget compile errors fixed
The HTML Widget supplied with the Account Application Sample (shipped with finPOWER Connect) was not compiling, and therefore could not be run.