Release History
finPOWER Connect 4.00.03
NEW: Global Settings; Test Web Services Base URL
There is a new button on the Global Settings, Web, General page to test the Web Services Base URL.
FIX: Client Interest Advice Document; Branch and Entity range now applied to Account
The sample Client Interest Advice Documents filtered Clients by the Branch and Entity ranges entered.
FIX: Equifax (New Zealand) Credit Bureau; Advanced Business Report; Update consent to include a Director in the enquiry
The Credit Enquiry wizard and HTML Widget for the Equifax (New Zealand) Advanced Business Report have been updated to show that consent has been given to include a Director in the credit enquiry.
NEW: HTML Widgets; widget.UI.DocumentManagerComboBox; Add support for Video file types
The "fileTypes" option for the widget.UI.DocumentManagerComboBox control now supports the following additional options:
FIX: HTML Widgets; Client Edit; Client Image can now be an MP4 video
The Client Edit HTML Widget has been enhanced to accept MP4 videos as the Client Image.
FIX: Roles ranges, when used for permissions, were not accounting for NOT ranges
The ability to permission "Summary Page (version 2)" type Scripts based on a range of Roles was recently added (this has the advantage of working when signed in as an Administrator, unlike Permission Keys).
FIX: HTML Widgets; Account Close; Printing the Close Summary Document would result in an error
Checking the "Print Summary?" checkbox on the final page of the Account Close HTML Widget would result in an error being triggered, and no document being generated. The Account would, however, close correctly. This has been fixed, and now if the Summary i...
FIX: Quick Search 2; Only returning a single result in certain cases
In certain situations, e.g., where a full name has been matched, Quick Search 2 would incorrectly assume that the search was complete and only return a single result.
NEW: Business Layer; Summary Tables; New ForceWrap property for table cells
The ISSummaryTableCell object now has a .ForceWrap property.
NEW: Script Editor; Syntax Errors can be viewed
The Script Editor can now display Visual Basic and C# syntax errors.
NEW: DebugPrint; added option to indent messages
A new option has been added to indent debug messages.
FIX: Account Processes; Deposit maturities may fail to be processed
In Account Processes, Deposit maturities may fail to be processed with a message of "Failed to reinvest Account. Failed to save Account. Maturity Payment Method not specified." or "Failed to reinvest Account. Failed to save Account. Interest Payment Metho...
NEW: Annual AML/CFT Report HTML Widget; Minor code tidy-up
Some minor changes have been made to script code for this widget to improve code quality.
NEW: Account, Client etc forms; File page, Move Files to another Category dialog enhanced
On the Files page of Account, Client etc. forms, the "Move selected Files to another Category" dialog now shows the existing Category.
FIX: Account Payment Arrangement wizard; if printing advice User can duplicate the Arrangement
In the Account Payment Arrangement wizard, if printing the Payment Arrangement advice, the User can duplicate the Arrangement if they follow these steps:
NEW: Validation functions; IsValidUri() function added
The following Business Layer function has been added:
FIX: HTML Widgets; Parameters Host; "List" and "Range" parameter type issues
The following issues have been resolved with "List" and "Range" type parameters:
FIX: HTML Widgets; Parameters Host; Range parameter to use an Information List was not working and caused the application to crash
A "Range" type Parameter configured to display an "Information List" would cause finPOWER Connect to crash when the Lookup button was clicked.
NEW: Business Layer; ISKeyValueList; SetString method now has a "normaliseNewLines" optional parameter
The Business Layer, ISKeyValueList, SetString method now has a "normaliseNewLines" optional parameter.
NEW: HTML Widgets; Client Banking Details; Cancelling a new Zepto Bank Account once the Contact has been created will now prompt the User
When adding a new Zepto Client Bank Account, if the User attempts to cancel the wizard once the new Contact has been created they will now receive the following confirmation:
NEW: Scripts; Summary Page (version 2); Can now be restricted to a Range of User Roles
Summary Page (version 2) Scripts can now be restricted so they only show for Users in certain Roles. The Permission page of the Scripts form has been updated to allow entry of a range of Roles. If a User is not in one of these Roles, they will not see th...
FIX: Log forms; Other page; Role dropdown width increased to the 10 character code width
The following Log forms have been updated to increase the wdith of the "Delegated Role" field on the Other page: * Account Log * Account Application Log * Client Log * Security Statement Log * Security Item Log * User Log
FIX: Task Manager 2; When viewing for another User, User Preferences are not respected relating to showing System Folders
When signed in as a User, the Task Manager 2 (and the original Task Manager) show system folders based upon the User Preferences, Tasks & Workflows, General page. However, if you changed to view another User's Task Manager, it was still using the signed...
NEW: Task Manager 2; New permission key to allow non-Administrators to update Script details on the Advanced tab of the Task Manager 2 Folder Edit form
A new Permission Key, "TaskManager.EditUserFolderAdvanced" has been added to allow non-Administrators to update the Script properties on the Advanced tab when editing a Task Manager 2 folder. The following HTML Widget has been updated: * HtmlWidget_TaskM...
FIX: HTML Widgets; Cancelling a Range Lookup in desktop clears the range text
When using a Range Lookup from an HTML Widget running under finPOWER Connect Desktop (e.g., editing a folder in Task Manager 2), clicking cancelling on the Range Lookup form would clear out the value in the field.
NEW: Task Manager 2; "Filter Monitored Accounts" folders; Now allow filtering and grouping by Promotion
"Filter Monitored Accounts" folders in Task Manager 2 now allow a range filter for "Promotions". "AccountTypePromotionId" has also been added as an available field to Group By.
FIX: HTML Widgets; Grid Visualiser; Chart forces screen to scroll if window area is taller than it is wide
The HTML Widget Grid Visualiser (used on the Visualisation tab of various Task Manager 2 folders) did not restrict the grid's width to the available area. It assumed the screen area would always be wider than it was tall. This has been updated so that, i...
NEW: Task Manager 2; Bookmarked Records folder; Items can now be deleted
Items in the grid for the Bookmarked Records folder in Task Manager 2 can now be deleted using the "Delete" action below the grid.
FIX: Revolving Credit Loans; "Limit Direct Debits to Account Balance (including Accruals)?" not limiting if a Maturity Date set
The Revolving Credit Loan Account "Limit Direct Debits to Account Balance (including Accruals)?" setting was not working under the following scenario: * The setting is checked. * The Account has a Maturity date defined. * The Transaction is dated prior t...
FIX: finPOWER Connect Cloud Configuration; Controls on the "Tasks Pages" page would appear overlapped if not licenced for External Parties
The "Tasks, Tasks Pages" page of finPOWER Connect Cloud Configuration would appear cluttered and controls overlapped if not licenced for the External Parties Addon.
NEW: Scripts; Business Layer collection classes now queryable using LINQ
The collection classes in the finBL Business Layer have been updated to include a GetAll() method that can be used with LINQ statements in scripts, as in the following example:
FIX: Quick Search 2; "Reindex All" may not correctly remove existing information
Reindexing Quick Search 2 from the Global Settings form, Search page, may not have removed all existing information correctly which could, in certain situations, lead to confusing results.
NEW: Task Manager 2; "Filter Tasks" folders; New action to update a Log's Owner User
A new action to update a Log Task's Owner User is now available for "Filter Tasks" type Task Manager 2 folders. This is available for the following Log Types: * Account * Account Application * Client * Security Statement * Security Statement Item The fo...
NEW: Audit Logs; record Script used in Audit Logs
The following activities now record the Script used in Audit Logs: * Transaction, Process Direct Debit Transactions * Process, Export General Ledger (New) * Transaction; Distribute Income
NEW: Task Manager 2; New "Ledgers" range added for Monitored Accounts and Account Workflows folders
"Filter Monitored Accounts" and "Filter Workflows" type Task Manager 2 folders can now be filtered by a "Ledgers" range.
FIX: Purge; Archive Log File Name cannot be changed in some circumstances
In the Purge wizard for Service Logs, the archive File Name cannot be amended under the following circumstance:
NEW: Australian Postcodes; Australian Suburb Supplemental File Updated to June 2023
The Australian Suburb Supplemental File provided with the finPOWER Connect installation has been updated to June 2023.
FIX: Task Manager 2; Task Groups; Items with no Description were showing as blank
Unlike normal Task Manager folders, Task Group Items were showing the "Description" rather than the "Folder Name" in the Task Manager. This could lead to folders with an icon but no caption.
NEW: Task Manager 2; Monitored Accounts; Account Manager can now be updated for one or more selected rows
The Account Manager for Monitored Accounts can now be updated in Task Manager 2. This action can be performed on a single or multiple selected rows.
NEW: Task Manager 2; Filter Monitored Accounts folders; New "Created Users" range added
"Filter Monitored Accounts" type Task Manager 2 folders can now be filtered by a "Created Users" range.
FIX: Document Manager File Application Shortcuts; files not in the Document Manager folder fail to open
Where a file is not located in the Document Manager folder, using an Application Shortcut to open the file fails with the error "Failed to execute Application Shortcut 'DocumentManagerFile?itemType=[Type]&itemId=&itemPk=[Pk]&fileName=[FileName]&bookmark=&...
FIX: ISExcel; Worksheet Name should be truncated to 31 characters
An Excel Worksheet Name cannot be longer than 31 characters.
NEW: Task Manager 2; "Task Manager 2 Folder" type Scripts; Can now support a custom filter message and prevent Widget from auto-refreshing the folder count
"Task Manager 2 Folder" type Scripts can now override the filter message that appears in the filter textbox above the results grid. They can also instruct the Widget not to auto-refresh the folder count displayed in Task Manager 2.
FIX: Account Payment and Withdrawal wizard; if printing receipt/ advice User can duplicate the Transaction
In the Account Payment and Withdrawal wizards, if printing a receipt/ advice, the User can duplicate the Transaction if they follow these steps:
NEW: New Messaging Interface; TxtStream service enhanced to include Account information in "toname"
In the New Messaging Interface for SMS, the TxtStream service now includes "Account [AccountId];" at the start of "toname" for Account text messages.
FIX: Account Client Auditing; if Privacy etc option changed, may audit that the Account has been deleted and added to the Client
When a Client is removed or added to an Account, that detail is audited on the Client record.
NEW: Business Layer; new optional parameter for finClient.GetLatestCreditEnquiry to include in progress enquiries
The finPOWER Connect Business Layer has been enhanced to include an optional parameter for finClient.GetLatestCreditEnquiry to include in progress enquiries.
FIX: HTML Widgets; Grid; "Clear Sorting" right-click action may not work correctly for grids showing Group Headers
Right-clicking an HTML Widget grid and selecting "Clear Sorting" may not work correctly if the Grid is configured to group data. All sorting was cleared, including the implied grouping sort meaning that Group Headers were repeated.
NEW: HTML Widgets; Task Manager Folder Edit; Checkbox captions updated in "Monitor Category conditions" section
The Task Manager Folder Edit HTML Widget has been updated so the checkbox captions under the "Monitor Category conditions" section on the "Other Account Filters" tab now include the Monitor Category description.
NEW: HTML Widgets; Grids; "Expand all Groups" and "Collapse all Groups" right-click menu options now available
Grids that show grouped data now have right-click options to "Expand all Groups" and "Collapse all Groups".