Release History
finPOWER 5.07.33
NEW: Process Direct Debits; grid showing list of Direct Debits can now be sorted
In the Process Direct Debits wizard the grid showing the list of Direct Debits can now be sorted by clicking on the column header.
NEW: Loan Payment Reversal wizard; stops Direct Debit reschedule date being prior to today
The Loan Payment Reversal wizard now stops Direct Debit reschedule dates being prior to today.
NEW: Log List Reports; new option to filter by Created Date
A new option has been added to the Client, Loan and Deposit Log Reports to filter by Created Date.
NEW: Motorweb; NZTA privacy changes
From May 1st 2011 NZTA will not return any personal information about past individual owners. This means the owner details may be suppressed and the owner name is returned as "INFORMATION NOT AVAILABLE".
NEW: Direct Debits; new global option to not Direct Debit Loan Interest transactions
A new global option to not Direct Debit Loan Interest transactions has been added. This setting is found under the first Loan tab of Global Options, to the right of "Direct Debit Miscellaneous Loan Transactions?". The default is to Direct Debit Interest T...
FIX: Excel add-in; removed reference to REFEDIT.DLL
The finPOWER 5 Excel add-in included a reference to REFEDIT.DLL, a Microsoft Office 2000 component.
FIX: Client Details Report; if not Licensed for Fixed Interest Loans some other options not shown
The Client Details Report does not show options to include Loans and Securities when not licensed for Fixed Interest Loans.
FIX: Log drilldown forms; when user name is long the created time portion can be truncated
At the bottom/ right of log drill down forms the created user and date/ time is displayed. However, if the user name is long the time portion can be truncated.
NEW: Transaction List; parameters printed at end of Report now show if only including Open or Closed Contracts
The parameters printed at end of the Transaction List report now show if only Open or Closed Contracts were included.
FIX: Pools; Deposit drilldown opens Deposit form but may not open Deposit
In the Deposit grid of the Pools form, the drilldown will open the Deposit form, but may not load the Deposit.
FIX: Loan/ Deposit Letters; not locking Letter and Status fields when log is Read-Only
When editing Loan or Deposit Letters, and the log is Read-Only the Letter and Status fields may still be able to be changed (depending on its status). When saving the changes finPOWER will fail with an error message (the correct behaviour).
NEW: Logs; New permission key to stop user from updating log entries in user interface
There are new permission keys to stop Users updating log entries in the user interface, eg "LoanLogUpdateAnyUI". The existing permission key "LoanLogUpdateAny" stops both the User Interface and the Business Layer.
NEW: Loan Trial Balance Report; add Order By option for Maturity date
The Loan Trial Balance Report can now be ordered by Maturity date.
FIX: Client, Loan and Deposit Details Report; added colons after Contact Method captions
In the Client, Loan and Deposit Details Report the contact method descriptions now include a colon.
NEW: Bank Transactions; added limited support for Bank Cheques
Limited support for Bank Cheques has been added. Note, this allows the user to enter that the Cheque is a Bank Cheque, but actually saves the transaction as a normal cheque, updating the Reference to be prefixed with "BC#".
NEW: Transaction List; add option to group by and filter by Loan/ Deposit User Defined fields
The Transaction List can now be grouped by and filtered by Loan/ Deposit User Defined fields.
NEW: Close Deposit wizard; script can now cancel the close process
Closing a Deposit can now be cancelled via the "Close Fees and Interest Script" defined on the Deposit Type, Fees tab.
NEW: Deposit Withdrawal wizard; script can now cancel the withdrawal process
A Deposit Withdrawal can now be cancelled via the "Withdrawal Fee Script" defined on the Deposit Type, Fees tab.
NEW: IR15P, IR67P Reports; overhauled reports
The Deposit IR15P and IR67P reports have been overhauled to bring them into line with other reports.
NEW: Loan Weighted Interest Rate Report; added new basis of "Settlement"
The Loan Weighted Interest Rate Report has a new basis option of "Settlement".
NEW: Loan Status Report; new option to show Overdue days rather than Instalments
There is a new option in the Loan Status Report to show Overdue days rather than Instalments.
NEW: Agent Users; added Email address
Added Email address to Agent Users.
NEW: Loan Summary Report; add "Balance Payable" Order By option
The Loan Summary Report can now be ordered by "Balance Payable".
NEW: Loan Trial Balance Report; added option to include "Settlement" column
There is a new option for the Loan Trial Balance Report to include a "Settlement" column.
NEW: Clients; List of Deposits now include "Opening Deposit" column
The list of Deposits on the Client form now includes an "Opening Deposit" column.
NEW: Loan Automatic Transactions; Interest Adjustments/ Backdating performance enhancements
The Loan Automatic Transactions, Interest Adjustments/ Backdating function has been overhauled and now should be quicker.
FIX: Loan Application; Joint applicant 2 was overwriting applicant 1's contact methods
Where a Loan Application has joint names at the same address, joint applicant 2 was overwriting applicant 1's contact methods, ie Phone, Fax, Mobile and Email details.
FIX: Loan Application Processing; Credit Enquiry may not bring previous address across correctly in NZ
A Credit Enquiry for a Loan Application may not bring the previous address across correctly in NZ when the global option "Use new Postcode Terminology" is checked.
NEW: Loan Application; if Page Control default is "VBScript Formula" it may fail to calculate
If a Page Control in a Loan Application design uses a "VBScript Formula" based default, it may fail to calculate and give an error.
NEW: Agents Add-On; added Transaction List to Reports menu
The Transaction List is now inlcuded when logged in as an Agent.
NEW: Collections; new Permission Key to stop Users moving a Loan to another Collection Group
There is a new Permission Key to stop Users moving a Loan from one Collection Group to another in Collections Manager.
NEW: Automatic Transactions; new Global Option setting to prevent running into the future
There is a new Global Option under the Calendar tab to prevent Loan and Deposit Automatic Transactions being run in advance of today.
FIX: Tools, User Options, Miscellaneous Tab; spelling error "Corresponding"
Under Tools, User Options, Miscellaneous Tab there is a spelling error "Correspsonding" in the field "Access DB:".
FIX: Deposit/ Loan forms; if User denied LoanClientUpdate or DepositClientUpdate permission key unpredictable results occur in the Loan or Deposits form
If a User is denied the LoanClientUpdate or DepositClientUpdate permission keys, unpredictable results occur in the Loan or Deposits form. It may even crash when opening these forms.
NEW: NZ Revolving Credit Disclosure Statement; add Right to Cancel information
The NZ Revolving Credit Disclosure Statement has been updated. The "Important Information" block has been amended and a new block "Right to Cancel" has been added.
NEW: NZ Consumer Credit Disclosure Statement; updated "Important Information" block
The NZ Consumer Credit Disclosure Statement has been updated and the "Important Information" block has been amended.
NEW: Accounting Ledger List Report; New column "Status", ability to filter by Held and Cancelled Statuses
The Accounting Ledger List Report has been enhanced as follows:
FIX: Loan Overdue Report; if cancelled report prior to finishing it would cause a memory leak
The Loan Overdue Report caused a memory leak if it does not complete properly. For example, if the Report Preview form is closed before it has finished printing.
FIX: Loan Security Analysis Report; LVR calculation incorrect when land items include Prior Ranking values
The Loan Security Analysis Report reports an incorrect LVR value when land items include a Prior Ranking value.
FIX: Security Register, Insurance Brokers Terminology; now shows missing information for non-Insurance items
When using the Security Register "Insurance Brokers Terminology" it was expected only Insurance Security Types would be used.
NEW: Loan/ Deposit deletion; now confirms ok to delete with user
When deleting a Loan or Deposit finPOWER now confirms this first with the user.
FIX: Agents Add-On; Adding a Quote Loan may crash with an error "Control array element 2 doesn't exist"
If using the Agents Add-On and the Agent cannot modify the Loan "DateOpened", then when entering a Loan Quote, the following error occurs when after clicking Next.
FIX: Managers; cannot delete a Collector
A Manager who is a Collector, and has saved Collection "Folders" cannot be deleted, even if they don't have any Collection history.
FIX: User Options; clicking file browse under "Once imported.." on the Import tab crashes finPOWER
User Options, Import tab may crash finPOWER.
NEW: Bank Export/ Import; added "Flo2Cash" file formats
Added "Flo2Cash" Bank Export/ Import file formats. This allows Direct Debits to be exported to Flo2Cash and the corresponding "Bank Declines" to be imported.
FIX: Collections Manager; changing Collectors using the dropdown may cause an error
In the Collections Manager, changing Collectors using the dropdown may cause an Run-time error 35605 "This item's control has been deleted".