Release History
finPOWER Connect 1.03.00
NEW: "Land" Security Items; changed "Priority Amount" section to "Value Secured"
The "Land" Security item drilldown form's "Priority Amount" section has been renamed "Value Secured". This mirrors other security types.
NEW: Security Statement form; add Balance column to Account grid
On the Security Statement form, Account grid, there is a new column "Balance" which displays the Account's balance.
FIX: Reports, Transaction Reports, Account Ledger; YTD was incorrectly working out the from date so records where not printing
1. Financial Years are defined per Entity, hence no from date was displayed in the control as they may vary. (The report was incorrectly working out the from date, hence no records printed. The report would work correctly if the from date was in the cu...
FIX: Report Template Loan_Contract_NZCCCFA.dot; Include Account Type Facility Fee
1. Credit fees and charges section of the contract, include Facility Fee if there is one (as set up on the Account Type, Overdue and Defaults page).
FIX: Accounts, Payments page; Payment Arrangements section now includes a "Make a Payment Arrangement" link if no Arrangements exist
Previously, on the Accounts form, Payments page if there were no existing arrangements there was no link to add an Arrangement. You can access this by the button at the bottom of the page or via the actions list on the left hand side of the form.
NEW: Reporting; Account Trial Balance; new column 'Overdue (adjusted for Maturity)' added
A new column named 'Overdue (adjusted for Maturity)' has been added to the Account Trial Balance report.
FIX: Reports; Transaction List; When grouping by fields from the Account table the report errored
When grouping the Transaction List by fields from the Account table the following error occured:
NEW: Accounts; Post maturity Overdue balance now always zero if balance is in credit
When an Account is post maturity the Overdue balance is now set to 0 if the Account's balance is in credit (or zero).
NEW: Account; Summary pages showing Overdue enhanced
Account Summary pages showing Overdue but not Contractual Overdue have been enhanced.
FIX: Contractual Overdues; incorrect allocation when post maturity, has a positive and negative item
Contractual Overdues can create an incorrect allocation when post maturity, the symptom being the breakdown has both a positive and negative item. The positive item will be dated on the Maturity date with the Reference "Due on Maturity" and the negative i...
NEW: Reports; Add Bank Transaction List
The Bank Transaction List has been added to Transaction Reports.
FIX: Investment Security Type; now supports a separate Security Value
The "Investment" Security Type is designed to record investments in shares and other equities.
FIX: Payment Arrangements; Additional/ Promises are never completed if actual payment dated in future
Additional and promise Payment Arrangements are never completed and not shown in the schedule if an actual payment is dated on or after the date of the arrangement item.
FIX: Payment Arrangements; Additional/ Promises are never completed if value is nil
A zero additional or promise Payment Arrangement is never completed.
NEW: Reporting; filter checkbox lists are now non-mandatory and default to having no items checked
Checkbox lists relating to filters on reports are now non-mandatory and default to having no items checked. There are a few exceptions, e.g., the Workflow List limits the Workflow Statuses by default.
NEW: Promises; now show on Account Transactions page and Schedule if Overdue column included
Promise transaction now show on the Account Transactions page and Account Schedule form if any of the Overdue columns are included.
NEW: Securities Register Add-On;Security Statements, Security Item Script updated
The following inbuilt scripts have been updated:
NEW: Securities Register Add-On;Security Item auditing has increased.
Only a few Security Item details were audited. More of the details are now audited.
FIX: Securities Register Add-On; PPSR G2B Update wizard; where update item has an error you could still "Include"
If an update Item had an error, the 'Include' checkbox was disabled, but if you used the 'Select all rows' button then clicked the 'Check selected rows' button, all rows where flagged as 'Include'.
NEW: Security Register Add-On; PPSR G2B Update wizard; Clear the amend status if there are no changes to the Financing Statement.
If the Financing Statement has an Action of 'Amend' but no changes are required to the Financing Statement, then the user is prompted to clear the Financing Statement action.
NEW: Reporting; Account Details report; built-in Financial and Status section updated
The built in Financial and Status sections of the Account Details report have been updated to cater for Revolving Credit Accounts.
NEW: Reporting; Transaction List report; New ranges and groupings added
The following ranges have been added to the Transaction List report:
FIX: Land Security Items; logic behind Priority Amount changed
Land Security Items have additional "Prior Ranking Mortgages" that other base types don't have.
NEW: Account VBA's have been updated to cater for multiple Account Classes.
If using finPOWER 5 Document Manager compatibility then when saving the documents created by the VBA, the Account folder (Loan or Deposit) was defined using the Account Class.
NEW: External Party Organiser; When a finPOWER Connect User is created, the name defaults to the Client name which is formatted with the last name first
When a finPOWER Connect User is created via the 'Add User Login' link on the External Party Organiser form, the new User's name defaults to the Client name which is formatted with the last name first.
NEW: Security Items; Security Value and Residual Value are now not recalculated
The Security value and Residual value for Security Items are now not recalculated. Previously they were treated as "virtual" fields and recalculated on the fly using the saved percentages. This could lead to rounding issues, eg the value entered was round...
NEW: Client and Account Security Statements; tidied up grid information
The information on the Clients form, Security page grid and on the Accounts form, Related Security Statements drilldown has been updated. Both grids now show consistent information.
NEW: Global Settings form, Auditing.Accounts page; Auditing has been added for Payment Arrangements
'Simple' auditing has been implemented for Payment Arrangements.
FIX: Close Accounts; Write-Offs not working
The Account, Close Accounts facility was failing to bulk Write-Off Accounts.
NEW: Compare Databases wizard; You can now paste the filename of the current database
In the Compare Databases wizard, you can now right-click on the filename field for Access databases and paste the filename of the current database if one is open.
NEW: Global Settings form; Scripts grids now only list available Scripts based on licensed add-ons
The Scripts grids on the Global Settings forms now only list available Scripts based on licensed add-ons.
FIX: Elements; updated form and report for spelling mistakes and capitalisation
Updated Elements form and report for spelling mistakes and capitalisation.
NEW: Overdue Letters; Overdue Summaries may print a blank line for items with no references on the transaction
On a Overdue Letter the Overdue Summary may print a blank line for items with no references on the transaction, and the transaction is not a Payment.
FIX: New Account wizard; Allowed Credit Limits of 0 even if Account Type defines them as required
In the New Account wizard Credit Limits of 0 were allowed even if the Account Type defines them as required.
FIX: Payment Arrangement; crashes if Frequency changed and Next Date blank
Whilst entering a Payment Arrangement if you clear the Next Date and change the Frequency an unhandled exception occurs.
NEW: Accounts; Statement history form added
On the Account form, Financial page there is now a Statement History drilldown form. From this form you can review Statement details (depending on permissions).
NEW: Account form; Action 'Payment' renamed 'Payment Received
The Action titled 'Payment' on the task bar of the Account form has been renamed 'Payment Received' and the tooltip has been removed.
NEW: Statements; added Original Statement information to database
Original Statement information is now stored in the database. This means that when looking at the Original financial details the original Statement frequency and first date will be shown.
FIX: Security Statements with a Security Register status of 'Historic' allow editing but cannot be saved
When an Account is refinanced, an attached Security Statement may be assigned a status of 'Historic'. Security Statements with the status cannot be edited.
FIX: Accounts form; actions disappear when in edit mode
Many of the Account actions (shown below the list of pages) on the Accounts form disappeared when entering edit mode. This was incorrect and confusing. The actions are now disabled when in edit mode.
NEW: Error dialog; you can now press Ctrl+C to copy error details to the clipboard
Pressing Ctrl+C when the Error dialog is showing will now copy the message to the clipboard, just as it does on the standard Windows message boxes.
NEW: Permissions Explorer; only licensed permissions are now displayed
Only licensed permissions are now displayed in the Permissions Explorer.
NEW: Security Statements form; Security Items page; grid no longer displays 'Id' column by default
The 'Id' column on the Security Items grid on the Security Statements, Security Items page no longer shows by default.
FIX: Reporting; Account Type Details report; Promotions sub-report shows incorrect start and stop dates
On the Account Type Details report, Promotions sub-report, the start and stop dates of a promotion were showing incorrectly. If there was no start or stop date specified, the date from the previous promotion was displayed.
NEW: Security Statement filters now apply
When viewing Security Statements or Security Statement related information, e.g., reports, Security Statements are now filtered based on the current User's Account and Client filters (these may be based on User Group and also whether the User is logged in...
NEW: PPSR G2B; Financing Statement View; now uses a customisable Script rather than an XSLT file
When viewing a PPSR G2B Financing Statement, a Script is now used to generate the HTML rather than an XSLT file. This script is defined under Global Settings, Securities, PPSR G2B.
FIX: Account Types; Fails to save duplicated or imported record with Promotions
Duplicating or importing an Account Type that had Promotions failed since Promotions cannot be added to Account Types until the Account Type had first been saved.
FIX: Queues; forms and summary pages clarified and data entry improved
The summary page used on the Queues, Items page has been tidied up to show Saved Parameter values in a more friendly manner, e.g., Date and Number Ranges are now displayed using the current date format. Also, a warning is given if a value and an expressio...
FIX: Accounting Ledgers Add-On; Element form, GL Accounts page;
Accounting Ledger Option 'Split and Apportion Journals at Month End?' was enabled when Accounting Ledger Type of 'None' was selected.
NEW: Scripts; Script template code has been updated
The template code for "Object Event" scripts has been updated.