Release History
finPOWER Connect 1.03.00
NEW: KeyValueList collection object; performance enhancements
The KeyValueList collection object is now enhanced so that when using the FromXMLString function the list is not immediately built. Instead the list is only populated from the XML string when it is used.
NEW: Account/ Client passwords; performance enhancements
Client and Account passwords are now only decrypted when used, rather than when the record is first loaded.
FIX: Account Type Promotion form displays '30 days' for promotion period
If only the start or stop date is entered for an Account Type Promotion, the caption to the right of the dates displays '30 days' instead of an approximate description of the Promotion period as it is meant to.
NEW: Sample Scripts now included with setup
A "/Templates/Sample Scripts" folder is now created upon installing finPOWER Connect.
NEW: Reporting; various tweaks and fixes made to many admin reports
The following reports have have various tweaks and fixes made to bring them in line with the admin forms:
FIX: Grids containing lists of Scripts do not filter by correct Script Type
Grids containing lists of Scripts, e.g., on the Account Type form, Scripts page or the Global Settings, Accounts, Scripts page did not filter the list of available Scripts, e.g., if a Summary Page script targeting object type 'Account' existed in the Scri...
NEW: Bank Transaction Import; sample scripts now included
Sample scripts are now included for custom Bank Transaction Imports.
NEW: Accounts; Remove Settings/Reset/Save Settings links from some Summary Pages
The Settings/Reset/Save Settings links have been removed from some Account Summary Pages, including:
NEW: Bank Transaction Export; sample scripts now included
Sample scripts are now included for custom Bank Transaction Exports.
NEW: Bank Export/ Import Services; "Flo2Cash" Exporter added
A Bank Exporter for Flo2Cash direct debit format files has been added (for users with Advanced Banking Add-On).
FIX: External Party Add-On; External Party form, General page; Circular reference occurs when adding a parent that is the parent of the current record.
A circular reference caused the following error:
FIX: Bank Accounts, Import Services,Bank Import Service Ezypay; When running the Test Import only the imported lines were displayed
Bank Accounts form, Import Services page, Test Import.
NEW: External Parties Add-On; External Party form,General page; Parent list should be filtered by the External Party Type.
The External Party Parent dropdown list is now filtered by the External Party Type.
FIX: External Parties Add-On; New Account wizard, Name page; No Broker Employees were displaying in the dropdown
External Parties Add-On.
NEW: Queues; Can now be imported and exported
Queues can not be imported and exported either via the actions on the Queues form of via the File, Import/ Export Information forms.
FIX: Reporting; Transaction Types List report; has an incorrect grouping of 'Contact Type' listed
The Transaction Types List report had an incorrect grouping of 'Contact Type' listed. This has been removed.
FIX: Reporting; Client Group List; communication details columns showing incorrect values
The communication details columns in the Client Group List report were showing incorrect values.
FIX: Reporting; Department List report; does not group correctly by User Defined fields
The Department List report was not grouping correctly when grouping by User Defined fields.
NEW: Revolving Credit Loan Account Add-On; Account form Payments page; New minimum payment history and review form.
Account form, Payments page; Drill down to Account Minimum payment history.
NEW: MDI Tabstrip; enhanced tab strip to always show close buttons
The MDI Tabstrip has been anhanced as follows:
FIX: Reporting; Information List List report; Order by Descending not working
Checking the 'Descending' checkbox next to the 'Order By' field on the Information List List report did not sort the report correctly.
NEW: Account form, Financial page, Default Interest Rate History; Default Interest Rate Items can now be cancelled.
Account form, Financial page, Default Interest Rate Review drill down.
NEW: Account form, Status page; There is now the ability to cancel a Credit Limit item.
Account form, Status page, Credit Limit Review drill down.
NEW: Account Pending Withdrawals; new "Cancel" function
Pending Withdrawals that are still "Pending" can now be cancelled.
NEW: Statements; Statement properties on the finAccount business layer object are now read-only and flagged as deprecated
Statement properties on the Business Layer finAccount object are now Readonly properties.
NEW: General Ledger Export; new page under Global settings to define default options
A new page has been added to Global Settings "GL and Accounting".
NEW: General Ledger Export; new scripting options, including fully customised export
The General Ledger Export has new scripting options, including a fully customised export.
NEW: Document Database now documents columns with multiple Enum descriptions
The Document Database facility (Tools, Database, Document Database) now documents columns with multiple Enum descriptions separated by a comma.
FIX: Global Settings and User Settings; Messaging.Email and Messaging.SMS pages; Passwords hidden
1. All passwords should be displayed on the Global Settings and User Preference forms (i.e.; not replaced with ****) .
NEW: Workflow Definitions have been renamed to Workflow Types
Workflow Definitions have been renamed to Workflow Types.
FIX: Reporting; External Party Details report; layout and formatting changes
The following changes have been made to the External Party Details report:
FIX: Export Bank Transactions wizard, Export Details page; Custom export was displaying a control without a caption.
If a Custom export type was selected the BatchId control and label were being displayed without a caption or text.
FIX: Reporting; External Party Details report; General section has spelling error
The General section of the External Party details report had a spelling error "Exteranl".
FIX: Securities Register Add-On; Report, Security Statement Log Detail report; Printing Extended Data
The Extended Data option was included even when the permission was set to Deny. The report now checks the User's permissions (as it does in the Log forms.)
NEW: Account Types, Branches and External Parties; global collections have been optimised
The Account Types, Branches and External Parties global collections have been optimised to not load or reload unless required.
NEW: Account Types form; Promotions page; Warning message for invalid override is truncated
The warning message displayed next to an invalid overridden property on the Account Types form, Promotions page, Promotion summary may be truncated.
FIX: Reports; Log Details reports; Extended Data option available when the user permission is set to deny
The following reports where displaying the Extended data display option when the permissions where set to deny:
FIX: Reports, Admin Reports, Branch Details and Branch List reports failed when ordered by Name.
The Branch List and Branch Detail reports produced the following error when ordered by Name:
NEW: Account Processes; Statements are now ordered above Overdue Rules
In Account Processes, Statements are now run before Overdue Rules.
NEW: Reports, Log Details reports; Add an option to print the parameters selected for the report
The option 'Show a summary of Parameters at the bottom of this details report?' has been added to the following reports to allow printing of the parameters used to create the report:
FIX: Promotions Add-On; Account Types, Promotions page, Account Type Promotions wizard; Overrides page now validates date cycle terms.
Account Type Promotions wizard, Overrides page.
FIX: Elements; Cost type elements can now be flagged as income or not income
"Cost" type Elements can now be flagged as being or not being income.
NEW: Security Register Add-On, Security Stmt form, Security Items page
The following changes have been made to the Security Items grid on the Security Statement form:
FIX: Reports, Account Reports, Account Aged Overdue; Half Yearly and MTD/YTD are invalid date options for this report.
Aged Overdue Report Frequency option.
FIX: Reports, Security Statement Reports, Security Stmt Log List and Security Stmt Item Log List; Added Security Statement Id column
The Security Stmt Id and description columns have been added to the following reports:
NEW: Reports, Account Log List, Client Log List and User Log List; Added Log Source column
A new column 'Log Source' has been added to the following reports:
NEW: Accounts; Account wizards; Add Authorisation details and log pages
The following wizards have been updated and the layout standardised:
FIX: External Parties Add-On; Reports, Account Reports,Account Log Details report; unexpected error when printing a document log.
Account Log Details report was producing an unexpected error when printing a document log.
FIX: Reports: Log Lists; Omitting Completed and Published Logs filter was not working.
Reports: Log Lists; Completed and published logs were not omitted from the reports when they should have been.
NEW: Interest Backdating; updated information shown on the Account, Financial page
On the Account form, Financial Page the summary may now show "Accruals backdated to d/m/y". If Interest accruals are being backdated, this is the date Interest is being recalculated from.