Release History
finPOWER Connect 1.03.00
NEW: Account Calculation, Interest audit information now includes Suspension details
Interest Transaction audit information now includes Suspension details. For example, if Default Interest is suspended this is noted as part of the audit information.
NEW: Accounting Ledgers Add-On; beta release
The Accounting Ledgers Add-On has been released.
FIX: Accounts; Suspending Default Fees does not work
Suspending Default Fees for Account did not work, ie kept charging Default Fees.
NEW: Accounting Ledger Add-On; Reports, Transaction Reports; Accounting Ledger List has been added.
Accounting Ledger Add-On.
FIX: Reporting; Date filters not working correctly on certain reports
Date filters were not working correctly on the following queries and their related reports:
NEW: Reporting; Transaction List report; now has the option to include Suspense items
The Transaction List report now has an option to include Suspense items.
NEW: Element Rebates, new rebate method of "Contractual Interest" added
A new Element Rebate Method of "Contractual Interest" has been added.
NEW: Accounts; added ability to charge precomputed Contractual Interest upfront
A new option has been added to charge all Interest upfront and not during the term of the loan. This means the precomputed Contractual Interest is charged to the Account and does not vary if a payment is paid early or late, ie the Interest is fixed and ch...
NEW: Account Type; a new option "Update Interest Cycle from Payment Cycle?" has been added
A new option "Update Interest Cycle from Payment Cycle?" has been added to Account Types. This setting is found on the "Interest" page.
NEW: PPSR G2B business layer objects renamed
The following PPSR G2B business layer objects have been renamed since they are not deemed to be country-specific:
FIX: Reports, Account Reports; Parameters printing full list Account Statuses and Account Classes
Reports that allow Account filtering by Account Status or Account Classes may not be printing the correct Parameters used to create the report.
NEW: PPSR G2B Interface; Changes related to Account Refinances
The following changes have been made to the PPSR G2B Update wizard in relation to Account Refinances:
FIX: PPSR G2B Interface; "Closed (Pending)" Accounts are now included as Debtors
When registering or amending a PPSR Financing Statement, Accounts with a status of "Closed (Pending)" are now included.
NEW: Payment Arrangement; Balance, Overdue and Contractual Overdue as at the date of Arrangement now stored
The Account's Balance, Overdue and Contractual Overdue Balance as at the date of a Payment Arrangement is stored with the Payment Arrangement record.
FIX: Account Details Report; Transaction section shown "As per Grid" is not showing Overdue lines
The Account Details Report, Transactions section shown using the "As per Grid" option was not showing Overdue lines.
NEW: Bank Suspense Items; new facility added to handle suspense transactions
When an imported Bank Transaction cannot be identified it can now be saved as a Bank Suspense Item.
FIX: Security Statements; cannot delete a Security Statement with Accounts
You could not delete a Security Statement with Accounts. Attempting to informed the user that there were linked Accounts but you could not save a Security Statement if you had removed all Accounts and there are no linked Clients.
FIX: High DPI display; Various forms have been updated to cater for screens using High DPI
The following Forms have been updated to cater for screens using High DPI:
NEW: Reports, Account Status Reports; Account Maturity Variance Report has been added.
A new report called 'Account Maturity Variance' has been added.
FIX: Grids; blanking a numeric cell and clicking on another cell may result in a "Data Error"
In a grid if you blank a numeric cell and click on another cell the following message may appear:
NEW: Security Statements form; You can now copy Clients from selected Accounts
On the Accounts and Clients page of the Security Statements form, you can now select one or more rows in the Accounts grid and, via a button below the grid, copy Account Clients to the Clients grid below. Only Clients configured to be included as Debtors...
NEW: New Account wizard/ Account Quotations; remove ability to add Promise overriding payments
Overriding "Promise" payments can no longer be added to Quote Accounts.
NEW: Checkboxes; now display faded and grey if control disabled
The tick within Checkbox controls now displays faded and grey if the control is disabled.
NEW: Payment Promises; save Promise Value and link back to Payment Arrangement on Transactions
Account Transactions now hold details of the Payment Arrangerment they were created under and the actual value of the Promise.
FIX: When filtering reports by Overdue or Contractual Overdue, the filtering was not working if a 'Date As At' is entered for the Report.
When filtering reports by Overdue or Contractual Overdue, the filtering does not work if a 'Date As At' is entered for the Report.
NEW: Promises; Transaction Reference and Notes updated
When an Account Transaction for a Payment Promise Due is created the following logic is applied with regards the Reference and Notes:
FIX: New Client wizard; various fields don't line up correctly
In the New Client wizard several fields don't quite lineup. For example on the Name & Details page the Salutation & Address fields don't line up with other fields.
FIX: Account Types, New Account Page; no scroll bar when the page is shorter than the list of Options
On the Account Type form, New Account Page a scroll bar has been added and will show when necessary.
NEW: Accounts; Disallowing Withdrawals on Account Type and Suspending Withdrawals also effects Transfers
Transfers now use the Account Type "Allow Withdrawals?" option and Account Suspend Withdrawals function to stop a "From Transfer".
FIX: Reports, Account Ledger; Should list all Accounts that have a balance or have transactions
Reports, Transaction Reports, Account Ledger.
NEW: Element Rebates, added a new method of "Proportional"
A new method of "Proportional" has been added for element rebates.
NEW: New Account and Account Quotation wizard; Automatic calculation option
1. User Preferences, Account.General tab
FIX: Account Quotation and New Account wizard; Summary not updated after changing the Default Interest
Account Quotation and New Account wizards, Financial page, Options tab.
FIX: Form Tabs; the caption may be truncated and ellipses added
The Form Tabs list may show captions truncated with ellipses added.
FIX: Workflow Definitions form; expanding or collapsing block in HTML summary of item clears summary
Clicking on an expand or collapse block in the HTML summary below the items grid on the Workflow Definitions page clears the summary.
FIX: Address Lookup form; hovering over space where formatted address appears displays a 'Postal Zone:' tooltip
Hovering over space where formatted address appears on the Address Lookup form displays a 'Postal Zone:' tooltip.
FIX: New Account wizard; when Startup Interest Period set to "To Date" the date might show as blank
In the Account Quotation form and New Account wizard, when the Startup Interest Period set to "On Date", the startup period to date might show as blank.
FIX: Credit Enquiry Add-On; VedaXMLNZ Credit Enquiry, Individual product, may fail with a "BLE1203: PDL segment Identifier must be provided" message
A Credit Enquiry using the VedaXMLNZ service and Enquiry_Individual product may fail with the following message:
NEW: Bank Entry; grid buttons for Check/ Uncheck 'Update Bank Match' now only visible for imported Batches
The Check/ Uncheck 'Update Bank Match' buttons in Bank Entry are now only visible for imported batches - since they only apply for these types of batches.
NEW: Account Refinance behaviour changed
The behaviour has changed when an Account is Refinanced.
NEW: Permission Keys; Account.Close.Loan and Account.Status.Loan
Permission keys starting with "Account.Close.Loan." have been renamed "Account.Loan.Close."
NEW: Account form, Transactions page; Summary html no longer repeats Source
The Account form, Transactions page, summary html no longer repeats the Source.
FIX: Close Account wizard; may fail with an unhandled exception "Attempted to divide by zero." error
The Close Account wizard may fail with the following error after selecting an Account to close:
FIX: VedaXML; Australian test environment has changed
Updated Australian VedaXML.
NEW: Credit Enquiry, Results page; changed order of buttons below grid
In the Credit Enquiry form, Results page the order of buttons below the grid has been updated.
NEW: Account; Add new Permission Key to stop Clients being changed
A new permission key has been added: Account.Loan.ClientUpdate
NEW: Global Settings/ User Preferences, Credit Enquiry; Verify now states if Test or Production Mode
In Global Settings and User Preferences under the Clients group, Veda XML page there is an option to Verify the connection.
FIX: Australian addresses; Unit Numbers may not work correctly
Where an Australian address has a Unit Number without a type, eg 1 vs Flat 1, the address should include a slash; but this was not being added, instead 2 spaces were added.
NEW: User Preferences; Added a new default setting for the Account Payment Arrangement wizard, Hold Overdue value
A new User Preference has been added to the Accounts, General page. Payment Arrangements 'Hold Overdue value'. The default is False.
NEW: Security Register Add-On; Added a Warning if the Security Stmt has no items
Security Statement Warnings.