Release History
finPOWER Connect 1.04.00
NEW: Logs; Add permission is now always available from the business layer
The ability to add Logs is now always available at a business layer level and only restricted from the User Interface.
NEW: Workflows; Decision Card type Workflow Items can now have outcomes based upon the Decision Card's Outcome Code
Decision Card type Workflow Items must define three outcomes: Pass, Fail and Refer.
NEW: Accounting Ledgers; changed "Account.AccountingLedgers.Add" permission key to a User Interface only permission key
The "Account.AccountingLedgers.Add" permission key has been changed to a User Interface only permission key.
NEW: Accounting Ledgers; Business Layer functionality enhancements
The following business layer functions have been added. These allow you to test whether or not certain actions can be undertaken on an Accounting Ledger or the collection as a whole.
NEW: Workflows; Item Groups can now have automatic outcomes that process without User intervention
Item Group type Workflow Items can now have the following special outcomes:
NEW: Workflows; A Document can now be specifed to link to Logs
When adding an Ad-Hoc Log to the selected Workflow(s) in the Task Manager, a Document File Name can now be specified to link to the Log. This is only allowed if a single Workflow is selected in the grid.
NEW: Workflows; An Object Events Script can now be defined for a Workflow Type
The Options page of the Workflow Types form now allows an Object Events Script to be defined for the Workflow Type.
NEW: Task Manager; Workflow folders can now be filtered on days or hours since the Workflow was last updated
Task Manager Workflow folders can now be filtered on days or hours since the Workflow was last updated.
NEW: Workflows; Workflow Item Outcomes enhanced
When defining a Workflow Type, the Outcomes for Workflow Item Types that support Outcomes, e.g., Questions, have had the following enhancements:
NEW: Workflows; Workflow Item Action form added
The following changes have been made to Workflows regarding actioning items:
NEW: Workflows; Workflow Type Items can now define several Outcomes with the same code and therefore perform multiple actions
Workflow Type Items can now define several Outcomes with the same code.
NEW: New Company wizard; additional Statistic Types added
Additional Statistic Types are now added in the New Company wizard.
FIX: Tools, Database, Upgrade an earlier finPOWER Connect Database; List of SQL Server databases not restricted
Under Tools, Database, Upgrade an earlier finPOWER Connect Database the list of SQL Server databases is now restricted to finPOWER Connect databases only, ie those starting with "finPOWERConnect_".
NEW: Monitor Categories; Can now be exported and imported
Monitor Categories can now be exported and imported both from the Monitor Categories form and from the File, Import/ Export Information wizards.
FIX: Accounting Ledgers; amending only the Value field does not save changes
If only the Value field is amended on an Accounting Ledger it is not saved.
NEW: Permissions Explorer; Do not display Administrator only menu permissions
NEW: Workflows; Audit page added
An Audit page has been added to the Workflows form.
NEW: Workflows; Workflow Type and Users now have a 'Weighting' property which can be used by Scripts
Workflow Types now have a 'Weighting' property which can be used by Scripts, e.g., Allocation Scripts. This new property can be set on the 'Options' page of the Workflow Types form.
NEW: Workflows; Workflow Summary page Script updated to simplify action hyperlinks
The Workflow Summary page Script has been updated to simplify action hyperlinks. The following changes have been made:
NEW: Workflows; Closing and opening a new Workflow from an item now records corresponding Workflow
Closing or Cancelling a Workflow and opening a new one as a result of actioning a Workflow Item with an outcome action of either 'Cancel Workflow and Start New Workflow' or 'Close Workflow and Start New Workflow' records the ClosedToWorkflowPk and OpenedF...
NEW: Securities Add-On; Tools, Global Settings,Securities, New Statements page; Have removed Use Account Code for Security Statement Code setting.
Securities Add-On; Tools, Global Settings
NEW: Workflows; new Item outcome action 'Complete Item Group with Outcome' added
Decision Card, Question and Test Workflow Item Types can now have a new outcome action of 'Complete Item Group with Outcome'.
FIX: Workflows; Flag icon not displaying on Workflow Summary page
The Flag Colour icon was not displaying on the Workflow Summary page used in the Task Manager and Workflow Key Details page.
NEW: Workflows; Log and Outgoing Communication type Items can now specify a Subject Information List
Workflow Item of type 'Log' and 'Outgoing Communication' can now specify an Information List for the Log Subject.
NEW: Workflows; Actioning a 'Log' type Workflow Item from the Task Manager now uses the Workflow Action wizard
Actioning a 'Log' type Workflow Item from the Task Manager now uses the Workflow Action wizard to allow the user to enter Log details prior to actioning the item. This is inline with how 'Outgoing Communication' type items are processed.
NEW: Security Register PPSR Add-On; Security Type; Is VIN Mandatory for a PPSR Registration
The Security Type setting "Is VIN mandatory?" has been changed to "Is VIN Mandatory for a PPSR Registration?".
NEW: Reporting; Client Details report; Client Statistics sub-report added
The most recent Client Statistics can now be included on the Client Details report.
FIX: Reporting; Account Details report; Does not print report if 'Date As At' entered and the Account is closed
The Account Details report and the Account List report were applying a date range filter if a 'Date As At' was entered. This meant that if a Date As At was entered and the report was not Open at this date then it was not displayed on the report.
NEW: Workflows; New Script events 'BeforeItemReset' and 'AfterItemReset' added
The following new events are now available to Workfllow Type Scripts:
NEW: Workflows; Permission Key added to allow resetting of Workflow Items
A new permission key, Workflow.ItemReset has been added. This permission is enforced at the business layer level and is denied by default.
NEW: Workflows; Workflow Items can now be reset from the Task Manager
Workflow Items can now be reset from the Task Manager form.
NEW: Bank Export Services; New service "Ezidebit Australia"
Bank Export Service "Ezidebit Australia" added.
NEW: Bank Export/ Import Services; New service "Ezypay Australia"
Bank Export and Import Service "Ezypay Australia" added.
NEW: Workflow generated as a result of reversing an Account Payment
A Workflow may be generated as a result of reversing an Account Payment. The default Workflow is defined under the Global Settings, Accounts, General page.
FIX: Workflows; Starting a new Workflow from an existing one may generate the incorrect Notes
Starting one Workflow from another as a result of a Workflow Item's Outcome Action, may generate the incorrect notes on the new Workflow, e.g.
NEW: Workflows; Closing a Workflow from a Workflow Item now sets the Workflow Close Outcome
Closing a Workflow from a Workflow Item, e.g., a Question outcome, now sets the Workflow Close Outcome to the description of the selected outcome, including the outcome code.
NEW: Workflow Types; Global collection now exposes a 'Users' collection
The global Workflow Types business layer collection now exposes a Users collection which can be used by Scripts.
FIX: Reporting; Transaction List report; fails with 'Key does not exist in collection' error
The Transaction List report fails with a 'Key does not exist in collection' error when not licensed for the Advanced Banking Add-On.
FIX: Reporting; Blank pages generated when printing and duplex printing does not work correctly
When printing a report in landscape, often (depending on margins and paper size), a blank page is generated between each report page. This does not show when the report is previewed; only when it is printed.
NEW: Grids, Select all checked or unchecked; the active row is now cleared after selecting the required rows to make it clearer which rows have been selected.
When selecting all checked or unchecked rows, the current active row was also still highlighted. This has been cleared so only the selected rows will be highlighted.
FIX: Admin forms; Importing an XML file may leave form fields in the incorrect state
Importing an XML file may leave certain Admin form fields in the incorrect state, e.g., if you import a Report Template of type "Ad-Hoc Query", the madatory "Report" field on the General page is not disabled.
NEW: Report Templates; New 'Use default Parameters' option added
A new 'Use default Parameters' option has been added to the Report Templates form, Parameters page.
NEW: Licensing; Web Interface Add-On added
A new Add-On, "Web Interface" has been added.
NEW: New Client wizard; Contact Methods grid now allows entry of the Sub-Type
The New Client wizard, Contact Methods grid now allows entry of the Sub-Type. Previously you needed to drilldown to Contact Method form to enter this information.
FIX: Client Groups; "Other" Contact Methods are now included in the list of Contact Methods to show in the New Client wizard
"Other" Contact Methods are now included in the list of Contact Methods to show in the New Client wizard.
NEW: Elements, Transaction Types and Departments; length of codes has been increased from 5 to 10 characters
The length of Element, Transaction Type and Department codes has been increased from 5 to 10 characters.
FIX: Admin Search forms; multiple instances of search for are opened
When clicking the 'Search' button on any Admin forms (plus the Pools form), a search form is displayed. Clicking the 'Search' button again would display a second instance of the search form.
NEW: Message Handler; Can now receive 'NoContent=True' URL parameter to return an HTTP 'No Content' header
By default, when the Message Handler receives a message from a Web Browser, e.g., typed in as a URL, it returns a summary of the message, its parameters and return values.
NEW: HtmlShow Application Shortcut enhanced
'HtmlShow' type Application Shortcuts have been enhanced to allow viewing of a URL.
FIX: Date Cycle descriptions; Quarterly description changed
The description for Quarterly date cycles has been changed from "Quarterly (3 eoms)" to "Quarterly (end of every third Month)".