Release History
finPOWER Connect 1.04.04
FIX: Refunds; changed behaviour of Overdue for Fixed Term Loans
The "Overdue" behaviour of Refunds has changed for Fixed Term Loans.
NEW: Task Manager; Folders now preserve the last item selected and also display an indicator of the last folder(s) visited
Task Manager folders now preserve the last item selected so that when you re-select the folder, the last item is selected.
NEW: Direct Debits; added minimum threshold for Other Direct Debit transactions
There is a new Minimum threshold for Direct Debiting other (ie non-Payment Due) amounts.
NEW: Reporting; Report Preview form now has a 'Fit Whole Page' button
The Report Preview form now has a 'Fit Whole Page' button.
NEW: Printing Grids from forms.
A grid title has been added so when a grid is printed directly from a form, a title appears on the printout.
NEW: Refinancing; Non-New Zealand Security Statement handling implemented
Refinancing of Accounts linked to Security Statements has been implemented for non-New Zealand databases.
NEW: Workflow Types; Review and Wait items can now use Working Days
Workflow Type Items, Review and Wait item types can now specify that they should use 'Working Days' if the specified Period is a number of days. When using Working Days, the Calendar (as defined by the Branch and/ or Entity) must be specified as either 'B...
NEW: Accounts; Standard Transaction now support Payment element types
Account Standard Transactions now support Payment element types.
FIX: Transaction Types; unchecked items on the Other page not saving
Unchecked items on the Transaction Types form, Other page were not saving.
FIX: Securities Register PPSR Add-On; Australian Databases; Discharging a Registration puts some items on the Security Item form, PPSR page into edit mode.
Discharging the Registration using the 'Discharge Registration' action on the Security Item form changed the edit status of the top 3 check boxes under the 'Other Options' heading.
NEW: Document Manager; Outlook message files can now be previewed providing Outlook is installed
Outlook message files (.msg) can now be previewed from the Document Manager providing Microsoft Outlook is installed on the User's PC.
NEW: Account Warnings; added "Bank Transaction awaiting export" warning
Added a new Account warning "Bank Transaction awaiting export".
FIX: Accounting Ledgers Add-On; Accounts form; Accounting Ledgers page; Display the Summary when no Accounting Ledgers have been added.
If there is no record loaded then nothing is displayed in the Accounting Ledger Summary
FIX: Advanced External Parties Add-On; Accounts form, Disbursements page
If there is no record loaded then nothing is displayed in the Disbursement Summary
NEW: Credit Limit Warnings when adding a new Account; check the Amount Financed against each Credit Limit.
1. The following inbuilt script has been updated:
FIX: NZ VedaXML Credit Enquiry Report; column headings in Credit Enquiries block incorrect
The order of column headings in the NZ VedaXML Credit Enquiry Report, Credit Enquiries block were incorrect.
NEW: Account List form;added Payment Methods to the column chooser
1. Incoming Payment Method has been added to the Account List form column chooser.
FIX: External Parties Add-On; Reports; Account Exception Report; Error when grouping by Dealer Employee
When grouping by Dealer Employee the following error occurred:
NEW: New Company wizard; now adds default Identification Types
The New Company wizard now adds default Identification Types. These vary depending on whether an Australian or New Zealand company is being initialised.
NEW: Decision Cards; Australian 100 point check sample now included
A sample Australian 100 point check Decision Card is now included.
FIX: External Parties Advanced Add-On; Reports; Disbursement Transaction List; Some groupings were not working
The following groupings were not working:
NEW: External Parties Securitisation Add-On; Bulk Funder groupings and ranges added to report queries.
The following queries have been updated to include Group By Bulk Funders. They already had Bulk Funders added to the Ranges.
NEW: Report Templates; Ad-Hoc Queries now have the option to run against the Reporting Database
Report Templates based on an ad-hoc query now have the option to run against the Reporting Database.
NEW: Key Details summary page Scripts now include a hyperlink on the 'Code'
The following built-in Key Details summary page Scripts not include a hyperlink to open the relevant form on the 'Code' field:
NEW: Entities Add-On; Reports; Account Status Reports; Account Exception List
Account Exception List now has the option to group by Entity.
FIX: Workflows; Check List Item may appear as 'Automatic' and be processed when processing the previous item
Workflow Type Items of type 'Check List Item' do not clear their 'Automatic' flag if changed from a different item type that can be automatic, e.g., 'Send Document'.
NEW: Account List; Monitor categories have been added to the column chooser.
The following columns have been added to the Account List column chooser:
NEW: Allow publishing of Logs from Scripts
Publishing of Logs is now supported from Scripts running within the finPOWER Connect user interface, e.g., you can call the Publish method of a finAccountLog object to generate a Document.
NEW: Workflow Types; 'Send Document' type Workflow Items can now specify 'Send to Branch' for Email and SMS types
'Send Document' type Workflow Items can now specify 'Send to Branch' for Email and SMS type Documents.
NEW: Security Register PPSR Add-On; NZ Databases; add option to include AKA's as Debtors on the Financing Statement
A setting has been added to Global Settings to define whether to include an Individual Client's Akas as debtors on the Financing Statement.
FIX: Securities Register PPSR Add-On; NZ Databases; PPSR cut off the leading zero in the Company Number
Registering a Security Statement where the client is a company and the company number has a leading zero (e.g. 0897647) the zero is removed by the PPSR so when a compare was performed to compare the Financing Statement details in finPOWER Connect with the...
NEW: Account Withdrawal; new "Withdrawal Advice" added
A new "Withdrawal Advice" has been added, which prints at the end of the Withdrawal wizard, or from the Bank Transaction drilldown form (from the Account form, Transactions page).
NEW: Workflows; built-in Workflow Summary Page Script now displays Account Monitor Categories
The built-in Workflow Summary Page Script used on the Workflows form, Task Manager and Accounts form, Workflows page now displays the Account's Monitor Categories in the 'Account' block.
NEW: Account Interest Rate; add column in Client form and Account Trial Balance Report
The Client form, Account page grid now includes two new columns "Interest Rate" and "Current Interest Rate". The "Current Interest Rate" column shows the Interest Rate applicable today, whilst the "Interest Rate" column shows the last noted Interest Rate...
NEW: Client form; Account page, Status icon column now shows Quote, Closed icons
On the Client form, Account page the Status icon column now shows an image for Quote and Closed Accounts.
NEW: New Client wizard; Identification Decision page added
The 'New Client Wizard' page on the Client Groups form now has an option to display an 'Identification Decision page'.
NEW: Securities Register Add-On; Security Statement Search form; new search fields added.
The following Search Fields have been added to the Security Search form for NZ Databases:
NEW: Account Warnings not checks Identification Decision for Account Signatories
The built-in Account Warnings Script not checks the Identification Decision for all Account Signatories.
NEW: Transaction Entry and Bank Transaction Entry forms now allow F6 to be used in Account columns
The Transaction Entry and Bank Transaction Entry forms now allow F6 to be used in Account columns to open the Account List or Account Search form.
FIX: Client Groups; Identification page is visible when not licensed for Advanced Clients Add-On
The Identification page on the Client Groups form is visible when not licensed for Advanced Clients Add-On.
NEW: Workflows; Workflow Type items can now be generated based upon Account Client flags
Workflow Type items can now be generated based upon the following Account Client flags:
NEW: Security Statements form; additional columns added to Accounts and Clients grids
The following columns have been added to the Accounts grid on the Security Statement form:
NEW: Decision Outcome summary can now be saved to PDF
The 'Decision Outcome' page on Log forms, e.g., Client Log, now has buttons to save the Decision Outcome summary as PDF or Email as PDF (if Microsoft Outlook is installed).
NEW: Built in Decision Outcome summary Script updated for better PDF layout
The built in Decision Outcome summary Script has been updated for better PDF layout.
NEW: Permissions; Warning is now given when renaming or deleting User Defined Permissions that are in use
A warning is now given on the Permissions Explorer form when renaming or deleting User Defined Permissions that are currently in use.
NEW: Inserting a row in grid inserts 2 rows if 'Add Row' row is the current or selected row
Inserting a row in an editable grid inserts 2 rows if the 'Add Row' is the current or selected row.
NEW: User Group filtering is now applied to Account Archives
The following User Group filters are now applied to Account Archives:
NEW: Accounts; Financial page now includes 'Financial Details' block for Disbursement Accounts
The Financial page on the Accounts form now includes a 'Financial Details' block for Disbursement Accounts.
FIX: External Users; Adding a new Account does not default Dealer Employee
When logged in as a Dealer External User, the Dealer Employee is blank on the New Account wizard.
NEW: Task Manager; Do not display a confirmation message when completing a single task.
1. If 1 task is selected to 'Complete' a confirmation message will no longer be displayed if the task can be completed, but if the task cannot be completed then a message will still be displayed.