Release History
finPOWER Connect 1.05.05
FIX: Duplicating an Account with a Security Statement fails with 'Primary key does not exist in collection' error
Duplicating an Account with a Security Statement may fail with a 'Primary key does not exist in collection' error.
FIX: Exporting report to 'MS Excel (XML Spreadsheet)' format may format columns incorrectly
Exporting a report to 'MS Excel (XML Spreadsheet)' format may format columns incorrectly, e.g., date columns may display as numbers.
NEW: Execute Document wizard; formatting and other updates
The Execute Document wizard (e.g., Account Documents from the Report Explorer) has been updated with the following changes:
FIX: Pasting code into DBCombo with no dropdown does not fire 'Change' event
Pasting a code into a DBCombo with no dropdown does not fire the control's 'Change' event which may lead to unpredictable behaviour.
NEW: Refinanced Accounts can now be re-opened
Refinanced Accounts can now be re-opened.
FIX: Reporting; 'Copy Page to Clipboard' button on Report Preview not working
The 'Copy Page to Clipboard' button on a Report Preview may not work due to missing ActiveReports DLLs.
NEW: Saving Report Settings now warns if any of the saved parameters are calculated
A warning is now given when saving Report Settings if any of the saved parameters are calculated. The warning will appear in the message box if saving the Default Settings or in Save Report Settings wizard if saving other settings.
NEW: Bank Import; ASB Fastnet now allows the date format to be adjusted by the user
ASB Fastnet Bank Import now allows the date format to be adjusted by the user. The specification document from ASB states the date should be in the format "CCYY/MM/DD" but could be "DD/MM/CCYY" etc format.
NEW: Delete key can now be used to remove items from form history grid
The Delete key can now be used to remove items from form history grid. Previously you had to use the 'Delete selected row(s)' button.
FIX: Typing a record code into a form's search box adds to history even if the record does not exist
Typing a record code into a form's search box adds to history even if the record does not exist. Depending on whether a record was currently loaded when the invalid code is entered, the description in the history may have also been invalid, i.e., the desc...
FIX: Accounts fail to delete if Logs or Workflow Items have pointers to other items
Accounts fail to delete if Logs or Workflow Items have pointers to other items. This can occur when deleting an Account or via the Accept/ Decline wizard when the Account is being archived.
FIX: Search Forms; Does Not Equal is not working correctly for optional string fields
Search forms
NEW: Logs; Read Only External sources added
The following External Sources have been added for Logs:
FIX: Account Type Scripts; OverdueRulesPre event applies to all Rules, not just Overdue Rules
The 'OverdueRulesPre' Account Type Script event applies to all Rules, not just Overdue Rules. To reflect this, the description shown in the grid has been updated to 'Script will run prior to the Account Type's Rules being run.'
FIX: Workflows; Closing current Workflow and opening a new Workflow prompts notifies user twice
Closing a Workflow via a Workflow Item that is a question that has an outcome type of 'Close and Start New Workflow' notifies the user twice. The first time just notifies that a new Workflow has been created, the second notification asks the user if they...
FIX: Code auto-sequencing resets auto-sequence code to 1
Code auto-sequencing, e.g., entering the Next Account Id for an Account Type will reset the auto-sequence code to 1 (or a zero-padded code ending in 1) upon adding a new Account if the numeric portion at the end of the code exceeds 2147483647.
FIX: Reporting; Details reports; When showing parameters summary on a separate page, the report title is incorrect
When checking the 'Show a summary of parameters at the bottom of this Report?' option for a Details report, the Parameters description appears on a separate page. The title of this page however includes the Id of the last record, e.g., 'Account Details -...
FIX: Reporting; Account Details report; 'Primary key does not exist in collection' error
When running the Account Details report and opting to include the 'Payment Details' section, a 'Primary key does not exist in collection' error would occur if the current User was not granted the 'Banking.ShowAccountDetails' permission key.
NEW: Reporting; Account List query now contains Close Note column
The Account List query, used as a basis for most Account reports now contains the following column:
NEW: Credit Enquiry; Centrix NZ updated to use GetCreditReport2
The Centrix NZ Credit Enquiry has been updated to use the 'GetCreditReport2' service.
FIX: Reporting; Client Invalid Address List; errors with 'Deleted row information cannot be accessed through the row.'
The Client Invalid Address List may error with 'Deleted row information cannot be accessed through the row.'
NEW: Workflow Add-On; Workflow Type Details report; New option to print the HTML Summary for Workflow Items
If the Workflow Items are checked to be printed then select the layout from the following two options:
FIX: Account Key Details summary page Script errors when showing Client Address if Client does not have an Address
Viewing the built-in Key Details summary page for an Account with a main Client that has no addresses failed.
FIX: SQL Server Add-On; Tools; Database; Database Users, Locks and Information form; Not displaying SQL database users
The SQL Server stored procedure that is run to return the list of current database users needs a connection using a Trusted Connection to work correctly.
FIX: Credit Enquiry Add-On; Australian databases; Credit Enquiry wizard; Options page; Label not displaying correctly
When performing a Credit Enquiry for the VedaXMLAU service the 'Applicant Type' control was displaying on the 'Options' page when is should not have been visible.
NEW: Reporting; Account List query now contains Account Date columns
The Account List query, used as a basis for most Account reports now contains the following columns:
FIX: Report Explorer; Account Financial Reports; Account Unearned Income report
As the information source for this report is Accounting Ledgers, this report will only be listed in the Report Explorer if licensed for the Accounting Ledgers Add-On.
FIX: Bank Accounts; Import Services; Pre-configured Import Service QIF(Bank) should not match Bank Account.
The QIF(Bank) import file does not contain a Bank Account.
FIX: Account Quotation wizard; Print button not enabled when a Quotation document has been specified for the Account Type
The 'Print' button was not enabled on the Account Quotation wizard when a Quotation Document had been specified for the selected Account Type.
FIX: Securities Register Add-On; Business layer allows -1 to be saved for the Motor Vehicle odometer
The Business layer allowed -1 to be saved for the Motor Vehicle odometer reading.
NEW: Reporting; Account Details report; General section now shows Promotion Description
The General section of the Account Details report now shows the Promotion description in addition to the code.
NEW: Reporting; Account Control Reports; Can now be grouped by Account Type and Product Type
The Account Control Reports can now be grouped by Account Type and Product Type.
NEW: SQL Server 2000; support for this version of SQL Server has been discontinued for finPOWER Connect databases
As per KB Article 9784, support for SQL Server 2000 has been discontinued. However, the ISDatabaseHandler business layer object can now be used to open SQL Server 2000 databases; the restriction is now only enforced when attempting to open a Connect datab...
NEW: Suspense Items wizard; Now allows multiple Suspense Items to be allocated at once
The Suspense Items wizard now allows multiple Suspense Items to be allocated at once.
NEW: Documents; Script can now specify Email or SMS recipients for Create Document wizard
The 'GenerateMessage' event of a Document Script can now specify the default Email or SMS recipients to display when creating a Document via the Create Document wizard (e.g. Create Account Document).
FIX: MotorWeb; (400) Bad Request error when retrieving VIR from Security Statement Item form
When attempting to retrieve a VIR from the Security Statement Item form, the following error may be returned:
NEW: Reporting; Account List query now contains Created and Updated columns
The Account List query, used as a basis for most Account reports now contains the following columns:
FIX: Reporting; Reports using incorrect Date Format
The following reports were using the incorrect Date Format:
FIX: Report Templates; DateTime type Columns not formatting correctly
DateTime type Columns on a Report Template were not formatting correctly. They were treated as Date columns and not displaying the Time portion.
NEW: Refinance Account; New code generation option
A new Code Generation option is available for Refinanced Accounts. The new option is "Code[Letter]".
FIX: Permissions; Menu permissions set to Allow but Business Layer permissions set to Deny; Items appearing on the menu when they should not be
Account, Refinance Account and Transaction, Account Refund were still appearing on the menu when the business layer permissions were set to Deny.
NEW: Reporting; Exception reports are now cancellable
The following exception reports are now cancellable, i.e., a Cancel button can now be clicked to cancel the report:
NEW: Query Results form now supports row selection for pasting into Account and Client ranges
Selecting one or more rows on the Query Results form (e.g., from running a Query or exporting a report to the Screen) and then right-clicking in an Accounts or Clients range on another form (e.g., from the Account Documents form) now presents a list of Ac...
NEW: Run Account Processes wizard; Errors grid now displays 'Type' and opens the relevant form
The Errors grid in the Run Account Processes wizard now displays a 'Type', e.g., Account, Workflow or Script and opens the relevant form when the drilldown button is clicked.
FIX: Run Account Processes wizard; entering an invalid 'Payment Due Transactions' date cause an unhandled exception
Entering an invalid date into the 'Payment Due Transactions' date field on the Run Account Processes wizard causes the following unhandled exception:
NEW: Reporting; Log List reports now have enhanced 'Notes' options
The following Log List reports have been updated to include a 'Notes Option'. This replaces the 'Show Notes' and 'Single Line' options:
NEW: Accounts form; Transaction User Flag can now be updated for multiple Transactions at once
The Transactions grid on the Accounts form, Transactions page now allows multiple rows to be selected at once and the User Flag to be set or cleared for all selected rows.
NEW: Securities Register PPSR Add-On; New Zealand Databases; Security Statements form; PPSR page; Time portion controls have been added to the form for Financing Statement registration dates
Time portion controls have been added to the form for the following register dates:
NEW: Clients; Client Type Change wizard has been added to enable a client to be changed from an Individual to a Company, or a Company to an Individual
A new Client Type Change wizard has been added to enable a Client that has been added with the incorrect Client Type to be changed.
FIX: Clicking a half visible row on the Range Lookup form selects the wrong row
Clicking a half visible row (e.g., one that is only half visible at the bottom of the grid) on the Range Lookup form (e.g., to select a range of Accounts) selects the wrong row.