Release History
finPOWER Connect 1.05.06
FIX: Default Interest; change so audit summary shows net Default Interest rate
A change has been made in the Audit Summary information shown for Account Transactions and Account Schedule for Default Interest.
FIX: Account Transactions; User Flag not showing flag icon in summary page
The Summary page for Account Transactions was not showing the coloured User Flag.
FIX: Reporting; Account Type Details report; formatting issues
The following sections of the Account Type Details report were not respecting the 'Layout sub-reports as per grids' option correctly or had other formatting issues:
NEW: Workflow Types; new option to close Workflows when Account is closed
The Options page of the Workflow Types form now includes an option to close Workflows of this type when the Account is closed.
NEW: Account Transfer; "Transfer" Element now support "Due Immediately" option
When transferring amounts between Accounts sometimes the transfer is moving a payment or payments and sometimes it is moving a principal amount.
NEW: Demonstration databases updated to include a Default Interest Element
The finDemo_NZ.mdb and finDemo_AU.mdb demonstration databases have been updated to include a Default Interest Element with a code of 'INTD'.
FIX: Accounts; increasing Overdue balance via the Account Balance Adjustment wizard shows Payment today for the Balance Adjustment
Increasing the Overdue balance of an Account, as at today, via the Account Balance Adjustment wizard, shows the Payment as due today.
FIX: Direct Debits; was including Accounts due prior to date opened
The Process Direct Debit Payments wizard was including Accounts prior to the date they were opened.
NEW: Export Bank Transactions wizard; new option to print the Bank Transactions Export Summary on commit
The Export Bank Transactions wizard now has a new option to print the Bank Transactions Export Summary on commit.
FIX: Account Close wizard; paying a Refund via Cheque leaves the cheque as "Unprinted"
Closing an Account with a credit balance, via the Account Close wizard, and paying out the refund by Cheque leaves the cheque as "Unprinted" - even though the cheque was entered as "Already Printed".
FIX: Bank Suspense Items; now allows individual Transactions to be re-dated when allocated to an Account
Bank Suspense Items can now be re-dated when allocating one item. If allocating multiple suspense items you cannot update the Transaction's date, reference or notes.
FIX: Default Interest; new separate Element Type for Default Interest
There is now a separate Element Type for Default Interest, ie as opposed to using an "Interest" Element. This allows Default Interest to be defined as "Due Immediately".
FIX: Default Interest Rate; Premium Rate not working as expected in Startup period
The Default Interest Rate was not working as expected in the start-up period when set to Premium.
FIX: Bank Accounts form; Payment Methods page; HMTL Summary; Other details always shows Direct Debit
If the Payment Method was Incoming the Direct Debit heading and Direct Debit details were always displayed in the HTML Summary.
NEW: Reporting; Account List query now contains Review Date column
The Account List query, used as a basis for most Account reports now contains the following column:
NEW: Accounts form; Transactions page; Column totals are now hidden by default
Column totals on the Accounts form, Transactions page are now hidden by default since showing totals slows the display of this page considerably. A new 'Show/ Hide Totals' button below the grid allows the totals to be shown and saving the grid settings wi...
FIX: Right-clicking in a TextBox or other control does not reposition insertion point
Right-clicking in a TextBox or other control (e.g., a ComboBox) does not reposition the insertion point.
FIX: Accounts form; Transactions page; buttons not enabled if one row is selected
Many of the buttons beneath the Transactions grid on the Accounts form are only applicable to a single Transaction and therefore should only be enabled if a single item is selected.
NEW: Disbursement Account Payments; Element from Payment Method used instead of from Account Type
When making a Disbursement Account Payment, if the Payment Method Export Service defined a Transaction Type, this was used as the Element for the payment.
FIX: Account Type; "Update Interest Cycle from Payment Cycle" setting not working as expected when Payments are weekly or fortnightly and the day of week specified
The Account Type setting "Update Interest Cycle from Payment Cycle" is not working as expected when Payments are weekly or fortnightly and the day of week is specified.
FIX: Payment Arrangements; Promise Number calculate was doing a full calculation but not updating the wizard
The Account Payment Arrangement wizard, Add Promise facility was incorrectly adding promises and doing a full calculation when the Calculate button on the Number field was clicked. This resulted in subsequent Calculations including these Promises, but dir...
FIX: Refinancing; cannot Refinance to an Account Type which has mandatory Credit Limits
Attempting to refinance an Account to a new Account with an Account Type which has Credit Limits that are required fails.
FIX: Bank Entry; Outwards Cheque, ie Withdrawal, allows Printed column to be unchecked
In Bank Entry, after selecting an Outwards Cheque, eg a Withdrawal, the Printed column can be unchecked.
FIX: Account Promises; not adding Promise Value to Account Transactions as expected
Account Promises may not add the Promise value to Account Transaction as expected.
FIX: Securities Register Add-On; Adding Security Statement Items via the Business Layer allowed Land types to have a Secured Value greater than the Value of the Security if the Security had any prior ranking mortgages
Adding Security Statement Items via the Business Layer (i.e., not the finPOWER Connect User Interface), allowed Land types to have a Secured Value greater than the Value of the Security if the Security had any prior ranking mortgages.
NEW: Account Reset; enhancements
Several enhancements have been made to the Tools, Database, Reset Accounts wizard.
FIX: Revolving Credit Loans; Promises may not show in the Account Schedule and therefore never be processed
Promises for Revolving Credit Loans may not show in the Account Schedule and therefore never be processed.
NEW: Account Payment Transfer wizard; creates transactions with incorrect Overdue values
Reversing a Transaction via the Account Payment Transfer wizard creates transactions with incorrect Overdue values.
FIX: Account Payment Transfer wizard; To Transaction Notes now includes "Transferred from [AccountIdFrom], Bank Transaction #"
When transferring a payment from one Account to another using the Account Payment Transfer wizard, the Transfer To Transaction Notes now includes "Transferred from [AccountIdFrom], Bank Transaction #".
FIX: Sending Email and SMS messages and documents; Current Email or SMS number not defaulting
When sending an Email or SMS message to an Account, Client or External Party, a list of valid Email addresses or SMS numbers is built. This list may contain non-current items, e.g., items that have expired. When defaulting the contents of one of these lis...
NEW: Reporting; Security Statement Exception List; Report is now cancellable
The Security Statement Exception List report is now cancellable, i.e., if running on a large database, the user can click a 'Cancel' button to stop the report.
NEW: User filters; Accounts; If Account has filtered out Clients then cannot update the Clients grid or edit the Account if it is a quote.
Clients can be filtered out to users via User Groups.
NEW: User Filters; Accounts that have filtered out Clients should not display the filtered out Client details on the Clients page or the Account Key details page.
Accounts that have filtered out Clients should only display the basic information for the filtered out Client on the Clients summary page and the Account Key details page.
FIX: Security Register Add-On; Filtered out Accounts and Clients
Clients and Accounts can be filtered out for users via User Groups.
NEW: Permissions; Banking.SuspenseItems.Delete is now denied by default
The "Banking.SuspenseItems.Delete" Permission Key is now denied by default.
FIX: Securities Register Add-On; Security Statement form; Communication, Add Log is displayed when no permission to add logs
If the user doesn’t have permission to add Security Statement logs the 'Add Log' action still displays on the Action Bar under the Communication heading of the Security Statement form.
NEW: Report Templates; Changing a column's Data Field will now attempt to update the Column Type
Changing a Report Template column's Data Field will now attempt to update the Column Type, e.g., if you change the Data Field to 'Balance' and the report contains a Balance column, the Report Template Column Type will be updated to reflect the Report's Co...
NEW: GetLongestCode method added to business layer for global collections and reports updated to size column widths
The following business layer global collections have been updated to add a 'GetLongestCode' method. This will return the length of the longest code (e.g., BranchId) on the collection:
NEW: Web Services; Error messages now contain proxy server details if relevant
Error messages returns from the following Web Services now contain proxy server details if this considered to be a possible cause of the error:
FIX: Addressing; Clearing Suburb or City and tabbing to a new field replaces the cleared value
Clearing the Suburb or City and tabbing to a new field replaces the cleared value on address entry forms such as Client Contact Address or Credit Enquiry.
FIX: Securities Register Add-On; User Filters; Reports not displaying the full filter parameter
Security Statement report parameters were only printing the User Group Account filters and not including the User Group Client filters.
NEW: Reporting; Account Trial Balance; can now include 'Close Method' column
The Account Trial Balance Report can now include 'Close Method' column. This column will display nothing if the Account is not closed.
FIX: Account Types form; errors when database is read-only
The Account Types form errors and closes finPOWER Connect when the database is open in read-only mode.
FIX: Accounts form; Interest block on Financial and Key Details pages updated to clarify Default Interest Rate
The Interest block on the built-in Account Financial and Key Details pages has been updated to clarify the Default Interest Rate.
NEW: Built-in Workflow Summary Page updated
The built-in Workflow Summary Page has been updated so that the Account summary block now includes the following:
NEW: Reporting; Details reports; when run from the relevant form, grid layouts are now saved so they can be used by the report
Previously, changing the layout of a grid on a form, e.g., the Clients grid on the Accounts form, and then printing an Account Details report from the 'Print' Action, did not lay out the Clients sub-report as per the updated grid layout unless you first c...
FIX: Reporting; Transaction List and Bank Transaction List now utilise User Filters
The Transaction List and Bank Transaction List reports now utilise User Filters, i.e., those defined for the User's User Group and for External Users.
NEW: Scripts now have the ability to run with Administrator permission
Scripts now have the ability to run with Administrator permission.
FIX: Permissions Explorer; not saving Role permissions
The Permissions Explorer was not saving Role permissions on the first attempt, i.e., updating the Roles grid for a permission, moving to another permission and moving back again showed the original values for the Roles grid. Repeating this updated the Rol...
NEW: Execute Script wizard; Now omits last page if no Parameters can be saved
Scripts can define Parameters. Each parameter has a 'Persistable' flag. This indicates whether this Parameter can be saved, e.g. the User can save settings they have entered in the Execute Script wizard and load them when running the Script at a later tim...