Release History
finPOWER Connect 1.05.07
NEW: Reports, Bank Transaction List; New order by of Date + Payment Method Id
A new Order By field of "Date + Payment Method" has been added to the Bank Transaction List.
NEW: Reporting; Account Reports; Account Filters page layout changed
The layout of the Account Filters page for Account reports has been changed. Creation and Close Methods have been brought to the top section and headings added between the date and value blocks for clarity.
FIX: Revolving Credit Loan Accounts Add-On, Account Type form, Rate Tables grid not resizing
When the Preview pane was displayed on the Rate Tables page, the Rate Tables grid was not resizing when the splitter was moved.
NEW: Reports, Account List query; DateClosed added
DateClosed column has been added to qryAccountList.
FIX: Entities; Calendars are mandatory
When adding an Entity via the Business Layer, the Entity could be saved without specifying the Business Day and Working Day calendars.
FIX: Reporting; Group and Grand Total counts format numbers differently
The number format used for 'Grand Total' counts was different from that used by 'Group' counts.
FIX: Reporting; Disbursement Transaction List; Monitor Category Groupings inconsistent
The way the Disbursement Transaction List query handled grouping of Monitor Categories was inconsistent with Account List query.
NEW: Reporting; Printer Settings can now override Report Title
When running a report, the Printer page now allows the Report Title to be overridden.
FIX: Accounts form, General page; Notes not visible when External Id is displayed
When the User Preference setting 'Show the External Id field?' was set to True, and the Accounts form was resized to its minimum size, the Notes field at the bottom of the form was not visible.
NEW: Information Lists; Items can now be sorted using 'Alternate Value'
Information Lists that allow an 'Alternate Value' can now be sorted using the column.
FIX: Exporting Report or Query data to the Query Results Form does not always retain correct column order
Exporting Report or Query data to the Query Results Form does not always retain the correct column order.
NEW: Reports, Transaction List; Processed External Range added
The qryTransactionList now includes the following 2 fields:
NEW: Process Direct Debit wizard; added progress bar when refreshing the list of Accounts to process
There is now a progress bar in the Process Direct Debit wizard when refreshing the list of Account to process.
FIX: Reports, Documents; Publishing document when Debug window open hangs finPOWER Connect
If the debug window (Tools, Utilities. Debug Window) was open when publishing a document that uses an external application (e.g.; Microsoft Word) may have caused finPOWER Connect to hang.
FIX: Reporting; Account reports; Grouping by Monitor Categories not working as expected
Grouping the following Account reports by Monitor Categories was not working as expected:
NEW: Reporting; Log List reports; can now filter by Source
The following Log List reports can now be filtered by Log Source:
NEW: Import and Export Information wizards now support Report Templates
The Import and Export Information wizards now support Report Templates.
NEW: Report, Client List query; Fields added
The Client List query has been updated to include the following fields:
FIX: Workflow Types; Item parameters not calculating expressions
Workflow Items that define Parameters for the User to enter information into were not calculating the 'Expression' defined on the Parameter.
NEW: Statements; if the Statement charged a fee it should be shown on the Statement
If the Statement charged a fee it was shown on the next Statement, it should be shown on the Statement it relates to.
NEW: Securities PPSR Add-On; PPSR Update wizards include Branch filter
The PPSR B2G Update wizard (Australia) and the PPSR G2B Update wizard now include an optional Branch filter on the first page of the wizard.
NEW: Account Types; maximum Payment Grace Days period has been extended from 5 to 10
The maximum Payment Grace Days period has been extended from 5 to 10 business days.
NEW: Reporting; Account Details report; Clients sub-report now displays Client's age
The Account Details report, Clients sub-report now displays the Client's age alongside the Date of Birth.
NEW: Reporting; Parameter Set Details report; Now displays enhanced parameter information
The Parameter Set Details report now displays enhanced parameter information. It now displays all information enterable on the Parameter wizard.
FIX: Reporting; Various formatting issues and changes implemented for Admin reports
The following reports have had various formatting issues resolved and other small changes, e.g., missing details and the ability to layout grids as per the relevant form added:
NEW: Reporting; Transaction List; Can now be grouped and filtered by Department
The Transaction List report can now be grouped and filtered by Department.
NEW: Export General Ledger; new Closed to Date option
In the Export General Ledger wizard a new "Closed to Date" option has been added.
NEW: Account Transfer wizard, Transfer Details page; Reference and Notes added
The transfer wizard now allows the entry of separate Transaction Reference and Transaction Notes for each of the 'From' and the 'To' Account transactions.
FIX: Patch Scripts; could be run via Admin, Script form, from the Test page
Patch Scripts should only be able to be run from the Tools, Database, Run Patch Script menu. This means the "Disclaimer" and other checks are made.
NEW: Interest; new option to charge precomputed Interest during the normal Term of a Loan
There is a new option to charge precomputed Interest during the normal Term of a Loan.
NEW: New Client wizard & Client form; Adding Client Employment will default Occupation
When adding a new Client Employment record for an Individual, the Occupation will default from the Occupation entered on the Client record.
FIX: Word 2007 and above freeze Ribbon when multiple Documents are created
Word 2007 and above freeze the Ribbon (toolbar) when multiple Documents are created, e.g., when splitting Documents by Postal Zone or when the maximum number of letters per document (defined by a constant in the Word VBA) is met.
FIX: Account Types form, Payments page; Tab order is incorrect
Moving to the Payments page on the Account Type Form, the focus always went to the 'Bank Reference Code' control.
FIX: Copy Database, Destination Type page; Summary displays 'Unknown database'
If you do not have a database open when using the Copy Database wizard, the Destination Type page always displayed following sub heading:
NEW: Australia; removed "AAT" from list of default States/ Territories
"AAT" has been removed from the list of default States/ Territories in Australia.
NEW: Unearned Interest Report Template; updated so only includes Accounts charging precomputed Interest up front
The Unearned Interest Report Template has been updated to only include Accounts charging precomputed Interest up front - rather than all Accounts.
FIX: Bank Account, Import Service, Options page; Date Order should default
When a new or pre-configured Import Servcie was added that allowed an adjustable date format to be specified, the Date Order control always defaulted to DMY.
NEW: Reporting; Transaction List; Can now group and filter by External Party and Account Manager
The Account Transaction List report can now be grouped and filtered by the following:
FIX: Report Templates; Ad-Hoc Query with Date tags causes 'Object reference not set to an instance of an object' error
If a Report Template has an ad-hoc query defined and that query contains replaceable tags for Date type Parameters, the following error may occur: