Release History
finPOWER Connect 1.06.00
NEW: Securities Register; Security Item no longer in Use
A new field 'Defunct Reason' has been added to the Secuirty Item form, General page.
NEW: Reporting; Workflow reports; Can now group and filter by 'Item Groups' and 'Items'
The following reports have been updated to include an 'Item Groups' and 'Items' range filter and grouping:
NEW: Workflows; 'Current Item Group Id' and 'Current Item Id' denormalised for report and Task Manager performance
The 'Current Item Group Id' and 'Current Item Id' of a non-closed Workflow are now stored in the database on the Workflow table. This allows for increased report performance when filtering by 'Item Groups' and also increased Task Manager performance when...
FIX: Securities Register Add-On; Logs grid not showing Threading
When Security Statement Item logs are included in the logs grid on the Security Statement form, the threading icons were not showing for linked Security Statement Item logs.
NEW: New Company Wizard; New message to re-open Database
A new message will be displayed on successful completion of the New Company Wizard advising that the user requires to restart or log on again to the database.
FIX: File Reader; CSV file including a header record with a blank column not working properly
The ISFileReader object in finPOWER Connect was not working properly under the following scenario:
NEW: Securities Register Add-On; New field added to the SecuredPartyGroup table
A new memo field 'ServiceDetails' has been added to the SecuredPartyGroup table.
NEW: Securities Register Add-On; New field added to SecurityStmtItem table
A new date field 'RegisterDateLastChanged' has been added to the SecurityStmtItem table.
NEW: Transaction Entry, Bank Entry; added option to duplicate the current row
In the Transaction Entry and Bank Entry forns there is now an option to duplicate the current row.
FIX: New Company wizard; Transaction Type "PAY" should not allow Transaction Entry
The New Company wizard was adding a Transaction Type "PAY" for Payments Received, but this should not allow Transaction Entry.
FIX: Securities Register PPSR Add-On; View Registration action on Security Item form
Australian Databases.
FIX: Logs; Reply via Log only available with Logs.Add permission
If the Current User does not have permission to add logs then the 'Reply via Log' action will not be available on the Log form.
NEW: User Preferences; Tasks & Workflows; New option allows 'Account Quote Outstanding' Tasks to be excluded
A new checkbox on the User Preferences form, Tasks & Workflows, General page allows 'Account Quote Outstanding' Tasks to be excluded from the Task Manager.
FIX: Direct Debit Payments; not withholding Residual Value
The Process Direct Debit Payments wizard was not withholding Residual Value from the amount Direct Debited.
FIX: Securities Register Add-On; Reply to Security Item log not saved
When replying to a Security Statement Item Log via the Security Statement form, Logs page, and clicking the 'Reply to Log/Continue thread' button at the bottom of the Logs grid, the following message was displayed:
FIX: Account Details Report; Account Schedule section now includes a "Display" option
The Account Details Report, Account Schedule section, now includes a "Display" option.
NEW: Revolving Credit Loan Type Accounts; changes to Interest Only and Interest/Fee Only Minimum Payments
Changes have been made to "Interest Only" and "Interest/Fee Only" Minimum Payments for Revolving Credit Loan Type Accounts.
FIX: User Log; Other page, Owner combo box may error
When clicking the dropdown buttons on the Owner combo box, the following message was displayed:
NEW: Permissions; Update System Logs set to Deny
The following permissions have been updated to have a default system basis of DENY:
NEW: Bank Importing; major overhaul of bank transaction matching
The Bank Transaction import Account matching functionality has been overhauled.
FIX: General Ledger Export; emPOWER 5 Save and Direct exports may fail with an unhandled exception
The "emPOWER 5 Save" and "emPOWER 5 Direct" General Ledger exports may fail with an unhandled exception, with either one of the following messages:
NEW: Credit Enquiry wizard; Age now displayed beside Date of Birth
An Individual's Age is now displayed beside the Date of Birth on the Credit Enquiry wizard.
NEW: Account table; removed database referential integrity on DealerExPartyEmployeePk and BrokerExPartyEmployeePk
Removed database referential integrity on Account table, DealerExPartyEmployeePk and BrokerExPartyEmployeePk columns.
NEW: Account table; add index on DateReview column
Added index on Account table for the DateReview column.
NEW: Importing Bank Transactions; new "Alternate Match" field added to Account
A new "alternate bank match" option has been added to finPOWER Connect for matching Accounts with imported Bank Transactions.
NEW: Security Register Add-On; Archiving Quotes linked to Security Statements
Using the Accept/Decline wizard to set Quote Accounts to declined or unwanted will now delete the linked Security Statement if there are no other Accounts or Clients linked to the Security Statement.
NEW: Parameters; Parameter definition wizard enhancements
The following enhancements have been made to the Parameter definition wizard (i.e., drilling down on a Parameter on a Parameter Set):
FIX: Range Lookup form; Re-clicking a blank row may not toggle '<NULL>' in range text
On the Range Lookup form (e.g., to select a range of Ledgers on the Account Search form), re-clicking a blank row may not toggle '<NULL>' in range text. Alsothe row may not be highlighted as selected in the grid.
NEW: Clients; Client Key Details updated to not show 'Other Contacts' block if there is nothing to show
The built in Client Key Details summary page Script has been updated to not show the 'Other Contacts' block if there is nothing to show.
NEW: Workflows; Workflow Summary updated to not show item 'User Defined' and 'Logs' blocks if there is nothing to show
The built in Workflow Summary Script has been updated to not show item 'User Defined' and 'Logs' blocks if there is nothing to show.
NEW: Elements; Accounting Ledger option to exclude Opening Ledger entries in Income Reports
Elements now include an option to include/ exclude "Opening" Accounting Ledger entries in Income Reports.
NEW: User Groups form; Account Ledgers filter added
An Account Ledgers filter has been added to the User Groups form.
NEW: Decision Cards; new Rule Type of 'Set Outcome'
A new 'Set Outcome' Rule Type is available to Decision Cards.
NEW: Australian Bank Import; ANZ Returned Items
A new Bank Import Service 'ANZ Returned Items' has been added.
NEW: General Ledger Interface; now handles 100% GST
The General Ledger Interface now handles 100% GST transactions, ie where the entire value is GST.
NEW: Reporting; Account Control Report; new option to show Transaction Statistics
A new option on the Account Control Report allows for Transaction Statistics to be shown.
FIX: Bank Account Import Service; Summary Script displaying incorrect info tip
Bank Accounts, Import Services; Bank Account Import Service wizard, Import page, Import Rule summary.
NEW: Log Extended details updated on Forms and Log Details reports
The viewing of Log Extended details has been updated on Log Forms and Log Details reports.
NEW: Client Employments can now record an Email address when not linked to an existing Client
A Client Employment can now record an Email address when not linked to an existing Client.
FIX: Permission Explorer; may error when setting permissions
The Tools, User Security, Permissions, Permissions Explorer may fail with the following error:
FIX: User Email address was limited in the User Interface to 50 characters
Entry of a User's Email address was limited in the User Interface to 50 characters. The database and business layer however allow an address of up to 255 characters to be recorded so the following forms have been updated to reflect this:
NEW: Account Standard Transactions; added PaymentMethodPk and Relationship to database
The Account Standard Transactions table, AccountStdTran, has been updated to include a new column "PaymentMethodPk".
FIX: Parameters; Entering a space at the end of a List may reset the insertion point to the start of the control
Entering a space at the end of a List (where the list is defined in a Parameter Set or set of custom Parameters) may reset the insertion point to the start of the control.
NEW: General Ledger Export; added DateClosedTo fields to database
The General Ledger Export now updates two new fields on the GLExport table when a "Date Closed To" is entered.
FIX: User Groups form; Branch and Entity filters shown regardless of whether licensed for these add-ons
The Branch and Entity filters were shown on the User Groups form regardless of whether licensed for these add-ons.
NEW: User Groups form; buttons added to validate custom Client and Account filters
A button has been added to the custom Client and Account filters on the User Groups form to validate the SQL.
NEW: Bank Suspense Items; Items transferred to General Ledger can now be flagged as "Deleted"
Bank Suspense items that have been transferred to General Ledger, but not yet allocated, can now be flagged as "Deleted".
NEW: Workflows; Tag property added to finWorkflowItem business layer object
A Tag property has been added to the finWorkflowItem business layer object. This can be used by Scripts.
FIX: Account Wizard Validator Scripts; Log dates overwritten
Using a wizard validator script does not allow the Log date and Action date to be changed for various Account wizards. This is because the program resets what the script does.
NEW: Workflows are now processed immediately from various places
When adding a new Workflow via the New Workflow wizard, a checkbox on the first page allows the Workflow to be processed upon being added.