Release History
finPOWER Connect 1.06.04
FIX: Account Payment Arrangements; overriding payments may incorrectly be shown as "used"
When entering overriding payments, eg promises, in the Account Payment Arrangement wizard they may be incorrectly shown as "used", ie not struck through.
FIX: Payment Arrangements; Promises and Additional payments no added as Direct Debits as expected
finPOWER Connect includes a rule when generating expected Payments for future payment dues that if a Payment is dated on or after when the payment is due it will not be classified as expected. In other words, if there has been a payment on the account the...
FIX: Account Schedule form; Preview does not display for selected row
If the Account Schedule form has been configured to display a preview of the current row, this preview does not appear (if shows a blank page) when the form is first opened from the following locations:
FIX: Client Statistics; Import/ Export issues
The following changes have been made and issues resolved regarding Client Statistics when exporting and importing a Client record:
NEW: Logs; Summary text shown in Form Header is now available from the business layer
The following business layer Log objects now have a GetSummaryText method:
FIX: Grids; deleting multiple items may result in 'Failed to remove item from collection. Invalid index.' error
Deleting multiple items from a grid may result in the following error:
FIX: Bank Entry; Moving items to suspense fails with 'No record was deleted. This record may have been deleted or edited by another User.'
Moving items to suspense may fail with the following error:
FIX: Account, Key Details; incorrectly shows Bank Transactions waiting for export when there aren't any
On the Account, Key Details summary page the Warnings block incorrectly shows Bank Transactions waiting for export when there aren't any to export.
FIX: Account Payment Arrangements; Accounts with Residual Value and/or Payments in Advance not calculating correctly
In the Payment Arrangement wizard, an Account with a "Residual Value" may not calculate correctly. It depends upon whether or not the Account is pre or post Maturity and whether or not Payments are in Advance.
FIX: Account Withdrawal; inbuilt summary page script updated
The Account Withdrawal inbuilt summary page script has been updated as follows:
FIX: Bank Imports; Will no longer write a Bank Match if reference is blank
Some bank imports were writing a bank match that was not unique.
NEW: Bank Accounts, Import Services; Import Service added for WBC RECall (AU)
A new Bank Import has been added to support the importing of Westpac Banking Corporation (Australia) RECall files.
FIX: Bank Import Rule; Filter elements to be the same element type as the Import Service's Transaction Type element
The Element on an import rule must have the same element type as the Transaction Type specified on the Import Service.
FIX: Bank Entry wizard; Element Description column on the splits tab can be edited
In the Bank Entry wizard, the "Element Description" column on the splits tab can be edited - it should be read-only.
FIX: Bank Account Import Service; Transaction type change not reflected in the Import rule drill down
Editing an Import Service transaction type, the change was not reflected in the import rule form when you drilled down to the import rule.
FIX: Importing Clients doubles up Employment records
Importing Clients doubles up Employment records when updating an existing Client.
NEW: Information Import; Warnings are no longer given if a Client item has not been updated
Importing a Client no longer produces a warning reporting that certain items (e.g., AKAs) have been updated when the imported information matches that already in the database.
FIX: Bank Import; Australian Databases, ANZ Returned Items not clearing alternate bank match
The bank import for ANZ Australia Returned Items clears the alternate bank match as this file import is for returned items.
FIX: Securities Register PPSR Add-On; Australian Databases, Global Settings, Securities PPSR B2G page; Spelling mistake when initialising B2G User
Clicking on the 'Initialise' button will open the Initialise PPSR B2G User Name and Password form.
FIX: Import Bank Transactions; Progress screen refers to export instead of import
When importing bank transactions the subheading on the Progress page was displaying:
FIX: Bank Imports; Assigning Elements to unmatched transactions
When importing bank transactions, the transactions that were matched to an Account had the Import Rule's overriding element assigned to it. If the Transaction was not matched to an Account, this transaction had the default element assigned to it. This h...
FIX: Export Information; Exports to the incorrect location if no path specified
The Information Export wizard exported to the Document Folder rather than the Export Data folder and the Information Import wizard also default the wrong folder.
FIX: Export Bank Transactions; Fails if path is specified as part of the File Name
Exporting Bank Transactions fails if a file path is specified with the File Name.
FIX: Import Bank Transactions; matching of Transactions enhanced
Several enhancements have been made to Bank Transaction import matching.
NEW: Australian Databases; Bank Branches validation has been updated
The following changes have been made to the Australian Bank Branch validation:
NEW: Securities Register PPSR Add-On, Australian Databases; Clear B2G Username and Password
Functionality has been added to clear out the PPSR B2G Username and Password from a database.
NEW: User Preferences; Saving now updates the Timestamp field on the User table
Saving User Preferences (the finSettingsUser business layer object) now updates the Timestamp field on the User table.
FIX: Bank Account, Import Service, Options page; Spacing incorrect for Bank Account Match controls
A large gap appeared between the Bank Account Number 'Match' combo box and 'Other options' label.
NEW: Bank Accounts, Pre-configured Import Services
Bank Import Services that are purely for returned/declined transactions, the pre-configured service's Import Rule has the following setting defaulted to False:
FIX: New Company wizard; Spelling errors corrected in Identification Types
The following spelling errors have been corrected in the Identification Types created in the New Company wizard for Australian databases:
FIX: Bank Accounts, Export Services; Error message not displaying invalid Merchant Id
If an export service was set up with an invalid Merchant Id then when the Bank Transactions were Exported, two of the export services where not displaying the invalid Merchant Id in the error message.
NEW: Securities Register PPSR Add-On Australia; Security Type Class Commercial Aircraft removed
An Australian PPSR Security Class has been removed, Commercial Aircraft, (Enum: iseSecurityCollateralClassBase.AU_Com_Aircraft).
FIX: Securities Register PPSR Add-On, Australian Databases; Display chargeable activity message for Amendment
When the user selects to Amend a Registration via the Security Item form, a warning message is displayed that an amendment is a chargeable activity.
NEW: Workflows; Warning now displayed to indicate that a Document set to 'Publish Immediately' will not be published since the Document has a default Publish Status of 'Open'
Document type Workflow Type items can be set to 'Publish Immediately'. If however the Document itself has a default 'Publish Status' of 'Open' rather than 'To Send', the Document will never be published immediately.
FIX: Importing a Client to update an existing record fails with 'Index was outside the bounds of the array.' error if Client includes AKAs
Importing a Client to update an existing record fails with an 'Index was outside the bounds of the array.' error if the Client being imported and the Client being updated both include AKAs.
NEW: Securitisation; New business layer method to update UserData
A new business layer method has been added to update the 'UserData' field for an Account Securitisation record.
NEW: Bank Accounts, Bank Import, Import Rule supports Disbursement Accounts
Import Rules for Bank Imports now allow imported transactions to be matched to Disbursement type Accounts.
FIX: Workflows; 'Cannot add zero-length key to collection' error in built-in Workflow Summary Page
Workflow Summary Page may fail with 'Cannot add zero-length key to collection' error.
FIX: Error form not displaying full error message when trying to delete Admin records
When trying to delete a record from an Admin Library the error form was not displaying the full error message.
FIX: Payment Arrangement Wizard, fails with error when Payment Cycle is limit to list on Account Type
The Payment Arrangement wizard fails with an error when the Payment Cycle is limited to list on the Account Type and the Account's Payment Cycle is Monthly.
FIX: Account Suspension changes; Audit record now written as a simple detail rather than change details
Previously, when committing Account Suspension details, the audit and log records record as a "change" detail - but there were no original details saved.
FIX: Account Close; Unposted Facility Fee default not correct when suspended
If an Account's facility fee is suspended then the Account Close and Refinance wizards do not calculate the Facility Fee if not suspended correctly.
FIX: Account Payment Arrangement wizard; shows Disbursement Accounts in the dropdown list of Accounts
The Account Payment Arrangement wizard shows Disbursement Accounts in the dropdown list of Accounts.
NEW: Workflow Types; New Recall Event added for 'Account Restructured'
A new Workflow Type Recall Event, 'Account Restructured' has been added.
FIX: Securities Register PPSR Add-On, PPSR G2B Update; Filter label incorrect when not licensed for Branches
When not licensed for the Branches Add-On, the optional filter label on the first page of the PPSR G2B Update wizard displayed:
FIX: Process, Run Account Processes; May fail with error 'No value given for one or more required parameters'
Account Processes may fail with the following error:
NEW: Process, Run Account Processes; New option to run a number of days in advance
A new setting has been added to allow Account Processes to be run a number of days in advance for Payments Due and Standard Transactions. This has been added to allow Direct Debits to be processed a number of days in advance to ensure that the file is up...
NEW: Reporting; Reports updated to work with Account Restructure
The following reports have been specifically updated to work with Account Restructure:
FIX: National Bank Directlink Bank file import; some Dishonours not importing correctly
When importing a National Bank Directlink Bank file, some Dishonours were importing the dishonour reason and particulars incorrectly.
NEW: Account Restructure; added new Account Restructure facility
Added Account Restructure facility for Fixed Term Loans.