Release History
finPOWER Connect 1.06.08
NEW: Workflow Types; Default Initialisation Method changed to 'Add First Item Group'
The default Initialisation Method for new Workflow Types has been changed to 'Add First Item Group'.
NEW: Bank Export services; new "WBC All Payment Type" Export Service added for Australia
A new Bank Export service "WBC All Payment Type" has been added for Australia. This supports the Westpac Bank's All Payment Type (APT) 'DOM' and 'RTGS' Direct Credit files.
NEW: Transaction and Bank Transaction batches; now support an option to ignore Entity date checks
Transaction and Bank Transaction batches now support an option to ignore Entity date checks. This allows transactions to be backdated prior to the begin date and future dated past the end date.
NEW: Workflows; built-in Workflow Key Details Script now has constants
The built-in Workflow Key Details Script now has constants.
FIX: XML Import timer was not disabled when the MDI was disabled
Certain processed, e.g. running Account Processed disable the MDI (main finPOWER Connect) interface and also prevent timers such as the Task Manager alert from running.
FIX: Application Shortcuts; Editing a 'Queue' Application Shortcut does not set 'AutoRun' parameter
Editing a 'Queue' type Application Shortcut via the Application Shortcut form (Toolbar Item or Taskpane Item wizards) does not set the 'AutoRun' parameter.
FIX: Account Types; default settings updated for new Account Types
The default settings for new Account Types have been updated as follows:
NEW: General Ledger Export; added "BankExportPk" to "Universal" export type
When exporting Bank Transactions in the General Ledger Export, Bank Transactions are either sent through individually or grouped by Lodgement/ Bank Export (eg as in a Direct Credit or Debit batch). This matches the Bank Statement detail in the Cash Book.
FIX: Importing sample Decision Card gives warning about Script 'DO' not existing
Importing the sample Decision Card file 'DecisionCard_100PtCheck_AU.xml' gave a warning about Script 'DO' not existing.
FIX: Statement VBA document; fails to run in standalone mode
The Statement VBA document fails to run in standalone mode. It errors with a "Failed to open ADO Recordset" message.
FIX: Account form, Financial page, Other Interest; showing Other Interest Rate when Account Type does not use
If an Account was created when the Account Type's setting for Other Interest is set to "Custom", and subsequently the Account Type is changed to "Not Applicable" - Other Interest stops being charged on the Account.
FIX: Task Manager; folder listing a Workflow for a filtered out Account causes unhandled exception
A Task Manager Workflow folder listing a Workflow for a filtered out Account causes unhandled exception.
FIX: Reporting; Workflow Type Details report; fails with 'Index was out of range' error
The Workflow Type Details report may fail with the following error:
NEW: Workflows; built-in Workflow Summary Script now shows Account Alert Message
The built-in Workflow Summary Script now shows an Account's Alert Message at the top of the 'Account' block.
NEW: Workflows; built-in Workflow Summary Script now has a constant to show 'Skipped' items
The built-in Workflow Summary Script now has a constant to show 'Skipped' items.
FIX: Business Layer; ProperCase function not returning expected result
The Business Layer ProperCase function, found under Runtime.TextUtilities is not always returning the expected result.
NEW: Exporting Admin records now defaults the export File Name
Exporting Admin records via the 'Export' action of the form now defaults the export File Name to ObjectType_Code.xml, e.g., Document_AA.xml.
FIX: Right-clicking to paste codes into range fields may result in the text being changed if Caps Lock is on
Right-clicking to paste codes into range fields may result in the text being changed if Caps Lock is on or if shift is held when clicking.
NEW: Bank Transaction List Query; add more columns for payment details
The Bank Transaction List Query, and therefore Export for the Bank Transaction List, now includes individual columns for the payment details.
NEW: Fixed Term, Floating Rate Loans; new Floating Rate Loan Payment Review wizard
New Floating Rate Loan Payment Review wizard.
FIX: Transaction Reverse; was not respecting Entity Transaction "Begin" date
When reversing a non-Bank Transaction the Entity "Transaction Begin date" was not respected.
FIX: Branches; Cannot edit a Branch if not licensed for the Branches Add-On and the New Database wizard has not been run
When attempting to edit a Branch if not licensed for the Branches Add-On and the New Database wizard has not been run, the following error may be shown:
NEW: Spellchecking; Spell Check form no longer flashes up if no spellings to correct
The Spell Check form would flash up on the screen and then disappear if there were no spellings to correct. The form is now only shown when a spelling is found to correct.
NEW: HTML Summary pages; clicking on a summary page and pressing backspace will show an unwanted navigation message
Clicking on an HTML summary page and pressing backspace will show an unwanted navigation message where the browser control is attempting to navigate back to a previous, non-existent page.
FIX: Account Security Analysis Report; may fail with an "Object reference not set to an instance of an object" error
The Account Security Analysis Report may fail with the following error "An unexpected error occurred running Report 'Account Security Analysis Report'. Object reference not set to an instance of an object.".
NEW: Spellchecking enabled in serveral wizards
The following wizards now spellcheck based on the User Preference for Notes and Reason fields where applicable:
NEW: Documents; How to modify a Word VBA document to produce one document per Account when printed via Report Explorer
Documents can be configured to run either via Logs (e.g., from the Create Document page of the Accounts form) and/ or from the Report Explorer.
FIX: Report Templates; Bank Transaction List does not fire "DataSetUpdate" event
The Bank Transaction List did not fire the "DataSetUpdate" event when it was the source report for a Report Template.
FIX: Shared User Data; User or Role Ids containing dashes may cause incorrect sharing
Sharing User Data, e.g., saved report settings with a User or Role where the Id contained dashes or wildcard characters may have caused incorrect sharing.
FIX: Payment Arrangements; may cause incorrect handling of an expected payment
After completing a Payment Arrangement, an Account may incorrectly show an expected payment.
FIX: PPSR G2B; If a pending transaction exists, you may be unable to perform any other transactions for a Financing Statement
If during communicating with the New Zealand PPSR G2B system, no response is received or a User's PC crashes, the record of the transaction is left in a 'Pending' state.
NEW: Account Types; Rules grid now displays Conditions and Actions columns
The Rules grid on the Account Types form now displays Conditions and Actions columns. These columns are also included in the Account Type Details report.
NEW: Overriding Payments; date ranges allow invalid ranges
Overriding Payment date ranges allow invalid ranges, eg "?1/6/2013-30/4/2013". This doesn't cause any real issues, however the invalid range is saved and is shown as "Invalid Range" - which can be confusing to the user.
NEW: Account Payment Arrangement; added Source to Audit record
Account Payment Arrangements now record a Source on the Audit record.
NEW: Workflows; new business layer method to get the Next Workflow Item
The finWorkflow business layer object now has a GetNextItem() method which returns the next Workflow Item with a Status of 'Not Started' or Nothing if there is no next item.
FIX: Reporting; Account Control Report; Group headings not showing
Under certain circumstances, e.g., when not licensed for the Entities Add-On, group headings on the Account Control Report were not showing.
NEW: Log forms; Now focus on subject field if a record code is present
The following Log forms now focus on the subject field if a record code is present, e.g., when editing an existing Log or adding from the record form (e.g., the Accounts form):
NEW: Documents; HTML type Documents can now specify a 'template'
HTML type Documents can now specify a 'template' which can then be used in the Document's Script instead of building the HTML internally.
FIX: Reporting; Workflow Type Details report; now has options to show Constants and User Defined details
The Workflow Type Details report now has options to show Constants and User Defined details.
NEW: Account Restructure; can now be completed if a Payment Due transaction exists on the same day as the Restructure
Previously an Account Restructure could not be processed if any non-reversed Transactions, excluding Payments Received, were dated on or after the Restructure date.
NEW: Account Transaction and Schedule Summaries; now shows information if Transaction is prior to current Restructure
Account Transaction and Schedule Summaries now shows an information warning if the Transaction is prior to current Account Restructure. This helps identify those Transactions that have occurred on or after an Account Restructure.
FIX: Parameters; Lists with a Max Length of 1 are too narrow to see entered text
List type Parameters with a Max Length of 1 are too narrow to see entered text.
FIX: Record dropdown on forms may not reload record
Under the following situation, the Record dropdown on forms may not reload the record (the Documents form is used in this example but it applies to all record-based forms):
NEW: Documents; 'Run Document' action added
A 'Run Document' action has been added to the Documents form.
FIX: Account Disbursements (and others); masked Bank Account Number shows "Invalid character '*'" error
In the Account Disbursements drilldown form, masked Bank Account Numbers show an "Invalid character '*' in Bank Account number." error in the information box.
FIX: Account Import; various enhancements
Various enhancements have been made to the XML Account import.
NEW: Document Create and Email Message wizards; can now preview full HTML Emails
Document Create (e.g., Create Account Document) and Email Message wizards can now preview full HTML Emails.
NEW: Workflow Account document scripting; "GenerateMessage" event runs multiple times
Workflows, creating an Account document fires the "GenerateMessage" event multiple times.
FIX: Accounts, Payments page; Cannot delete bank matches that include an ampersand '&'
On the Accounts, Payments page, bank matches that include an ampersand '&' cannot be deleted.
NEW: Account Payment Arrangements; new option to process Payments Due on Arrangement date
There is a new option to automatically process Payment Dues when making a Payment Arrangement.