Release History
finPOWER Connect 2.00.00
NEW: Built-in Account Key Details Summary Page updated to Version 2
The built-in Account Key Details Script has been updated to a Summary Page (version 2) type Script.
NEW: Enterprise Edition licensing option released
The finPOWER Connect Enterprise Edition licensing option has been released.
FIX: Reports; Formatting adjustments made to accomodate different rendering with upgraded version
The version of Active Reports has been upgraded and appears to render text slightly differently. The following adjustments have been made to accomodate this:
NEW: Securitisations; Securitisation Type added
A 'Securitisation Type' can now be specified in the Securitisation Allocation and Securitisation Activation wizard.
FIX: Sending SMS or Email messages may default to a Linked Client
Sending an SMS or Email message presents the User with a list of SMS or Email contacts and defaults the Phone Number or Email Address if possible.
FIX: Account Processes; scripts now include failure result in Error page
Account Processes can run scripts. If the script errors or returns a failure result this information is now included in the Errors page.
NEW: Bank Accounts, Import Services; Import Service added for WBC Corporate Online CSV format
A new Bank Import has been added to support the importing of Westpac Banking Corporation Corporate Online CSV files.
NEW: Workflow Type Item Summary Page updated
The built-in (and not User-modifiable) Workflow Type Item Summary Page has been updated.
FIX: General Ledger Export; may export unlodged Cash and Cheque transactions
In the General Ledger Export, finPOWER Connect incorrectly exports unlodged Cash and (inward) Cheque transactions.
FIX: Payment Arrangements; Promises may be incorrectly failed
A Payment Arrangement promise may be incorrectly failed, even if paid, under some circumstances.
NEW: Account Clients; order of fields, columns updated
The order of checkboxes when entering a Client for an Account has been updated. The order is:
FIX: External Party Commissions; a Commission with a Basis of "None" causes an Unhandled Exception Error when opening an Account
When opening an Account an unhandled exception occurs if an External Party Commission rule has a Basis of "None". The error is "Object reference not set to an instance of an object.".
FIX: ISSelectQueryBuilder.Clone does not add Alias to joined tables
When using the Clone method of the ISSelectQueryBuilder object, the resulting, cloned, ISSelectQueryBuilder object does not retain any aliases for joined tables.
FIX: ISSQLWhereBuilder; BlockBegin 'notBlock' option not working as expected
When using the BlockBegin method of the ISSqlWhereBuilder object (e.g., as part of the SqlWhere clause in an ISSelectQueryBuilder) and specifying that the block should be a NOT block, the SQL WHERE clause generated was not as expected. It simply put 'NOT'...
NEW: Task Manager; Add Workflow buttons added
Buttons to add a new Workflow have been added to the following Task Manager grids:
NEW: Summary Pages; Account Client Summary updated to Summary Page (version 2) Script and now displays Account Client information
The built-in Account Client Summary Script has been updated to a Summary Page (version 2) type Script.
NEW: Grids; New User Preference to save Grid Layouts on demand rather than when a Form is closed
A new setting has been added under Tools, User Preferences, General, User Interface. This setting is 'Save Grid Layouts when Form is closed?' and, when not checked, means that Grid Layouts will not be saved when a Form is closed. They will be saved when t...
FIX: Advanced Banking; User Preference option to check 'Direct Debits' upon closing should not be visible
When not licensed for the Advanced Banking Add-On, the Tools, User Preferences, Tasks (or Tasks & Workflows), Start Up/Shut Down was still showing the option to 'Show a warning if the are Direct Debits waiting to be exported'.
NEW: Clients; Bank Accounts can now record a 'Friendly Name' to help identify them
Clients Bank Accounts can now record a 'Friendly Name' to help identify them, e.g., in external applications.
NEW: Client Key Details Summary Page; Constants added to show Overdue columns and Totals row
The following columns have been added to the built-in Client Key Details Summary Page Script:
NEW: Permission keys added to prevent Users from editing Toolbars and the Taskpane
The following permission keys have been added to prevent Users from editing Toolbars and the Taskpane:
NEW: Task Manager; Search enhancements
The textbox in the bottom right of the Task Manager form which allowed searching for an Account/ Workflow has been removed and replaced with a Search button (shortcut key F6) under the Task Explorer.
NEW: Summary Pages; Account Withdrawal Summary updated to Summary Page (version 2) Script
The built-in Account Withdrawal Summary Script has been updated to a Summary Page (version 2) type Script.
NEW: Summary Pages; Account Status Summary updated to Summary Page (version 2) Script
The built-in Account Status Summary Script has been updated to a Summary Page (version 2) type Script.
FIX: Scripts; Execute Script wizard does not scroll parameters pages if parameters do not fit
The Execute Script wizard does not scroll the parameters pages if parameters do not fit, e.g., if Standard Account parameters have been included.
NEW: MotorWeb; Basic Vehicle Information (BVI) Report added
In addition to the MotorWeb VIR Report, an option has been added to create a Basic Vehicle Information (BVI) Report. This is a lower cost option but only includes basic vehicle information.
NEW: Summary Pages; Account Payment Summary updated to Summary Page (version 2) Script
The built-in Account Payment Summary Script has been updated to a Summary Page (version 2) type Script.
FIX: New Account wizard; Warnings page needs updating for Revolving Credit Loans
In the New Account wizard the Warnings page needs updating for Revolving Credit Loans.
NEW: Web Service calls now fail if in a database transaction
No Web Service calls should ever be made within a database transaction since they may cause locking on the database.
FIX: Account Close wizard; Wizard Validator script fails to update Payment details
The Wizard Validator script for the Account Close wizard may fail to update Payment detail properties if the Balance Due is negative, i.e. a Refund.
NEW: Account List and Account Search forms; Purpose and Source columns now available
Purpose and Source columns can now be added to the grids on the Account List and Account Search forms.
NEW: Client Personnel; selecting a Client does not copy back their Occupation
Selecting a Client in Client Personnel does not copy back their Occupation.
FIX: Decision Card; 'If' Rule not saving Description
'If' type Decision Card Rules were not saving the Description.
FIX: SMS; TxTStream New Zealand (.NET V2 interface); first message sent always fails
The first SMS message sent after running finPOWER Connect using the 'TxTStream New Zealand (.NET V2 interface)' SMS provider always fails.
NEW: Page Sets; Grid Page Objects now support a button strip
Grid type Page Objects now support a button strip. As per other Page Objects, up to three buttons can be defined via the Page Object wizard but more can be added and handled from Script code.
FIX: Database combobox; if User Preference "Use Client dropdowns" unchecked Name is not refreshed under some circumstances
Under User Preferences, General, Performance page there are settings "Use Client/ Account/ etc dropdowns?".
FIX: Monitor Category update; AccountFunctions.MonitorCategoriesUpdate allows Reference of "Restructure"
The Business Layer function AccountFunctions.MonitorCategoriesUpdate allows a Reference of "Restructure" to be used.
FIX: Workflow Types; Decision Card of source 'Account' failed validation
Workflow Type Items using a Decision Card of source 'Account' failed validation and could not be used.
NEW: SMS and Emails can now include tags for Client Email and Phone Number
The following tags are now available in places where tags can be used (e.g., sending an SMS or Email):
NEW: SMS Messages; Character count now shown when previewing message with resolved tags
The number of characters used for an SMS Message is now displayed along with the preview with any tags resolved (e.g., Client's Name).
NEW: AccountTransaction table; add ProcessedExternal3 column (indexed)
Added ProcessedExternal3 column to the AccountTransaction table - indexed.
NEW: Application folder added to Help About and Debug Window forms
The Application folder is now displayed on the Help About form and Debug Windows form, Information page.
FIX: Loan Overdue Reminder Letter 1; Administration Fee paragraph prints in a different font to rest of the document
The Loan Overdue Reminder Letter 1 Administration Fee paragraph prints in a different font to rest of the document.
NEW: Select Query Builder business layer object now has a new method to add an asterisk
The ISSelectQueryBuilder's Fields collection now has an AddAsterisk() method to make creating queries that use the syntax "Select * From" more readable.
FIX: New Database wizard; creating a new SQL Server database may give a simple error "Failed to get Server Group List." when refreshing Group
In the New Database wizard, Destination page for a SQL Server database, clicking the "Refresh" button on the "SQL Server Login Group" may give the error "Failed to get Server Group List." when refreshing the Group.
NEW: Account Credit Bureau Defaults; Split Status into two comboboxes
In both the individual and bulk Account Credit Bureau Defaults, the Status field has been split into two items.
NEW: Account Processes; option added to update Overdue Days on Accounts
For performance reasons the Account table includes two denormalised columns, OverdueFromDate and OverdueCFromDate. These can be used to display the number of days the Account has been overdue, e.g. as used in the Task Manager.
NEW: Bank Accounts; add Banking and Processing days calendar
Previously the Entity defined the Banking Days Calendar and whether Direct Debit processing could occur on any day.
NEW: Accounts; each client now has a "Privacy Consent" checkbox
Each Client on an Account now has a checkbox "Privacy Consent". This can be used to indicates that a signed privacy consent form has been obtained from the client.
NEW: Credit Bureau Defaults; new option to Suspend an Account from Credit Bureau Defaults
A new option has been added to suspend an Account from Credit Bureau Defaults.