Release History
finPOWER Connect 2.00.00
NEW: Scripts; New Script type to allow standard Summary Page blocks to be overridden
A new Script Type, 'Summary Page Standard Block Override' has been added to allow standard Summary Page blocks to be overridden.
NEW: Built-in Summary Pages updated to Version 2 Summary Pages
The built-in Client Key Details Script has been updated to a Summary Page (version 2) type Script.
FIX: Security Item List Report; not populating Serial Number column for Motor Vehicles and Insurance types
The Security Item List Report was not populating the Serial Number column for Motor Vehicles and Insurance security types.
NEW: Page Sets; DBComboBox now integrates to Quick Search
DBComboBox type Page Objects now integrate into the new Quick Search as follows:
FIX: Bank Account, Payment Method; Other page shows Direct Debit settings if not licensed for the Advanced Banking Add-On
On the Bank Account, Payment Method drilldown form, Other page, Direct Debit settings are shown even when NOT licensed for the Advanced Banking Add-On.
NEW: Banking Details; updated tags used in Banking References for Client and Accounts
Banking Reference "tags" have been updated and made consistent between Clients and Accounts.
FIX: Creating SQL 2012 Address Database fails with permission error
Creating a SQL Server 2012 Address database fails with the following error when attempting to set permissions:
NEW: Archives; Closed Accounts can now be archived individually and via the Purge
Closed Accounts can now be archived individually and via the Purge wizard.
NEW: Security Items; now include full Address details rather than a simple text "Location" field
Security Items now include full Address details rather than a simple text "Location" field.
NEW: Logs can now store User Defined data
The following types of Log now have a UserData property that can be used by Scripts etc to store User Defined data with the Log record:
FIX: Account Statements; after a Restructure the next statement's from date is incorrect
After a Restructure the next statement for an Account has the incorrect "From Date".
FIX: Business Layer; finBatchBank.ExecuteCommit may fail with a "Cannot commit an unsaved batch" error
The finBatchBank business layer object's ExecuteCommit method may fail with a "Cannot commit an unsaved batch" error.
NEW: Transaction Entry; default Reference, Value and Notes from Element now applied
In Transaction Entry the Reference, Value and Note columns are now updated from the Element's Transaction defaults when the Element is changed.
FIX: Account Payment Transfer wizard; Account dropdown not pouplated on the Transfer details page
In the Account Payment Transfer wizard, Transfer details page, the Account dropdown was not populated.
NEW: Web Configurations added
The ability to define and use special 'Web Configurations' has been added.
NEW: Account; added new columns on the database to store declined/ unwanted "By Whom" and "Reason" details
New columns have been added to the Account table to store declined/ unwanted "By Whom" and "Reason" details.
NEW: Account table; add denormalised totals for Advances, Deposits, Costs and Refinance transactions.
Totals for Transactions have been added to the Account table. These denormalised totals can be used to get totals for the Account without having to sum Transaction records - resulting in better performance within finPOWER Connect.
FIX: Account, Date Closed; not being nulled when Status changes from Declined/ Unwanted to Quote
The Account's "Date Closed" was NOT being nulled when it's status changed from Declined/ Unwanted to Quote.
FIX: New Client Wizard; Company Clients now set Salutation and Addressee from Global Settings default
When adding a new Client, if the Client is a Company or Sole Trader, the Addressee and Salutation now are set to the Person Acting details based upon the Global Setting defaults.
FIX: Account Close/ Refinance wizard; Notes not defaulted from Information List
In the Account Close wizard the "Notes" field on the first page is not defaulted from its Information List when the "Method" is changed.
FIX: New Client wizard; Communication flags and Tax Category not being updated correctly
Several issues have been fixed in the New Client wizard.
NEW: New Company Wizard; if licensed for Disbursements now adds XPAY and XWDL elements
In the New Company Wizard, if licensed for Disbursements, finPOWER Connect now adds XPAY and XWDL elements. It also links these to Account Types where relevant.
FIX: Entities; when not licenced for Advanced Banking "Allow Direct Debits on any date" still shows
When not licenced for Advanced Banking, "Allow Direct Debit processing on any date?" should not show under Entities, Calendar page.
NEW: New Company Wizard; Entity start of Financial/ Tax Year always set to April
The New Company Wizard always set the start of Financial/ Tax Year for Entities to April.
NEW: Page Sets; You can now print a Grid from Script code
Grids on a Page Set page can now be printed from Script code.
NEW: Page Sets; Text Box can now show a Range Lookup to display a Standard Range
Text Box type Page Objects can now call (via Script) a method to display a Range Lookup form, e.g., to select a range of Account Types.
FIX: Account Processes; Processing Overdue Rules may continue even if rule fails
Processing of Overdue Rules for an Account may continue even if a rule fails.
NEW: Summary Pages no longer refresh HTML when not required
When moving between pages on a form that includes summary pages, e.g., the Clients form with a 'Key Details' page, every time the summary page was displayed, the HTML would be reloaded thereby losing any text selections etc.
FIX: Embedded Web Browser now disables JavaScript errors
When loading content, e.g., external content in an IFRAME, the Embedded Web Browser (used for Summary Pages etc), popup JavaScript errors may be shown. These are now disabled.
NEW: Clients form; Profile page; New Global Settings to define 'Other' captions
A new section 'Define Profile Other captions' has been added to the Global Settings, Clients, General page.
NEW: Web Service Client Certificate changes
Client Certificates are used by the following services:
NEW: Archived Accounts; now supports Document Manager/ Files page
Archived Accounts now support a Document Manager/ Files page.
NEW: Account Type table; move InterestRateTablePremium and StartupInterestRateTablePremium to separate columns
finPOWER Connect stored "InterestRateTablePremium" and "StartupInterestRateTablePremium" in the Properties XML column of the AccountType table.
NEW: Account Calculation table; move InterestRatePremium and StartupInterestRatePremium to separate columns
finPOWER Connect stored "InterestRatePremium" and "StartupInterestRatePremium" in the Properties XML column of the AccountCalculation table.
NEW: AccountCalculation table; remove OtherInterestType and OtherIntRateTablePk columns
The OtherInterestType and OtherIntRateTablePk columns have been removed from the AccountCalculation table.
NEW: Account Calculation table; add separate Original Maturity Date
For Revolving Credit Loans the Maturity Date may change. The "Opening" row under Financial page should show the original Maturity date.
FIX: Account Detail Report; Maturity Date not showing for Revolving Credit Loans
The Maturity Date was not showing for Revolving Credit Loans in the Account Detail Report, Financial section - when "HTML Summary Page?" unchecked.
NEW: Database "Master Clear" added
A facility to remove Account, Client, Security, Transaction, Audit and other information has been added. It does not remove "Admin" data, including External Parties.
NEW: Workflows; Workflow Search form now has an option to only show 'Open' Workflows
The Workflow Search form now has an option to only show 'Open' Workflows.
NEW: Page Sets; Number Box now has a 'Special Type' allowing Currency and Percentage formats
Number Box type Page Objects now have a 'Special Type' allowing Currency and Percentage formats.
NEW: Key Details Summary pages; show ExternalId where relevant
On the Client, Account and Security Statement forms, key details page, the External Id is now shown.
NEW: Page Sets; Caption for Cancel and OK/Finish buttons can now be specified
The caption for the Cancel and OK/Finish buttons can now be specified on the Options page of a Page Set.
NEW: Page Sets; CheckBox can now be styled as an 'Option Button'
CheckBox type Page Objects can now be styled as an 'Option Button'.
FIX: Account Processes; "OverdueRulesPre" script is now passed in the "Process To" date
The "OverdueRulesPre" script used in Account Processes is now passed the "Process To" date.
FIX: Page Sets; Change event not working for TextBox
The Change event was not working for a TextBox type Page Object in a Page Set.
FIX: Page Sets; Custom button icons set from code may display an invalid icon
Page Objects with custom buttons set via code may display an invalid icon.
FIX: Workflows; Cannot save new or execute existing 'Decision Card' item
Workflow Type Items that use a Decision Card fail to save (or execute if an existing item exists for the Workflow Type). An error similar to the following may be reported:
NEW: Security Types; Boat base type, Type information list had incorrect Tooltip
Under Security Types, Boat base type, the Type information list had an incorrect Tooltip.
NEW: Global Settings; Client.Search page moved to General.Search
Under Global Settings, the Search page under the Client group has been moved to part of the new Search page under the General group.
FIX: Account deletion; was not removing records in DocumentManagerFile table
When deleting an Account, records in the DocumentManagerFile table were not removed.