Release History
finPOWER Connect 2.03.03
FIX: Workflow Key Details Summary Page (version 2); Account block, Guarantor Clients not shown
On the Workflow Key Details Summary Page (version 2), Account block, only "Owner" Clients are shown. In the version 1 Summary Page Guarantors are also shown.
FIX: Payment Standard Transactions; Direct Debits not processed correctly where Account's Overdue Balance is greater than or equal to its Balance
Payment Standard Transactions paid by Direct Debit should create Bank Transactions immediately when processed in Account Processes.
FIX: Scripts; Web Service (Web API); Web Service properties not exported correctly
None of the Information contained on the Web page of the Scripts form was not being exported correctly when the Script was exported. This included the Web Service Name, the "Web Roles" and "Allow Anonymous access" sections.
NEW: "WBC RECall" Bank Import format; enhanced to "optionally" support Account Code check digits
The "WBC RECall" Bank Import format has been enhanced to support Account Code check digits - as specified under Global Settings, Accounts group, General page.
FIX: New Account wizard; "Payments" control on Financial page does not show
In the New Account wizard, Financial page, the "Payments" control may be missing. This occurs under the following scenario:
FIX: New Account wizard; Rate Table not defaulting for a Revolving Credit Loan
In the New Account wizard, the Rate Table may not default for a Revolving Credit Loan. This occurs under the following scenario:
FIX: Grid; Copy cell above (ditto) should not work for read-only columns
Grids include a "Copy cell above (ditto)" function. To use, right click on a cell and click "Copy cell above (ditto)" or press Ctrl+O.
FIX: Account Restructure; may not charge Interest after original maturity date
In the Account Restructure wizard, Interest may not be included, i.e. charged, after the current Maturity Date. This issue occurs if the Account Type setting, Interest Options, Interest post maturity is set to "Do not Charge".
FIX: finAccountTransactionAdjustment Business Layer object; add optional optimisation to AccountTransactionLoad function
An optional parameter to finAccountTransactionAdjustment.AccountTransactionLoad function has been added for optimisation purposes.
NEW: Pools; new option added for auto-sequenced Pool codes
Pool codes can now be auto-sequenced.
NEW: Process Direct Debit Payments; summary page updated to version 2 Summary Page
The Summary Page for the Process Direct Debit Payments wizard has been updated to a version 2 Summary Page.
FIX: SQL Server Databases; cannot open a database in Exclusive mode
Cannot open a SQL Server database in Exclusive mode.
NEW: Australian Bank Account Numbers; changed the way the number is masked
Previously Australian Bank Account Numbers were masked by replacing all but the last 4 digits with "*".
NEW: General Ledger Export; new options to not export Branch and Department (where applicable)
There are new options for the General Ledger Export to not export Branch and Department information.
FIX: Information Lists; importing the list of items may not import the 'Alternate/Display Value' details
When adding or editing Information Lists, importing the list of items may not import the 'Alternate/Display Value' details.
FIX: Report Explorer; running a HTML Report via Saved Settings may fail
Running a HTML Report via Saved Settings from the Report Explorer may fail with an "An unhandled exception has occurred. Object reference not set to an instance of an object." error message.
FIX: Security Statement and Security Statement Item forms; PPSR Transaction page pops up unrelated error
If licenced for the Security Register and PPSR Interface Add-On, clicking on the PPSR Transaction page may show a blank or unrelated error message box.
NEW: Transactions; not updating record timestamp when it should be incremented
When updating a record in the AccountTransaction and BankTransaction tables, the Timestamp and Updated User + Date/Time were not always updated.
NEW: VedaConnect, VedaScore Apply Credit Enquiry; added graphical Score
The VedaConnect, VedaScore Apply Credit Enquiry Summary Page now displays the VedaScore in a graphical format.
FIX: ISDataSetExporter; Columns to include not validated correctly
The ISDataSetExporter Business Layer object was not validating columns correctly.
NEW: Centrix NZ Individual Product Credit Enquiries; now includes Centrix Score.
Centrix NZ Individual Product Credit Reports now include the new Centrix Score.
FIX: General Ledger Export; Bank Suspense "To Date" not being respected
In the General Ledger Export the Bank Suspense "To Date" was not being respected. All Bank Suspense items are always exported if this option was checked.
NEW: Reporting; New Account Application Summary report
A new Account Application Summary report has been added.
NEW: Export/ Analyse with Excel; enhanced to use new ISExcelSpreadsheet functionality
The Export/ Analyse with Excel functions have been enhanced to use the new ISExcelSpreadsheet functionality.
NEW: ISExcelSpreadsheet and related objects added
ISExcelSpreadsheet and related objects have been added to the finPOWER Connect Business Layer.
NEW: Client Key Details; Accounts block; behaviour changed and new constants added
The Accounts block of the Client Key Details Summary Page has been updated to always show non-Closed Accounts and Account Applications regardless of the maximum number of rows to display in the Accounts table (10 by default). This means there could be mor...
NEW: Pools, increased size of code from 5 to 10 characters
The size of the Pool code has been increased from 5 to 10 characters.
FIX: Transaction Entry; Next Batch Id not updating correctly
In Transaction Entry, the Next Batch Id was not updating correctly.
NEW: Page Sets; NumberBox now allows blank values
A new 'Allow Blank' property has been added for NumberBox type Page Objects.
FIX: NZ PPSR Validations; updated incorrect validations for Collateral items
The validation for some Collateral items in NZ PPSR G2B interface were incorrect or badly structured.
NEW: Income Distribution wizard; added filter for Account User Fields
The Income Distribution wizard now includes filters for Account User Fields.
FIX: New Account Wizard; the Account Warning Script doesn't appear to fire
The built-in Account Warnings Script did not show the Authorisation Limit warning. This was because of the issue described in article #13290
FIX: finAccount Business Layer object; TotalAdvances and other functions return zero for a new Account
The following finPOWER Connect Business Layer functions in finAccount have been updated:
FIX: HTML Viewer form; may not show "PDF Save" and "PDF Email" buttons
The HTML Viewer form may not show "PDF Save" and "PDF Email" buttons for HTML content.
FIX: NZ PPSR G2B Search; Debtor Search, Client "Find" and return "Paste" button not working
In the NZ PPSR G2B Search wizard, either "Debtor Person" or "Debtor Organisation" search type, using the Client "Find" button and clicking "Paste" from the resulting Client List form did not paste back the Client Id.
FIX: Credit Enquiry wizard; cannot select the Applicant Type for VedaXMLNZ Consumer Enquiries
In the Credit Enquiry wizard, Service "VedaXMLNZ", Product "Consumer Enquiry", the "Applicant Type" on the Options page has no dropdown.
NEW: Accounting Ledgers; new Business Layer function to set Element and it's defaults
There is a new Business Layer function to set an Accounting Ledger's Element and it's defaults.
NEW: Bank Import services; new "WBC Cash Applied File" import services added for Australia
New Bank Import services for Westpac Cash Applied Files have been added for Australia.
FIX: Loan Disbursement Payout Reconciliation Report; may fail with a "Key does not exist in collection" error
The Loan Disbursement Payout Reconciliation Report may fail with a "An unexpected error occurred running Report 'Loan Disbursement Payout Reconciliation'. Key does not exist in collection." error.
NEW: Electronic Signatures; beta release
The Electronic Signatures Add-On has been released.
FIX: Icons; Motorweb icons not displaying correctly
The following Motorweb icons were not displaying correctly, MotorWeb_New and MotorWeb_Open.
NEW: Workflows; Recall now supported for the completion/ deletion of an Electronic Signature
The "Recall Events" page of the Workflow Types form now displays a "Electronic Signature Completed/ Deleted" recall event if licensed for Electronic Signatures.
FIX: New Account wizard; additional validation of Standard Transaction "Stop Date" being prior to the first day it will be processed
In the New Account wizard, Financial Page, drilling down and entering a Stop Date that is prior to the date of the first transaction will now warn the User.
NEW: Australian BSB list; updated to August 2015
BSB Added
FIX: Elements form; Options page not working correctly
Controls on the Options page of the Elements form were not handling events.
NEW: General Ledger Interface; added Xero Manual Journals file export
Two new interfaces for exporting General Ledger/ Accounting transactions to Xero have been added.
NEW: Workflows; New option on Workflow Type to suppress 'New Workflow created' message if new Workflow is not allocated to the current User
A new option is available on the Workflow Types form, New Workflows page to suppress the 'New Workflow created' message if the new Workflow is not allocated to the current User.
NEW: Page Sets; Additional validation added to warn of duplicate named Page Objects
Both the Page wizard and the Page Object wizard have been updated to warn of duplicate named Page Objects.
NEW: Summary Page scripts; removed unused variables from built-in scripts
Unused variables have been removed from Summary Page scripts as noted below:
NEW: Approve Disbursements wizard; Summary Page updated to Summary Page 2
The standard Approve Disbursement Summary Page has been updated to a Summary Page version 2 script.