Release History
finPOWER Connect 2.03.04
FIX: Deposit Accounts; "Contractual Overdue" may show in Financial Status block
"Contractual Overdue" shows in a Deposit Account's Financial Status block when it is past Maturity.
NEW: Client Ranges; review use of "Main" versus "All Owner" Clients
Currently only the "Main", i.e. first, Client for an Account is factored into Client range filtering in a number of places.
NEW: Quick Search; Built-in Summary for Security Statement now displays a list of Security Items
The built-in Quick Search Summary for Security Statements now displays a list of Security Items above the Accounts and Clients tables.
FIX: Grids; Ctrl+W copy down not working on the first row
The Ctrl+W grid copy down key combination was not working on the first row of the gird.
NEW: Client Identification Item; new "Active" field added
A new "Active" field has been added to Client Identification Items. This allows Identification items to be quickly deactivated without deleting the record.
NEW: Business Layer enhancement; added an option to remove trailing full stops when formatting Date and Times
A new parameter to remove trailing full stops has been added to FormatDateTime, FormatDateTimeLong and FormatDateTimeDocuments in the finPOWER Connect Business Layer.
NEW: Workflows; Automatic "Bank Account Enquiry" items will now send Email/ SMS unattended if possible
"Bank Account Enquiry" type Workflow Items flagged as "Automatic" will now publish the Log they generate, i.e., send the Email or SMS message to the Client or Applicant.
FIX: Account App Applicant; Joint Applicant not working
The Account App Applicant "Joint Applicant" option was never implemented.
NEW: Bank Lodgement wizard; change Summary Page to use the standard Bank Transaction summary page
The Bank Lodgement wizard has been changed so the Summary Page now uses the standard Bank Transaction summary page.
NEW: Workflows; Version 2; New Item Type of "Security Enquiry"
A new Workflow Item Type of "Security Enquiry" is now available for Version 2 type Workflows.
NEW: Client Statistics Summary Page; updated to a version 2 Summary Page
The Summary Page for the following forms has been updated to a version 2 Summary Page:
NEW: Account Applications; enhanced logic behind Client Statistic Sets
Client Statistic Sets for Account App Applicants has been enhanced.
NEW: Bank Account Enquiries; updated functionality and standardise where applicable
Bank Account Enquiry helper functions in the finPOWER Connect Business Layer have been updated and standardised where applicable.
NEW: Workflows; Version 2; Security Register Search (PPSR Search) now supported for Australia
Security Register Search (PPSR Search) type Workflows Items are now supported for Australia for Version 2 type Workflows.
NEW: Workflows; Version 2; New Item Type "Account Restructure"
A new Workflow Item Type (Version 2 Workflows only) allows the Account Restructure form to be opened.
FIX: Page Sets; Unhandled exception "Object reference not set to an instance of an object."
An unhandled exception "Object reference not set to an instance of an object." may occur in Page Sets when attempting to set the content of a DBCombo type Page Object.
NEW: Security Register; new functions have been added to find the latest Search for an Applicant and Client
New functions have been added to the finPOWER Connect Business Layer to find the latest Security Register (PPSR) Search for an Applicant or Client.
NEW: Account Applicant Summary Page; enhancements to Enquiries and Decisions block
The Account Applicant Summary Page, Enquiries and Decisions block, has been enhanced as follows:
FIX: Account Applications; Unable to import an Account Application Type record over the top of an existing record
Attempting to import an existing Account Application Type failed with the following error:
FIX: Account Applications; Collateral Items; Land Location not being saved
Land-type Collateral Items for Account Applications allowed entry of the Land Location but this was not saved to the database or used in any way.
NEW: MotorWeb Vehicle Enquiry; if vehicle is subject to COF rather than WOF, the WOF dates are now updated
In a MotorWeb Vehicle Enquiry, if the vehicle is subject to COF rather than WOF, the WOF dates are now updated on the Security Item.
FIX: Export Bank Transactions wizard; added progress dialog during Refresh
Added a progress dialog during a Refresh in the Export Bank Transactions wizard.
NEW: Australian BSB list; updated to December 2015
BSB Added
FIX: Publish Documents; "Drilldown_Class" column shows invalid icon for Account Applications
In the Publish Documents wizard the "Drilldown_Class" column shows an invalid icon for Account Applications.
NEW: Bank Transactions Summary Page; updated to a version 2 Summary Page
The Summary Page for the following forms has been updated to a version 2 Summary Page:
NEW: Client functions; Get latest Credit Enquiry functions updated
The following changes have been made to "Get Latest Credit Enquiry" functionality:
NEW: Close Accounts wizard; added option to hide items that cannot be included, adding scripting events
The Close Accounts wizard has been updated as follows:
FIX: Bank Accounts; Cheque Document, Open button not working
Under Admin, Bank Accounts, Options page, Cheque Printing Options, the Document "Open" button is not working.
NEW: Account Applicants; added Employment details for Individuals
Employment details for Individuals have been added to Account Application Applicants.
NEW: Electronic Signatures; downloaded Documents now saved to Document Manager folder
When documents for an Electronic Signature are downloaded they are now automatically saved to the Document Manager folder - if they were created for an Account, Client etc. This means they are shown under the Files page of the respective record.
NEW: Entity Transactions Begin Date; now restricts actions that affect Transaction Backdating
If an action would potentially cause a Transaction to be backdated prior to the Entity's Transactions Begin Date an error is now generated.
NEW: New finBL.DebugPrint method that can accept an object value
The standard finBL.DebugPrint method (used by Scripts) requires that a String value is passed to it.
NEW: Export General Ledger wizard; new option to default the GL Export Id
A new option has been added to the Export General Ledger wizard to automate defaulting the GL Export Id.
NEW: Account Applications, Applicants and Collateral; implement User fields for Date, Integer and Decimal values
Account Applications, Applicants and Collateral now include User fields for Date, Integer and Decimal values.
FIX: ISWordDocument; Bookmarks retrieved via GetBookmarks may not set Table property correctly
The finPOWER Connect Business Layer function ISWordDocument.GetBookmarks may not get the Table property of Bookmarks correctly.
NEW: Veda Connect Australia "VedaScore Apply" Credit Enquiry; "Commercial Credit Assess - Individual" added
The Veda Connect Australia "VedaScore Apply" Credit Enquiry has been updated to the latest specification, namely "VedaScore Apply & Commercial Credit Assess Individual Product Guide, Version 1.13 dated 30/11/2015".
NEW: Quick Search; Can now locate a Workflow if the full Workflow Id is entered
Quick Search will now locate Workflows providing the full Workflow Id is the only search criteria entered.
NEW: Client Employments Summary Page; updated to a version 2 Summary Page
The Summary Page for the following forms has been updated to a version 2 Summary Page:
NEW: Bank Account Enquiry; Bank Statements interface, several enhancements regarding downloaded Reports
The Bank Statements Bank Account Enquiry interface has been enhanced as follows:
NEW: Securitisation; Process Securitisation Repayments; New Script events added "CommitPreInTransaction" and "CommitPostInTransaction"
The Process Securitisation Repayments wizard and corresponding business layer object (finAccountSecuritisationRepaymentsProcess) now supports the following new Script events which occur within the ExecuteCommit method's database transaction:
NEW: Securitisation; Process Securitisation Repayments wizard; "Repayment Type" can now be specified
A "Repayment Type" can now be specified on the first page of the Process Securitisation Repayments wizard.
NEW: Securitisation; New "DoNotAdd" flag added to finAccountSecuritisationAllocation to bypass adding to the collection.
A new "DoNotAdd" flag has been added to the finAccountSecuritisationAllocation object to bypass adding it the collection.
NEW: Compression Utilities; enhance zip functions to load and save Zip Archives
The Compression Utilities built into finPOWER Connect have been enhanced as follows:
NEW: Account Types; Transactions, Basis allowed invalid options depending on Account Class
When editing Account Type Transactions, the Basis allowed any option to be entered - but errored when attempting to save. This should be varied depending on the Account Class.
FIX: PPSR G2B Update wizard; returns a blank error when updating Amend items with a blank "Action Status"
In some circumstances the PPSR G2B Update wizard fails to update the Security Statement and shows an error with a blank message.
NEW: Application Shortcuts; Size limit increased for certain situations
URLs are generally limited (in Internet Explorer) to around 2083 bytes.
NEW: Disbursements; enhanced handling of Disbursement Reversals
Better handling and messages around reversing Disbursements with a Payee Type of "Account" have been introduced.
NEW: Reverse Disbursements; new Business Layer object and scripting events added
Disbursements now include a new object and script events for use when reversing Disbursements.
NEW: Cancel Disbursements; new Business Layer object and scripting events added
Disbursements now include a new object and script events for use when cancelling Disbursements.
NEW: Accounts; Email and SMS lists now contain Dealer/ Broker and also Dealer Employee and Broker Employee
Dropdown lists that allow Contact Details such as Email and SMS to be selected for an Account now contain entries for Dealer/ Broker and Dealer and Broker Employee where necessary.