Release History
finPOWER Connect 2.03.04
NEW: Permissions; Trace warning now given when attempting to use an invalid Permission Key
Accessing a Permission Key that doesn't exist (e.g., a Script may access a 'User Defined' Permission Key that does not exist in the database) now gives a trace warning.
NEW: Workflows; Decision Cards can now identify the Workflow and Workflow Item that is calling them
Two new parameters are now passed to Decision Cards executed via Workflows Items (both Version 1 and Version 2 type Workflows):
NEW: Export Bank Transactions; new option for "Re-Export" to include or exclude Reversed Transactions
A new option to include or exclude Reversed Transactions when Re-Exporting Bank Transactions has been added. The default is not to include reversed Transactions.
NEW: Bank Lodgements; Reprinted Lodgement Schedule can now exclude Reversed Transactions
When reprinting a Bank Lodgement Schedule, Transactions that have been subsequently been reversed can now be excluded from the Schedule.
NEW: Withdrawal Bank Transactions; can now be reversed
Withdrawal Bank Transactions can now be reversed.
NEW: Account Applications; Banking Details can now be recorded
The finAccountApp has a BankingDetails collection (fixed with 3 items). This property previously did nothing.
NEW: Client form, Contacts page; Summary Page updated to version 2
The Summary Page for Client Addresses and Contact Methods on the Client form, Contact page, has been updated to a version 2 Summary Page.
FIX: Account Withdrawal; Cheque set as "Printed" saves as "Print Later"
If setup to allow Cheque printing, in the Account Withdrawal wizard, a cheque entered as "Printed" saves as "Print Later".
NEW: Loan Statement; added constant to display Contractual Overdue values in the Overdue section
A new constant "ShowContractualOverdue" has been added to the Loan Statement to display Contractual Overdue values in the Overdue section.
FIX: Workflows; Version 2; Setting last item in a group to "Not Applicable" gives error and does not complete Item Group correctly with Automatic Outcomes
Attempting to set the last item in an item group to "Not Applicable" for a Version 2 type Workflow gives error and does not complete Item Group correctly if the Item Group has only Automatic Outcomes.
NEW: New Loan Accounts; new option to apply a minimum and maximum limit to the Net Advance
A new option has been added to apply a minimum and maximum limit to the Net Advance for new Loan Accounts. This simplifies lending responsibilities under Australian SACC and MACC regulations.
FIX: Document Manager; Dragging an Outlook Email onto the Files grid does not create a Log if the Email has no Subject
Dragging an Outlook Email item on a Files grid (e.g., the Accounts form, Files page) did not create a corresponding Log if the Email had no Subject.
NEW: Email Disclaimer; increased maximum number of characters from 4096 to 8192
The maximum number of characters in an Email Disclaimer has been increased from 4096 to 8192.
NEW: New Account wizard; new option to default Residual Value from Net Advance
A new option has been added to the New Account wizard - to default Residual Value from the Net Advance.
FIX: Account Application Types; Search button not working
The Search button on the Account Application Types form was now working. Instead, the message "No handler is implemented to open this type of Form." was displayed.
NEW: Account Income and Forecast Report; very slow - especially after Query completed
The Account Income and Forecast Report is very slow - especially after the Query has been completed and whilst the Report is actually being formatted.
NEW: Account Income and Forecast Report; added progress whilst Report is being formatted
The Account Income and Forecast Report now includes a progress bar whilst the Report is being formatted.
NEW: Debug Window form; added Display DPI information
The Debug Window form, Information tab, now displays information about the Display DPI.
FIX: Client form; changing the Title field now updates Gender
On the Client form changing the Title field now updates the Gender. For example, changing the Gender to "Mrs" will update the Gender to "Female".
FIX: Quick Search; Enhancements made for Account Applications
The following enhancements relating to Account Applications have been made to the Quick Search:
NEW: Auditing; new audit option for Account Type, general changes
A new auditing option has been added for general Account Type changes.
FIX: Transaction Entry; Application shortcut with Batch Id leaves fields disabled on first page of wizard
You may drag the Transaction Entry wizard header to the Task pane to create an Application shortcut.
FIX: Loan calculation; unexpectedly fails with a "Failed to calculate Account." error
When calculating a Loan Account, finPOWER Connect may unexpectedly fail with the following error:
NEW: Workflows; Built-in Workflow Summary page updated to render 'Current' and 'Latest' icons in header
The built-in Workflow Summary page has been updated to render the 'Current' and 'Latest' icons in 'Items' block header as non-graphical icons.
NEW: Income Distribution; new options to edit values and to save as a Transaction batch
New options have been added to the Income Distribution wizard to edit values and to save as a Transaction batch.
NEW: Publish Documents wizard; Documents grid, added new drilldown column to open the Account, Client etc.
In the Publish Documents wizard, the Documents grid now includes a drilldown column to open the Account, Account Application, Client or User.
NEW: Reporting; Account Reports; Can now be filtered and grouped by Account Type Promotion
All Account Reports based on the Account List query can now be filtered and grouped by Account Type Promotion.
NEW: Start-up messages; where applicable message dialog boxes now include a "Help" button
finPOWER Connect start-up messages now include a "Help" button where there is a Technical Support Bulletin providing more information.
NEW: Transaction Entry; added option for Credit Interest and automatically posting of Withholding Tax
New Credit Interest and Withholding Tax options for Deposit Accounts have been added.
NEW: Business Layer User Interface; MsgBoxEx method added
New method MsgBoxEx() added to ISUserInterface.
FIX: finPOWER Connect 64-bit; enhanced messages when attempting to open an Access database
When running finPOWER Connect as a 64-bit process, as opposed to 32-bit, Access databases cannot be opened.
NEW: HTML Summary Pages; Button template; Now uses anchor tag and hyperlink instead of the button's "click" event
Buttons rendered via the "button" HTML Template in Version 2 Summary Pages now execute their associated hyperlink (e.g., an Application Shortcut) using a surrounding HTML anchor tag rather than the button's "click" event.
NEW: Addressing; User Id and Password credentials added for SQL Server databases
There are two new options under Global Settings, Clients, Addressing; allowing you to specify a User Id and Password for the Address database. This is used for a SQL Server database where a non-trusted connection is required.
FIX: Security Enquiry wizard; MotorWeb service, Previous Vehicle Report, tab order incorrect
On the Security Enquiry wizard, MotorWeb service, Previous Vehicle Report product, the Reference field is not in the correct tab order.
NEW: Auditing; added Global Settings, Audit group, Workflow page "Hold" and "Unhold" options
Added new Global Settings audit options, Workflow page "Hold" and "Unhold" options. These audit functions are not new, only the Global Options are new.
NEW: Workflows; Built-in Key Details page; Updated to Version 2
The built-in Workflow Key Details Summary Page Script has been updated to a Version 2 Summary Page.
NEW: Auditing; added Global Settings, Audit group, Admin page "Account Type Statement" option
Added a new Global Settings audit option - Audit group, Admin page "Account Type Statement" option.
NEW: Auditing; update Business Layer functionality for updating the AuditLog table
The finPOWER Connect Business Layer object ISDatabaseBL, accessed via finBL.Database, has been updated as follows:
FIX: Comparison Rate; Calculation audit record may not be saved
When opening a Loan Account, if the Account uses a Comparison Rate an audit record is saved with the Account to show the calculation details. This audit record sometime is not created.
NEW: Logs; Log Summary; Now shows link to display MotorWeb or other Security Enquiry report
The built-in Log Summary Page has been updated to show the following extended and service information:
FIX: Queries; now display progress message "Query complete"
Queries now include a "Query complete" progress message.
FIX: Loan/ Deposit Cash Flow Reports; reports optimised
The Deposit Cash Flow and Loan Cash Flow Reports have been optimised following changes made to the Account Income and Forecast Report.
FIX: Account Income and Forecast Report; Report is slow to generate
The Account Income and Forecast Report is one of the slowest Reports to create because of the work it has to do.
FIX: Account Application Types; Data Schema page; Buttons below grid not working
The buttons below the grid on the Data Schema page of the Account Application Types form were not working. Also, many of the buttons were not applicable to this grid.
NEW: Workflows; Version 2; "Insert Item Group Items" Outcome can now specify the position at which to insert items
Workflow Items for Version 2 Workflow Types that define Outcomes (e.g., a Question type item) can now specify the position at which to insert items from another Item Group.
FIX: Creating a PDF from a Summary Page (version 2) HTML Document does not resolve styles correctly
When generating a PDF file from a version 2 Summary Page, e.g., a Decision Outcome Summary, the stylesheet is not resolved correctly meaning that fonts and other styles will be incorrect in the PDF file.
FIX: Close Withholding Tax Period wizard; update text in form header
The sub-heading on the form header of the Close Withholding Tax Period wizard has been updated.
NEW: Quick Search; AKA searching tweaked
When performing a Quick Search, searching of Client AKAs depends on factors such as the search depth (Shallow, Medium, Deep), the number of Clients contained in the database and the length of the search string.
NEW: Summary Tables; ISSummaryTableCell now supports an ElementId property
The ISSummaryTableCell business layer object now supports an ElementId property.
FIX: Workflows; Version 1; Create Log type Workflow Item not setting Delegated User
When actioning a "Create Log" type Workflow Item for a Version 1 type Workflow, the Delegated User was not being set on the Log that was created.