Release History
finPOWER Connect 3.00.02
FIX: Audit Logs; when creating an Audit Record and also a Log against an Account, Client etc., the Log includes an Action date
finPOWER Connect creates Auditing records when key events occur. These auditing events normally include an option to also create a Log against the associated Account, Client etc.
NEW: Centrix Credit Enquiry; Consumer Product Enquiry "Payment History" section updated
The Centrix Credit Enquiry "Consumer Product Enquiry" has been updated for Comprehensive Credit Reporting (CCR)
NEW: Centrix NZ; new Business Layer helper methods added for Commercial Enquiry
Additional finPOWER Connect Business Layer helper functions have been added to the Centrix NZ Commercial Credit Report product. The Credit Enquiry Summary Page script now uses these functions.
NEW: Centrix "Consumer Product Enquiry"; added support for "SmartLink"
The Centrix "Consumer Product Enquiry" Credit Enquiry can now support the "SmartLink" interface.
NEW: New Document Manager File type HTML Template added for use on Version 2 Summary Pages
A new "DocumentManagerFile" HTML Template has been added.
NEW: User Policies; new option to make User Email addresses mandatory
A new option to enforce user email addresses as mandatory has been added to the User Policies, General page.
NEW: User & Responsibilities form; rename 'External' page to 'External User'
The 'External' page on the Admin, Users & Responsibilities form has been renamed 'External User'.
FIX: Error dialog; no longer includes information on some components
The error dialog form no longer includes information on some components (when copying or emailing).
NEW: Log Summary Page; added block for Credit Bureau Monitoring and Electronic Signatures
In Log Summary Pages a new block has been added for Credit Bureau Monitoring and Electronic Signatures.
FIX: Account Payment Arrangements; Two or more "Additional" Payments on same day are not processed correctly
If a Payment Arrangement for an Account paid by Direct Debit is added with two or more "Additional" Payments on the same day, only the last Payment is flagged as being processed. However, one combined Payment Due transaction is added to the Account, with...
FIX: New Company wizard; should no longer add a script for "Configuration Security Report"
The New Company wizard should no longer add a script for "Configuration Security Report".
NEW: Parameters; Allow Section Headings to be made invisible
Generally, when a User Interface to enter Parameters is created, Section Headings (Section Start Parameters) will not be shown unless there are other visible Parameters within that section.
NEW: Centrix Consumer Product Enquiry; added Alert if Application Decision is not approved
The Centrix Credit Enquiry, "Consumer Product Enquiry" product summary page has been updated to add an Alert if the Application Decision is not "APPROVE".
NEW: Account Suspend options; Caption for suspend "Other" can now be defined under Global Settings
The Account Suspend "Other" caption can now be defined under Global Settings, Accounts group, General page.
NEW: Global Settings, Accounts group, General page; update "Next Batch Id" label
Under Global Settings, Accounts group, General page, the heading label for "Next Batch Id" has been updated from "Define Next Batch Id or Batch Id default format." to "Define Next Transaction Batch Id.".
NEW: Summary Page (version 2); HTML Templates for documents and images updated for Web compatibility
The following HTML Templates, used in version 2 Summary Pages have been updated to work with finPOWER Connect Cloud:
FIX: ISWordDocuments; updating Bookmarks can add an extra paragraph if the replacement text includes new lines
When using Bookmarks in an ISWordDocument, the result may end up with additional and unexpected paragraph marks.
NEW: Credit Enquiry; ABN Lookup; Trading Names retiring
The Australian ABN Lookup service is retiring Trading Names. For more information see [[http://abr.business.gov.au/Documentation/UserGuideWebServices.aspx]] and [[http://abr.business.gov.au/Glossary.aspx#tradingname]]
FIX: Credit Enquiry wizard; "Property Name" caption truncated on high DPI monitors
On the Individual details page of the Credit Enquiry wizard, the "Property Name" caption may be truncated on high DPI monitors.
NEW: Documents; "Loan Declaration of Purpose (NZ CCCFA)" has been updated to a "Word Document" file type
The "Loan Declaration of Purpose (NZ CCCFA)" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
FIX: Address handling; improved algorithm to split Unit Number from a Street Address
The algorithm to split a Unit Number from a Street Address has been improved.
FIX: GL Export; "Xero Journal (Bank Transactions)" export creates Withdrawal transactions with the values reversed
The "Xero Journal (Bank Transactions)" GL Export creates Withdrawal transactions with the values reversed.
NEW: Global Settings; Centrix options updated to include the term "Consumer"
The Global Settings, Clients, Centrix NZ options have been updated to include the term "Consumer" where applicable.