Release History
finPOWER Connect 3.00.04
NEW: "Bank Statements" Bank Account Enquiry service; Summary Page updated to version 2
The "Bank Statements" Bank Account Enquiry Report has been updated to a Version 2 Summary Page.
NEW: Deposit Accounts; Interest Cycle change wizard now allows a Next Date to be specified
The Interest Cycle change wizard for Deposit Accounts; now allows a Next Date to be specified.
NEW: Bank Suspense Items; new Permission Key to allow dating prior to an Entity's Transaction Begin date
Entities include an option to prevent Transactions being dated prior to a date. This is used to stop transactions being backdated into Accounting periods that have been closed off.
NEW: Credit Enquiry; Veda XML NZ "Consumer Enquiry" validation updated
The Veda XML NZ Consumer Enquiry validation has been updated to check for a Reference when including the Ministry of Justice Court Fines data.
FIX: Account Application Types; Menu Caption does not save
The Menu Caption defined on the General page of the Account Application Types form was not being saved.
NEW: Messaging; SMS or Email Messages sent in a batch now avoids sending duplicates
Sending SMS or Email Messages using a finMessageRecipients collection (e.g., when sending an SMS type Document) now avoids sending duplicates, e.g., the Message and Phone Number are both the same; only the first item will be sent (providing other details...
FIX: Credit Enquiry; Veda Australia Business Enquiry Report errors when Business Representatives are included in the response
The following error message is displayed when viewing a Veda Australia Business Enquiry Report from either the Credit Enquiry form or a saved Log form.
NEW: Account Applications; HTML Widgets can now be used as a data-entry mechanism instead of Page Sets
Account Application Types can now define a "Data Capture Method" and allow an HTML Widget to be specified instead on a Page Set.
FIX: Account Applications; Applicants not saving in new Account Application
Account Application Applicants added via Script code are not saved unless a property has been changed to make the new Applicant object "Dirty".
FIX: Quick Search; Not finding Account Applications with no Applicants
The Quick Search was not finding Account Applications with no saved Applicants, even if the Account Application's Code was being searched.
NEW: Deposit Accounts; entering an "Investment" payment now highlights where payment does not equal Investment value
The Account Payment wizard now highlights where an Investment payment for a Deposit Account does not equal the expected Investment value.
NEW: finPOWER Connect Cloud Configuration form; New "Wizard" added to configure settings
A new "Wizard" button has been added to the "General" page of the finPOWER Connect Cloud Configuration form.
NEW: VedaXML NZ Credit Bureau service; helper functions in the Business Layer updated
Helper functions in the finPOWER Connect Business Layer for VedaXML NZ Credit Bureau service have been updated as follows.
NEW: VedaXML AU Credit Bureau service; helper functions in the Business Layer updated
Helper functions in the finPOWER Connect Business Layer for VedaXML AU Credit Bureau service have been updated as follows.
NEW: Workflows; Restrictions on creating new Workflows have been split into "Workflow Type" and "Category"
A Workflow Type could be configured to "Allow multiple 'Open' Workflows of this Workflow Type?".
FIX: Task Manager; Account Applications; Monitored Account Applications sub-folder in the incorrect place
The Monitored Account Applications sub-folder in the Task Manager was appearing in the wrong place.
NEW: Settings forms can now easily be added to the Task Pane
Right-clicking the Form Heading on the following forms now displays a popup menu allowing a Task Pane shortcut to be created:
FIX: Account Payment wizard; the 'Print Receipt?" checkbox is not defaulting from the Transaction Type
In the Account Payment wizard, the 'Print Receipt?" checkbox is not defaulting as checked if the Transaction Type setting "If applicable, default 'Print Receipt/Advice' as checked?" is checked.
NEW: Adobe Sign Electronic Signature service; updated default Authentication URL and Security Protocol
The default Authentication URL for the Adobe Sign Electronic Signature service has been updated from "https://secure.na1.echosign.com/public/oauth" to "https://secure.au1.echosign.com/public/oauth". That is, the default URL has changed from a "na" North A...
FIX: Account Financial Page; Credit Limits for "Opening" row show current Credit Limit values
On the Account form, Financial Page, when the "Opening" row for a Revolving Credit Loan Account is selected, the Credit Limits show the current Credit Limit values rather than the original Credit Limits.
NEW: finAccount Business Layer object; removed HistoryItemsLoadByHistoryType and HistoryItemsLoadByAccountHistoryPk functions
The functions HistoryItemsLoadByHistoryType and HistoryItemsLoadByAccountHistoryPk have been removed from the finAccount Business Layer object.
FIX: Task Manager; Account Application Log task, Overdue Days zero
An Account Application Log with an Action Date always shows a Task with days overdue as zero.
FIX: Database Upgrade; post updates for Time Zones may timeout
Post Database Upgrade processing for Time Zones may timeout with an error like "Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding.".
NEW: Global Settings; Centrix options updated to include the default Enquiry Reason and Product Type for Consumer Products
The Global Settings, Clients group, Centrix NZ page, "Consumer Product Enquiry" options setting has been renamed "Consumer Product Enquiry Options and Defaults" and now includes defaults for the Enquiry Reason and Product Type.
NEW: Page Sets; New "DateTimeZone" Page Object added
A new "DateTimeZone" Page Object has been added.
NEW: Reporting; Account Unearned Income Report; Now supports "Sum" option when grouping
The Account Unearned Income Report now supports a "Sum" option when grouping.
NEW: New Client wizard; updated to use new NZ Government NZBN API service
The New Client wizard "Company Lookup" function now uses the NZ Government NZBN API instead of the NZ Companies Office API.
NEW: Summary Pages; Version 2; New "Address" HTML Template
A new "Address" HTML Template has been added.
FIX: Deposit Accounts; Payments Page, Edit Maturity Payment details button should not be available for On Call Deposit Accounts
The Edit Maturity Payment details button should not be available for On Call Deposit Accounts on the Accounts form, Payments page.
NEW: Veda Connect Australia; removed Beta warning message from IDMatrix product
The beta warning message has been removed from the Veda Connect Australia, IDMatrix product.
NEW: Business Layer; added ISKeyValueList.ToSimpleJsonString function
A new function ToSimpleJsonString has been added to ISKeyValueList.
FIX: Queues; Permission keys not respected
The following Queue-relate Permission Keys were not being respected:
NEW: Account Applications; Applicant wizard "Drivers Licence" Identification enhanced
Account Application Applicant wizard "Drivers Licence" Identification enhanced as follows:
FIX: Scripts; Object Events Script for 'LogPublishItems'; Script event 'SuccessPost' renamed to 'ExecutePublishCommitPost'
A change in version 3.00.00 (KB article #13747) accidentally renamed the 'ExecutePublishCommitPost' event for LogPublishItems to 'SuccessPost'.
FIX: Task Manager; Debug Warning given when selecting an 'HTML Widget' folder
A Debug Warnings was given in the Task Manager when selecting an 'HTML Widget' type folder.
NEW: Workflows; Workflow Items can now define a Permission Key to prevent Users from manually skipping or unskipping the item
Workflow Items can now define a Permission Key to prevent Users from manually skipping or unskipping the item.
NEW: Scripts; Intellisense now appears for included Script libraries
When editing a Script, intellisense is now given for code included in 'Function Library' Scripts referenced via the '#include' directive.
NEW: Scripts form; Test button added to Script Editor
A "Test" button has been added to the Script Editors on the Scripts form.
NEW: Account Applications; Warnings block now shown and includes whether Review Date has been met or is passed
The Warnings block was not appearing on the built-in Account Application Summary page.
FIX: GL Export; Imported Bank Transactions may not be exported to General Ledger
Imported Bank Transactions do not export to General Ledger if the Payment Method is linked to an Export Service.
FIX: Transaction Types form, Other page; Allow Disbursement Entry may overprint other controls
On the Transaction Types form, Other page the "Allow Disbursement Entry?" checkbox may overprint other controls.
NEW: Account Application Applicants; Drivers Licence Issuer not being transferred to Client Identification
When creating a Client from an Account Application Applicant, the Drivers Licence Issuer was not being transferred to the Drivers Licence Identification.
NEW: Export Report Document; now supports Excel Workbooks
The Export Report Document function now supports Excel Workbooks.
NEW: Credit and Security Enquiries; Summary Page now better highlights old Enquiries
Summary Pages have been updated to highlight old Enquiries better. This includes updating the individual's age at the time of the report with their current age, if different, and a warning above the Statistics block - where relevant.
NEW: Credit Enquiries; add new NZ Government Business API service for NZBN Entity Details
A new product, "NZBN Entity Details" and related service "NZ Government Business API" has been added.
NEW: Veda XML AU; Credit Enquiries updated to a Version 2 Summary Page
The Veda XML AU Credit Enquiry Report has been updated to a Version 2 Summary Page.
NEW: Australian BSB list; updated to December 2016
BSB Added
FIX: Document Manager; options to define File Types that can be previewed has been removed
Options to define Document Manager File Types that can be previewed has been removed.
NEW: Credit Enquiries; added MotorWeb "Driver Check"
A new Credit Enquiry option has been added to support MotorWeb's Driver Check product for New Zealand.
NEW: New Client wizard; enhanced existing Client match to check Business and Company Numbers
The New Client wizard "existing match" function now also matches on Business Number (ABN/ NZBN) and Organisation Number (ACN/ NZ Company Number) - not just the Name.