Release History
finPOWER Connect 3.04.04
NEW: Account Withdrawal / Refund Form; Payment Arrangement page; New option to hold Maturity Date
When adding a Withdrawal or Refund, and the Payment Arrangement option is available, the only option for holding a final date was the final payment date, which may differ from the original Maturity Date, if payments had gotten out of sync.
FIX: Account Withdrawal wizard; Withdrawal Advice does not print if Payment Arrangement page shown
When entering a Withdrawal via the Account Withdrawal wizard, the Withdrawal Advice does not print if the Payment Arrangement page is shown - even if "Print Withdrawal Advice?" is checked.
NEW: HTML Widgets; Account Interest Rate Change; New options for printing an advice Document have been added
Floating Rate Loan Accounts now have an option to print an advice within the Account Interest Rate Change HTML Widget.
FIX: Database Purge; Master Clear fails with an error
The Master Clear in the Database Purge function may fail with an error if the Zepto (Split Payments) Banking Interface has been used.
FIX: HTML Widgets; Bank Entry wizard; Spelling mistake in parameter
One of the parameters for the Bank Entry wizard was incorrectly captioned "Show Banking columns in Transactrion grid by default?".
FIX: Land Security Statement Items; Lot and DP fields are too narrow
On the Security Statement Item drilldown form for Land type Items, Lot and DP fields are too narrow.
FIX: Bank Account Details Report; Missing Zepto page
The Bank Account Details Report was missing the Zepto page.
NEW: Zepto (Split Payments); new option to validate Contact details before sending Transactions
A new option has been added to Bank Accounts to validate Zepto (Split Payments) Contact details before sending Transactions.
NEW: Account Payment Details; Updated Zepto (Split Payments) logic
The Account Payment Details data entry for Zepto (Split Payments) has been updated.
NEW: HTML Widgets; Web View 2; widget.UploadFiles method did nothing
The widget.UploadFiles method was not working when the HTML Widget was being displayed using the Web View 2 form.
NEW: HTML Widgets; Outgoing Communication Contacted "At" dropdown menu enhanced
The Contacted "At" dropdown menu has been enhanced to include the following additional information about the Contact Method:
NEW: HTML Widgets; Bank Entry wizard; Bank Account is now disabled for imported Batches
The Bank Account dropdown is now disabled in the Bank Entry wizard for imported Batches.
NEW: Microsoft WebView 2 software component; updated to version 1.0.1150.38
The Microsoft WebView2 software component has been updated from version 1.0.1054.31 to 1.0.1150.38 (10/03/2022).
NEW: Client Banking Details drilldown wizard; Updated Zepto (Split Payments) page
The Client Banking Details drilldown wizard for Zepto (Split Payments) page has been updated.
NEW: finPOWER Connect Cloud Configuration now available if not licenced for Web Automation and Web Interface
Previously, finPOWER Connect Cloud Configuration was only available if licenced for the Web Interface. However, as this form also controls which forms can be overridden by an HTML Widget (and HTML Widgets are not licence dependant) it has been made availa...
NEW: Bank Entry; you are no longer able to change the Bank Account if the Batch has been imported
If a Bank Batch has been imported, the Bank Account field can no longer be updated in Bank Entry.
NEW: Floating Rate Loans; added option to print an Interest Rate Change Advice
Floating Rate Loan Accounts now have an option to print an advice as part of the Interest Rate Change process.
NEW: HTML Widgets; Send Email Message; Attachment information added to Confirmation page
The count of attachments to be sent is now included on the Confirmation page. It can be found in the heading which confirms the "to" email address.
FIX: Investment Income Report Export; RWTD could incorrectly appear in the files to generate list
RWTD is only available as an exportable option if there is at least one Account Type configured as "Interest is from Dividends". However, in a database which does not meet this condition, the RWTD file would be included in the "The following files will be...
FIX: HTML Widgets; Outgoing Communication wizard; "Contacted" list does not include Client's Next of Kin and "Other" contacts
The "Contacted" dropdown on the Outgoing Communication wizard did not include Clients' "Other" contacts such as Next or Kin and other relative.
FIX: HTML Widgets; Warning messages displayed post-Commit appear "beneath" blocked User Interface
Some Processes which include an "ExecuteCommitPost" Script Event may return a failure message, by which time the Process has already completed and cannot be changed. The message, however, is returned to the User for manual review.
FIX: Bank Entry; "To Suspense" can create Suspense Items with a Payment Method belonging to the wrong Bank Account
Using the "To Suspense" function in Bank Entry can create Suspense Items with a Payment Method belonging to the wrong Bank Account.
NEW: widget.UI.FileUpload; Warning messages now displayed for Resources and Document Manager if no items are available to select
Previously, the widget.UI.FileUpload control would open blank modal windows when selecting the "Resource" or "Document Manager" options to select a file, and no Resources or Document Manager files were available. It was not clear that there were no items...
FIX: HTML Widgets; Grid control; When showing group headings, a horizontal scroll bar is shown unnecessarily
When showing group headings, the grid control displays a horizontal scroll bar unnecessarily.
NEW: Credit Sense Bank Account Enquiries; Support for Version 2.2 has been added
The Credit Sense Bank Account Enquiry service has been updated to support version 2.2.
FIX: HTML Widgets; Account Refinance; Obsolete Account Type Promotion Functions replaced
The Account Refinance HTML Widget has been updated so that Account Type Promotion Functions which had previously been obsoleted have now been replaced by their replacement Functions.
NEW: HTML Widgets; Account Accounting Ledger HTML Widget re-written
The Account Accounting Ledger HTML Widget has been re-written from the ground up. The previous Widget was not working correctly when recalculating the number of periods, and due to its age, the code layout was significantly different to more recent HTML W...
NEW: finPOWER Connect Cloud Configuration; "New Account" wizard can now be overridden by an HTML Widget
The New Account wizard can now be overridden by an HTML Widget if the database allows access to finPOWER Connect Cloud Configuration. This includes:
FIX: Cost Centre; Refresh Authentication Token may fail with an unhandled exception and close finPOWER Connect
When refreshing an Authentication Token in Cost Centres, e.g. Adobe Sign, finPOWER Connect may fail with an unhandled exception and close.
FIX: HTML Widgets; Account Financial details; Validation warnings for number boxes cause the number box to become very narrow
Warnings such as "Valid range 0 to 999,999,999.00" that appear when entering Account Financial details (e.g., in the New Account wizard) when to moving to the next page, displayed on the same line as the number box and therefore caused to number box to be...
FIX: Client Interest Advice sample Document; Heading spacing incorrect where multiple Investors
The Client Interest Advice Document has been updated to fix an issue with spacing in the heading where multiple Investors are included.
FIX: Grids; may register a click in the incorrect Row
Grids may register a left click in the incorrect row under some circumstances.
NEW: Taskpane Shortcuts; HTML Widgets which are now dragged and dropped are added as HTML Widget Script Types
Previously, dragging and dropping an HTML Widget as a Taskpane Shortcut (and selecting "Yes" to the prompt to run) would create a "Script" type Application Shortcut. This has been updated to create an HTML Widget type Application Shortcut instead.
FIX: Documents; Information related to publishing the Document in finPOWER Connect Cloud have been updated
The tooltip on the Web page of the Documents form has been updated to clarify that the Document can be published from the Log that was created.
NEW: Form Details; added Action Availability information for Accounts
To assist understand why form actions are not enabled a new section "Action Availability" has been added to Form Details. This can be found by right-clicking the Form tab, pointing to Special and clicking Form Details.
NEW: Decision Cards; Options page; Information displayed next to Script Language when C# (C Sharp) is not available
Decision Cards can use either Visual Basic or C# as their Scripting language.
FIX: Account Applications; viewing temporary Account may fail with an unhandled exception
Create a temporary Account from an Account Application may fail with an unhandled exception if the Account Application does not have an Account Type set.
NEW: Account Applications; C# now supported as a scripting language
Account Application Types now support C# as a scripting language.
NEW: HTML Widgets; PPSR B2G AU Search; Search Types restricted for Account Applications
The PPSR B2G AU Search HTML Widget has been updated to restrict the Search Types when run specifically for an Applicant or Collateral within an Account Application. "Previous Search" and "Date Range" Search Types are no longer available.
NEW: Add Payment Arrangement/ Promises; added new functionality to easily determine if action available for an Account
New functions have been added to finAccount to indicate whether or not a Payment Arrangement or Promise can be run for the Account and User who is logged in.
NEW: Portals; C# now supported as a scripting language
Portals now support C# as a scripting language.
NEW: "Single Transaction Entry allowed?" option added to Transaction Type Admin Library
The Transaction Types Admin Library has been updated to support a new option "Single Transaction Entry allowed?". Initially, this only applies to the Account Transaction HTML Widget (which has also been updated) and controls which Transaction Types can be...
NEW: finTransactionTypes.GetDataViewFilter_AccountClose() Function added
A new DataView filter is available on finTransactionTypes:
NEW: Accounting Ledgers; drilldown form updated to better handle Loans with no Maturity Date
In the Accounting Ledger drilldown form, if an Account does not define a Maturity Date, as in a Revolving Credit Loan, the First Date and Number of Periods are blanked when the Opening Date or Frequency fields are changed. Begin Date is now updated based...
FIX: HTML Widgets; PPSR NZ Search; Date of Birth not defaulting correctly if none recorded
The PPSR NZ Search HTML Widget was not defaulting the date of birth control correctly if the selected Client did not have a date of birth saved. Instead of displaying a blank control, it would appear as 01/1/1.
FIX: HTML Widgets; New Account; Retrospectively adding a Promotion did not re-default Financial Information
If the Promotion was changed after already visiting the "Financials" page of the New Account HTML Widget, the defaults for the new Promotion (or default, if cleared) was not being automatically set the next time the "Financials" page was visited.
FIX: HTML Widgets; Entering data for User Defined page data loses any reference to the "UserN" field on the database and sets it to Null
Parameter Sets which are used to define custom data on forms such as the Accounts form, User Defined page, may define the "Index" of a User Defined Field to map to.
NEW: HTML Widgets; Withdrawals/ Refunds; Deposit Accounts now support manual allocation of the Withdrawal value
For Deposit Accounts, the Withdrawal and Refund HTML Widget now supports the manual allocation of the Value. This allows you to change the allocation when the Withdrawal Transaction is created.
NEW: illion BankStatements; Multibank support has been added
The illion BankStatements service has been updated to include MultiBank support and data version "20190901".
NEW: C# Scripting; Summary Page Standard Blocks; Changes made and C# compatibility issues resolved
Changes have been implemented to make it easier to use C# for Scripting "Summary Page Standard Block Override" type Scripts.