Release History
finPOWER Connect 3.04.04
NEW: Client Connect Sample Portal; New Configuration options to exclude Account Applications and Quotes
The Client Connect Sample Portal now supports the following two options on the Page Settings, Accounts page in the Portal Configuration:
NEW: Credit Sense and illion BankStatements; new option to insert default URL in Documents
A new replaceable tag has been added to the SMS and Email documents that the Bank Account Enquiry services use. This applies to:
NEW: Bank Export (File Service); now updates Timestamp and Updated detail on Bank Transactions
The Bank Export (File Service) now updates the Timestamp and Updated User and Date/ Time on Bank Transactions.
NEW: General Ledger Export; review and try to lessen impact of database locking
The General Ledger Export has been updated to lessen the impact of database locking.
FIX: Sample Contract for Revolving Credit Loan Accounts; updated Minimum Payment text
The sample Contract for New Zealand Revolving Credit Loan Accounts has been updated.
NEW: HTML Widgets; widget.UI.GetInputDate() method added to display a message box where the user can enter a date
The following method has been added to the widget.UI object:
NEW: Zepto (Split Payments) Bank Interface API; updated to handle new Contact Type
The Zepto (Split Payments) Bank Interface API has been updated to handle a change to the Contact Type since the rebranding from Split Payments to Zepto.
FIX: Credit Bureau Enquiries; Gender warning label may be visible when there is no warning text
The Credit Bureau Enquiry wizard may display the Gender warning label for services and products when there is no warning text.
NEW: HTML Widget; widget.UI.DateBox; Value property can now be set to either "now" or "today"
The HTML Widget DateBox can now have its value programmatically set to today's date by setting it to either "now" or "today", e.g.:
NEW: Account Payment Arrangement Sample Document; updated to handle Revolving Credit Loans
The sample Account Payment Arrangement Document has been updated to handle Revolving Credit Loans.
FIX: WebView2; more updates
Various forms have been updated to use the new WebView2 control when turned on under Global Settings.
FIX: New Zealand BACHO Direct Credit and Direct Debit Bank Export Services; not creating balancing record correctly
The New Zealand BACHO Direct Credit and Direct Debit Bank Export Services were not creating balancing records correctly.
NEW: HTML Encode "encodeLineBreaks" parameter now encodes single LineFeed characters
The HtmlEncode function in Runtime.HtmlUtilities now encodes single Carriage Returns and Line Feeds as line breaks.
FIX: Disbursement Remittance Advice Document; not including Payment Details for Zepto/ Split Payments
The sample Disbursement Payment/Remittance Advice Document was not including Payment Details for Zepto/ Split Payments.
FIX: Account Close Summary Document; not including Payment Details for Zepto/ Split Payments
The sample Account Close Summary Document was not including Payment Details for Zepto/ Split Payments.
FIX: Payment Receipt Document; not including Payment Details for Zepto/ Split Payments
The sample Payment Receipt Document was not including Payment Details for Zepto/ Split Payments.
NEW: MYOB API; add Get Customer(s) and Supplier(s) API interfaces
The MYOB API now supports Get Customer(s) and Supplier(s) API interfaces.
FIX: Withdrawal Advice Document; not including Payment Details for Zepto/ Split Payment Withdrawals
The sample Withdrawal Advice document was not including Payment Details for Zepto/ Split Payment Withdrawals.
FIX: Security Statement Exception List Report; Grouping causes Report to fail
The Security Statement Exception List Report fails with the message "Failed to execute 'SecurityStmtExceptionList' Report. Failed to execute Query. Failed to execute 'SecurityStmtExceptionList' Query. Failed to open DataSet. Invalid column name '[ColumnNa...
NEW: HTML Widgets; Account Withdrawal wizard; "Card Name" was mandatory for "PosCard" type payment methods
The Account Withdrawal wizard incorrectly made the "Card Name" field mandatory for "PosCard" type payment methods.
NEW: MYOB API; better handling of an error returned as an HTML Document
The MYOB API sometime returns an error response as an HTML Document. This is now handled better, although the full HTML text is still shown as the error message.
FIX: HTML Widgets; Grids; Exporting columns excludes those that are defined as "HTML"
Any HTML Widget Grid (widget.UI.Grid) columns that were defined as "HTML" were excluded.
NEW: WebView2 HTML Widget Viewer now supports running of Portal Configurations
For Portals which have a "PORTAL_CONFIG" page, running the "Configuration" Tool from the Portals form within finPOWER Connect will now open in WebView2 if the database is configured for its use.
FIX: Script Editor; may cause an unhandled exception when inserting a Constant or Snippet
Inserting a Constant or Snippet into Script Code may fail with the error "An unhandled exception has occurred. The text range '{Start Offset=999, EndOffset=999}' must be less than or equal to the count of characters in the document."
NEW: Workflows; Summary text updated to show full name of User the Workflow is allocated to
The summary text shown below the record id and name on the Workflows form has been updated to display the full name of the User in addition to their User Id.
FIX: Equifax NZ (VedaXMLNZ); Passport Verification product; Options page not updating with correct product text
The Equifax NZ (VedaXMLNZ) service Passport Verification product displays incorrect text on the Options page of the Credit Bureau Enquiry wizard.
FIX: Revolving Credit Loans; new option to charge Default Interest when past Maturity takes effect even though setting is unchecked
In version 3.04.03 a new feature was added to Revolving Credit Loan Types. This allowed Default Interest to be charged when the Loan is past Maturity. For more information see [[https://www.intersoft.co.nz/Support/KbArticle.aspx?id=18805]].
NEW: Application Shortcuts; Task Pane Item form now allows entry of Start-up Parameters for HTML Widgets
The Application Shortcut form (accessed when adding an item to a Users' Shortcut pane) allowed HTML Widgets to be selected using the "Show an HTML Widget" Radio Button. However, it did not allow for entry of Start-up Parameters, and depending on the HTML...
NEW: Database Purge; enhancements made to improve useability
The Database Purge has been updated as follows:
NEW: finPOWER Connect Cloud Configuration; "Send Document" form can now be overridden by an HTML Widget
The Document Create form (Action is labelled "Send Document") can now be overridden by an HTML Widget if the database allows access to finPOWER Connect Cloud Configuration.
NEW: WebView2 HTML Widget Viewer now supports running of built-in system HTML Widgets
The WebView2 HTML Widget Viewer can now view built-in system HTML Widgets. This is used when a form is overridden by an HTML Widget in finPOWER Connect Cloud Configuration, but no Script is specified. finPOWER Connect will then display the built-in system...
NEW: Secured Signing Electronic Signatures; update webhook/ callback function
The webhook/ callback functionality for the Secured Signing Electronic Signature service has been updated.
NEW: Adobe Sign; Callback/ Webhooks updated to use standard Web Services endpoint
The Adobe Sign Electronic Signature service Callback/ Webhook functionality has been updated to use the standard Web Services endpoint for Callbacks.
NEW: HTML Widgets; Allow External Id Permission Key now applied to Account, Client and Security Statement Edit HTML Widgets
The following Permission Keys are now enforced in the Account, Client and Security Statement Edit HTML Widgets:
NEW: Adobe Sign Electronic Signature service; updated to use the improved OAuth version 2 API
The Adobe Sign Electronic Signature service has been updated to use the improved OAuth version 2 authentication API.
NEW: Adobe Sign; update list of data centre shards for the Authentication URL dropdown
The list of data centre shards for the Adobe Sign Authentication URL dropdown has been updated to include new data centres.
NEW: Adobe Sign; Add Test Credentials to Cost Centres
Cost Centres now support Test Credentials for the Adobe Sign Electronic Signatures service.
NEW: finPOWER Connect Cloud Configuration; Tasks; Tasks Pages; New option to disable Tasks view
The finPOWER Connect Cloud Configuration form, Tasks group, Tasks Pages (formerly Tasks Page) has the following new options to determine whether the Tasks view and the upcoming Task Manager (version 2) are available:
NEW: Account Disbursements; now audits when status changes to "Complete"
Account Disbursements now create an audit record when its status changes to "Complete".
FIX: Client/ External Party Employee drill down form; Adding a new Client does not paste back into Employee form
The Client/ External Party Employee drill down form supports adding a Linked Client.
FIX: Account Archives; may not load Documents and Files as expected
Account Archives may not load Documents and Files as expected.
NEW: Scripts; HTML Widgets; Options; New section "HTML Widget special event support"
A new section on the Options page of the Scripts form is now displayed for HTML Widget type Scripts.
NEW: Code Snippets; added options to Refresh, Open Folder and Create New Snippets
The following new features have been added to Code Snippets.
FIX: finQuickSearch.ConfigureForStandardRange(standardRange, sqlWhere) incorrectly including Sole Traders for "ClientsIndividual" Standard Range
Sole Traders were incorrectly included in configuration when setting for the "ClientsIndividual" Standard Range.
NEW: Code Snippets; added option to locate in User's Template folder
Code Snippets were always located in the sub folder "templates\snippets" of the local User's installation folder.
FIX: HTML Widgets; Client Employment; Share Employees grid incorrectly including blank lines
The "External Party Employee" page is shown for individuals in the Client Employment HTML Widget.
NEW: Script Code Snippets; new "filter" option
Script Code Snippets now includes an option to filter snippets.
NEW: finReportTemplateRO.Constants Property now available
To previously retrieve a Report Template's Constants from its read only object (i.e., finReportTemplateRO), the Function "CreateConstantsKeyValueList()" needed to be called. This wasn't efficient, as it was rebuilding the ISKeyValueList each time it was c...
NEW: finQueueRO.Constants Property now available
To previously retrieve a Queue's Constants from its read only object (i.e., finQueueRO), the Function "CreateConstantsKeyValueList()" needed to be called. This wasn't efficient, as it was rebuilding the ISKeyValueList each time it was called.
NEW: finDocumentRO.Constants Property now available
To previously retrieve a Document's Constants from its read only object (i.e., finDocumentRO), the Function "CreateConstantsKeyValueList()" needed to be called. This wasn't efficient, as it was rebuilding the ISKeyValueList each time it was called.