Release History
finPOWER Connect 3.04.04
FIX: Client Employee; could not link a Sole Trader Client as an Employee of another Client
When entering Employee information for a Client, checking " Organisation" was not including Sole Traders in the dropdown list of Clients.
FIX: Withholding Tax Annual Reconciliation Statement; End Date is incorrect if Tax Year Start is January
The Withholding Tax Annual Reconciliation Statement prints the incorrect year if the Entity's Tax Year Start is January.
NEW: Scripts; HTML Widgets; Options; "JavaScript Debugger" section removed
For HTML Widget Scripts, the Options page allowed a "JavaScript Debugger" section.
NEW: Account Financial Summary; Summary Page updated with "Additional Investment"
The Account Financial Summary Summary Page, "Investment Details" block, has been updated to include "Additional", i.e., the value of Additional Investments.
NEW: finAccountTransaction.CanTransferBankTransaction(Optional ByRef message As String = "") Function added
finAccountTransaction now has the dedicated function: CanTransferBankTransaction(Optional ByRef message As String = "") to determine if the Bank Transaction can be transferred. Currently, only Investment, Additional Investment and Payment Received Transac...
NEW: Script timeouts; when Debugger is enabled the Timeout is disabled
When a Debugger is enabled, the script timeout is now disabled.
FIX: Monitor Category Details Report; cannot be run from the Admin form
The Monitor Category Details Report could not be run from the Admin form
NEW: Tasks Manager; Tasks system folder; New sub-folders added
The following sub-folders have been added to the "Tasks" folder in Task Manager:
NEW: Global Settings; Tasks & Workflows; General; Options to exclude or limit Closed Accounts from Monitored Accounts folders
Monitored Accounts Filter Task Manager folders cause the Task Manager to load ALL monitored Accounts, regardless of whether they are Closed or not.
NEW: Account Payment Transfer wizard; extend to Deposit Investment transactions
The Account Payment Transfer wizard has been extended to handle Deposit Investment and Additional Investment transactions.
FIX: Security Statement Log; Option to view Extended Data was incorrectly disabled under some scenarios
The Security Statement Log form previously did not allow viewing of Extended Data if there was no UserData. The Extended Data button was visible; however, it was disabled. Only if UserData was added to the Log would the Extended Data then become enabled.
NEW: HTML Widgets; widget.UI.NumberBox control; Now clears content if very large or very small value entered that may cause issues
Entering a value such as "99999999999999999999" into a number box such as the Payment field in the Account Payment Received wizard may have either changed the number (to a value starting with a 1) or formatted it in a format that contained either "e+" or...
FIX: Credit Bureau; Equifax (VedaXML) NZ; Passport Verification; Gender list incorrect in wizard
The Equifax (VedaXML) NZ Passport Verification product displays the incorrect list of Genders on the Individual Details page of the Credit Bureau Enquiry wizard.
NEW: Revolving Credit Loan Accounts; new option to include Minimum Payments in Next Payment
There is a new option for Revolving Credit Loan Accounts to include future Minimum Payments as the Next Payment. Currently, only Minimum Payments that have been posted as transactions will show as the Next Payment.
FIX: Accounting Ledgers; fails to save Accounting Ledgers when the Account is closed
If an Account is closed and an Accounting Ledger is created with an Opening Date after the date the Account was closed, when the General Ledger Export is run the accruals are cleaned up and redated to the date Closed.
NEW: Credit Bureau; Equifax (VedaConnect) AU; IdMatrix; added support for Australian Centrelink card
The Equifax (VedaConnect) AU IdMatrix Credit Bureau product now supports the new Australian Centrelink card.
NEW: HTML Widgets; VedaConnect (Equifax) Australia; IdMatrix; Support for driver licence card number
The VedaConnect (Equifax) Australia HTML Widget now supports the Australian driver licence card number.
NEW: Credit Bureau; Equifax (VedaConnect) AU; IdMatrix; Added support for Australian Driver Licence card number
The Equifax (VedaConnect) AU IdMatrix Credit Bureau product now supports the new Australian Driver Licence card number.
NEW: Log Extended Data can now be updated via the Business Layer
Log Extended Data can now be updated via the Business Layer, where the Extended Data is Custom1 through 20.
FIX: finWorkflowTypes.GetDataView() not respecting includeInactive Parameter
finWorkflowTypes.GetDataView() was not respecting the "includeInactive" Parameter (it was always assuming "True"). This has been updated, and now the Parameter is respected.
NEW: Task Manager; Workflows system folder; New "Review" Filter Tasks-type folder added
A new "Review" folder has been added under the Workflows system folders.
NEW: Read-Only Database; can perform actions on Bank Interface Service Logs
In a Read-Only Database you can perform actions on Bank Interface Service Logs by clicking on the action buttons in the Summary Page.
NEW: Read-Only Database; can perform actions on Electronic Signatures Service Logs
In a Read-Only Database you can perform actions on Electronic Signature Service Logs by clicking on the action buttons in the Summary Page.
FIX: Read-Only Database; can perform updates and other actions on Bank Account and Credit Enquiries
In a Read-Only Database you can perform updates and other actions on Bank Account and Credit Enquiries by clicking on the action buttons in the Summary Page.
NEW: External Party Personnel; add more audit detail
More audit information has been added to External Party Personnel, including:
NEW: HTML Widget; WebView2; Close/ Cancel button does nothing
When running an HTML Widget using the WebView2 control, e.g., from the "Test WebView (Beta)" on the Test page of the Scripts form, nothing happened. The form did not close as expected.
NEW: Reporting; Run Query wizard; When running an Ad-Hoc Query, the results now have a "Rerun SQL" button
The results grid shown when running an Ad-Hoc Query from the Reporting, Run Query wizard now shows a "Rerun SQL" button below the grid.
FIX: HTML Widgets; widget.UI.AccountOutgoingPaymentDetails; Account Name was not mandatory
In certain circumstances (e.g., an Export Service is defined), the Account Name field in the AccountOutgoingPaymentDetails control should have been mandatory but was not.
NEW: Auditing; added Primary Key as Sub-Key in audit records
To make audit records more useful, the Primary Key has been added as the Sub-Key in more audit records. This includes:
FIX: External Party Employees; Share Employees grid including blank lines
When drilling down to an External Party Employee, the "External Party Employee" page is shown for individuals.
NEW: HTML Widgets; Export Bank Transactions HTML Widget has been added
The Export Bank Transactions wizard has been added as an HTML Widget.
NEW: HTML Widgets; widget.UI; Additional constants added
The following constants are now available from the widget.UI object:
NEW: Business Layer; New method to get a list of icons; finAccountTypeFunctions.GetIconList()
A new finAccountTypeFunctions.GetIconList() method has been added.
NEW: Centrix Credit Bureau; "Consumer Investigative Trace" product no longer available
The "Consumer Investigative Trace" product for the Centrix Credit Bureau service is no longer available.
NEW: HTML Widgets; GreenId (Australia); Background Check; Support for driver licence card number
The GreenId (Australia) HTML Widget now supports the Australian driver licence card number.
NEW: Credit Bureau; GreenID (Australia) Background Check; Support for Driver Licence card number added
The GreenId (Australia) Background Check product now supports the Australian Driver Licence card number.
NEW: Client Identification Item; Australian Driver Licence card number added
The Australian Driver Licence Card Number has been added to the Client Identification wizard and the corresponding HTML Widget.
FIX: Script Editor; Loses current line when going into edit mode
Sometimes, when moving to a current line in the Script Editor (e.g., the Script Code or Template Text pages on the Scripts form), and then going into Edit mode, the current line was ignored and the editor flicks back to the top.
FIX: Audit page; changed items may appear at bottom of Details Summary Block
If an item that is audited is blank and updated to non-blank it will appear at the bottom of the list. This is because the items from the "From" list are displayed and then any new items from the "To" list are added at the end.
NEW: Enabling Script Debugging; changed from User Preference to Session based option
Enabling script debugging has been changed from a User Preference to a Session based option.
FIX: User Preferences; Developer group not visible unless licensed for Portals
Under User Preferences, the Developer group was not visible unless licensed for Portals and the User has permission to see the Admin menu.
NEW: Scripts; highlight where "finBL.DebugLaunch" function used
The "finBL.DebugLaunch" function can be used to launch a debugger to debug code as finPOWER Connect is running.
NEW: Saving a record when User Preferences are configured to not "Exit edit mode" now shows a notification
Under User Preferences, General, User Interface, there is an option to "Exit edit mode when a record is saved".
NEW: Removed Export Tax Certificates Business Layer functionality
The Processes, Export Tax Certificates menu option was removed in version 3.03.05. Only New Zealand used this feature and it has been superseded by the Investment Income Report Export.
NEW: Task pane/ Toolbars; changes now saved immediately
Changes to the main finPOWER Connect Task pane and Toolbar are now saved immediately.
FIX: Credit Bureau Enquiries; Gender warning label may be visible
The Credit Bureau Enquiry wizard may display the Gender warning label for services and products that do not require Gender as part of the request.
FIX: Bank Entry; implemented multiple Account select lookup
Bank Entry now allows multiple Accounts to be pasted from the lookup - both in the main list of Transactions and in the Splits grid.
NEW: HTML Widgets; Document Create; Document grid now grouped by Category
The Document grid in the Document Create HTML Widget is now grouped by Category and ordered by Document Id within a Category.
FIX: HTML Widgets; Account Bank Transaction Reverse; Support added for Reversing Refund Bank Transactions
Support for Reversing "Refund" Bank Transactions has been added to the Reverse Bank Transaction HTML Widget.
FIX: illion BankStatements; Account Summary totals are misaligned
The illion BankStatements summary page Account Summary totals are misaligned.