Release History
finPOWER Connect 1.06.03
FIX: Securitisation; Finalise Script fails to save Account
Attempting to save an Account in the SecuritisationFinalise Script event fails.
NEW: Negative Payments; new option to match with original payment
Account Types now include an option under the Payments page to match Negative Payments against the original payment. This also allows you to set the maximum number of days between payment and the negative payment for matches.
FIX: Securities Register PPSR Add-On, New Zealand databases; PPSR Financing Stmt report should not print PIN
Security Statement Reports, PPSR Financing Statement Details.
FIX: Securities Register PPSR Add-On; New Zealand databases, Should be able to delete an Item if it is registered
Once an item has been registered it was not able to be deleted off the Security Statement. If it should no longer be part of the Financing Statement then it could be flagged as 'No longer in use/Defunct' and would be removed from the Financing Statement...
FIX: Veda NZ Commercial Credit Enquiry; may fail to produce report
The Veda NZ Commercial Credit Enquiry may fail to produce the credit report and display a message like:
FIX: Overdues; in some circumstances the Overdue breakdown did not equal the Overdue balance
In some circumstances the Overdue breakdown, created via the finAccountOverdues object, did not equal the Overdue balance.
NEW: Securities Register PPSR Add-On; Tools, Utilities, Audit Search; New search parameters added for PPSR Transactions
Two new ranges have been added to the Audit Search for PPSR Transactions.
FIX: finAccountTransactionAdjustment.NewValueAllocatedPrincipaNlIB property misnamed
The business layer finAccountTransactionAdjustment.NewValueAllocatedPrincipaNlIB property was misnamed and has been flagged as 'Obsolete' rather than removed to retain compatibility with external applications and scripts.
NEW: Reversed Payments; change so reversing a payment holds Account Balance between original and reverse dates
At present, when a Payment is reversed the original reversed payment is not included in the Balance. This means the balance between the original payment and reversal dates does not decrease because of the payment.
FIX: Negative Payments; always allocated to Fees when should be allocated to Principal
Negative Payments were always allocating to Fees (Interest Bearing) when "Automatically" allocated.
NEW: Account; updated Transaction Summary script
The Transaction summary page has been updated as follows:
FIX: PPSR G2B Add-On, New Zealand Databases; Search not flagged as chargeable activity
PPSR G2B Search was not flagged as a chargeable activity. This has been changed and audit records are now written for PPSR G2B Search transactions.
NEW: Reporting; 'Close Method' parameter removed for Account Reports where it is not applicable
The following reports have had the 'Close Method' filter removed since it is not applicable:
NEW: Task Manager; Folder Summary Script updated to vary by Folder Type
The built-in Task Manager Folder Summary Page Script which generates the summary below the explorer tree on the Task Manager form has been updated to vary the summary based on the selected Folder Type.
FIX: Reporting; When details report is run from record form, default settings are not loaded
Running a details report from its respective record form, e.g., Account Details from the Accounts form, does not load the default settings, even if the report form is configured (via the Organise action) to do so.
FIX: NZ CCCFA Loss Formula 1; updated logic to handle where no payment has yet been due
During the period between when the Loan opened and when the first payment is due the "d" variable in the formula was always "0".
FIX: NZCCFA Loss Formula 1; message incorrect if VFP is less than Unpaid Balance
The message generated when calculating the NZCCCFA Loss Formula 1 when closing an Account was incorrect.
NEW: Revise wizards; can no longer use a Reference of "Restructure"
You can no longer use a Reference of "Restructure" when revising:
NEW: Scripts; Template Code added for Task Manager Summary Page Scripts
Template Script code has been added or updated for the following type of Summary Page target objects:
NEW: Report Templates; Layout grid now allows additional columns to be included
The Layout grid on the Report Templates form now allows the following columns to be included:
FIX: No External Party Add-On; External Party page enabled on the Document form
The External Party page was visible on the following forms when not licensed for External Party Add-On
FIX: Built-in Summary Pages updated to correct 'promises pending' text
The following built-in Summary Page Scripts have been updated to correct the 'promises pending' text which did not vary when there were one or multiple promises pending (e.g., '1 promises pending' rather than '1 promise pending'):
FIX: Report Templates; Columns exposed for export via the 'UpdateExportableColumns' Script event are not shown on the Data Export page
Columns exposed for export via a Report Template's 'UpdateExportableColumns' Script event are not shown on the Data Export page when running a report. The columns are however exported if the 'Include all columns in their original order' box is checked.
FIX: Reports, Log Details reports and Log Lists; Groupings and Ranges revised
The ranges and groupings on the Log Details reports and the Log List reports have been revised.
FIX: Select Query Builder business layer object does not work correctly if 'Group By' and 'Order By' fields are specified
The business layer Select Query Builder object (ISSelectQueryBuilder) did not work correctly if 'Group By' and 'Order By' fields are specified. The 'Order By' was generated before rather than after the 'Group By'.
NEW: Accounts form; Ledger is now shown in Form Header
The Ledger is now shown before the second row of icons in the Heading area of the Accounts form, i.e., the row that contains the Monitored, Suspended and Reviewed icons.
FIX: User Preferences; Reporting page; Shows Branches and Entities ranges when not licensed for these Add-Ons
The User Preferences form, General group, Reporting page shows Branches and Entities ranges when not licensed for these Add-Ons.
FIX: Reporting; Sub-report showing User Defined details or Parameters shows previous value at the front of Date or Number Ranges
The sub-report showing user Defined details of Parameters, e.g., the Client Details report, User Defined sub-report, shows the previous value at the front of Date or Number Ranges, e.g., If you have a Number parameter with a value of 123, followed by a Nu...
NEW: Reporting; Account Security Analysis report; Overdue and other columns can now be included
The Account Security Analysis report now allows the following columns to be included:
NEW: Reporting; Account Trial Balance; Can now include split Accrued Interest columns
The Account Trial Balance report can now include the following columns:
FIX: Clients form; Key Details page; Client image does not display if file name contains an apostrophe
The Client image on the built-in Client Key details Summary Page does not display if the file name contains an apostrophe.
NEW: CreditWorks; add sample script for exporting to CRISworks commercial positive data credit system
A sample script for exporting to CreditWorks CRISworks commercial positive data credit system has been added.
NEW: Workflow Types; 'Fix Item List' flag removed since it is not used
The 'Fix Item List' flag on the Options page of the Workflow Types form has been removed since it is not used.
NEW: Securitisation; New 'SecuritisationFinalise' Account Object Event added
A new 'SecuritisationFinalise' Account Object Event as been added.
FIX: Global Settings, Clients, Centrix NZ page; Controls not spaced correctly
There was a large gap under the Other Options check box 'Check Credit Enquiry request options by default?' and the 'Verify connection' label on the Centrix NZ page.
FIX: Users & Responsibilities form, User Defined page; Controls not resizing
A parameter set can be used for the User Defined page on the Users & Responsibilities form.
NEW: Reporting; Transaction List; Can now group by 'Promise Status'
The Transaction List report can now group by 'Promise Status'.
NEW: Reporting; Transaction List; Transaction Id range now shows blank tip of maximum and minimum record Id
The Transaction List report, Transaction Id range now shows a blank tip of the maximum and minimum record Id.
NEW: Client form; Name & Details page, Person Acting details added
Two new Person Acting fields have been added to the Client form and New Client wizard.
FIX: Australian Loan Contract; sample Contract has been updated to enhance Interest and Default Interest sections
The sample Australian Loan Contract has been updated to enhance Interest and Default Interest sections.
FIX: Australian TFN validation does not work for 9 digit codes
The Australian TFN validation did not work for 9 digit codes.
FIX: Revolving Credit Contract; Interest block needs re-wording
The NZ CCCFA Revolving Credit Contract, Interest block was badly worded.
FIX: Document Manager; Creating a Log and automatically copying file fails if folder does not exist
Adding a new Log, e.g., an Account Log and attaching it to a Document by entering the File Name (not browsing and locating) on the Document Page of the Log form, fails to copy the file upon saving the Log if the Document Manager folder does not exist. The...
FIX: New Client wizard; Individual page; not saving Tax Number
When adding an Individual type Client, the tax number (IRD in New Zealand databases, TFN in Australian databases), was not saved.
FIX: Bank Accounts, Import Services page; Preconfigured Import Services for AusPost Billpay not unique
The preconfigured services for AusPost Billpay (type 1) and for AusPost Billpay (type 2) where allocated the same Import Service Code of 'AUSPOSTBIL'.
NEW: Interest; added more flexibility with charging Interest post maturity
Added more flexibility with charging Interest post maturity.
NEW: Securities Register PPSR Add-On; Update to Discharge if all Items removed from Financing Statement
NEW: User Security, Permissions; New Permission to mask Tax Number
A new permission key "Client.ShowUnmaskedTaxNumber" has been added.
NEW: Global Settings, Auditing, Accounts page; New option to audit Alert Message
Global Settings, Auditing, Accounts page.
FIX: Account Status page; when still a Quote the Monitor Category review links are now shown
On the Account Status page, when the Account was still a Quote the Monitor Category review links were not shown.