Release History
finPOWER Connect 1.06.07
FIX: Creating a SQL Server 2012 database fails when setting permissions
Creating a SQL Server 2012 database fails with the following error when attempting to set permissions:
FIX: Built-in Configuration Security Report Script fails with 'Security Violation' error
The built-in Configuration Security Report Script fails with the following error:
FIX: Bank Import; logic has changed when import file contains Bank Transactions identifier
Bank Import logic has changed when the import file contains the Bank Transactions identifier.
NEW: New Bank Export/ Import file added; Australian Westpac Batch Advantage
A new Bank Export/ Import file interface has been added for Australia "Westpac Batch Advantage".
FIX: Imported Bank Batch; the Exported flag could be unchecked in Bank Entry, and therefore set the Transaction to be exported
After importing a Bank batch, the Exported flag could be unchecked in Bank Entry, and therefore set the Transaction to be exported.
NEW: Bank Import; logic has changed when assigning the Payment Method to Transactions
Bank Import logic has changed when assigning the Payment Method to the Transactions.
FIX: SMS Messages; Message truncated or pulled onto one line if it contains new lines
SMS Messages were being truncated or pulled onto one line without any spacing if they contained new lines.
FIX: NAT DirectLink Online bank export; in SQL Server "Amount" includes 4 decimal places and fails to import into Banking system
The NAT DirectLink Online bank export may fail to import into the National Bank's software.
NEW: Reporting; Workflow List report; Can now be filtered by Closed Date and Workflow Status no longer mandatory
The Workflow List report can now be filtered by Closed Date.
NEW: Documents; Template Script code not has commented out samples for Email, SMS and Logs
Pasting in template code on the Documents form, Script page for file types of Email, SMS and Log pasted in sample code to modify the message, phone numbers etc.
NEW: Licence Information wizard; When licence is validated, the 'invalid' licence item is now selected
When a licence is validated by clicking 'Next' on the 'Licence Options' page of the Licence Information wizard, the 'invalid' licence item is now selected.
FIX: PDF Generation; New component used since page content was being generated as an image
The external PDF generation component we used relied on Internet Explorer to render the HTML. As of Internet Explorer 8, an issue with Windows security meant that PDF content was generated as an image rather than selectable text.
FIX: Account Restructure; when Accrued Interest etc is unchecked the allocations page is not correctly updated
When running an Account Restructure, if you uncheck charging Accrued Interest etc, the allocations page is not correctly updated.
FIX: Select Query Builder fails to get record count if 'Order By' included and gives incorrect result is using 'Group By'
The Select Query Builder business layer object fails to get record count if 'Order By' is included.
FIX: Clients; Importing a Client will now default Contact Method details
Importing a Client will now default Contact Method details, e.g., if the Client has an 'Email' contact and the 'EmailHtml' flag is not included in the XML, the defaults defined on the 'Email' Contact Method will be used.
FIX: Reporting; Certain Account ranges where not listing Accounts when right-clicking in the range
Certain Account ranges where not listing Accounts when right-clicking in the range, e.g., the Accounts range on the first page of the Maturity Variance report.
FIX: Loan Contracts; fail with error when Interest Type is Rate Table and uses standard Rate Table on Account Type
Then standard Loan Contracts fail with an error when either the Startup or Ongoing Interest Type is set to Rate Table, and the Rate Table is not defined on the Account, ie it falls back to the standard Rate Table defined on the Account Type.
FIX: Account Key Details and Payments Summaries page; Account code with check digit using BPAY MOD97V5000 adds an extra zero if "BankReferenceLength" constant set
On the Account form, Key Details and Payments Summaries page, the Account code with BPAY check digit, when using BPAY MOD97V5000, may add an extra zero at the beginning.
NEW: Documents; Account Payment Revision Advice template added
A new Document VBA template, Account Payment Revision Advice has been added (Account_PaymentRevisionAdvice.dot).
NEW: SMTP Server Configuration now includes an option to enable SSL
Configuration of the SMTP Server for sending Emails now has a checkbox to 'Enable SSL'. This has been added to the Global Settings form, Messaging, Email page and the User Preferences form, Messaging, Email page.
FIX: Spell Checking; adding a word to the dictionary fails
During a spell check, attempting to add a word to the dictionary fails with the following error:
FIX: Taskpane Item and Toolbar Item wizard; radio buttons overlap caption when using a basic license
The radio buttons overlap one of the captions on the Taskpane Item and Toolbar Item wizard when using a basic licence without certain modules licensed.
NEW: Users form; 'Extended Information' action updated to 'Responsibilities'
The 'Extended Information' action on the Users form has been updated to 'Responsibilities' since it opens the 'Users & Responsibilities' form.
NEW: Oracle and MySQL licence options flagged as Beta
Both the Oracle and MySQL database providers within finPOWER Connect are Beta providers, not intended for production use. The respective licence options have been updated to clarify this.
FIX: Client Statistics Set; not refreshng grids when moving between wizard pages
The Client Statistics Set wizard was not refreshng grids when moving between wizard pages. This means that if a Wizard Validator Script modified one of the Statistics collections, e.g., added an Expense item, it would not appear in the grid.
FIX: Client Statistics Set; Wizard Validator Script lists incorrect Target Object type
If you wish to use a Wizard Validator Script ni the Client Statistics Set wizard, the Script should be configured as a 'Wizard Validator' type Script and the Target Object type should be 'Client Statistics Set'. However, this Script will not be listed und...
FIX: Postcodes and Addressing; attempting to download full NZ Postcode file gives error 404
Attempting to download full NZ Postcode file via the HTTP button on the 'Address Full' page of the Postcodes and Addressing form gives error 404.
NEW: Reporting; Query optimisations and other minor changes
The following optimisations have been made in the Account Control query:
NEW: Reporting; Client List query optimisations
The following optimisations have been made in the Client List query:
NEW: Task Manager; grid changes and folder filter changes to support 'On Hold' Workflows' Review Dates
The Task Manager form has had the following changes:
FIX: Backdating Interest; if backdated to when the Account was opened the warning on the Account form, Financial page is missing
If backdating changes to when the Account was opened the warning on the Account form, Financial page is missing.
FIX: Publish Documents wizard; Republishing includes 'Not Issued' Documents and shows their status as 'Published'
Republishing Documents via the Publish Documents wizard was included Documents with a Publish Status of 'Not Issued' (these appeared in the grid with a Status of 'Published'). The grid now only includes Documents with a Publish Status of 'Published' and '...
NEW: Australian BSB; updated for new, changes
Additions
FIX: Addressing Interface; not resolving Proxy Server details from Global Settings
The Addressing Interface was not resolving Proxy Server details from Global Settings.
FIX: Reporting; Transaction List report and query updated
The following changes have been made to the Transaction List report and query:
NEW: Workflows; Workflow Hold wizard added
Setting a Workflow to 'On Hold' is now achieved via the 'Hold Workflow' wizard. This allows a Review Date to be specified when the Workflow is put 'On Hold'.
NEW: Workflows; Holding and Unholding a Workflow is now audited
Holding and Unholding a Workflow is now audited.
NEW: New Account wizard and Account Form; Financial summary page now shows Interest Rate for Rate Tables
In the New Account wizard and Account Form, Financial page, the "Opening" Financial summary page now shows the Net Interest Rate for Rate Tables.
NEW: Reporting; Account History List report added
A new Account History List report has been added. This is available from the Report Explorer, Account Status Reports.
NEW: Credit Bureau Defaults; fails after 5 unsuccessful updates - changed so downloading existing Credit Bureau records not treated as a fail
The Credit Bureau Defaults wizard fails after 5 unsuccessful updates.
NEW: Global Settings; Web Service settings; spaced removed from the end of URLs and other changes
The following Web Service related Global Settings now have spaces stripped from the end of them at the business layer level:
NEW: Account Maturity Variance Report; new columns for Projected Final Date and Days Variance
Two new columns have been added to the Account Maturity Variance Report. These show the Projected Final Date and Days Variance of the Account.
NEW: Workflows; New business layer function to close Workflow and open a new Workflow
New business layer functionality has been added to close an existing Workflow and open a new one. The Workflows will be linked via their ClosedTo and OpenedFrom type properties.
FIX: Account form, Financial Page; updated summary page where using a Residual Value
The summary page on the Account form, Financial Page has been updated to better handle Residual Values.
NEW: Account form, Payment page; Payment Arrangement summary now includes Overdue as at Arrangement
On the Account form, Payment page the Payment Arrangement summary now includes the Overdue as at when the Arrangement was made as an information warning at the bottom of the Summary block.
FIX: Export Bank Transactions; will only allow the "Payments to" date to be a business day
When exporting Bank Transactions the "Payments to" date is restricted to business days. This is incorrect, any day should be able to be selected here.
NEW: Securities Register Add-On; Security Statement form, Security Items page, More information displayed in summary
The Security Item summary page now displays more information for each Security Type.
NEW: Securities Add-On; Security Item Summary page updated
The Summary script that displays details on the Security Stmt form, Security Items page has been updated to include more details where applicable for each Security Type.
FIX: Spelling mistake 'Indentification' corrected to 'Identification' in various places
Various misspellings of 'Identification' as 'Indentification' have been corrected on forms and business layer help remarks. This includes a misspelling on the 'Select Client' page of the Client Identification Decision wizard (available from the Review but...
FIX: Reports; Account Detail report, Status page updated to reflect HTML page
When printing the Account Details report and selecting the Status page (Non-Html) version, it was not reporting the Summary block Overdue and Overdue Contractual as per the HTML page.