Release History
finPOWER Connect 2.01.00
NEW: Account Overdue Report; the Overdue Days and Contractual Overdue Days both show Days as the column heading.
The Overdue Days and Contractual Overdue Days of the Account Overdue Report both show Days as the column heading.
FIX: Debug Window; Information tab showing Active Reports DLLs in wrong section
The Information tab of the Debug Window was showing Active Reports DLLs in wrong section. Nothing was listed under the "Active Reports" heading.
FIX: Page Sets; Account Payment Details type Page Object not working as expected
The Account Payment Details type Page Object not working as expected.
FIX: Revolving Credit Accounts; schedule is calculating one payment short
The Minimum Payment for a Revolving Credit Account may not calculate correctly where the basis is "Instalment" and the End Date falls on the date the final Minimum Payment is due.
NEW: Page Set enhancements
The following enhancements have been made to Page Sets:
NEW: Page Sets; HTML Panel type Page Objects now have a Print() method
HTML Panel type Page Objects now have a Print() method. This will show the Print dialog.
FIX: Account Types; Importing Promotional User Data does not work
Importing Account Type Promotional User Data does not work, i.e. the User Data is not imported.
FIX: Account Quotation form; after Saving may cause an unhandled exception error
In the Account Quotation form, after an Account has been "Saved", if you click "Back" and then answer Yes to not print an unhandled exception error occurs.
FIX: Accounts; editing a quote Account immediately after adding it may not set the correct Product Type
Editing a quote Account immediately after adding it may not set the correct Product Type.
FIX: Page Sets; If Initialise method returns False, CommandButtonClick event is called
If a Page Set fails to initialise, i.e., the Initialise method returns False, the CommandButtonClick event is called passing in an e.CommandButton of isefinPageSetCommandButton.WindowClose.
FIX: Page Sets; Changes page to Page Object's position in PageResize event not being applied immediately
The Page Set PageResize event is fired when a page is first displayed or when switching between pages. However, if Script code for this event repositions Page Objects, this is not being applied correctly until the form is resized.
FIX: Task Manager; Workflow Folders; filtering on Monitor Category not acting as expected if Account has no Monitor Category
Applying a range of Monitor Categories to a Task Manager Workflow folder does not work as expected if the Workflow's Account is not in monitoring.
FIX: Page Sets; Page Object Height is disabled by default
When adding a new Page Object to a Page Set page using the button on the Page Objects grid, the Type defaults to TextBox for which the height is disabled by default (it is only applicable to multi-line TextBoxes).
FIX: Address Lookup and validation; minor tweaks to enhance usability
The Address Lookup form has been updated as follows:
NEW: Page Sets; Image type Page Object added
Page Sets now support an 'Image' type Page Object.
FIX: Combine Clients; should not be able to combine Clients belonging to the same Account
When combining Clients you could select two clients that appear on the same Account. After the Clients have been combined the Account shows the same Client twice, and the Account cannot be saved until one of them is deleted.
NEW: Business Layer; added finAccountArchiveAddExternal objects
To support the conversion of Archived Loans from finPOWER 5 several changes have been made to finPOWER Connect. These changes could be used by other external interfaces to create Archived Accounts.
FIX: Centrix; Test website URL has changed
The <b>test</b> website URL for Centrix has changed. It has changed from "http://test.centrix.co.nz" to "https://test.centrix.co.nz".
FIX: Account Archive View; Refreshing form crashes finPOWER Connect
Open an Account Archive View drilldown form from the Client form, Accounts page.
FIX: Page Sets; Designer may fail with a "Value cannot be Null" error
The Page Set Designer may fail with a "Value cannot be Null" error if only a button control is selected and the User right clicks and selects "Copy assignments to/from" from the popup menu.
NEW: Bank Export; new Script event "ExportPreOpen" has been added
A new Script event "ExportPreOpen" has been added for Bank Exports. This allows properties such as AuthorisationCode, ExportCompayName and FileName to be updated.
NEW: Web Configurations; SMTP details added
An SMTP page has been added to the Web Configurations form. This allows SMTP details defined on Global Settings and User Preferences to be overridden when used from Web Services.
FIX: Account Close wizard; NZ CCCFR Formula 1 may fail with an "Value was either too large or too small for a Decimal" error
The Account Close wizard may fail when using the Loss formula "NZ CCCFR Formula 1".
FIX: Setup no longers adds Windows Registry entries; these are added when first running finPOWER Connect
The following registry entries which allow finPOWER Connect to use HTML 5 functionality for Summary Pages (KB article #11717) have been removed from the setup program since it was found that certain configurations, e.g., Windows Server 2008 may fail to in...
NEW: Page Sets; Grids now supported Selected Rows functionality
Page Set Grids now support the following events:
NEW: Page Sets; Grids; Column properties can be updated
When adding columns to a Page Set Grid, most column properties are specified at the time the column is added and cannot be updated afterwards.
FIX: Page Sets; Cancelling editing of a page does not revert to the previous layout
Cancelling editing of a Page Set Page does not revert to the previous layout.
NEW: Page Sets; Can now switch a 'Flow' layout page to 'Positioned' and preserve layout
A new 'Positioned Layout' button has been added to the Page Sets, Page Designer when in 'Flow' layout mode.
FIX: Users; Updating a User's password from the Users form not updating the PasswordUtcDate and other issues
Updating a User's password from the Users form (of from the finUser.PasswordSet method) was not updating the PasswordUtcDate on the database.
NEW: Australian BSB list; updated to May 2014
Updated Australia BSB list to May 2014 information.
NEW: Page Sets; Page details summary page updated
The summary page for the selected page on the Page Sets form, Pages page has been updated to use Summary Page (version 2) styles.
FIX: Web Browser control not retaining vertical scroll position
In certain situations, the Web Browser control (used to display summary pages) is required to hold its vertical scroll position when refreshing.
FIX: User Preferences; update dropdown list of time formats
The dropdown list of time formats in User Preferences, General, Formating page has been updated.
NEW: Security Items grid; update default columns shown
The columns that are shown by default have been updated.
NEW: 'Web Automation' Add-On renamed to 'Web Services and Automation'
The 'Web Automation' Add-On has been renamed to 'Web Services and Automation'.
FIX: Database handler; DataReaderOpen logic updated
The internal database handler functions DataReaderOpen and DataTableOpen have been updated.
NEW: Page Sets; Grids; New Column types added
The following types of Column can now be added to Page Set Grids:
NEW: Account Close wizard; Quotation Log now includes Balance Due in Notes
The Quotation Log created in the Account Close wizard now includes the Balance Due in Notes.
NEW: Auditing; added "Miscellaneous" option for Client auditing
Added "Miscellaneous" option for Client auditing. This currently audits changes in Credit Rating, Status and the Alert Message.
FIX: Dates; entering dates may cause finPOWER Connect to crash
Entering a date without date separators and including a time may cause finPOWER Connect to crash.
FIX: Page Sets; Grids; 'DateTime' type Column does not include Time portion
Adding a 'DateTime' type Column to a Page Set Grid was not including the Time portion for the date being displayed.
FIX: Page Sets; Grids; Adding a 'Drilldown' column may cause unhandled exception
Adding a Drilldown type column to a grid in a Page Set may cause an unhandled exception.
FIX: Elements; Category is not restricted to 50 characters on the business layer
The Category property of the finElement object was not being restricted to 50 characters.
FIX: Revolving Credit Loan; Schedule item showing as incorrect type
The Schedule created for a Revolving Credit Loan may include the incorrect sub-type for a future payment of a Minimum Payment.
NEW: Account Summary Pages; Financial Status block can now include "Total Advances"
Account Summary Pages, Financial Status block, can now include "Total Advances".
FIX: NZ PPSR G2B Interface; various updates for Pending Transactions
The following changes have been made to the NZ PPSR G2B Interface for Pending transactions. A Pending Transaction (or Request) is one that did not finish, normally due to a network/ communication issue.
FIX: Account; changing Account Classes whilst a Quote causes issues once opened
If an Account is changed from one Account Class to another whilst a Quote it may cause issues once opened.
FIX: Task Manager; Workflow History Summary; 'Allocated To' entries are displaying incorrectly
In the Task Manager's Workflow History Summary Page Script, if multiple 'Allocated To' entries appear (or if they are not the first item in the grid), these were being displayed incorrectly, i.e., the text of the previous item was being included.
NEW: Page Sets; Ability to show right-click menu on TextBox and DBComboBox to list records
The ability to list record codes, e.g., Account Ids upon right-clicking a Page Object has been added to TextBox and DBComboBox type Page Objects.
NEW: Credit Sense; Interface added to retrieve Bank Statement and Centrelink Income Statement information
A new interface has been added to retrieve Bank Statement information via Credit Sense's services.