Release History
finPOWER Connect 2.02.01
NEW: Account Type; default date if First Payment is "On Date" no longer mandatory
On an Account Type the default date of a First Payment is no longer mandatory.
FIX: Bank Branches; Instructions and Property Name should be disabled in drilldown Address Lookup form
The Address Lookup form that can be drilled down to from a Bank Branches should disable the Instructions and Property Name fields as they are not applicable.
FIX: New Company Wizard; not adding a "Direct Credit" Payment Method unless licensed for Advanced Banking
The New Company Wizard was not adding a "Direct Credit" Payment Method, unless licensed for Advanced Banking.
FIX: Accounts, Payments Page; showing Minimum Payment block for non-Revolving Credit Loan Accounts
Accounts, Payments Page; showing Minimum Payment block for non-Revolving Credit Loan Accounts
NEW: Entity; General Ledger password now masked when not in edit mode
The General Ledger password, under Entity form, Options page is now displayed masked when not in edit mode.
FIX: Test Web Services form; Better handling of missing or invalid Web Services URL
Previously, if the Web Services URL was left blank or was invalid, an "object not set to a reference of an object" message would be displayed.
NEW: Tax Certificate Export (NZ); now validates Entity IRD Number before creating file
The Tax Certificate Export wizard now validates an Entity's IRD Number before creating the file.
NEW: Web Configurations; PPSR G2B; New option to 'Force compatible Security Protocol'
A new option on the Web Configurations, PPSR G2B page allows Web Services to 'Force compatible Security Protocol'.
NEW: AP.PAPROM sample script; updated to use new AccountProcesses properties
The AP.PAPROM sample script has been updated to use new AccountProcesses properties.
FIX: File, Log Off menu option; disabled when should be enabled
The File, Log Off menu option was always disabled if a database was not open.
FIX: Deposit Summary Report; updated columns to better breakdown investments and transfer in and out
The Deposit Summary Report has been updated to include addtional columns to better breakdown investments and transfers in and out.
NEW: Bank Transaction Reversal; reversal date is now restricted
A Bank Transaction Reversal now restricts the reversal date to a date between the original transaciton's date and now.
FIX: Account form; editing Account with more than one owner may incorrectly ask if you wish to update the Account Name
When editing an Account, via the Account form, and changing Clients - if there is more than one "owner" Client you may be incorrectly asked "Do you want to update this Account's name to '[Name]'?".
NEW: Income Distribution wizard; added progress bar
A progress bar has been added to the Income Distribution wizard.
FIX: Process, Close Tax Period; changed how Entity is defaulted
The Process, Close Tax Period wizard has been updated to better default the Entity.
NEW: Addressing; more enhancements to addressing to better handle supported countries
Several enhancements have been made to addressing, to better handle supported countries.
FIX: Export Information wizard; Page Sets range is enabled regardless of whether the "Page Sets" box is checked
The Page Sets range in the Export Information wizard is enabled regardless of whether the "Page Sets" box is checked on the previous page.
NEW: Documents; "GenerateMessage" Script event can now be called when creating a Log from the business layer
Previously, the "GenerateMessage" event of a Document was only called from the User Interface when creating a Document.
NEW: Log Grids; Bold items awaiting publish
Logs grids, e.g., the grid on the Logs page of the Accounts form, show rows bolded where the Log has not been actioned, i.e., it has an Action Date but no Action Complete Date.
NEW: CreditSense; deleting expired or already deleted tokens has been enhanced
When attempting to delete a CreditSense Bank Account Enquiry that has expired or already been deleted, a "HTTP 403 Unauthorised" error is returned and the deletion fails.
FIX: Send Document wizard; Fee is not charged for Email or SMS if last page of wizard not visited
When an Email or SMS Document is selected via the "Send Document" wizard, the "Save" and "Publish" buttons are enabled before reaching the last page of the wizard (the page where any potential fee is entered).
FIX: Publish Documents wizard; If Fee failed to charge, Documents are not being flagged as 'Published', even though Document has been generated
If a fee for any Log in the Publish Documents wizard failed to charge (e.g., the Log was dated prior to the Account being opened or restructured), the Published Status of this and all other Logs in the batch is reset meaning that the Document will be repu...
NEW: Bank Export services; new "BSP Electronic Payment (Direct Credit)" Export Service added for Fiji
A new Bank Export service "BSP Electronic Payment (Direct Credit)" has been added for Fiji.
FIX: Quote Loans; Overridden Regular Payment amount is not restored when editing a Quote Loan
If you override the Regular Payment of a Loan and save it as a Quote, when the Loan is edited the overridden Payment is not restored.
FIX: Account Processes; Scripts fail when attempting to access UpdateSqlWhereBuilder method of finAccountProcesses
A change made in version 2.02.00 made the UpdateSqlWhereBuilder method of the finAccountProcesses and other objects private, thereby breaking any Scripts that used this method.
NEW: Security Statements; Business layer function to create Parameters updated
The following changes have been made to the business layer regarding how Parameters are created for Security Statements and Security Items:
FIX: Account Calculation; may fail with a "Key does not exist in collection" error
An Account calculation may fail with a "Key does not exist in collection" error.
NEW: Motorweb; Add OriginatorId parameter to requests
OriginatorId parameter has been added to Motorweb requests.
NEW: Close Tax Period; disable finPOWER Connect whilst closing period
The Close Tax Period wizard now disables finPOWER Connect and shows a wait mouse pointer whilst closing the period.
FIX: Address Lookup drilldown form; cannot enter Country
When using the Address Lookup drilldown form you cannot enter an address for non-supported countries.
NEW: Countries; add support for FJ; Fiji
Added support for Fiji to finPOWER Connect.
FIX: Reporting; Loan New Business Report; Not including Accounts as expected
The "Loan New Business" report has been updated to resolve the following issues:
FIX: Workflow Actions wizard; Changing Fee Element does not update Value, Reference or Notes
The following action types in the Workflow Actions wizard were not updating the Value, Reference or Notes when the Fee Element was changed:
FIX: Reporting; Deposit Summary and Loan Summary Reports; include Accounts not opened on Date As At
The following reports were including Accounts that were not open on the "Date As At" if one was specified:
NEW: Web Service Scripts can now define Parameters to use on the 'Test Web Services' form
Custom Web Service Scripts of type "Web Service (Web API)" can now define Parameters which will then appear on the Test Web Services form.
NEW: Clients form; Accounts page; Accounts grid ordering tweaked
The order in which Accounts appear in the grid on the Accounts page of the Clients form has been tweaked to ensure that the most recently create 'Quote' Accounts appear right at the bottom of the grid regardless of their Account Id.
FIX: Tax Certificates; Generating a tax Certificate for a Company saved the Date of Birth for the Person Acting
When generating a Tax Certificate for a Client, the Date of Birth was always included - even if the Client isn't an individual.
FIX: Scripts; "Account Payment Reverse" is listed in the Object dropdown list twice for Wizard validator scripts
In the Scripts form, a script type of "Wizard Validator" shows "Account Payment Reverse" twice in the dropdown list for Object.
FIX: Accounts; two promises on the same day cause issues in Account Processes
Two promises on the same day cause issues in Account Processes, especially if paid by Direct Debit.
NEW: Client Type validation; better error message if default tax category is not active
A more specific error message now displays if the default Tax Category for a Client Type is not active.
FIX: Deposits; can now reverse an "Opening" investment bank transaction
You may now reverse an "Opening" investment bank transaction for a Deposit.
FIX: Report Explorer; Other Reports, Audit Log List and Service Log List reports are not working correctly
The Audit Log List and Service Log List reports display an error "Failed to calculate value for Parameter 'CreatedDate' from its Default Value Expression." when the Report Parameters form is first displayed.
FIX: Business layer finBL.FormatDateDocuments function returns "30 December 1899" from VBA
The business layer finBL.FormatDateDocuments function returned a date of "30 December 1899" if a null date, E.g., a finClient.DateOfBirth with a value of Nothing was passed to it.
NEW: Tax Certificate Export; added for New Zealand
Tax Certificate Export has been added for New Zealand.
NEW: Reporting; Deposit Cash Flow report
A new Deposit Cash Flow report has been added.