Release History
finPOWER Connect 2.02.05
FIX: Scripts; Object Events; Workflows; Template code updated
The template code when adding an Object Events Script for Workflows has been updated to support the Workflow Executor added for Version 2 Workflow Types.
FIX: Workflow Types form; Summary Script page; Script open button not opening Script form
The Open button next to the Script on the Summary Script page of the Workflow Types form was not opening the Scripts form.
FIX: Bank Accounts; Import and Export Services File Name browse buttons do not remove standard Export Folder
In the Bank Accounts form, Import and Export Services drilldown forms, the File Name browse buttons do not remove the standard Export Folder Name.
FIX: Export Tax Certificate wizard; File Name browse button does not work
In the Export Tax Certificate wizard using the File Name browse button to select a file does not work.
NEW: Bank Statements; interface added to retrieve Bank Statement and Centrelink Income Statement information
A new interface has been added to retrieve Bank Statement and Centrelink Income Statement information via bankstatements.com.au.
NEW: Workflows; New method to check if Item Group exists in global Workflow Types collection
A new method has been added to check whether an Item Group exists for a Workflow Type in the global collection, e.g.:
FIX: Page Sets; NumberBoxes with a specified number of Decimal Places always round as if they are Currency values
If a Page on a Page Set defines a NumberBox that has a custom number of Decimal Places, e.g., 12, when the value is entered and the user moves to a different Page Object, the value is rounded as if it is a currency value, e.g., to 2 Decimal Places.
NEW: Workflows; Outcome Items XML was being written to the WorkflowItem database table even if there were none
When saving a Workflow, the OutcomeItems field in the WorkflowItem database table was being populated with a short piece of XML, even for Workflow Items that has no Outcome Items defined or to which Outcome Items are not applicable.
FIX: Task Manager; Unhandled exception may occur after deleting the User viewing
The Task Manager may crash with the error "An unhandled exception has occurred. Key does not exist in collection." if the current User viewing is deleted.
FIX: Transaction Adjustment; making an adjustment to a Payment Received transaction that has been reversed does not update the reversed Transaction
A Payment Received Transaction may be reversed. The reversed transaction should at all times be the mirror image of the original transaction.
NEW: Database Purge; enhanced so deletes Bank Statement Enquiry status checks
The Database Purge has been enhanced to delete Bank Statement Enquiry status check Service Log records.
NEW: Credit Enquiry; Green Id changed to not populate previous address if not Australian address
When performing a "Background Check (Australia)" check in Green Id, the service will reject any previous addresses that are not Australian.
NEW: Database Purge; some validation error messages still allow the purge to partially continue
In the Database Purge some validation error messages still allow the purge to partially continue and ask more questions before aborting. This is confusing.
FIX: Database Purge; if purging Audit Logs to today's date an error occurs
In the Database Purge, if purging Audit Logs to today, the following error occurs "'Failed to update Audit Log pending status. No record was updated. This record may have been deleted or edited by another User.".
NEW: Accounts, Accounting Ledgers; First and Ending columns are now populated for Custom Ledgers
On the Accounts form, Accounting Ledgers page, the First and Ending columns are now populated for "Custom" Ledgers.
NEW: finBatch.ExecuteCommit; If the batch is a temporary non-Saved Batch, the AllowPartialCommit parameter is forced to False
A change has been made to the finPOWER Connect Business Layer object finBatch. The ExecuteCommit method now handles the AllowPartialCommit parameter slightly differently.
NEW: Credit Enquiry wizard; Centrix "Consumer Product Enquiry" options now split into Credit Enquiry and Verification Enquiry sections
The Centrix "Consumer Product Enquiry" options in the Credit Enquiry wizard have been split into Credit Enquiry and Verification Enquiry sections.
NEW: Centrix Consumer Credit Enquiry; Default Consumer Individual Enquiry changed to Consumer Product Enquiry
The Centrix default product for Individual Credit Enquiries has been updated to "Consumer Product Enquiry", it was "Consumer Credit Check".
FIX: Veda Australia Credit Enquiry, "VedaScore Consumer" product; 'Deferred Payment Debit Card' Account Type no longer valid
The Account Type "Deferred Payment Debit Card" is no longer supported and has been removed from the Veda Australia Credit Enquiry "VedaScore Consumer" product.
NEW: Utility to compile all Scripts and report warnings and errors added
A new "Script Compilation Errors Report" option has been added under the Tools, Utilities menu.
NEW: Workflows; Version 2; 'Skip to Item Group' outcome functionality changed
The functionality of the 'Skip to Item Group' outcome for Workflow Items has changed for Version 2 type Workflows.
NEW: Pending Bank Account Enquiry wizard; new option to show "Last Updated" date and time
The Pending Bank Account Enquiry wizard has a new option to show the "Last Updated" date and time in the list of pending Enquiries.
NEW: Workflows; Workflow Types dropdown now includes Target Object and Version
Workflow Types dropdown lists and the Workflow Types search form now include the Target Object and Version.
NEW: Client Accounts Summary Page updated to cater for Account Applications
The Client Accounts Summary Page has been updated to cater for Account Applications.
FIX: Interest Transactions; via the Business Layer it is possible to create an Interest Transaction allocated to Principal and/ or Fees
Using the finPOWER Connect Business Layer it is possible to create an Interest Transaction that is allocated to Principal and/ or Fees.
NEW: Motorweb; Global Settings default for checking previous Vehicle Reports changed from 30 to 7 days
The Motorweb Global Setting default for "Notify of previous Vehicle Report within [days] days of new search" has been changed from 30 to 7 days.
FIX: Account Type; Additional Transaction defined by Promotions don't always appear in logical order
Additional Transactions defined on an Account Type Promotion don't always appear in logical order. This is because Additional Transactions were always added to the end of the list after existing Account Type Transaction were added.
NEW: Centrix Consumer Product Enquiry; updated to latest specifications including Property Ownership and DIA Passport verification
The Centrix Credit Enquiry, "Consumer Product Enquiry" product has been updated to the latest specifications including Property Ownership and DIA Passport verification.
NEW: Centrix Consumer Product Enquiry; Reason now updates available Enquiry Options
When completing a Centrix Credit Enquiry, "Consumer Product Enquiry" prioduct the "Reason" entered on the Options page now updates available Enquiry Options.
FIX: Motorweb; cannot complete a BVI or VIR for a vehicle that has never been enquired upon
Changes made in version 2.2.1 of finPOWER Connect mean that any new Motorweb BVI or VIR will fail if the vehicle has never been enquired upon. Doing a new BVI or VIR where the vehicle has been enquired upon previously works ok.
FIX: Motorweb; loading a previous Vehicle Report for a Vehicle that has never been enquired on gives the wrong error message
Loading a previous Motorweb Vehicle Report for a Vehicle that has never been enquired upon gives the wrong error message.
FIX: New Company Wizard; 'Payment Dishonour Letter' document not configured correctly and is cleared when editing Global Settings
The New Company Wizard created a 'Payment Dishonour Letter' (PAYD by default). However, this Document was not configured to 'Allow Document to be from from a Log'.
NEW: Australian BSB list; updated to March 2015
BSB Added
NEW: SMS Messages; enhanced validation and warnings for message content
SMS Messages now include enhanced validation and warnings for message content.
FIX: Send SMS Message wizard; Clients can show duplicate SMS Phone Numbers
In the Send SMS Message wizard, Clients can show duplicate SMS Phone Numbers. This means that selecting a Phone Number from the dropdown will always move to the first item with that value.
NEW: Workflows; Workflow Items now have a flag to hide in Summary Pages
The following flags have been added to Workflow Type Items:
FIX: Workflows; Version 2; Outcome to 'Repeat Item Group' fails
In Version 2 type Workflows, attempting to perform an outcome of 'Repeat Item Group' for an outcome on an Item Group type item fails and leaves an open database transaction which will then display a fatal error and exit finPOWER Connect when attempting to...
FIX: Database Purge; Audit Log purge may not Null pointer between ISServiceLog and ISAuditLog records
The Purge Audit Log facility under Tools, Database, Database Purge does not Null the pointer between ISServiceLog and ISAuditLog tables if the Archive is exported to a file.
NEW: Global Options; removed Messaging, SMS Service, Delete Service Log Record option
Under Global Options, Messaging group, SMS page the "Delete Service Log records on successful send?" option has been removed.
FIX: Global Settings and User Preferences; Group heading showing Workflows when not licenced for Workflows
The Global Settings and User Preferences group heading displays as "Tasks & Workflows" when not licenced for Workflows, it should just display "Tasks".
FIX: Bank Entry wizard; Splits Grid shows the Binoculars icon in the Account column regardless of whether the action is to Find or Search
In the Bank Entry wizard, Splits Grid, the Account column shows the Binoculars icon, regardless of whether the action is to Find or Search.
FIX: Pools; was not adding an Audit record on the Account when a was Pool deleted
When a Pool is deleted, an Audit record was not written to the Account showing it has been removed from the Pool because the Pool has been deleted.
NEW: Account Applications; Summary Pages updated to better handle Account Applications
The following built-in Summary Pages have been updated to better handle Account Applications:
FIX: Global Settings, Clients, New Clients page; spelling mistake Saluation should be Salutation
On the Global Settings, Clients, New Clients page there is a spelling mistake. Saluation should be Salutation
NEW: Australian Identification Items; added better support for Medicare Cards
Better support has been added for Medicare Cards in Australia. This includes:
NEW: Page Sets; Page Designer enhancements
The following enhancements have been made to the Page Set Page Designer.
FIX: NZ PPSR G2B interface; better handling of "Pending" PPSR Transactions
The PPSR G2B interface may leave PPSR Transactions in a "Pending" status and at this point they get stuck within finPOWER.
FIX: Loan Summary Report; Only including "Open" Loans
The Loan Summary Report will only include "Open" Loans.
NEW: Page Sets; New wizard to add a block of standard controls, e.g., Address controls
A new 'wizard' button is available from the Page Sets form, Page wizard, Designer page.
FIX: Address Search form; Pressing 'Enter' does not select current search result in grid
Pressing the Enter key to select a search result from the Address Search form does not select the current row in the grid and close the form. Instead, you had to click the 'OK' button of double-click the grid row.