Release History
finPOWER Connect 2.03.00
NEW: Business Layer objects will fail to commit if Account could not be sent an SMS or Email Document
The following wizards (and their supporting business layer functionality) will fail to commit if attempting to send an SMS or Email Document to an Account where none of the Account's Clients can receive the Document:
FIX: Account Restucture wizard; Printing Advice prints the Account Type's Payment Arrangement Document and not the Restructure Advice
Opting to "Print Advice" on the first page of the Account Restucture wizard will generate a Payment Arrangement Document (as defined on the Account Type) and not the Restructure Advice.
FIX: Account Applications; Details page; Employee fields; Clicking dropdown gives warning that DBComboBox not attached to Data Source
Clicking the dropdown on the Employee field (either Dealer or Broker) on the Details page of a new Account Application displayed the warning "This DBComboBox has not been attached to a Data Source.".
FIX: Account Applications; Accounts created from Account Applications do not have the correct CreationMethod value
Account created from Account Applications should have a Creation Method of isefinAccountCreationMethod.NewExApplication (1 on the database) however the Creation Method was not being set and therefore remained at the default value of isefinAccountCreationM...
FIX: AccountFunctions, StatusDeclinedToQuote and StatusUnwantedToQuote; not handling Accounts that aren't Declined or Unwanted
The finPOWER Connect Business Layer functions StatusDeclinedToQuote and StatusUnwantedToQuote in finAccountFunctions aren't handling Accounts that aren't Declined or Unwanted respectively.
FIX: Scripts; Import added 'Intersoft' namespace
A Script import has been added to the 'Intersoft' namespace.
FIX: Account Applications; Edit Financial form; Account Type fields have a large gap above
When editing financial details of an Account Application via the button on the Quotes page of the Account Applications form (or via a Page Set), the "Account Details" page of the "Edit Financial" wizard (if shown) had a large gap above them.
FIX: Account Applications; Accept/ Decline wizard crashes if selected Quote does not have an Account Type set
The Account Application Accept/ Decline wizard crashed with a "Key does not exist in collection" exception if the selected Quote did not have an Account Type set.
FIX: Reports; Previewing not working if form is displaying modally
When attempting to print a Report and the Report Preview form was being displayed modally (e.g., when printing a Grid from the Global Settings form), the Report was never being displays; the form background remained grey.
FIX: Business Layer help; finClientContactAddresses.GetCurrentAddress returns note incorrect
The Business Layer help for finClientContactAddresses object, GetCurrentAddress function incorrectly states it returns a finClientContactMethod value.
NEW: Centrix Credit Bureau; new Signup button added to Global Settings
A new Signup button for Centrix Credit Bureau has been added to Global Settings.
NEW: Payment Methods; new "Token" Payment Type
A new Payment Type "Token" has been added. This new Token payment type supports Bank facilities such as Westpac's QuickVault service (in Australia). These services allow Finance Companies to securely store Credit Card (and Bank Account) information outsid...
NEW: Loan Statement; added optional Minimum Payment Warning
An optional Minimum Payment Warning has been added to the Loan Statement for Revolving Credit Loans - this assist in complying with the recent amendments to the NZ CCCFA.
NEW: Business Layer; added JSON Utilities and Token classes for parsing JSON strings
Two new classes have been added to the finPOWER Connect Business Layer to make it easy to parse JSON strings.
FIX: Account Accept/ Decline wizard; removed declined time - as not used
The time declined has been removed from the Account Accept/ Decline wizard as it was not used.
FIX: Account Application Accept/ Decline wizard; removed declined time - as not used
The time declined has been removed from the Account Application Accept/ Decline wizard as it was not used.
FIX: New Client Wizard, Employment Page; Summary Page not updating when selecting different rows in the grid
In the New Client Wizard, Employment Page, the Summary Page was not updating when selecting a different row in the grid.
FIX: ISUserInterfaceBL.CommonForms; Some methods return a form which is not designed to be used outside of the finPOWER Connect User Interface
The following methods in ISUserInterfaceBL.CommonForms returns form objects which were not designed to be used outside of the finPOWER Connect User Interface. These have been updated to not return anything:
NEW: Business Layer; added JSON Builder class
A new class has been added to the finPOWER Connect Business Layer to make it easy to build JSON strings.
NEW: Test Web Services form; Now allows a Proxy Server to be used when testing Web Services
The Test Web Services form now allows a Proxy Server to be used when testing Web Services.
NEW: Bank Export/ Import services; new "WBC QuickBatch (Credit Card)" added for Australia
New Bank Export service "WBC QuickBatch (Credit Card)" added. This supports Westpac Australia's "QuickBatch" file format for Credit Cards and has been added to compliment the new "Token" Payment Method.
NEW: Bank Statements; interface added to retrieve Bank Statement information for New Zealand
Bank Statements interface, via bankstatements.com.au, has been implemented for New Zealand. For more information see https://www.bankstatements.com.au/.
FIX: Interest Payment Type Change wizard; if the only change made is to the Reference field the wizard cannot be completed
For Deposit Accounts, if the only change made to Interest Payment details, in the Interest Payment Type Change wizard, is to the Reference field(s) then when trying to finish the wizard the message "You must revise the Interest Payment Type details" appea...
FIX: finLogRO Business Layer object; optimised DocumentHtml functions
DocumentHtml functions in the finLogRO Business Layer object have been optimised.
FIX: Refinance Account; may fail with "Account has no payments. Check Overriding Payments are valid."
When refinancing an Account, the following error may occur "Failed to commit Account Close. Failed to Refinance Account. Failed to create Refinance Account. Failed to calculate Account. Account has no payments. Check Overriding Payments are valid.".
NEW: Quick Search; Now uses Global Summary Page options to show Branch etc. for Account
The Account Quick Search Summary has been updated to show the Branch, Department etc of the Account based on the Global Settings, General, Summary Pages settings.
FIX: ISKeyValueListReadOnly; Properties were being used when they should have been Methods
All of the 'Get' read-only properties in the ISKeyValueListReadOnly object have been changed to methods, as has the 'HasValues' property.
FIX: Global Settings form; Securities section; PPSR G2B page; Resizing splitter may truncate controls
Resizing the vertical splitter on the Global Settings form may cause controls on the Securities, PPSR G2B page to resize incorrectly and a horizontal scrollbar to appear that may make the captions of some controls appear truncated.
NEW: Account Application Types; Additional warnings given if Account Role and Client defaults not defined
The Account Application Types form will display a warning (Exclamation Mark) icon in the top-right corner to indicate that the record may not be configured correctly. Clicking this icon displays a list of warnings.
FIX: Bank Entry; duplicating a line is not working correctly
Duplicating a line in Bank Entry is not working correctly.
FIX: Client form, General page; layout issues on high DPI monitors
The Client form, General page has layout issues on (very) high DPI monitors.
FIX: finPOWER Business Layer; Account.GetAmountFinanced logic amended
The logic behind the finPOWER Business Layer function Account.GetAmountFinanced has been amended. This makes it compatible with that shown on the Financial page of the Account form.
NEW: Client Groups form; New Client Wizard page; Updated to better handle scrolling on smaller screens
The Client Groups form, New Client Wizard page has been updated to handle scrolling better on smaller screens.
NEW: "WBC Deskbank" export services; amended notes to include "Corporate Online"
The "WBC Deskbank (Direct Credit)" and "WBC Deskbank (Direct Debit)" export services now include the text "Corporate Online" in their notes. This helps clarify that they can be used by both systems.
FIX: Account Applications; Clients and Accounts are now better validated before attempting to create a new Account or Client
When attempting to either Accept and Account Application (or Decline/ Unwant it but still create Client records) or to create a Client from an Applicant via the 'Create Now' button on the Applicant Properties wizard, the Client may fail to be created and...
FIX: Accounts, Transactions, Edit Transaction Reference & Notes; relaxed restrictions on which Transaction can be amended
The restrictions on which Transactions can have their Reference & Notes amended has been relaxed.
FIX: Error Dialog; if Send Email fails no error is shown to User
On the Error Dialog form there is a button to email the error message.
NEW: Clients, Contact Methods page; added Status column
An Address Status column has been added to the Contact Methods grid for Clients etc. This is hidden by default.
FIX: PPSR B2G Interface (Australia); Critical Mailbox items do not show the critical message
PPSR B2G Interface for Australia includes a mailbox facility. However, critical messages did not show the message anywhere - only that there was a critical message.
FIX: ISCodeDescriptionList; Code or Description properties may return Nothing rather than a blank String
Adding items with blank Strings to a business layer ISCodeDescriptionList object would cause the properties to be Nothing (in VB.NET, null in C#) rather than a blank String, e.g.:
FIX: Global Settings, Clients, Bank Statements page; if not licensed for SMS screen layout issue
On the Global Settings form, Clients group, Bank Statements page; if you are not licensed for SMS there is a screen layout issue - the Options and verify blocks overprint each other.
NEW: Account Monitor Category History form; when Category cleared
The Account Monitor Category History form has been enhanced to clarify that the action cleared the Monitor Category.
FIX: Workflows; Version 2; General Updates not performed for 'Success' Outcomes if Workflow was Closed
General updates such as setting the Workflow's flag colour or setting an Account's Monitor Category are performed upon a Workflow Item such as a 'Question' type Item being set to an Outcome flagged as 'Success'.
NEW: Credit Enquiries; better handling of Gender where Client's gender is not Male or Female
The Credit Enquiry wizard has improved handling of Gender where a Client's gender is not Male or Female.
FIX: Credit Enquiries; Gender defaults to 'Unknown'
If the Gender is not known it now defaults to 'Unknown' and not left as a blank string.
FIX: finBL.Runtime.CompressionUtilities; functions now hidden as not implemented
The following finPOWER Connect Business Layer functions are now hidden in intellisense and not listed in the Business Layer help.
FIX: Importing Information; importing Product Types and Account Types in the same file may fail
When Importing Information, whilst importing Product Types, the message "Default Account Type '[Account Type Id]' does not exist" appears and the import fails.
FIX: Global Settings; Branch and External Party "Client Type" should only allow Organisation types
The following changes have been made to Global Settings:
FIX: Scripts; Attempting to show the Snippets form displays an error if the User has a custom Templates folder
The User Preferences or Global Settings define a Templates folder, launching the Snippets form from within a Script Editor failed with a folder or sub-folder not found error.
NEW: Bank Export services; new "Kiwibank GIFTS" Direct Credit and Direct Debit export services added for New Zealand
New Bank Export services "Kiwibank GIFTS (Direct Credit)" and "Kiwibank GIFTS (Direct Debit)" have been added for New Zealand.