Release History
finPOWER Connect 3.00.08
FIX: Scripts; Object Events for ElectronicSignature, Template script code did not include ExecuteGetDocumentData events
The Template script code for Object Events, Electronic Signature, did not include ExecuteGetDocumentData events.
FIX: Ad-hoc Document Logs; clicking "Print Document" may incorrectly warn "This Log has not yet been published. Are you sure you want to print this document?"
Clicking "Print Document" on an ad-hoc Document Log, e.g. an Account Log, may incorrectly warn "This Log has not yet been published. Are you sure you want to print this document?".
FIX: Account Statements; when using a Date Range the Opening and Closing Balances may be zero
When using a Date Range in an Account Statement, the Opening and Closing Balances may be zero. This occurs if there are no Transactions in the date range.
FIX: Client Identification Summary Page; Image may not be displayed
On the Client form, Identification page, the Image is not displayed in the Summary Page in the file name includes a single quote.
FIX: Document form; User Flags not showing for "Word Document" file types
On the Document form, Options page, the "Other options" section which includes User Flags was not showing for "Word Document" and "Excel Workbook" File Types.
NEW: Summary Text; updated script to support "SummaryText" object for the Account Applications form
The Account Applications form now supports the "SummaryText" object in the Summary Text script for the Form heading.
FIX: Electronic Signatures; Object Events script "UpdateUpdatePost" event fails using template code
The Electronic Signatures Object Events script "UpdateUpdatePost" event fails using the standard template code.
NEW: Bank Export and GL Export; File Names now support Smart Tags
The File Name for Bank Exports and GL Exports now support Smart Tags, including the following:
NEW: finAccountCreditLimitChange.CreditLimitCount; Incorrectly returned Decimal data type
The business layer finAccountCreditLimitChange.CreditLimitCount property was incorrectly returning a Decimal data type.
NEW: Credit Limit icon; updated to a dollar sign with tick
The Credit Limit icon has been updated to a dollar sign with tick.
NEW: Scripts; Template Text page; Pressing "F5" will now test the Script
Pressing F5 from within the Template Text field on the Scripts form now tests the Script.
FIX: New Account wizard; changes to User Defined page may not be saved
In the New Account wizard, changes to the User Defined page may not be saved.
FIX: Close Accounting Period wizard; now closes form once successfully completed
The Close Accounting Period wizard and Close Tax Period wizard now close the form once successfully completed.
FIX: Security Items; not saving Security Enquiries done before record saved
Whilst adding a new Security Item, either via the New Account wizard or directly via the Security Statement form, Security Enquiries undertaken are not linked to the Item.
NEW: Fiji; added Company Number for Clients
Company Number for Clients has been added for Fijian databases.
NEW: HTML Widgets; Updated to allow Export to MS Excel
The following HTML Widgets now have an "Export to MS Excel" button below both their primary and breakdown grids:
NEW: Task Manager; Custom "Filter Workflows" folder properties enhanced
When creating a custom Task Manager folder to filter Workflows, i.e. the type is "Filter Workflows", only filter pages applicable to the Workflow Target types are now shown.
NEW: New Account wizard; new option to enter Ledger in wizard
A new option has been added to the New Account wizard to allow the Ledger to be entered.
NEW: finPOWER Connect Cloud Configuration; Custom Pages; New icons available
The following icons are now available for finPOWER Connect Cloud Custom Pages:
FIX: Documents; When published Standalone (Ad-Hoc) were not respecting the "Print Document even if Emailed?" option when creating a Bulk Document
Many Documents, e.g., "AL, Account Letter" contain a constants to "CreateBulkDocument".
NEW: HTML Widgets; Sample Loan Application; Now supports OCR and drivers licence image
The Loan Application sample supplied as Templates/Sample Scripts/HTML Widgets/Package_LoanApplicationSample1.xml has been updated as follows:
NEW: Account Applications; New business layer objects added to assist with Identification Items
A new finIdentificationDetails object is available for Scripting.
NEW: HTML Widgets; Tab control; FocusFirst method will no longer focus (by default) on Mobile devices
HTML Widgets that are structured as wizards, e.g., the sample "New Account Application" wizard, focus on the first control on the page when moving between pages.
NEW: Global Settings, User Preferences, Web Configuration; Email verification added
Email verification has been added to the following forms:
NEW: Publish Documents wizard; added Monitor Category ranges
Monitor Category Ranges have been added to the Publish Documents wizard.
NEW: finPOWER Connect Cloud Configuration; Home, Custom Pages and Menus can now be restricted to a range of External Parties
Home and Custom Pages and Menus can now be restricted to a range of External Parties from the finPOWER Connect Cloud Configuration form.
FIX: Task Manager; Workflow folders; Filtering not working as expected when multiple Target Object Types are selected
When a Task Manager Workflow folder was configured to, for example, include both "Account" and "Account Application" Workflows, items may have been unexpectedly excluded, e.g., if an Account Type filter was applied then ALL "Account Application" Workflows...
FIX: Scripts; Template Code not compiling
Pasted Template code for some Scripts was not compiling.
FIX: Page Sets; DBCombo; Not searching on "Dealer Employees" grid
If a DBCombo Page Object in a Page Set is set to show the "Dealer Employees" standard range then, sorting a column in the grid and pressing a letter did not perform a quick search (i.e., jump to the first row with that character) as it did with other Stan...
FIX: User Policies; New option to "Allow Web Services and Cloud-based Application access"
On the User Policies form, the "Allow Application access?" option has been renamed to "Allows Windows Desktop Application access?".
FIX: Scripts; Import Special; HTML Widgets; Placeholder Widgets removed
All of the "Account form" HTML Widgets have been removed from being imported via the Scripts form, Import Special, HTML Widgets option since these were placeholders and contained no content.
FIX: Workflows Types; Script Timeout Seconds not being respected, always uses 60 seconds
The Script Timeout Seconds defined on a Workflow Type was not being respected; it was always being set to 60 seconds.
FIX: finBL.DebugWatch method; Displays missing summary page on Enum values
Displaying an Enum in the finBL.DebugWatch window displayed a missing summary page on Enum values such as isefinAccountStatus.Open.
FIX: Account Applications; clarify "AccountApp.Status.DeclinedToReviewing" and "AccountApp.Status.UnwantedToReviewing" Permission Keys
The Permission Keys "AccountApp.Status.DeclinedToReviewing" and "AccountApp.Status.UnwantedToReviewing" have been updated to clarify that they mean "to Reviewing" or "to Incomplete".
FIX: Task Manager "Filter Workflows" folders; not saving Account Application Monitor Category filters
The Task Manager "Filter Workflows" folders were not saving Account Application Monitor Category filters.
FIX: MYOB AccountRight General Ledger export; should have a blank line after each Bank Transaction
MYOB AccountRight General Ledger export now includes a blank line after each Bank Transaction.
NEW: Loan Trial Balance Report; added new optional column "Unearned Balance"
A new optional column "Unearned Balance" has been added to the Loan Trial Balance Report.
NEW: Word Documents; added support for Secured Signing TextLink, i.e. sending an SMS invitation to sign
A new option has been added for Word Document Electronic Signature blocks for Secured Signing "TextLink", i.e. sending an SMS invitation to sign.
NEW: New OCR Add-On
A Beta OCR Add-On is now available.
NEW: Word Documents; add support for "micro" wiki text in Summary Tables
Support has been added for "micro" wiki text in Summary Tables for Word Documents. The wiki tag is "---", i.e. three dashes.
FIX: Scripts; HTML Widgets; Stylesheet updated since H3 tag size was very large
The HTML Widgets Stylesheet has been updated to make H3 tags 14px rather than 14em in size.
NEW: Post Database Upgrade; Version 2.03 processes slow
Post Database Upgrade processes for version 2.03 can be very slow on a large database.
FIX: ISKeyValueList; using SetKeyValueList may not make object dirty
Using a child ISKeyValueList item within a parent ISKeyValueList may not flag the parent object as dirty as expected.
FIX: Bank Export Services (NZ); new setting to send Other Party Reference like version 3.0.6 and prior
New Zealand Bank Account Export Services now include an option to send the Other Party Reference like version 3.0.6 and prior did, to maintain backwards compatibility.
NEW: Account, Client etc. Key Details Summary Pages; added optional Events block
Added optional "Events" block to Account, Account Application, Client and Workflow Key Details Summary Pages.
NEW: Word Documents; Summary Tables now include cells border style property
Summary Table Word Documents Options now include a property to set the cell border style.
NEW: Parameters; Grouping List; Option to not indent list
The "Grouping List" page of the Parameter wizard now have an option to "Display right-hand list items unindented?".
FIX: Scripts form; Import Special; Smart List should be disabled when in edit mode
The Import Special, Smart List action on the Scripts form is now disabled when the form is in edit mode.
NEW: finAccountBalanceAdjustment; added property to return the Pk of the Account Transaction created
A new property "AccountTransactionPk" has been added to the finPOWER Connect Business Layer object finAccountBalanceAdjustment.
FIX: finBL.DebugWatch; Not displaying business layer help summary for selected item
The finBL.DebugWatch Script function was not displaying business layer help in the lower panel for the selected item.