Release History
finPOWER Connect 1.03.00
NEW: Account, Transaction Page; add "BT Id" column
Added "BT Id" column to the Transaction grid on the Account form, Transaction Page.
NEW: Bank Suspense Items; new report "Bank Account Suspense Item List"
Under Reports, Transaction Report there is a new report "Bank Account Suspense Item List".
NEW: Bank Suspense Items; new facility to delete Items
There is now an option to delete Suspense Items from the Suspense Items wizard. From the list of items on the grid select the row or rows to delete and click the Delete button below the grid.
FIX: Service Logs; button to link a Log did nothing
On the Service Log details form (accessible via the Tools, Utilities, Audit Search form, Results page), clicking the 'Add Log' button on the Links page did nothing.
NEW: Security Statements; you can now cut, copy and paste items
The Security Items grid on the Security Statements form now allows you to cut, copy and paste Security Items.
NEW: Client, Transactions Grid; add total to the Value column
On the Transactions Grid of the Client form there is now a total on the Value column.
FIX: Security Register PPSR G2B Interface Add-On; Security Statement form, PPSR page; Action Status is now set when the Action is set if using the Global Setting to update the Register Action when the Security Statement is changed.
After making a change to a Security Item then saving the Security Statement, when you clicked Cancel Edit to exit edit mode the following message was displayed:
NEW: Global Settings, GL & Accounting page; emPOWER 5 formats now allow "[UserId]" tag in User Id field
Under Global Settings, GL & Accounting page; if the General Ledger export type is either emPOWER 5 Save or emPOWER 5 Direct you can enter a User Id and password to log into emPOWER.
NEW: Account Payment Arrangement; new document to print new payment arrangement details
New "Special Account Document" under Account Type defines a document to publish at the end of the Payment Arrangement wizard.
NEW: Close Accounts; move from Account to Process menu
The "Close Accounts" menu item has been moved from the Account menu to the Process menu.
FIX: Document options; If allowed to run via log, support batch print may be disabled
Under Documents, Option page the "Supports Batch Print" setting under "Allow Document to be run from a Log?" (when checked) was incorrectly disabled for a Word VBA document type.
FIX: File, New Database; forces currently open database to close
When creating a new database via the File, New Database menu, the currently open database is first closed.
NEW: Reporting; Account Details report; Payment and Financial information updated
The Account Details report, Payments and Financial sections have been updated.
NEW: Reporting; PPSR G2B Transaction List
The PPSR G2B Transaction List has been updated to include the Billing Reference, Security Statement Id (where applicable) and Security Statement Description.
NEW: PPSR G2B changes
The verify button on Global and User Settings and the Secured Party Groups form now displays more information about the Secured Party Group and displays in HTML format for clarity.
FIX: Account calculations; Default Interest does not charge on Maturity date
Under Account Types, Overdue & Defaults page, there is a setting to "Charge Default Interest on Account 'Balance' when 'Post Maturity'".
NEW: Accounts; Various pages now note if remaining payments are insufficient to pay off the Account
Previously, if Account payments were insufficient to pay off the Account there was no message to that effect. This normally occurs if the Loan is very overdue.
NEW: Suspense Items; grid now shows totals
The grid on the Suspense Items form now shows totals for the Value and Imported Value columns.
NEW: Grid printouts; now includes simple totals
When printing the contents of a grid the report now includes simple totals.
NEW: Suspense Items; Filters now default a blank "From" date and "0" +/- value
Suspense Item filters now default a blank "From" date and "0" +/- value.
NEW: Security Statements; can no longer delete a Security Statement with Service Log entries
You can no longer delete a Security Statement with Service Log entries. These are records in the ISServiceLog table and relate to actions such as communication with the PPSR G2B.
FIX: Transaction List; Account Id added as an available column
The Transaction List did not include the Account code as an available column.
FIX: New Account wizard; Instalment drilldown now limits Term options to those applicable
The "Instalment drilldown" in the New Account and Account Quotation wizards now limits options to those Terms that are applicable.
FIX: Account Quotation wizard; may reset Account Type to the default
When entering an Account Quotation the Account Type may be reset to the default for the Product Type.
FIX: Account Quotation wizard; may fail with the error "Primary Key does not exist in collection."
The Account Quotation wizard may fail with the error "Primary Key does not exist in collection." when using the Promotions Add-On.
NEW: Account form, Payments page; Payment Arrangement summary block updated
On the Account form, Payments page the Payment Arrangement summary block has been updated as follows:
FIX: Bank Entry; if only one active Bank Account this is now defaulted
In various forms if there is only one active Bank Account this is now defaulted.
FIX: Process Direct Debit Payments; increased minimum form size
The Process Direct Debit Payments wizard minimum form size has been increased as when made it's narrowest the total field was over printing buttons.
FIX: Client form; Identification verify and approval buttons lose selected grid row
After clicking on either the verify or approve buttons underneath the Client, Identification grid, finPOWER Connect loses the currently selected row and leaves the html summary pane blank.
NEW: Revolving Credit Loans; beta release
The Revolving Credit Loans module has been released.
NEW: Audit Search; enhanced to include more filters
The Audit Search wizard has been updated to include the following filters:
FIX: GL Export; Account transactions and accounting ledgers no longer summarised together
In the General Ledger export, Account transactions and accounting ledgers are no longer summarised together. Previously these were mixed in together and this made it harder to reconcile.
FIX: Default Fee; Frequency of Per Month is charging the full value if Interest Cycle is less than a month
When the Default Fee's frequency is "Per Month" but the Interest cycle is not per month the value charged may not be correct.
NEW: Loan Contract template; Updated "Method for charging interest" block for Annualised Interest
The "Method for charging interest" block for Annualised Interest in the Loan Contract template has been updated.
FIX: Loan Contract template; Incorrectly uses Account Type Interest Accrual Method
The Loan Contract template incorrectly uses the Interest Accrual Method from the Account Type, rather than the Account itself, when printing the "Daily interest rate" in the Interest Rate block.
NEW: Payment Arrangement wizard; Summary tab now includes a schedule of Payments
There is now a schedule of Payments on the Payment Arrangement wizard, New Payments page, Summary tab .
NEW: Reporting; Account Trial Balance; Credit Limit related columns added
The following columns are now available to include on the Account Trial Balance report:
FIX: Bank Lodgement, Reprint an existing Lodgement Schedule; Created date was displayed in UTC time.
If you selected to reprint an existing Lodgement Schedule the Created date that was displayed in the grid was displayed in UTC (Coordinated Universal Time) time as held on the database.
NEW: New Account wizard, Financial page; Changes to Transactions grid
On the New Account wizard, Financial page the Transactions grid has been enhanced as follows:
NEW: Account form, Financial page; Edit Account Dates on "Opening" line refreshes Account form and changes to "Current" line
On the Account form, Financial page there is an option to "Edit Account Dates". This is shown in the HTML summary of the "Opening" line of the grid.
NEW: Security Statement; Motor Vehicle Registration Number now saved to database in different field
The Registration Number for Motor Vehicle type Security Statement Items is saved to the database in a RegNumber field rather than the SerialNumber field.
NEW: Reporting; Account Security Analysis report added
An Account Security Analysis report has been added. This is available from the Report Explorer under Security Statement reports and is available when registered for the Securities Add-On.
FIX: MDI tab strip does not show new form if too many tabs visible
If you open a new form and the MDI tab strip displaying a tab for each form is too wide, you did not see a tab for the new form.
NEW: Reports; New action to 'Save as Defaults'
On the report parameter entry form, a new action has been added: 'Save as Defaults'.
NEW: Payment Reversal wizard; added dishonour letter
New "Account_PaymentDishonour" letter added. This is intended to be printed during the Payment Reversal process to advise the Client the payment has been dishonoured.
NEW: Payment Reversal wizard; several enhancements made to streamline this process
There have been several enhancements made to the Payment Reversal wizard to streamline the process.
FIX: Reporting; Account reports; new ranges and groupings added
The following ranges and groupings have been added:
NEW: Account Refinance; better message if negative balance and opening a new Account
You cannot Refinance an Account with a credit balance (or where the refinance value is negative) into a new Account. This is because the opening advance for a Loan cannot be negative.
FIX: Account Quotation wizard; Promotion field is disabled when first opened
When first opening the Account Quotation wizard, the Promotion field is disabled even if the default Account Type has Promotions.
NEW: Statement Change wizard; updated to a 1 or 2 page wizard
The Statement change wizard has been updated to a 1 or 2 page wizard, depending on whether a log is to be created.