Release History
finPOWER Connect 1.03.01
FIX: Accounts; when Account Type "Allow Credit/ Zero balance before maturity date?" option is checked the final payment date may be confusing
Where an Account Type's "Allow Credit/ Zero balance before maturity date?" option is checked the final payment date may be confusing.
FIX: Payment Arrangement wizard; Add Promise now uses "hint" to create promises
Previously in the Payment Arrangement wizard, when using the Add Promise facility, values had to be entered in the Total, Frequency and First Date fields, even though hints were given. Therefore, you would have to right click and select Paste Hint from th...
FIX: Securities Register Add-On; Security Stmt Log and Security Stmt Item Log forms.
When clicking Save the log form was sometimes closing without saving the new log record. This would happen with the following scenario:
FIX: Client Search; Searching on a phone number that contained invalid characters resulted in an Unhandled Exception error.
When the following criteria were used to perform a Client Search, an Unhandled Exception occurred:
FIX: Document Manager Add-On; Account form, Files page; User defined parameter set is using the parameter set defined for the Client form.
When using the Document Manager Add-On a parameter set can be defined to view data with each file on the Files page of the Account form.
NEW: Reporting; Account Details report; option added to print the schedule
An option has been added to the Account Details report to print the 'Account Schedule'.
NEW: Queues; Items can now be duplicated and copied and pasted between Queues
Queue Items can now be duplicated and copied and pasted between Queues.
FIX: Company Wizard; now assigns a short description of 'Mobile' to MOB Contact Method
The Company Wizard adds a Contact Method of MOB (Mobile Phone) but assigns it a short description of 'Phone'. This has been updated to 'Mobile'.
FIX: Document Database wizard; does not save previous SQL Server details correctly
When running the Document Database wizard, defaults are loaded from the previous session however, for SQL Server databases, the method to connect to the database always defaulted to 'Using the following credentials:'.
FIX: Admin, Security Type form, Other page; The information tip used a full stop instead of a pipe when describing the sectioned items.
Sectioned Information List Items were originally separated by a full stop but this character could be used when describing a model or sub model, so the pipe character is used.
FIX: Demonstration Database; changes made to assist users with UAC switched on
When the demonstration database is located in the Demo Data folder under Program Files, users who have Windows UAC turned on will be unable to write to the database since it will be read-only. This can be confusing and the following changes have been made...
FIX: Revolving Credit Loans; tiered rate tables not working as expected
Revolving Credit Loans that use tiered rate tables are not working as expected. They are always picking the rate based upon a balance of $0.
NEW: PPSR G2B Interface add-on renamed
The 'PPSR G2B Interface' add-on has been renamed to the 'PPSR Interface'.
NEW: Transaction List; many minor enhancements
A few minor enhancements have been made to the Account Transaction List Report.
NEW: New Company wizard; Client Type default for companies now set to RC28
The Client Type default for companies is now set to RC28 in the New Company wizard.
FIX: Revolving Credit Loans; adding a new Loan with a Rate Table that is blank, ie uses Account Type standard Rate Table, fails
When adding a new Revolving Credit Loan with either a Startup on Ongoing Interest type of "Rate Table" finPOWER may add the Loan but not open it, leaving it as a Quote. The following message is displayed:
FIX: Quote Accounts; can "Review Default Interest Rate" from Financial page of Account form
Whilst an Account is still a Quote, from the Financial page of Account form you can "Review Default Interest Rate".
FIX: Account Types; Revolving Credit Loans should not allow a "Loss Formula" of "NZ CCCFR Formula 1"
Revolving Credit Loan Account Types no longer allow a "Loss Formula" of "NZ CCCFR Formula 1". This is because Revolving Credit Loans do not have a Maturity date.
FIX: Rate Tables; not saving information when drilling down to item
Admin, Rate Tables were not saving information in the Rates grid when drilling down to the item using the button in the grid.
FIX: Database Upgrade; Fails on Access database with Failed to clear 'Allow Zero Length' state on all tables and columns
The Database Update fails when upgrading an Access database and gives the error:
NEW: Workflow modifications
The Beta Workflows module has undergone extensive modifications.
FIX: Account Schedule; may show lines with no values
The Account Schedule for an existing Account may show lines with no values.
FIX: Accounts, Status Page; "Overdues" block is now expanded by default
On the Account form, Status Page the "Overdues" and "Contractual Overdues" blocks, if shown, are now expanded by default.
FIX: Payment Arrangement; errors if no Arrangement advice set for the Account Type
In the Payment Arrangement wizard if there is no Payment Arrangement advice document defined for the Account Type, the checkbox to print the advice is hidden but behind the scenes it is checked.
FIX: Queues; Importing a Queue does not import Queue items
Exporting and then importing a Queue does not import Queue items.
NEW: Account Transaction List; remove "Include Payment Due Transactions?" option
The "Include Payment Due Transactions?" option has been removed from the Account Transaction List and replaced with the option "Include all Transactions?".
NEW: Account Transaction List; removed Suspense items option from report
The Suspense items option has been removed from the Account Transaction List.
NEW: Database documenter; information regarding included columns on SQL Server indexes is now shown
Information regarding included columns on SQL Server indexes is now shown in the Database documenter.