Release History
finPOWER Connect 1.03.02
NEW: Demonstration database; new demonstration database added for Australia
A new demonstration database has been added for Australia.
FIX: Credit Enquiry wizard; unable to see Next, Finish etc button when screen resolution is 1280 x 720
On the Credit Enquiry wizard the Cancel, Back, Next and Finish buttons are not visible when the screen resolution is 1280 x 720.
NEW: Database Optimisation; Account form may unnecessarily make database calls
The Account form may unnecessarily run the following database query twice for every record loaded (depending on the page that is open):
FIX: Task Manager; errors with read-only database
The Task Manager form may error and close finPOWER Connect if the database is read-only.
NEW: Account Withdrawal; new options to adjustment future Regular Payments
The Account Withdrawal wizard includes new options to adjust future Regular Payments.
FIX: Audit Search and PPSR Search not filtering correctly on UTC date
The Audit Search wizard and PPSR Search wizard were not filtering correctly when a date range was entered. The time portion of the date was being omitted, therefore the search results may have returned items from the previous day (e.g., if 11 hours were b...
FIX: Account Payment Arrangement; Holding Overdues should clear Direct Debits awaiting processing
If an Account Payment Arrangement is made, and Overdues are held, and the Account is paid by Direct Debit and has a Direct Debit awaiting processing, the Direct Debit value remains and is processed, but is not taken into account in the schedule when calcu...
NEW: Database Compare; now compares index "included columns" and "type" if supported by both databases
The Database Compare facility now compares index "included columns" and "index type" if it is supported by both databases, ie both databases must be SQL Server databases.
NEW: Database documenter; new option to include Additional Index information for SQL Server databases
The Database documenter has a new option "Include Additional Index information?". This currently is only applicable for SQL Server databases.
FIX: Context sensitive help on Clients form showing incorrect topics
The following pages on the Clients form showed the incorrect help topic when pressing F1:
NEW: Flagging an Account as Unwanted or Declined now warns if the Account has open Workflows
Flagging an Account as Unwanted or Declined now warns if the Account has open Workflows.
NEW: New Application Shortcut type 'MapShow' added
A new type of Application Shortcut 'MapShow' to display a map has been added. This can be used on Summary Pages etc.
FIX: Payment Arrangement; Projected Final Date displays a large number of days prior to maturity
In the Payment Arrangement wizard, if the projected final date cannot be calculated, eg if the regular payment is too low, the summary page displays "733979 days prior to Maturity".
FIX: Document Database fails when documenting SQL Server database and Access database is open
The Document Database facility fails when documenting SQL Server database and Access database is open.
NEW: Account Quotations; new facility to save to an Account, even if no Client defined
A new facility to save a Quotation to an Account has been added.
NEW: View Credit Enquiry form, now has Minimise and Maximise window buttons
The View Credit Enquiry form, drill down from Credit Enquiry log form, now has Minimise and Maximise window buttons.
FIX: Archived Accounts; not showing financial figures and other information
Archived Accounts were not showing financial figures and other information was not included at all. In addition, drilling down to the Schedule did not show anything.
NEW: New tag types added for SMS and Email documents
The following tags can now be included in SMS and Email documents:
NEW: Scripts; Template code to work with the Web Interface can now be generated for Web Summary Pages
Template code generated for Web Summary Page type Scripts now provides an example Script that can be used to override or tweak the built-in Scripts available in the finPOWER Connect Web Interface.
NEW: Context sensitive help now always working
Pressing F1 on a form does not always provide context sensitive help, even when it is available.
NEW: Account Types; Rules did not include "Refinanced" for Creation and Close Methods
Account Types Rules did not include "Refinanced" for Creation and Close Methods for a "Status Change" rules.
NEW: Accounting Ledgers Add-On; Released
The Accounting Ledgers Add-On has now been officially released.
NEW: Scripts now have access to System.Web assembly
All Scripts now have the System.Web assembly imported and referenced thereby allowing them to access functionality available in this assembly.
FIX: Client Groups, New Client Wizard page; Validator Script button incorrectly opens Decision Card form
On the Client Groups admin form, New Client Wizard page, the Validator Script button incorrectly opens the Decision Card form.
FIX: High DPI monitors; form splitter minimum sizes not adjusted
When using a High DPI monitor the form's Action panel's splitter minimum size is not correctly adjusted. This means not all buttons at the top of the action panel are visible.
NEW: Account Export/ Import facility added
Account Export/ Import facility has been added. This includes the ability to Import and Export Client and Security Statement information.
FIX: Accounts; Overriding Payments date description for ranges incorrectly shows 11st, 12nd, 13rd
When entering Overriding Payments in the New Account wizard or Payment Arrangement wizard then description for date ranges/ wildcards incorrectly shows 11st, 12nd, 13rd. These should be 11th, 12th and 13th respectively.
FIX: New Account wizard; Revolving Credit Account Type "Allow entry of Minimum Payment 'Hold To' date?" not working
The Revolving Credit Account Type setting "Allow entry of Minimum Payment 'Hold To' date?" , under the New Accounts page was not working.
NEW: Decision Cards; add new "Information" type Rule
Decision Cards now support "Information" type Rules.
NEW: Decision Cards; enhance Rule editing functions
Decision Card Rues now include the following editing functions:
FIX: High DPI display; Report and Settings forms updated to cated for screens using High DPI
The following forms have been updated to cater for screens using High DPI:
FIX: Client form, Name & Details page; Dependants field not linked to correct Information List
The Dependants field on the Client form, Name & Details page is not linked to correct Information List, it is linked to the "Dependents" list but it should now be linked to the "Dependants" list.
NEW: Client Logs; Audit page now allows linking of Log to a Workflow
The Audit page on the Client Log form allows a Log to be linked to a Workflow when licensed for the Workflow Add-On.
FIX: Revolving Credit Minimum Payment Transaction; Notes now include more information
The Notes for a Revolving Credit Minimum Payment Transaction now include more information.
NEW: Account Warnings; added new warning to inbuilt script if date opened is prior to today
A new "alert" warning has been added to the inbuilt Account Warnings script.
FIX: New Account wizard; when Term Entry method is "Number of Payments" and overriding the Regular Payment an "Invalid term" error message may occur upon calculation
When entering "Number of Payments" in the New Account wizard and overriding the Regular Payment you may receive an "Invalid term" error message upon clicking "Calculate".
FIX: Decision Cards; Score on outcome was not being initialised to Base Score
The Score on a Decision Card Outcome was not being initialised to the Base Score defined on the Decision Card, it was always starting at zero.
FIX: Code Ranges; right click paste for Account codes is not enclosing code in single quotes if it contains special characters
In a code range, if a code includes a single quote, comma, dash, asterisk or question mark then it should be enclosed in single quotes, and any single quotes should be doubled up.
FIX: New Account wizard; Credit Limits 2 and 3 are not updated in financial details straight away
In the New Account wizard, when a change is made to Credit Limit 2 or 3 they were not immediately updated in the financial details summary.
FIX: New Account wizard; tweaked field sizes to give Credit Limits more caption space
The New Account wizard, Financial page has been tweaked to give Credit Limits more caption space.
FIX: Form Print; codes passed to Report parameters may not be valid
When clicking Print from the Action List of a form the code passed to the Report parameters screen may not be valid.
NEW: Account Transactions; new option to show Compact View and other enhancements
There have been several enhancements to Account Transactions.
NEW: Credit Enquiry; various tweaks
The NZ VedaXML interface now returns the "Total Number of Judgements Unpaid", previously only the "Total Number of Judgements" was available.
NEW: Web Service; error message for 401 Unauthorised has been enhanced
The error message returned for web requests when a 401 Unauthorised error occurs has been enhanced. This typically means the User or Password is incorrect and you have been denied authorisation to the web service.
FIX: New Account wizard; when an Account Type does not use Statements the Other page has a blank gap at top
When an Account Type does not use Statements the New Account wizard, Other page has a blank gap at top where Statement details would have been entered.
NEW: Auditing; Account Type now audits any change to Statement details
Account Types now audit any change to Statement details, including Use Statement, Statement Cycle and Next Date.
FIX: Account Types; unchecking "Use Statements?" fails when Saving
If the "Use Statements?" setting for an Account Type is unchecked, when saving the record finPOWER Connect asks the user "WARNING: Changing the Account Type to not use Statements will clear the Statement Cycle and Next Date on Accounts. Do you wish to con...
FIX: Client Groups, Identification page; Decision Card "Open Record" button takes you to the Scripts form
On the Admin, Client Groups form, Identification page the Decision Card "Open Record" button opens the Scripts form instead of the "Decision Cards" form.
FIX: Information Import; fails with a "Key does not exist in collection" error
The Information Import facility fails with a "Key does not exist in collection" error after clicking "Finish".
NEW: Security Register PPSR Add-On; Search updated
The way the PPSR G2B Search works has changed behind the scenes and viewing of the returned Financing Statement now uses the Script defined under Global Settings, Securities, PPSR G2B.