Release History
finPOWER Connect 1.04.00
FIX: Document Manager; folder name for Security Statement Items changed
The Document Manager folder name for Security Statement Items has been changed from SecurityStmtItem to SecurityItem for consistency (mainly to the Permission Keys relating to Security Statement Items).
FIX: Quick login functionality used by the Web Interface now rechecks User details upon login
The Quick login functionality used by the Web Interface now rechecks User details upon login. This allows Users to be locked out immediately without the need to restart the business layer pool.
NEW: Rate Table Add-On; officially released
The Rate Table Add-On has now been officially released.
FIX: New Company wizard; Account Settlement Summary document incorrectly named
The New Company wizard adds a document ASQ, Account Settlement Summary. The VBA document file name was misspelt "Account_SettlmentSummary.dot". This has been corrected to "Account_SettlementSummary.dot".
NEW: Transaction/ Bank Entry; new option to filter so only showing rows with errors
The Transaction Entry and Bank Entry wizards have a new option to filter rows to only show rows with errors. The filter errors button is located on the button strip below the grid.
NEW: Document Manager Add-On; New permission keys added to control overwriting of files
The following permission keys have been added to control overwriting of files:
FIX: Account Accept/ Decline wizard; if Accept option disabled Next button disabled
If the Accept option is disabled in the Account Accept/ Decline wizard then the Next button is disabled, and selecting the Accept or Decline option does not enable it. The result is you cannot complete the wizard and Decline the Account.
FIX: ISAddressDetails business layer object not setting 'IsDirty' flag correctly and not saving Postcode property to XML
Although the ISAddressDetails business layer object had an IsDirty property, this was not being maintained correctly.
NEW: Script Editor; Find/ Replace, now defaults 'Search in selection' checkbox
When showing the Find/ Replace box in the Script Editor, e.g., by pressing Ctrl+F, the 'Search in selection' checkbox is now checked if:
NEW: Workflow Manager Add-On removed and functionality included with Workflow Add-On
The Workflow Manager Add-On has been removed and the functionality is now included with the Workflow Add-On.
NEW: Workflow related User changes
The following User changes have been made:
NEW: Workflow Manager Add-On; Task Manager; System Workflow folders are now grouped
System Workflow folders displayed on the Task Manager form are now grouped within a parent "Workflows" folder for clarity.
NEW: Reporting; PPSR Financing Statement Details report added
A new PPSR Financing Statement Details report has been added.
NEW: Accounting Ledgers; DateCancelled changed to CancelledUtcDate, added CancelledUserPk
Accounting Ledgers included a "DateCancelled" field. This was used to record the Date the Accounting Ledger was cancelled or Reversed.
NEW: Account form, Accounting Ledgers page; cancelled/ reversed items and now shown with a strikethrough
On the Account form, Accounting Ledgers page any cancelled or reversed items are now shown with a strikethrough through the Value and Transferred amounts.
NEW: New Client Wizard; Organisation and Individual pages now note the Client Type in the page header
In the New Client Wizard the Organisation and Individual pages now note the Client Type in the page header.
FIX: Securities Register PPSR Add-On; PPSR NZ Financing Statement layout updated
The built-in Summary Page Script to display a Financing Statement for the New Zealand PPSR G2B has been updated.
NEW: Ezidebit Bank Transaction export; now applies to New Zealand
The "Ezidebit" Bank Transaction export now applies to New Zealand as well as Australia.
NEW: Transaction; Bank Entry List; additional columns added
Additional columns have been made available to the Bank Entry List report.
FIX: Account Types; exporting a Revolving Credit Account Type imports as a Fixed Term Account Type
Exporting a Revolving Credit Account Type imports as a Fixed Term Account Type.
FIX: Import Information; better message if Client Contact Method not found
When importing Clients, if the Client Contact Method is not valid a message similar to "Contact Method not specified on line 1." will be displayed.
FIX: New Company wizard; now creates a separate document for Revolving Credit Loan Contracts
The New Company wizard now creates a separate document for Revolving Credit Loan Contracts.
FIX: Workflows; Settings a Workflow Type's Summary Page Script to a Script that uses the built in SummaryPage_Workflow_KeyDetails crashes
If you set a Workflow Type's Summary Page Script to a Script that uses the build in SummaryPage_Workflow_KeyDetails Script, the Script will recursively call itself thereby crashing finPOWER Connect.
FIX: PPSR G2B; Summary Page for Financing Statement displaying a year of zero
The built in New Zealand PPSR G2B Financing Statement Summary Page script was displaying unentered years as zero rather than blank.
NEW: Account Standard Transactions; Fees now support a cycle of "Opening" when Account is a Quote
Account Standard Transactions now support a cycle of "Opening" for Fee type elements. Previously these had to be entered with a Cycle of "Once" and a date of "Opening".
NEW: Database Purge; various enhancements
Database purge now creates an Audit record when run. This records who ran the purge and the parameters used.
FIX: Securites Register Add-On; NZ PPSR Register message needs changing if previous successful transactions have a failed reason.
Registering a Financing Statement with the PPSR NZ.
NEW: Security Register Add-On;Security Statement Item screen field captions; captions were not formatted consistantly for number fields.
Captions were inconsistant where the word 'Number' was shortened to 'No'.
NEW: Client Types; checking Default Tax Category now checks Available
On the Admin, Client Types form, Tax Categories page, checking the "Default" box in the grid for a Tax Category now also checks the "Available" box.
NEW: Clients; Organisations now allow basic person acting details to be entered. New Client class of "Sole trader" added
Organisation Clients now allow basic Person Acting details to be entered, without having to use Advanced Clients Add-On and enter Personnel. This makes it easier for NZ PPSR users to enter optional person acting information.
FIX: Credit Enquiry issue if address country specified
If the current Country is specified in a credit enquiry address, the details page of the Credit Enquiry wizard fails with an error message, .e.g.:
NEW: Cancelling a new record or record edit now displays a consistent message
Cancelling adding a new record or editing an existing record now displays a consistent message box with 'Yes', 'No' and 'Cancel' options.
NEW: Accounting Ledgers; 'Hold' status now allows information to be saved when incomplete
Accounting Ledgers now allows some information to be invalid or missing whilst the status is "Hold". For example, the Branch, Department and GL Account may be left blank.
FIX: Upgraded SQL Server databases fail with permission error or new tables
Upgraded SQL Server databases may fail with a permission error similar to the one shown below:
FIX: Revolving Credit Loans; Viewing Account form, Payments page may corrupt Financial page
A Revolving Credit Loan Account may not show existing transactions in the Financial page Summary block. To recreate:
FIX: Business Layer; isefinAccountBankDetailsType, Incoming enum mispelt Incomming
The isefinAccountBankDetailsType enum value "Incoming" was mispelt "Incomming".
NEW: Account Archive now records more information
The following additional information is now recorded for Account Archives:
FIX: Reporting; Bank Entry List report; not showing results as expected
The Bank Entry List which is printable from the Bank Entry form now displays results in a format similar to the Bank Transaction List report.
NEW: Accounts; Transaction Allocation adjustment wizard updated
The Account Transaction Allocation Adjustment wizard has been updated.
NEW: Revolving Credit Loans; officially released
The Revolving Credit Loan Add-On has now been officially released.
NEW: Auditing; Audit entries purged when a record is deleted and a 'Deleted' audit entry is created
When a record, e.g., a Client is deleted, the corresponding audit records in the ISAudit table are now deleted.
NEW: finAccount object now has a 'SignatoriesRequired' property
The finAccount business layer object now has a 'SignatoriesRequired' property.
NEW: Client Contact Methods, Employments and Identification Items now have a 'Historic' flag
A 'Historic' property has been added to the following:
NEW: DocumentManagerFolderName property now available on main objects
A DocumentManagerFolderName property is now available on the following objects:
NEW: Entities; add Credit Licence Number for Australia, and FSP Registration Number for New Zealand
A new field has been added to Entities, Licence Number.
NEW: Securities Register Add-On, Credit Enquiry Add-On, MotorWeb Interface Add-On; Log forms updated to display message if the Service Log Request/ Response data has been purged.
Various forms have been updated to handle when a purge has been run on the Service Log table to clean out service request and response details.
NEW: Security Register Add-On; Security Statements, Security Items page; Delete Selected Rows to use CanDelete function
When enabling the 'Delete Selected Rows' button on the Security Items grid, a new CanDelete function in the business layer will be checked.
NEW: Advanced Client Add-On; Client and Client Employments; Occupation and JobTitle field size differs on these two tables
Client.Occupation is 50 characters but ClientEmployment.Occupation was 100. This has been changed to 50.
NEW: Account Types; new option to show 'Instalments Drilldown' in Web Interface
A new Account Type option has been added to the New Accounts page to indicate whether an the 'Instalments Drilldown' should be shown in the Web Interface.
FIX: Shutdown check for Documents to be published not working
The shutdown checks to see if any Documents were ready to be published was now working due to database changes in a previous release.