Release History
finPOWER Connect 1.04.02
NEW: Export Bank Transaction; various minor enhancements
The Export Bank Transaction wizard has been enhanced as follows:
NEW: MotorWeb request URL updated
The request URL for MotorWeb has been updated from:
NEW: PDF functionality added
The following PDF functionality has been added:
FIX: Reporting; inconsistent naming of Security Item related reports
Certain reports relating to Security Statement Items contained the description 'Security Statement Item', others contained 'Security Item', e.g., 'Security Statement Item Log List' and 'Security Item List'.
NEW: Reporting; Security Statement reports can now be filtered and grouped by Secured Party Group
The following Security Statement reports can now be filtered and grouped (where the report is a list-type report) by Secured Party Group:
NEW: WebInterface type Application Shortcuts can now open a Web Interface page in the current finPOWER Connect Web Browser control
WebInterface type Application Shortcuts can now open a Web Interface page in the current finPOWER Connect Web Browser control, e.g., a Web Browser Control that is displaying a page in the Accounts form.
FIX: Disbursement Account Types; Interest Options page should be disabled
The new Account Type form, Interest Options page introduced in 1.4.1 was not being disabled for Disbursement Account Types.
NEW: External Parties can now be exported and imported
External Parties can now be exported and imported either via the External Parties form or from the Export and Import Information wizards.
NEW: Branches and Departments can now be exported and imported
Branches and Departments can now be exported and imported via the respective forms and via the Information Export and Information Import wizards.
NEW: Credit Bureau; added Centrix Credit Reporting for New Zealand
Credit Bureau; added Centrix Credit Reporting for New Zealand
NEW: Credit Enquiries; VedaXML NZ service updated
VedaXML New Zealand Credit Enquiries have been updated as noted below.
NEW: Account Calculations; CalculateTermPre event script now be made to re-run calculations
If using the "CalculateTermPre" event in an Account Calculation script, there are some scenarios where the calculation needs to be run until the term no longer changes. This script event is called when the Account has an overriding Regular Payment, ie a P...
FIX: New Account wizard, Financial page; selecting cell from Instalments button does not work if overriding payment entered
On the New Account wizard, Financial page, selecting a cell from the Instalments drilldown does not work if an overriding payment has been entered.
NEW: Usage pages referring to Workflow Types now show Item Code or Description
Admin forms with a Usage page, e.g., Decision Cards, now display a description of the Workflow Type Item that is using the record, e.g., Item 'XYZ' rather than just the work 'Item'.
NEW: Conversion utilities added to allow updating of 'Closed To' and 'Created From' Account details
The following methods have been added to finConversionUtilities to assist conversion programs:
FIX: Account Quotation wizard; opening an Account clears Account Type details if not using default Product Type
Entering a Product Type other than the default Product Type (specifying under User Preferences) in the Account Quotation wizard and then clicking the 'Open' button opens the New Account wizard but fails to default the correct Product and Account Types. Th...
NEW: Security Statements form; PPSR reports can now be printed from 'Reports' group
The Action bar on the Security Statements form now allows PPSR reports to be printed. These are listed under the 'Reports' group.
NEW: Log forms now support right-clicking in the paste a code from another open form
Log forms now support right-clicking in the paste a code from another open form, e.g., right-clicking in the Client field on the Client Log form will display a list of Client Ids shown on other forms.
NEW: User Data now available to Business Layer Global Collections
The following Global Collections now have UserData and User properties:
NEW: Task Manager; built-in Task Summary Script updated
The build in Task Summary Script (SummaryPage_TaskManagerTasks_TaskSummary) has been updated to display Account Type for 'Account Quote Outstanding' and 'Account Ready to Open' type Tasks and also to display Notes in the same format as the other informati...
FIX: Task Manager; 'Account Quote Outstanding' and 'Account Ready to Open' behavior updated
'Account Quote Outstanding' type Tasks show if a Quote Account has not been flagged as 'Quote ready to Open' and a number days has passed. This number of days is specified under User Preferences, Task Manager, General and previously defaulted to 14. The d...
FIX: Comparison Rate calculations; may cause an "Index was outside the bounds of the array" error
The Comparison Rate calculation may fail with an "Index was outside the bounds of the array" error.
NEW: Select buttons added to grid on Exported Data form
The Exported Data form now includes the standard row selection buttons.
NEW: New Security Statement permission keys
The following business layer-enforced permission keys have been added:
NEW: New Client permission keys
The following business layer-enforced permission keys have been added:
NEW: New Account permission keys
The following business layer-enforced permission keys have been added:
FIX: Security Types form; tab order incorrect on 'Other' page
The tab order on the 'Other' page of the Security Types form was incorrect.
FIX: Reporting; Account Maturity Variance; shows Account Classes filter with only one option
The Account Maturity Variance report displayed an Account Classes filter on the Account Filters page with only one option.
NEW: Reporting; Account reports can now be filtered by Maturity Date and Residual Value
The Account List query has been updated to allow filtering by Maturity Date and Residual Value. These filters are specified on the 'Account Filters' page (except for the Account Trial Balance where the Maturity Date is specified on the first page).
FIX: Security Statement Item Log form; Notes field does not resize correctly
The Notes field on the Security Statement Item Log form resizes vertically but not horizontally.
NEW: Demo Data updated to include separate sets for AU and NZ
The \Demo Data folder that is installed with finPOWER Connect now contains \Documents_AU and \Documents_NZ folders which are used by the finDemo_AU.mdb and finDemo_NZ.mdb databases respectively.
NEW: Sample Australian Loan Contract VBA Template added
A sample Australian Loan Contract VBA Template has been added and is included in the \Templates folder.
NEW: Account Key Details page; added BPAY Customer Reference Number (Australia) or Banking Reference Number (Other Countries)
The Account key details page now includes the BPAY Customer Reference Number (Australia) or Banking Reference Number (Other Countries) under the Code.
FIX: User Preferences; option to exclude Account Web Mail Logs should apply to Clients, not Accounts
Under the User Preferences form, Accounts section, General page, there was an option to 'Exclude Web Mail Logs'. This settings was incorrect since Web Mail applies to Clients, not Accounts.
NEW: finUserRO business layer object now contains JobTitle property
The finUserRO business layer object now contains a JobTitle property.
NEW: Management Dashboard sample Script now included
A Management Dashboard sample Script is now included in the Templates\Sample Scripts folder.
NEW: Workflow Dashboard sample Script now included
A Workflow Dashboard sample Script is now installed in the Templates\Sample Scripts folder.
FIX: Interest Calculations; "Align first Interest date to first Payment date?" option changed
The "Align first Interest date to first Payment date?" Interest calculation option for an Account Type has been changed as follows.
NEW: Importing Full Address file does not compact Access database
After performing an import of the Full Address file, a compact and repair was not being performed on the Access database. This could lead to file sizes approximately double the compacted size.
NEW: Import and Export Information wizards now support Workflow Types
The Import and Export Information wizards now support Workflow Types.
NEW: Import Information; Now fails or produces a warning if items with invalid Ids are found
The Import Information wizard will now fail the following Admin Library objects if an invalid Id is found in the XML, e.g., an Account Type specifies a Document which does not exist:
FIX: New Account wizard; not saving "Interest on Interest" setting
The "Interest on Interest" setting is not saved for an Account. It is always checked, therefore you cannot make an Account's Interest "Principal Only".
FIX: Accounts; Payments in Advance causes an issue if the First Payment Date is set to the date Opened
If an Account is opened with "Payments in Advance" and the First Payment is "On Date" and the Date is set to the date opened, then Account Processes fail with an "Transaction is dated prior to Account being 'Open'." error.
NEW: Overdues; Account form now separately displays "Overdue" and "Due today"
The Account form, Status page shows the value Overdue. The Overdue value was including any amount due today. However, the user looking at this screen would not normally want to see this included, as it is not technically overdue until the next day.
NEW: VedaXML Australia; Credit Enquiry re-written, Company options added
VedaXML Australia Credit Enquiries have been enhanced as noted below.
NEW: FromXml method now checks version number
The FromXml business layer methods for the following objects now check the version number of the XML to avoid any issues Users might have attempting to use newer data on older version of finPOWER Connect:
NEW: Reporting; Transaction List; can now be grouped by Product Type
The Transaction List report can now be grouped by Product Type.
NEW: Summary Page Scripts updated to add a 'Show Map' link to addresses
The following built-in Summary Page Scripts have been updated to add a 'Show Map' link to addresses:
FIX: User Group filter not working correctly for Security Statements if a Client Group filter is applied
If a Client Group filters is specifed for a User Group then attempting to view Security Statements via the Security Statements form or loading a Security Statement via the business layer fails.
FIX: Report Templates; AfterParametersInitialise and AfterParametersFinalise Script events not being called
Report Templates with an events Script defined were not calling the AfterParametersInitialise and AfterParametersFinalise events in the Script.