Release History
finPOWER Connect 1.04.05
NEW: User Policies; Password History Length increased to 24
The User Policy Password History Length has been increased from 10 to 24.
FIX: Reporting; Account List report; Interest and Current columns removed
A recent version of the Account List report had inadvertently added 'Interest' and 'Current' columns. These have been removed.
NEW: Settings added to automatically Spell Check Log Notes and Reason, Email and SMS
Global Settings and User Preferences have been added to the 'Dictionary and Spelling' page to perform automatic Spell Checking of Log Notes, Email content and SMS messages.
FIX: Accounts form; Financial summary page; Dates block; 'Opened' description may read '{unknown}'
The 'Opened' value in the Dates block on the Accounts, Financial summary page for the 'Opening' item may read '{unknown}'.
NEW: Report; new Report added "New Business Report"
This report shows where new Accounts are coming from, especially new loans verses additional withdrawals.
NEW: Postcodes and Addressing; Postcode grid options Supplemental, Address and Both may not appear
Under Admin, Postcodes and Addressing on the Postcodes page the Postcode grid options Supplemental, Address and Both do not appear unless licensed for the Full Verification Address Interface.
NEW: Security Statements form; Accounts and Clients collections enhanced for performance
The business layer code for a Security Statement's Accounts and Clients collections has been updated with performance enhancements.
NEW: Account Transaction and Account Schedule summary preview pane; added option to always show Interest Accrued Method in the Audit block
The Summary preview pane in the Account Transaction and Account Schedule forms now has an option to always show the Interest Accrued Method in the Audit block.
NEW: HTML Editor updated
The HTML Editor used for entering HTML Emails, e.g. from the Documents form, has been updated as follows:
FIX: Account Transaction Allocation Adjustment; adjusting Overdue value was not updating Account table
The Account table includes several "total" fields, including the Account Balance and Overdue Balance. This means finPOWER Connect can optimise the way it finds, for example, the total Balance of an Account, ie rather than summing the values from the Accou...
FIX: User Policies; Password history not working
The User Policies, Password history facility was not working.
NEW: Account Processes; enhanced performance by not showing detailed progress information
The Account Processes wizard's performance has been enhanced by not showing detailed progress information when there are more than 1,000 items to process in a phase.
NEW: Accounting Ledgers Add-On; Activate Accounting Ledgers wizard; Grid processing slow
Grid processing code was slow. It refreshed the entire grid for each row, which forces various other events to fire = slow.
NEW: Securities Register Add-On; PPSR Update wizards (Australia and New Zealand) Grids; processing code update (was too slow)
Grid processing code was slow. It refreshed the entire grid for each row, which forces various other events to fire = slow.
FIX: Users form; clicking the Roles page may cause an error.
Clicking on the Roles page of the User form may cause the following error:
NEW: Reporting; Accounting Ledger List report; Parameters updated
The parameters on the Accounting Ledger List report have been updated as follows:
NEW: Reporting; Disbursement Transaction List report; Parameters updated
The parameters on the Disbursement Transaction List report have been updated as follows:
FIX: Debug.Clear business layer functionality now clears Debug textbox on Scripts form
The Debug.Clear() business layer method now clears the Debug textbox on the Scripts form.
NEW: Wizard Validator Script added for Account Payment Arrangement Add wizard
The Account Payment Arrangement Add wizard now supports a Wizard Validator Script.
FIX: Moving between records in edit mode does not save field value
Moving between records in edit mode does not save the field value for number and date controls, e.g., updating the Securitisation Early Settlement Threshold Days for an External Party and then clicking the 'Next' record toolbar button does not save the va...
FIX: Script Details Report; including script code section causes the report to be very slow
Including the script code section in the Script Details Report causes the report generation to be very slow. In addition when viewing the report it is very slow to scroll around.
FIX: Addressing; Importing Full Address file into SQL Server database fails with permission error
Attempting to import a Full Address file into a SQL Server Address database fails with a permission error.
FIX: Account Balance Adjustment wizard; Changing dates resets the Reference and Notes
In the Account Balance Adjustment wizard changing the date resets the Reference and Notes. This should only happen when the Account changes.
FIX: File, Open Database; Cannot open a "Read-Only" Database in Exclusive mode
A "Read-Only" Database cannot be opened in Exclusive mode.
FIX: Disbursement Accounts; can go through the motions of adding a Disbursement but does not save
Disbursements are not applicable to Disbursement "Class" Accounts.
FIX: Account Processes; Workflow range lookup doesn't include Workflow Id column by default
Workflow range lookups don't include the Workflow Id column by default.
FIX: Account Refunds and Transfers; you can Cancel "Override User credentials" and still continue
The "Override User credentials" in Account Refunds and Transfers can be cancelled and this incorrectly allows the wizard to continue.
FIX: Account form, Status page; Closed accounts display statement warning if cycle is 'None'
On the Account form, Status page, Closed accounts still display a Statement warning if the cycle is "None" or the Next Statement date is undefined. This now only displays if the Account is a Quote or is Open.
NEW: Addressing; Global option to "Validate postal addresses" now applicable to non-Full Address
Under Global Settings, Clients, Addressing, the option to "Validate Postal Addresses for the local country?" is now applicable to any database. Previously this setting was only available if the database was licensed for the Full Verification Address Add-O...
FIX: Addressing Interface; NZ suburb list import did not work
Using the Addressing Add-On for New Zealand (NOT the Full Verification) the suburb list import did not work correctly. This is accessed via the "Address Short" page on the Postcodes and Addressing form under the Admin menu. The City was incorrectly stored...
NEW: Reporting; Running reports that may produce a large number of results now displays a warning to the user
Running the following reports may now present the User with a similar warning to this:
NEW: Wizard Validator Script added for Account Interest Change wizard
The Account Interest Change wizard (available for Revolving Credit Accounts) now supports a Wizard Validator Script.
FIX: Account Default Interest Rate Change and Account Credit Limit Change wizards now call Validator Script when 'Effective Date' changes
The Account Default Interest Rate Change and Account Credit Limit Change wizards now call the 'TargetObjectChange' event in the Wizard Validator Script when the 'Effective Date' changes. This allows values on the first page of the wizard to be tweaked usi...
NEW: Scripts and Documents; now prompt to remove existing contants when clicking the 'Add Constants' button
Clicking the 'Add Constants' button beneath the Constants grid on the Scripts and Documents form now prompts to remove existing contants.
NEW: Reporting; Ledgers range now displays a blank row allowing easy selection of Accounts that do not have a Ledger
The Ledgers range lookup used in reports now displays a blank row allowing easy selection of Accounts that do not have a Ledger.
FIX: Reporting; Parameter caption width for grid-based reports is too wide
The parameter caption width for grid-based reports is too wide and contains a large gap before the parameter control (e.g., textbox or listbox).
FIX: Workflows; Actioning a 'Wait' type Workflow item using Working Days may give incorrect result when actioned automatically
Actioning a 'Wait' type Workflow item using Working Days may give incorrect result when actioned automatically than if it is actioned by the User. E.g., if the Wait period is set to '6d' (6 days) and the Working Days box is checked and a calendar selected...
NEW: Client form, Contact page; When selecting 'Changed' button on the contacts grid, no Client Log is created listing the changes even though the 'Log' is ticked for Contact Methods/Addresses on the Client Auditing grid on Global Settings.
The 'Changed' button on the Addresses and Contact Methods grid expires the selected Contact Method/Contact Address and allows the user to enter a new Contact Method/Contact Address.
FIX: Global Settings; changed "New Company Wizard" warning if settings changed
When clicking the "Wizard" button in Global Settings, to run the New Company wizard, a warning was given if any settings have been changed and you could not continue until "Apply" had been clicked (to update Settings). Note, some changes may be forced by...
NEW: Account Schedule form; updated summary pane information
When an Account has one or more Direct Debit Payments awaiting processing a "Direct Debit Payment(s) awaiting processing" item is shown on the Schedule. This is an expected payment not yet processed.
FIX: Account Calculations; Payment Due not adding into Schedule and next payment date not moving forward as expected
Under some circumstances a Payment Due transaction would not add into the Account Calculation Schedule, and the next payment date was not moving forward as expected.
FIX: Standard Transactions; Direct Debits for "Due Immediately" Elements not always working as expected
Several changes have been made to Standard Transactions with regards to "Due Immediately" Elements and Direct Debiting.
NEW: Direct Debits; Changed behaviour of Standard Transactions Due Immediately
On each Element there are two settings "Is payment due immediately?" and "Direct Debit immediately?". Note, "Direct Debit immediately?" is only used where "Is payment due immediately?" is checked.
NEW: Client Key Details page can now display a Google Map of the primary physical address
The Client Key Details page can now display a Google Map of the primary physical address.
FIX: Export Bank Transactions; Export Service CBA BPOINT for Australia; Trailer record showing total detail record count as per specification but should show Total Record Count
Export Service CBA BPOINT.
FIX: Accounts; Payment Schedule on Payments page omitted Transactional Payments
The Payment Schedule shown on the Account form, Payments page did not include Transactional Payments.
FIX: Account; Next Payment not including Transactional Payments
When determining the Next Payment date and value for an Account, Payments due from Standard Transaction that are due immediately were not included.
FIX: Account Payment Arrangement; Schedule summary pane does not refresh after Calculation
In the Account Payment Arrangement wizard, if you have the Schedule form open showing the summary pane, then change values and recalculate the summary pane may show incorrect information.
NEW: Wizard Validator Scripts added for Account Transaction Reverse and Bank Transaction Reverse wizards
The Account Transaction Reverse and Bank Transaction Reverse wizards now support Wizard Validator Scripts.
FIX: Suspense Items; may cause an "Object reference not set to an instance of an object" error
When using the Business Layer object "finBankAccountSuspenseItems" to review Suspense Items, calling the "Refresh" method may cause an "Object reference not set to an instance of an object" error to occur.