Release History
finPOWER Connect 1.05.07
FIX: Bank Export ANZ eGate; OrderInfo added
The export file generated from the ANZ eGate export service did not contain the OrderInfo field.
FIX: Credit Enquiry; not defaulting Client's previous address when "Historic" checked
The Credit Enquiry wizard was not defaulting the Client's previous address where the address had "Historic" checked.
NEW: Account Trial Balance; added new "Balance (Refinance Pending)" column
When an Account is Refinanced to a new Account it can be held as "Pending". At this stage the original Account's Status is "Closed Pending" and the new Account is a "Quote".
NEW: Product Types; Security Statement captions updated to clarify use
Captions on the Security Types page of the Product Types form (and Details report) have been updated to clarify how they are used.
NEW: finAccount Business Layer object; enhanced data returned from GetLastReversedPayment
The GetLastReversedPayment function of the finAccount object has been enhanced with the following two optional parameters, originalTransactionPk and reversedTransactionPk.
FIX: Securities Add-On; Security Search form; Record Total incorrect
The information message displayed at the bottom of the search results was giving the total count of Security Statements instead of Security Statement Items.
NEW: Bank Exports;Fixed length Files truncated
Bank Exports that are created as fixed length files had the spaces stripped from the end of each line.
FIX: Accounts form, Payments page; Make a Promise hyperlink may error
Clicking on the "Make a Payment Promise" hyperlink may cause an unhandled exception error.
FIX: Bank Export ABA; Footer totals incorrect
The Total Debit and Total Credit amounts are being written in the wrong order in the footer record for the Australian ABA Standard export files.
NEW: Account Schedule; Element Icon tooltip added
A tooltip has been added to the Element Icon column of the Account Schedule grid.
NEW: Task Manager form; Workflow Actions wizard; Updating 'Recall Date' now allows 'To Date' to set to a specific date
The Workflow Actions wizard available when performing actions on Workflows from the Task Manager now allows a 'To Date' to be specified when updating the Recall Date on one or more Workflows.
FIX: Accounts, Action Bar; Clicking below 'Export' may cause error
If you click below the 'Export" icon on the Action Bar of the Account form an unhandled exception error may occur. This will also open the Account Payment Promise form.
FIX: Account Balance; using Account.GetBalance as at a date may return the incorrect value
Using the finPOWER Connect Business Layer function "finAccount.GetBalance" as at a date may return the incorrect value.
FIX: Admin, Users & Responsibilities; Phone numbers not formatting
When contact numbers were entered for a User via the Users & Responsibilities form, the phone numbers were not automatically formatting.
FIX: Workflows; Actioning an item that fails and then attempting to action another item fails unless Workflow is refreshed
Actioning a Workflow Item that fails and then attempting to action another item may fail unless Workflow is refreshed.
NEW: Payment Arrangements; wizard validator script does not allow Log date and Action date to be changed
Using a Payment Arrangement wizard validator script does not allow the Log date and Action date to be changed. This is because the program resets what the script does.
NEW: Bank Import/Export Services ANZ_Direct; Updated Specs
Upon checking the ANZ Direct Overview of Changes document, the Source Codes required updating for the New Zealand ANZ Direct Bank Import:
NEW: Reports, Run Query; Menu item DENY by default
The system permission for the 'Run Query' menu item is now 'DENY' by default.
NEW: Securities Register Add-On; PPSR Transaction List Deny by default
The system default Permission for PPSR G2B Transaction List and PPSR B2G Transaction List is now 'DENY' by default.
NEW: Application Shortcuts can now be run from business layer
Application Shortcuts can now be run from business layer.
FIX: Saving an Account Log that is not a Document type Log but specifies a DocumentId fails
Saving an Account Log that is not a Document type Log but specifies a DocumentId fails.
NEW: User Log form; Audit page; Publish details added
Publish details have been added to the Audit page of the User Log form.
FIX: Security Statement Item Logs; inconsistent numbering
The numbering in the heading of a Security Statement Item Log was inconsistent with what displayed on the Log Details report.
FIX: Account Status Change scripts; Account needs to be refreshed before script called
The Account "StatusChangePost" event script, defined under Account Types, could cause issues and appear to not work.
FIX: Workflow Types; Icon not saved
The Icon specified on the General page of the Workflow Types form was not being saved.
NEW: Reports, Account List query; Extra columns added
The Account List query, used as a basis for most Account reports now contains the following columns:
FIX: Revolving Credit Loans; may not show "Expected" Minimum Payment Due between Statement date and Minimum Payment date
Revolving Credit Loans do not show the "Expected" Minimum Payment Due between the date of the Statement and date the Minimum Payment is due. The Minimum Payment only shows on the day it is due.
FIX: Account Types, Accounting page; No longer can enter a value for "Close Residual Value Credit"
Under Admin, Account Types, Accounting page you can no longer enter a value for the "Close Residual Value Credit" item.
FIX: finAccount.GetBankingDetails fails with 'Object reference not set to an instance of an object.'
The business layer finAccount.GetBankingDetails method fails with 'Object reference not set to an instance of an object.'
NEW: Reporting; Log Details reports; changes
The following Log Details reports have been brought up-to-date with the corresponding forms:
FIX: Report Templates and Queries using the Account List may not show Interest Rate
Including the Interest Rate column from the Account List query in a Report Template may result in no interest rates printed.
NEW: Workflows; Adding a new Workflow and processing immediately will now publish documents if required
Adding a new Workflow and processing immediately will now publish documents if required, e.g., if an automatic Workflow item is processed on the Workflow and this Workflow Item publishes as Word document.
NEW: Reports, Report Explorer; Execute Documents wizard, disable Recipients Grid button
The Execute Document wizard, Recipients page, has a button to prevent an Account being sent more than one message, i.e., to exclude all but the first Client.
FIX: Direct Debit Stop wizard; showing overriding payments set to "Manual"
The Direct Debit Stop wizard was showing overriding payments set to "Manual". Manual payments will not be direct debited so should not be shown here.
FIX: Summary pages; Code no longer a Hyperlink
The Account form, Key Details page displayed the Account Code as a hyperlink.
FIX: Account Schedule; "Expected Payment(s) due today" could be overstated and confusing when using Grace Days
On the Account's Financial Schedule an item is added for any payments that are expected to be paid today (excluding Direct Debits, which are shown separately).
FIX: Printing a grid with an 'Icon' column caused the icon to appear in the wrong row
Printing a grid with an 'Icon' column, e.g., the Account Schedule, caused the icon to appear in the wrong row.
NEW: Securities PPSR Add-On; PPSR Search; Only Admin Users can view all searches
The Previous Search page of the PPSR Search wizard will only display the option to include searches by all Users if the current user is an Administrator.
NEW: Documents; Script can now specify Email or SMS recipients for Workflow Items
The 'GenerateMessage' event of a Document Script can now specify overriding Email or SMS recipients to use when creating a Document via actioning a Workflow Item.
NEW: Disbursement Payout Reconciliation Report; various issues fixed
There were various issues with the Disbursement Payout Reconciliation Report.
NEW: Workflows; Publishing a Document now allows access to Workflow Item details
When a Document is created from a Workflow item, if the Document is an Email or SMS, a 'GenerateMessage' event is called in the Document's Script. This event now has two additional entries in the EventArge Key/Value List:
NEW: Quote Accounts, Status page; hide hyperlink
The hyperlink 'Accept or Decline the Account' will not be displayed on the Status page, Summary Block if the Account has filtered out Clients.
NEW: Reporting; Account Type, Client Group and Product Type Details reports; Documents sub-report changed
The Documents sub-report on the following reports has been changed to only list available Documents and to group by Category:
FIX: Account Trial Balance Report; Settlement column always included
The Settlement column in the Account Trial Balance Report is always included.
NEW: Reports, Account List query; DateClosedPendingReview column added
The Account List query, used as a basis for most Account reports now contains the following column:
NEW: Bank Accounts, Import Service; Summary page updated
The 'Date Order' has been added to the options block of the Summary page for Import files that allow the date order to be adjusted (e.g.; QIF Bank Import) .
FIX: Admin, Identification Types, Captions updated
Various checkbox controls on the Data Entry page were missing question marks at the end of the captions.
NEW: Reports, Account List query; PaymentBalloon column added
The Account List query, used as a basis for most Account reports now contains the following column:
NEW: Reporting; Account Exception List;
The Account Exception List report can now report on 'Accounting Ledger Branch Mismatch' exceptions if licensed for the 'Accounting Ledgers' Add-On.
FIX: Reporting; Account Maturity Variance Report; Parameters display 'Minimum Underpaid' and 'Minimum Overpaid' with the save value
The Parameters section of the Account Maturity Variance Report displays 'Minimum Underpaid' and 'Minimum Overpaid' with the save value.