Release History
finPOWER Connect 1.06.06
FIX: Account Restructure; cannot Restructure an Account if Interest is suspended
You cannot Restructure an Account if an Interest Transaction is created in the Restructure and is dated prior to an automatically allocated Payment. This would cause the payment to reallocate to Interest and therefore cause a ripple effect on balance allo...
NEW: Scripting; 'Option Strict' added to templates and new finBL.Stop() method implemented
All template Scripts now include the line 'Option Strict On'.
NEW: Workflows; Importing Workflow Types now handles circular references and unimported Workflow Types coded higher than the Workflow Type being imported
Importing a Workflow Type that referenced another Workflow Type (e.g., to start a different Workflow Type) could fail to import if the Workflow Type it referenced had a higher code since that Workflow Type would not yet exist in the database.
NEW: Workflows; New tags can be added to Documents being sent from Workflow Items or the Task Manager
The following tags can be added to Documents (e.g., Email and SMS) being sent from a Workflow Item or the Task Manager:
FIX: Account Restructure; entering a Final Payment date may not calculate Loan to that date
In an Account Restructure, entering a Final Payment date may not calculate the Loan to the date entered.
NEW: Log Grids; Log Outcome can be added as a column to the Logs grid on Accounts, Clients, Security Statement forms
A new optional column to display the Log Outcome has been added to the Logs grid on the following forms:
NEW: Conversion Utilities; new function to update the Interest Rate
Conversion Utilities includes a new function AccountInterestRateUpdate. This allows a Fixed Term Loan's Ongoing Interest Rate to be amended.
FIX: Account "Get" functions; after a Restructure these functions may not return the expected results
Several Account "Get" functions were returning the incorrect values after a Restructure, if passed a "Date As At" prior to the Restructure date.
FIX: Reporting; Account Log List; fails when grouping by Account and ordering by Account Id for SQL Server
The Account Log List report fails when grouping by Account and ordering by Account Id for SQL Server.
FIX: NZCCCFA Standard Contract; not including "Once" transactions dated on the Opening date
The NZCCCFA Standard Contract was not including "Once" transactions dated on the Opening date, where applicable.
NEW: Scripts can now be run at scheduled intervals via an Application Shortcut
Scripts can now be run at scheduled intervals via an 'ScheduledScript' type Application Shortcut.
FIX: Task Manager; Adding filter row to Users grid causes 'Index was outside the bounds of the array.' error when clicking on grid row
Adding the filter row to the Users grid on the Task Manager form causes an 'Index was outside the bounds of the array.' error when clicking on a row.
NEW: Workflows; Log details now available to BeforeItemAction and AfterItemAction Script events for Log and Outgoing Communication items
The Log details entered when actioning a Log and Outgoing Communication item from the Task Manager are now available to the BeforeItemAction and AfterItemAction Workflow Type Script events.
NEW: Account Restructure; updated summary page on Financial Page
The summary page on the Account Restructure wizard, Financial Page has been updated.
NEW: Account Processes; new functionality added to allow processing of filtered out Account
The ability for the finPOWER Connect business layer to internally enter a special mode where 'Administrator' rights as assumed, e.g., so Account Processed can process Accounts that are filtered out for the current User has been added.
FIX: Account Disbursements; Value is shown as mandatory, but zero is valid
On the Account Disbursement form the "Value" field is shown as mandatory, but zero is valid.
NEW: Global Settings and User Preferences; Proxy Server 'Auto Detect' button style changed
The 'Auto Detect' button next to the Proxy Server fields on the Global Settings and User Preferences forms has been changed to a real button rather than a flat button.
FIX: Restructure; future dated history items were not being cancelled
During an Account Restructure any future dated history records should be cancelled.
NEW: Task Manager; Workflows; Outgoing Communication dropdown list now lists linked Clients and Employments
When a Workflow is selected in the Task Manager form, selecting the 'Outgoing Communication' action now displays for options in both the 'Contacted' and 'At' dropdown lists.
FIX: Importing Account gives warning "Dealer Employee '' not found."
Importing an Account give the warning "Dealer Employee '' not found." if the import file specifies a Dealer but no Dealer Employee and one or more Client Employment records exist in the database without an Employee Code.
NEW: ISKeyValueList object's 'Set' methods now allow a UserDefinedIndex to be specified
The following methods of the ISKeyValueList business layer object can now optionally accept a 'userDefinedIndex' property.
NEW: Controls, ISCheckedListBox; Function added to get listbox height
A new function has been added to ISCheckedListBox control to use when setting the height of a checked list.
NEW: Credit Enquiry; default Product and Reference can now be specified for each service
A default Product for the following Credit Bureau services can now be defined under User Preferences, Clients:
NEW: Credit Enquiry; new checkbox added to enquire on 'Person Acting' for company
Selecting an 'organisation' type Client in the Credit Enquiry wizard would, if the organisation had a 'Person Acting' defined, list products for both Companies and Individuals.
FIX: Credit Enquiry; Veda XML Australia; incorrect default product for company enquiries
The default product for company enquiries for Veda XML Australia was defined as 'VedaScore Financial Commercial 1.1'. This product is only applicable to individuals therefore the default for companies has been changed to 'Company Enquiry'.
NEW: Credit Enquiry; Business layer updated and new 'ExecuteCreditEnquiryPost' Script event added
A new 'ExecuteCreditEnquiryPost' Script event has been added. This is executed after a Credit Enquiry has been performed and allows custom functionality such as saving the Credit Bureau File Id to a Client's User Data as per the example below:
NEW: Credit Enquiry; New Script event added to allow options to be set
A new Script event has been added to allow the options for a Credit Enquiry request to be set.
NEW: Clients; Durations now display in years and months
When viewing Client Employments, Addresses or Contact Methods, durations upto 2 years were displayed in months and durations over 2 years were displayed in years.
NEW: Credit Enquiry Add-On; Client Credit Enquiry; Negative Block data added to VedaXMLNZ
A new 'negative block' response element is now returned from an Individual Veda NZ credit enquiry.
NEW: New Zealand CCCFA Standard Contract document; "Total Advances" now includes "Cost" elements
The New Zealand CCCFA Standard Contract document has been changed so that "Total Advances" now includes "Cost" elements.
NEW: Bank Accounts, Payment Methods; New flag added to omit Payment Method from New Account wizard
A new flag 'Exclude from New Account wizard and Account Payment Details edit', has been added to the Bank Account Payment Method wizard.
NEW: Close Accounting Period; changed how the this process works
Previously, when an Accounting Period was closed, all transactions dated on or before the 'To' date will be linked to the existing "current" Accounting Period, and a new Accounting Period was created - ie, the details entered were for the next Accounting...
FIX: Credit Enquiry wizard; No heading showing on first page and Client details not populated when run from Application Shortcut
No heading was appearing on the first page of the Credit Enquiry wizard. Also, the Client details are not populated when moving past the first page if the form is opened from an Application Shortcut such as:
FIX: Reporting; Exporting Report to PDF omits section footer and report footer lines
Exporting Reports that do not have any report or section summary fields (e.g., total balance) to PDF omits the horizontal dividing line above the group and grand total footers.
NEW: Account Close; add new "PostScript" properties to store values after a script has updated values
Consider the following scenario when closing an Account. A Loss of $0 is originally calculated, then a script is run that updates the Loss to $20.00, the User then manually changes this value to $40. Currently only the originally calculated $0 and the fin...
NEW: Global Settings and User Preferences; Proxy Server fields split into Address and Port fields
The entry of Proxy Server details on the Global Settings and User Preferences forms has been split into two separate fields: Address and Port.
FIX: Process, Run Account Processes; dates not keeping in synchronisation
Under Tools, Global Options, Accounts, General page, if the "Allow Account Processes to be future dated" option is unticked then the following issue occurs in Account Processes. When the Payment Due or Standard Transactions date is moved backwards or forw...
NEW: Accounts; Account Log, Account Close page; Constant added for Account Close Summary script
The script to display the Account Close Summary details on the Account Log has been updated:
NEW: Reporting; Progress list optimised if over 1000 results are being processed
Reports that are processing over 1000 results no longer append a progress row to the progress list box for each Account when previewing a report. They append a single line, e.g., 'Processing Accounts'.
FIX: Expressions using 'Date' function not working correclty
Expressions, e.g. for Report Templates, do not work correctly when using the 'Date' function, e.g.
NEW: Run Account Processes wizard; warning displayed if User has filtered out Accounts
The following warning will be displayed upon opening the Run Account Processes wizard if the currently logged in User has filtered out Accounts:
FIX: Client, Combine Clients; Merging Employment records may double up the records
When merging Clients the Employment/Personnel records may have doubled up.
FIX: Reports, Account Control Report; Date headings not printing for Companies without Entity Add-On
The Control Report column headings were not printing the dates for Companies that do not have the Entities Add-On.
NEW: Account form, Status page, History Tab; Permission Denied displayed as the Description if no permission to view Item
Account form, Status page. If the History Tab is available but the permission to view the history item is set to deny, the following will occur:
NEW: User Preferences; Log Filters now apply to Task Manager and Log reports
The User Preference form allows entry of log filters for Accounts, Clients & Security Statements.
FIX: Account Restructure; Commit from the Business Layer fails with invalid Balance message
Committing an Account Restructure from the Business Layer may fail with an invalid Balance message, eg "Invalid Interest Bearing Principal Balance.".
NEW: General Ledger Export; enhancements to "Universal" export
The "Universal" General Ledger Export has been enhanced to include additional information as follows:
NEW: Account Document, Loan Statement; Disbursement values included in Debit & Credit totals
Loan Statement has a constant 'ShowDisbursements'.
FIX: Centrix Credit Enquiry; showing Fines alert when only fine is a error from MOJ
In the Centrix Credit Enquiry, if you have checked "Include 'Court Fines' data" and the Ministry of Justice's (MOJ) web service returns an error, an Alert/ Caution is shown for Fines Data.
FIX: Reports, Account List Query Results, incorrectly rounds Interest Rate
When the AccountList query was run and the results were displayed on the query results form, an Account with an interest rate of 19.4186 was displaying as .19.