Release History
finPOWER Connect 2.02.00
NEW: Security Statement List Query updated to include New Zealand PPSR information
The Security Statement List Query (used by the Security Statement List and other reports) has been updated to include additional New Zealand PPSR information.
FIX: Email messages; Sending non-HTML messages adds surrounding HTML tags to Email message
Attempting to send a non-HTML Email, either via the Send Email Message wizard, by publishing an Email type document or via the business layer, generated an Email containg HTML tags.
NEW: Entities; add optional "Main" Branch for an Entity
Entities now support a "Main" Branch. This can be used to get additional information for an Entity, e.g. an address from the main Branch.
NEW: Scripts; User Interface; New function to retrieve list of displayed Accounts or Clients
Within finPOWER Connect, there exists the ability to retrieve a list of Accounts, Clients or Security Statements being displayed on other forms.
FIX: Australian Loan Contract Word VBA document; Multiple Advances push text into incorrect cell
Multiple Advances cause the Australian Loan Contract Word VBA document to push text into the incorrect cell in the Financial Table block.
FIX: Log drilldown form; Audit Page may show "Not Issued by {Unknown} on 01/01/0001"
The Log drilldown form, Audit Page may show "Not Issued by {Unknown} on 01/01/0001" under Published details.
FIX: Public business layer methods to update Select Query Where Builder now Private
Several business layer classes has Public UpdateSqlWhereBuilder() methods.
NEW: Fixed Term Loan Accounts; now support Flat Interest Rates
Fixed Term Loan Accounts now support Flat Interest Rates, under the following conditions:
NEW: Elements; could not set Script for Standard Transaction Processing for Payments and Withdrawals
The Script for Element Standard Transaction Processing could not be set for Payments and Withdrawals.
FIX: Task Manager; Monitored Accounts; grid displays Overdue and Contactual Overdue Days in the incorrect columns
Monitored Accounts grids in the Task Manager were displaying Overdue and Contactual Overdue Days in the incorrect columns; Overdue was appearing in the Contractual column and vice-versa.
NEW: Reporting; Transaction List report; Updated to allow Tax Period range and grouping
The Transaction List report has been updated to allow filtering and grouping by "Tax Period" when licensed for the Deposits Add-On.
FIX: Clients form; Contacts page; Clicking a link to send an SMS from the Summary Page shows SMS options even if SMS is not configured
Clicking a hyperlink on the Summary Page below the grid on the Contacts page of the Clients form showed SMS options, even if SMS was not configured.
NEW: Account Close Summary VBA document; updated for Deposits
The Account Close Summary VBA document has been updated for Deposits.
NEW: Documents; Loan Statement VBA; Updated to exclude Deposits
The Loan_Statement.dot sample VBA templates has been updated with the following changes:
NEW: Application Shortcuts; Contact; Now supports specifying an Account Id
Contact type Application Shortcuts now support specifying an "accountId" parameter.
FIX: Builtin Summary pages; may return blank if the script code fails and returns a False in ReturnValue
Built-In Summary Pages may return a blank page if the summary page's "ReturnValue" returns False. This return parameter was previously ignored.
FIX: Reporting; Account Maturity Variance Report; Account Class parameters incorrect
The Account Maturity Variance Report (now renamed to "Loan Maturity Variance") was doubling up the "Floating Rate" item in the "Account Classes" parameter.
NEW: Bank Export services; new "ABA Standard Funds (Direct Debit)" Export Service added for Australia
A new Bank Export service "ABA Standard Funds (Direct Debit)" has been added for Australia.
FIX: "ASB Fastnet Business MT9 Standard (Direct Credit)" Bank Export; Bank Account Suffix incorrectly formatted
The "ASB Fastnet Business MT9 Standard (Direct Credit)" bank export was incorrectly formatting the Bank Account Suffix.
FIX: Page Sets; Unhandled exception when using Account Payment Details type Page Object
Under certain circumstances, E.g., viewing from a "Tabbed Pages" type page Set, using an "Account Payment Details" type Page Object could cause an unhandled exception to occur.
NEW: Bank Transaction Reverse; new script events
Previously, for a Loan Account there were facilities to reverse a Payment Received Bank Transaction.
FIX: Rate Tables; several fixes and enhancements for tiered Rate Tables
Several fixes and enhancements for tiered Rate Tables have been made.
FIX: Documents; Contract VBAs; Updated to use consistent Interest wording code
The following Word VBA Loan Contracts have been updated to use the standard Interest wording and code:
NEW: Page Sets; Duplicating a Page now updates 'Left Align With' property of Page Objects
Duplicating a Page in a Page Set now does the following:
NEW: Reporting; Loan Maturity Variance report; updated to support reporting on maturity days variance
The following changes have been made to the Loan Maturity Variance report:
FIX: Account Next Payment Date; no longer includes expected non-Direct Debit payments
The Account Next Payment Date no longer includes expected non-Direct Debit payments that have been included because of payment grace days.
FIX: Account; fails to show current Financial Schedule and/ or shows "Failed to add Interest Reversal Transaction to Schedule." error
An Account may fail to show the current Financial Schedule and/ or displays an error message with "Failed to add Interest Reversal Transaction to Schedule.".
NEW: Australian BSB list; updated to September 2014
Updated Australia BSB list to September 2014 information.
NEW: Menu changes
The following menu changes have been made:
NEW: Reporting; Account Trend Report; Now includes rows where column values are non-zero
Previously, the Account Trend report only included rows where at least one column value (E.g., Balance) was greater than zero.
NEW: Quick Search; enhanced to better work with multi-part surnames
The Quick Search facility has been enhanced to better work with certain multi-part surnames.
NEW: Account Types; update captions to better reflect usage
The following captions have been updated on the Account Type form to better reflect how they are used.
NEW: Account Types; New option to exclude "Disbursements" page from New Account wizard
A new option to exclude the "Disbursements" page from the New Account wizard is available on the Account Types forrm, New Accounts page.
FIX: Clients; Hyperlink in Key Details page to send Email and SMS documents did not restrict to the relevant type
Clicking a hyperlink in the "Contact Details" section of the built-in Client Key Details page and choosing to send a Document, E.g., "Send Email Document" opened the Create Document wizard but did not restrict the list to the relevant File Type, E.g., the...
NEW: Business Layer; enhanced Date functions for finding End of Months
New date functionality has been added to the finPOWER Business Layer to find End of Months.
FIX: Account Type; various issues corrected with regards updating the Account Type
Various issues have been corrected or enhancement made with regards updating the Account Type.
FIX: DateUtilities.DayMonthYearOrderFromFormatString function; some format strings incorrectly parsed
The Business Layer function DateUtilities.DayMonthYearOrderFromFormatString takes a date format string and returns either "DMY", "MDY" or "YMD".
FIX: Page Sets; Duplicating a Page or pasting Page Objects between pages now renames the new Page Objects
Duplicating a Page Set Page now prompts to rename Page Object on the new Page to make them unique, i.e., add or increment a sequence number to the end.
NEW: Account Processes; updated for Deposits
Account Processes have been updated to support Deposits.
NEW: Deposit Accounts; new module released
Deposit Accounts for finPOWER Connect have been released.
NEW: Setup program now allows installation path to be specified
When installing finPOWER Connect, no option was given to allow a user to override the installation path which always default to the user's C drive.
NEW: Deposits; Pools functionality added
Pools functionality has been added. This is available when licensed for Deposits and at least one Loan Type Add-On.
FIX: Clients; Tax and Banking; High DPI issues
The height of the Tax Information label on the Clients form, Tax & Banking Page and on the Client Withholding Tax Details Change wizard has been increased so that text is not truncated on hight DPI displays.
FIX: finAccount object; BankingDetails updated/saved directly from the finAccount object now create an audit record
If BankingDetails are updated and then saved from the finAccount Business Layer object as audit record is now created.
NEW: Scripts; Summary Page (version 2); Can now force 'Test Mode' when run from Scripts form
Summary Page (version 2) type Scripts generally use the finHtmlSummaryPage2StringBuilder object to create HTML. When initialised, this object can be put into 'Test Mode' which means that certain debug information, E.g., column boundaries and warnings will...
NEW: Page Sets; Background colour of Form Heading can now be changed
The background colour of the Form Heading can now be changed from a Page Set Script.
NEW: Centrix NZ; URL for Consumer Defaults updated
The URL for Centrix Consumer Defaults has been updated from
FIX: HTML Editor; If no visible text is entered in the HTML editor, the text returned is now blank
When entering text on the 'HTML' tab of an HTML editor (E.g., on the Documents form when entering a template for an Email), if white-space such as new lines and spaces is entered in the editor or, if existing text is deleted, switching to the 'Source' tab...
FIX: New Account wizard; blanking Interest Type sets to "Not Applicable"
Blanking the Interest Type in the New Account wizard changes the value to "Not Applicable" the next time a calculation is done.
NEW: Account History Script updated to Summary Page (version 2)
The Account History Script used on the History tab of the Status page on the Accounts form and on the Account Credit Bureau Default History wizard has been updated to a Summary Page (version 2) Script.