Release History
finPOWER Connect 2.02.02
FIX: Account Transaction page; Contractual Overdue column does not show overdue value
The Contractual Overdue column on the Account form, Transactions page never shows any value.
FIX: finLogRO; misnamed property "IsAwaitinigPublish"
The finLogRO business layer object has a misnamed property "IsAwaitinigPublish". This has been deprecated and replaced with the correctly spelt property.
NEW: Bank Export services; new "ABA Standard Funds (Direct Credit)" Export Service added for Australia
A new Bank Export service "ABA Standard Funds (Direct Credit)" has been added for Australia.
NEW: HTML to PDF updated to version 5.11
The EVO HTML to PDF converter used to convert HTML to PDF files within finPOWER Connect has been updated to version 5.11 as per a recommendation from EVO since the previous version does not fully support TLS which is required on hosting providers that hav...
NEW: Address Lookup; if Address database expired will not allow address to be saved
The Address Lookup form does not allow an Address to be saved if the address database has expired - unless the Delivery Type is Unspecified.
NEW: Deposits; Account Type Documents now include Payment Receipt and Withdrawal Advice
Deposit Account Type Documents now include Payment Receipt and Withdrawal Advice.
NEW: Exporting Script code; now defaults a suggested filename to use
Exporting Script code now defaults a suggested filename to use.
FIX: Pools; Adding a new record does not correctly show the HTML Summary for the first Account in the grid
When adding a new Pool and adding Accounts to the grid on the Accounts page, the first grid row, when active, does not show the Account Summary.
FIX: Constants grids; Currency values are not displayed to the correct number of decimal places
Constants grids on forms such as Scripts and Documents were not displayed to the correct number of decimal places, e.g., "14.5" should have been displayed as "14.50".
NEW: Accounts; Credit Limit block may incorrectly note "Balance include future transactions"
In various summary pages for an Account the Credit Limit block may incorrectly note "Balance include future transactions". There is a Transaction dated after today, for example a payment due, but it does not affect the balance therefore this message shoul...
NEW: Account Type; new Icon "Loan5" for Mortgages
A new Icon "Loan5" is available for Account Types. This is an image of a house with a $ sign - for Mortgages.
NEW: Dun and Bradstreet New Zealand; interface added for Consumer Bureau Enquiries (CBD3 product)
A new Credit Bureau interface has been added for Dun and Bradstreet New Zealand.
NEW: Dun and Bradstreet Australia; interface added for Consumer Bureau Enquiries (CBD3 product)
A new Credit Bureau interface has been added for Dun and Bradstreet Australia.
NEW: Permissions Explorer; Permission Summary updated to a Summary Page (version 2)
The Permission Summary Script in the Permissions Explorer form has been updated to a Summary Page (version 2) style summary.
NEW: Parameters; Importing Parameters now gives the option to "Merge" parameters
Grids showing Parameters, e.g., the grid on the Parameters page of the Parameter Sets form have Import and Export buttons below them.
FIX: Scripts; User Interface Common Dialog functions may crash if passed invalid parameters
The following methods available via the User Interface, CommonDialogs object crash if passed an invalid "filter" parameter, e.g., "XXX":
FIX: Page Sets; Page Object wizard; "Columns Start" Page Objects allow Finish button without columns being defined
In the Page Sets, Page Object wizard, the Finish button is enabled on the first page for "Columns Start" type Page Objects, even though this type of Page Object must define Columns on the second wizard page.
FIX: Accounts form; Standard Transactions page; "Stop Date" displays HTML tags
When summarising a Standard Transaction with a Stop Date on the Accounts form, Standard Transactions page, the HTML summary incorrectly displays HTML bold tags as part of the summary, information message, e.g.:
FIX: Task Manager; Search summary script updated
The Search Summary Script shown when performing a search within the Task Manager has been updated to be consistent with the Quick Search Summary and also resolve an issue where the text "**Enter**" was displayed rather than showing "Enter" in bold.
FIX: Account Type Promotions; the promotion period displayed may be incorrect
The Account Type Promotion period is incorrectly calculated as an exclusive time period, it should be inclusive.
FIX: Security Statements; Searching or opening Security Statements form gives "Too many fields defined." error in MS Access database
When logged in as a User with User Group filters applied, opening the Security Statements form or performing a search (Quick Search or other) on Security Statements gives the error "Too many fields defined.".
NEW: Page Sets; Page Objects grid now allows a "Group Tags" column to be displayed
The Page Objects grid on the Page Set's Page wizard, Designer page now allows a "Group Tags" column to be displayed.
NEW: Securitisation; Tag property added to objects
A Tag property has been added to the following business layer objects:
NEW: File Browse dialogs; do not always default to the correct folder
The Open and Save File Browse dialogs do not always default to the correct folder.
NEW: Client Group; new options for New Client wizard to make Gender, Tax Number, Business Number and Company Number mandatory
New options have been added to Client Groups to make the following fields mandatory in the New Client wizard :
NEW: Deposits Add-On; added support for Australia
Support for Deposit Accounts has been added for Australia.
NEW: ISParameters business layer object; Update to simplify adding different number types
The ISParameters object now has the following methods to simplify defining different 'Number' type Parameters:
NEW: Reporting; Account Control Report updated for Deposits and Loan and Deposit Control Reports added
The Account Control Report has been updated for Deposits and new Loan and Deposit Control Reports have been added.
FIX: Refinancing an Account may update the Account's Description incorrectly
When an Account was refinanced, its Description was updated if it did not match the auto-generated Description (which can be overridden on the Account Types form, New Accounts page).
NEW: Scripts; Inserting a standard block now produces slightly different code
Previously when inserting a standard block in the a "Summary Page Standard Block Override" type Script via the "Insert Standard Block" menu option, template code similar to the following was produced:
NEW: Summary Tables; Help functions updated to support single line address formatting
The following methods of the ISSummaryTable sub-objects have been updated for ease of formatting single-line addresses:
FIX: New Company wizard; fails when country is set to PG (Papua New Guinea)
The New Company wizard may fail during the commit when the country is set to PG (Papua New Guinea).
NEW: Page Sets; Better automatic resizing when using columns
A Page Set consisting of multiple columns with no Page Objects positioned after the last column break will now resize any Page Objects with a Height set to "Size to fill empty space on the page" using the page height rather than the height of the tallest...
FIX: Summary Pages; Template content may be HTML Encoded twice
Creating HTML via the business layer finHtmlSummaryPage2StringBuilder, e.g., any Summary Page (version 2), could result in the HTML within a template in a Summary Table (ISSummaryTable object) being encoded twice and therefore appearing corrupted.
NEW: Reporting; Account Details Report; Updated to use Summary Blocks and better support Deposits
The Account Details report has been updated to better support Deposits.
FIX: Export Information; System Information Lists may not be exported
Under File, Import/ Export Information, Export Information, exporting Information Lists did not include "System" Information Lists that had not been changed.
FIX: Account Refinance; should not be able to refinance to a Disbursement or Deposit Account Type
Various changes have been made to Account Refinance to prevent refinancing to a new "Disbursement" or "Deposit" Account Type.
FIX: New Account wizard; Term Deposits may fail to calculate when using and "On Date" term
In the New Account wizard a Term Deposit may fail to calculate with the error "An unhandled exception has occurred. Value was either too large or too small for a Decimal."
FIX: Reporting; Deposit Cash Flow Report; "On Call Balance" column not accounting for Withholding Tax in Accrued Interest
The Deposit Cash Flow Report was not accounting for Withholding Tax in Accrued Interest.
NEW: Constants grids can now be Exported and Imported
The contents of the following Constants grids can be Exported and Imported via new buttons below the grid:
NEW: Reporting; new End of Year Tax Exception List report added
A new Deposit report, new End of Year Tax Exception List report has been added.
NEW: Reporting; Withholding Tax Annual Reconciliation Statement report added
A new Deposit report, Withholding Tax Annual Reconciliation Statement has been added.
NEW: Reporting; Tax Certificate Reconciliation report added
A new Deposit report, Tax Certificate Reconciliation has been added.
NEW: Account Exception Report; added new option for "End of Year Tax"
Added a new option to the Account Exception Report for "End of Year Tax" exceptions.
FIX: Account Quotation; now support Deposit Account Types
The Account Quotation wizard now support Deposits.
FIX: Account Financial Summary page; Startup Interest incorrectly shows True Rate if a Fixed Rate used
In the Account Financial Summary page, the Startup Interest block incorrectly shows as a True Rate if a Fixed Rate is used.
FIX: New Client wizard; Banking Details are lost when going back and the forward through the wizard
When moving back and forward through the New Client wizard, the Banking Details are lost.
FIX: Accounts form, Transactions page; Totals not showing for Loan Accounts
On the Accounts form, Transactions page, clicking the "Show/ Hide Totals" buttons does not re-show totals for Loan Accounts.
FIX: New Account wizard; when calculating may fail with an unhandled exception error
When entering a new Account in the New Account wizard the following error may occur "An unhandled exception has occurred. The added or subtracted value results in an un-representable DateTime.".
NEW: Quick Search; New User Group option to include "Filtered Out" Clients
A new option is available on the User Groups form, General page to "Include filtered out Clients in Quick Search".