Release History
finPOWER Connect 2.02.03
NEW: Rate Tables; logic for using Tiered Rates with Deposit Accounts has been changed
The logic for selecting a Rate from a Tiered Rate Table with Deposit Accounts has changed.
FIX: Credit Enquiry; entering NZ Business or Company Number as letters does not fail as expected
In the Credit Enquiry wizard for NZ, some services did not properly validate the Company Number and/ or Business Number.
FIX: Account Disbursements; After declining an Account then resetting to Quote, fails to save Account
When an Account is Declined or Unwanted all Disbursements are set to "Cancelled". If the Account is subsequently reset to a "Quote" and then edited, it fails to save with the following message "Failed to save Account. Failed to save Account Disbursements....
FIX: Scripts; Summary Page (version 2); HTML "ColourBlock" template formats differently to "Icon"
When generating HTML for a Summary Page (version 2) using the finHtmlSummaryPage2StringBuilder object, "Icon" and "ColourBlock" templates aligned text around them differently.
NEW: Bank Imports; ANZ Domestic Payments Reply File Format added for Australia and New Zealand
A new Bank Import Service has been added for the ANZ Domestic Payments Reply File Format.
FIX: Log forms; Document page; Document description is truncated
On certaing Log forms, the Document combo box on the Document page does not size correctly and may truncate the Document's description.
FIX: Conversion Utilities; added new function to update Next Payment Date for Closed Fixed Term Loans
A new function has been added to finConversionUtilities to force a Closed Loan Account's next payment date to 30/12/3000 - so that if it is re-opened Payments aren't re-processed.
FIX: Credit Enquiry; Centrix; Unhandled exception "Could not load type 'System.ServiceModel.HttpBindingBase'"
Performing a Centrix enquiry may cause the following unhandled exception:
FIX: Account Decline/ Unwanted; Audit Log Note includes XML rather than plain Text
If the Account Type, Close Options setting "Immediately archive Declined/ Unwanted Quote Accounts?" is unchecked, then declining or unwanting an Account will create a "Status Changed" Log with Notes in XML format.
FIX: Time controls; if midnight is shown as blank, when editing should be blank
Time controls, for example Log Action Time.
FIX: Logs; "Complete Action" action should be disabled when in Edit mode
In Logs forms, e.g., Account Log, there is a "Complete Action". This is now disabled in Edit mode, as it causes other changes to the Log to be discarded in clicked.
FIX: Account Details Report; various issues with the Transactions sub-report
The Account Details, Transactions sub-report has various issues that have been fixed:
FIX: New Client wizard; Organisation page does not fit all controls and does not scroll
The Organisation page in the New Client wizard does not fit all controls and does not scroll.
NEW: Scripts; Summary Page (version 2); Blocks can now be collapsed by default
When building a Summary Page (version 2) using the finHtmlSummaryPage2StringBuilder object, the BlockBegin method now contains an optional parameter to allow the block to be "collapsed" by default.
NEW: Application Shortcuts; Width, Height and Form Key can now be specified when showing HTML
The following Application Shortcut types can now specify a Form Key or alternatively a Width and Height (in pixels) for the HTML viewer form:
NEW: Account History forms now trigger Notification Actions upon cancelling an item
The following Account History forms now trigger Notification Actions upon cancelling an item:
NEW: Workflows; Workflow Actions wizard; Confirm page updated and now allows previewing of Emails
The Confirm page at the end of the Workflow Actions wizard has been updated to a Summary Page (version 2) style page.
NEW: Email generation, previews and signature changes
A number of changes have been made relating to how Email messages are generated, how previews of Emails are displayed and how and when the Global/ User/ Entity signature is appended to the Email message.
NEW: Fixed Term Loan Account Types; new option to warn the User if a partial early repayment is made in the Account Payment wizard
A new option "Warn User in Account Payment wizard if early partial Repayment?" has been added to Account Types to warn the User if a partial early repayment is made in the Account Payment wizard
NEW: Company Lookup; new option to lookup Client information
From the Client form and the New Client wizard, a Company's details can be validated and updated from either the ABN Lookup service in Australia or the NZ Companies Office in New Zealand.
NEW: Elements; added option to have separate Refinance Credit/ Rebate method from the existing Close one
A new option has been added to Element for Credits/ Rebates. This allows Loans that are being Refinanced to have a different Method from Loans that are being Closed.
NEW: Page Sets; Ability to show Company Lookup form added
Page Sets can now display the Company Lookup form (as per the Clients form and the New Client wizard).
FIX: Reporting; Account Details; Transactions sub-report; Values for Deposits are not shown reversed
When viewing an Account Details report for a Deposit Account, the values in the Transactions sub-report were not being reversed to match those displayed on the Transactions page of the Accounts form.
FIX: User Permissions; added additional details in the description of "Account.Logs.Update"
Logs that are created by a User can normally be updated by that User. In addition a Delegated User has full access to the Log as if they created it.
NEW: Reporting; Transaction List; Values are now reversed and column list refined if only licensed for Deposits
The Transaction List report has been updated to reverse the relevant column values if only licensed for Deposits.
NEW: Deposits; new option to "Fix" the Interest Rate from a Rate Table
A new option has been added for Deposit Account Types to set the Interest Rate to a Fixed Rate, but based upon a Rate Table.
NEW: Summary Pages; New Global Settings to refine what information is shown on Summary Pages and in Standard Blocks
New options have been added to the Global Settings form, General, Summary Pages page.
FIX: Sending an email that generates a Log does not remove all HTML characters from Log notes
When sending an Email that generates a Log (e.g., from the "Send Email" action on the Accounts form) and the email is formatted as HTML, the Log Notes for the Log that is generated are automatically set to be the Email content with the HTML tags removed.
NEW: Quick Search; Search for email addresses improved
Quick Search can locate Client records based on their email address.
FIX: Task Manager; Monitored Accounts; Button to change "Monitor Category C" does the same as "Monitor Category B"
Clicking the "Monitor Category C" button (labelled based upon the Monitor Category name) beneath the Monitored Accounts grid launches the Account Monitor Category Change wizard but, instead of checking the option to change Monitor Category C, it checks th...
NEW: Reporting; Loan Maturity Variance; New option and column to show Loans with Insufficient Payments
A new option has been added to the Loan Maturity Variance report to determine how Loans with Insufficient Payments are handled.
NEW: Notification Actions for wizards not always being fired
When a wizard such as Account Monitor Category Change in completed, a "Notification" is sent to all other forms giving them the option of refreshing their information. E.g., if two Account forms were open showing the same Account, completing the Account M...
NEW: Account Close wizard; new option for Loans to show expected Future Payments
There is a new option "Show Future Payments?" in the Account Close wizard. When checked expected Future Payments are shown in the schedule.
FIX: Setting to ignore "Reset/ Notification Actions" not working correctly
The Global Settings and User Preferences forms have a General, Performance page which allows tweaks to be made to the User Interface to improve performance in certain situations.
NEW: Entities; Global Email Disclaimer can now be defined to override Global Settings
If licensed for the Entities Add-On, a new "Messaging" page is available on the Entities form. This allows the Email Disclaimer defined under Global Settings, Messaging, Email to be overridden on a per-Entity basis.
NEW: Payment Arrangement; Log and Audit "payment override" notes are not very readable
Payment Arrangement Log and Audit "payment override" notes are not very readable - they should an optimised XML format.
NEW: Companies Office NZ Credit Enquiry; Was not handling Companies that are Name Reservations
The New Zealand Companies Office Credit Enquiry Service, Search results was not handling Name Reservation only Companies - these do not have a Company Number.
NEW: Decision Cards; New business layer method to get Decision Outcome Item by code
A new business layer method has been added to finDecisionOutcomeItems to retrieve the first item in the collection given a code.
NEW: Logs; Script can now set "User" properties that are included in grids and can be used for filtering and grouping
Logs now support 10 "User" properties that can be set by a Script once the Logs collection (a read-only collection of logs) has been loaded. This is identical to the way that Tasks in the Task Manager work.
NEW: Warning now displayed when running 64-bit with a .NET framework version lower than 4.5.2
There are known performance issues running the .NET framework in a 64-bit process. Microsoft has fixed this in version 4.5.2 of the framework.
NEW: 64-bit finPOWER Connect; slow performance opening forms
There is an performance issue with the 64-bit version of finPOWERConnect.exe when opening forms with a large number of controls. For example, the Settings, User Preference or Global Options forms, the Admin, Account Types form and even forms such as the A...
NEW: Help, About; "Running in a 32/64-bit Process" message function updated
The Business Layer function finBL.System.Is32BitProcess has been updated to use new functions available in the .NET framework. In earlier version of finPOWER Connect the .NET framework did not include specific functions to determine if the application was...
FIX: Accounts form; Transaction page; Credit and Debit totals include reversed values
The totals below the grid on the Transactions page of the Accounts form were including reversed values.
NEW: Clients; Individual Clients can now use Industry Codes
Individual Clients can now use Industry Codes.
FIX: Quick Search; Not matching partial record codes as expected
The Quick Search was not matching partial record codes as expected.
NEW: Page Sets; Grid can now display a Sum at the bottom of a numeric grid column
Numeric Page Set Grid columns can now display a Sum at the bottom of the column.
FIX: Task Manager; Account refreshes forced by other forms not reflected in "Monitored Accounts" folders
Within finPOWER Connect, forms and processes can send notification requests to other forms, e.g., upon completing the wizard, the Account Monitor Category Change wizard sends an "AccountRefresh" action to all other forms giving them the option of refreshi...
NEW: Charts; Chart data can now be saved to a base-64 encoded String
Charts can be generated by Scripts that have access to the User Interface layer, e.g., Page Sets and HTML Report type Scripts.
NEW: Securitisation; Unable to allow an Account with no active Securitisation to be re-securitied
When running the Securitisation Allocations wizard and manually adding an Account to the grid that had previously been securitised but was no longer securitised, e.g., an Early Settlement had been performed , the Account could not be re-securitised and th...
FIX: New Account wizard; Account information is now updated before the Disbursements page
In the New Account wizard, Account information is now updated before the Disbursements page - so that scripts resetting the Disbursements see the Banking details entered.