Release History
finPOWER Connect 3.00.05
NEW: Numberbox control; limit maximum characters to 24
The Numberbox control is now limited to a maximum of 24 characters.
FIX: Global Settings; once a database is set to Read-Only it cannot be undone
Once a database is set to Read-Only, via Global Settings, it cannot be undone.
FIX: Account Restructure; Contractual Overdue incorrectly adjusted
In an Account Restructure the Contractual Overdue may be incorrectly adjusted if there are either overdue or contractual overdue transactions dated on or after the Restructure.
FIX: Account Document Log; Fails to save if Document has had Fee Element removed
If an Account Document Log is linked to a Document that originally had a Fee and Element defined but no longer does, the Log fails to save, even if the User has attempted to clear an uncharged Fee.
FIX: Conversion; Statement Logs not setting "date of last statement" correctly
The standard finPOWER 5 Conversion script did not set the "date of last statement" correctly when converting Statement Logs.
FIX: Trial Balance Report; Available Credit not deducting Other Deductions
The Available Credit columns displayed in the Trial Balance Report were not deducting Other Deductions.
FIX: Document Bookmarks; Account Settlement Summary sample Word Document does not print Salutation
Adding the standard bookmarks "Account.Salutation" and "Client.Salutation" to the Account Settlement Summary Word Document sample does not update to the expected values. This is because the salutations are never set.
NEW: Credit Enquiry; Address handling enhanced
The Credit Enquiry Address handling has been enhanced.
NEW: finPOWER Connect Cloud Settings; Roles can now be used to restrict access
The following areas of finPOWER Connect Cloud Settings can now use a range of Roles to restrict access to a resource:
NEW: Scripts; Import Special; HTML Widget and Smart List import form now groups items by Category
The list displaying HTML Widgets or Smart Lists to import on the Scripts form, Import Special actions now groups items by their Category.
NEW: Reporting; Loan Aged Overdue Report; Now displays aging percentages below date column totals
The Loan Aged Overdue Report not displays aging percentages below date column totals.
FIX: finBL.AuditFunctions.AuditAdd; incorrectly validating sourcePk parameter
The finPOWER Connect Business Layer function finBL.AuditFunctions.AuditAdd was incorrectly validating the sourcePk parameter.
NEW: HTML Widgets; New widget.UI.Forms object; ShowCompanyLookup
HTML Widgets can now display the "Company Lookup" form in both finPOWER Connect and finPOWER Connect Cloud using the new widget.UI.Forms object.
NEW: Clients; Company Lookup enhancements
The following enhancements have been made to the Client Company Lookup form.
NEW: Veda/ Equifax NZ; Consumer Credit Enquiry address validation updated
The Veda/ Equifax Consumer Credit Enquiry address validation has been updated.
NEW: Payment Arrangements; add "User Status" field
A new "UserStatus" field has been added to Payment Arrangements. This allows an additional Status, defined by the User, to be maintained for each Payment Arrangement.
FIX: Credit Enquiry; Follow-Up Enquiries do not allow you to change the Client
When doing a follow-up Credit Enquiry via the Credit Enquiry wizard, the Client could not be changed on the Service details page.
NEW: Quick Search; Changes and enhancements
The following changes have been made to the Quick Search facility.
NEW: Credit Enquiry; changing Clients may unnecessarily change the Product
On the Service page of the Credit Enquiry wizard, changing Clients may unnecessarily change the Product.
NEW: Centrix NZ Commercial Credit Report; updated to version 16
The Centrix NZ Commercial Credit Report has been updated to implement changes included in the Commercial Service specification document version 16 dated 16/12/2016.
FIX: Veda/ Equifax Australia Credit Enquiry; VedaScore Apply; Summary Page updated
The Veda/ Equifax VedaScore Apply Summary Page has been updated to use the Product Id as the report heading.
NEW: HTML Widgets; Accounts Breakdown; Table styles moved into widget.css
The format of the report tables used in the "Accounts Breakdown" HTML Widget have been tweaked and moved out of the Script's Template Text and into the widgets.css which is shared by all Widgets.
NEW: Reporting; Securitisation Reports; New "Date Securitised" parameter added
The following Securitisation reports now have a "Date Securitised" parameter:
FIX: New Client wizard; fails with
The New Client wizard may error a message like "Failed to save Client. Failed to add new record in UpdateQueryBuilder. Cannot insert the value NULL into column 'Resident', table 'Client'; column does not allow nulls. INSERT fails. The statement has been t...
NEW: Page Sets; New method to open a "Pseudo-Modal" form
A new FormShowPseudoModal method has been added to the business layer finPageSetHandler object.
NEW: Word Documents; Repeat table header rows not working for nested tables
Summary Tables rendered in Word Documents do not respect the "RepeatHeadingRowOnEachPage" setting when a table is nested in another table.
NEW: Account Statements; new Business Layer functions to manually generate a Statement for an Account
A new finPOWER Connect Business Layer function has been added to create a finAccountStatement object. This means you can now manually generate a Statement for an Account.
FIX: Account Settlement Summary; Word Document doesn't update [Document.Date] bookmark
The Account Settlement Summary Word Document doesn't update the [Document.Date] bookmark.
FIX: Workflow Types; Adding a "Test" item with large values in Ranges causes an error
Entering a large minimum or maximum value for a Workflow Type "Test" item range causes an "An unhandled exception has occurred. Value was either too large or too small for an Int32." error.
NEW: Centrix NZ; new Credit Enquiry Service "Commercial Beneficial Owner" added
Added support for Centrix Commercial "GetBeneficialOwners" product. This product is known as "Commercial Beneficial Owners" within finPOWER Connect.
NEW: Page Sets; Can now display the Add Account Payment Arrangement wizard
Pages Sets can now display the Add Account Payment Arrangement wizard.
FIX: Account History List Report; Data Export fails when you include CreatedUserId
The Account History List Report Data Export fails when you include the column CreatedUserId and not CreatedUserPk.
FIX: NZ CCCFA Fixed Term Loan Contract; should not show zero Transactions
The NZ CCCFA Fixed Term Loan Contract incorrectly shows zero Transactions.
NEW: Global Settings, Messaging group, SMS page; make SMTP Servers field copyable
The "SMTP Servers" field on Global Settings, Messaging group, SMS page for the "TxTStream New Zealand (.NET V2 interface)" Service has been changed to be easier to read and to allow the text to be copied.
FIX: finPOWER Connect Cloud Configuration form; Windows system colours should not be used for Theme Colours
Use of Windows system colours for finPOWER Connect Cloud Theme colours will cause the dotLESS CSS compiler used by finPOWER Connect Cloud to crash, thereby presenting an unstyled Web application to the user.
NEW: HTML Viewer; formats JSON text now shown beautified
The HTML Viewer form now detects JSON text and reformats using indenting etc. to provide a much easier view of the JSON - rather than the text being on one line.
FIX: Credit Enquiries; Follow up enquiries may be of the incorrect enquiry type
When doing a follow up Credit Enquiry from a Summary Page, the follow up enquiry type will always be the Default enquiry type - which may be incorrect.
NEW: Credit Enquiries; new Companies Disqualified Director Search product added NZ Government Business API service
A new product, "NZCO Disqualified Director Search" has been added to the service "NZ Government Business API".
NEW: Credit Enquiries; new Companies Entity Role Search product added NZ Government Business API service
A new product, "NZCO Entity Role Search" has been added to the service "NZ Government Business API".
FIX: Credit Enquiry; NZ Government NZBN Entity Details errors in the Test environment
The following error message is displayed when searching for a NZBN from the Credit Enquiry form in Test mode "Failed to deserialise JSON string to object. Could not convert string to integer: LTD. Path 'items[0].entityType.id'.".
NEW: Security Statement PPSR Hash; updated Business Layer to make more flexible
The finPOWER Connect Business Layer has been updated to make getting and updating the Security Statement PPSR Hash more flexible.
FIX: Export Bank Transactions; now fails in New Zealand if the Bank Account has an invalid Bank and/ or Branch
Exporting a Bank Transaction file now fails in New Zealand if the Bank Account has an invalid Bank and/ or Branch. The Bank component must be 2 digits and the Branch component 4 digits.
FIX: Script Editor; Not displaying anything in dropdowns until Script is edited
The dropdowns above the Script code editor on the following forms was not displaying anything until the form had entered Edit mode:
FIX: Veda/ Equifax Australia Credit Enquiry; Test environment no longer supports Verification
The Veda/ Equifax Australia no longer supports verification, i.e. Ping, in the Test environment via the normal URL and therefore has been removed.
NEW: Bank Import "BAI2"; enhanced matching by including "Bank Reference Number"
The Bank Import service "BAI2" has been enhanced by now including "Bank Reference Number" as well as the existing "Customer Reference Number" when matching to Accounts.
FIX: Business Layer; finBankingDetails issues with ToXmlString and FromXmlString fixed
In the finPOWER Connect Business Layer, finBankingDetails.ToXmlString does not store the Payment Method correctly. It stores the correct Pk, but the Id is the Bank Account Id. This does not normally causes issues as the Pk is normally used in preference t...
FIX: Account Restructure; may add an unexpected Overdue Balance Adjustment
The Account Restructure wizard incorrectly adds an Overdue Balance Adjustment transaction on the date of the Restructure if there is accrued Default Interest that is Due Immediately.
FIX: HTML Widgets; Sample Account Application does not allow "Next" button if Document Manager is not configured
The sample Account Application HTML Widget did not allow the "Next" button on the first page if Document Manager is not configured in finPOWER Connect.
NEW: Credit and Bank Account Enquiry; Summary Pages enhanced
The Credit and Bank Account Enquiry Summary Pages have been enhanced to display the Database Time Zone on the Enquiry Date, with Local Date/ Time/ Time Zone if different.
NEW: Dun and Bradstreet Consumer Enquiry; Summary Page updated to version 2
The Dun and Bradstreet Consumer Enquiry has been updated to a Version 2 Summary Page.