Release History
finPOWER Connect 3.00.06
NEW: finPOWER Connect Cloud Configuration; Reporting; Options; New option to purge files from Reporting folder after a number of days
By default, files will be purged from a User's Reporting folder after 30 days.
FIX: Logs; when not licensed for Document Manager cannot drag Outlook items onto Logs grid
When you are NOT licensed for the Document Manager Add-On, you cannot drag items from Outlook onto the Logs grid on the Account, Client etc. forms.
FIX: ISExcel objects; Cell.Column and Cell.Row returned the incorrect Column and Row
The ISExcelCell object's "Column" and "Row" properties return the incorrect Column and Row.
NEW: Account Applications; Dealer and Broker details are now defaulted from the currently signed in External Party User
The Clear method of the finAccountApp object now defaults the Broker and Dealer (and their respective Employees) from the currently signed in External User.
NEW: Script Compilation Errors report; Now warns if Message Boxes detected in Scripts that shouldn't contain them
The Script Compilation Errors report (run from the Tools, Utilities menu) now detects use of Message Boxes in Scripts that shouldn't have them (i.e., non-User-Interface Scripts) and gives the appropriate warnings.
FIX: New Account wizard; entering a very large number in Number of Payments causes an error
Entering a very large number in Number of Payments on the New Account wizard causes finPOWER Connect to crash with the error "An unhandled exception has occurred. Value was either too large or too small for an Int32.".
NEW: Page Sets; DbComboBox.RefrehStandardRange now has an additional parameter to force a refresh
As an optimisation, calling the RefreshStandardRange for a DbCombo Page Object will do nothing if none of the parameters have changed.
FIX: Account Applications; Dealer and Broker Employee not being transferred to Account
The Account Application Dealer Employee and Broker Employee were not being transferred to Account created from the Account Application.
FIX: Word Documents; SetContentHtml with table may format unexpectedly
When using an ISWordDocument object and updating a Bookmark using SetContentHtml, unpredictable results may occur.
FIX: Page Sets; Some Standard Ranges revert to "Account Roles"
The following Standard Ranges were reverting to "Account Roles" upon saving the Page Set:
NEW: Authorise Transactions; enhancements
Various enhancements have been made to the Authorise Transaction functionality.
NEW: Account Applications; added more flexibility for data capture
Data capture for Account Applications has been made more flexible by introducing a more hub-centric interface option.
FIX: Account Archives; not displaying any Files
The Account Archive form does not display any files on the Files tab.
NEW: MotorWeb Monitoring; Alert importance and subject updated
The MotorWeb Monitoring alert importance and subject have been updated.
NEW: Refunds; new option to define a Refund Advice
A new option has been added to Account Type Documents to define a Refund Advice. This is found on the Documents page, under the Special Account Documents section.
FIX: Summary Pages (version 2); WikiText columns not respecting column NoBreakChars
The ISSummaryTableColumn object has a NoBreakChars property.
NEW: Account Application Types; new "Summary Script" page and option to allow "hub" entry
The "Summary Page Script" has been moved from the "Options" page of the Account Application Types form and now resides on a new "Summary Script" page. This is in line with Workflow Types.
NEW: ISWordDocument; added Append and AppendFile functions
New functions Append and AppendFile have been added to ISWordDocument;.
NEW: NZ Government NZBN Entity Details; Registration Date added to search results
The NZBN Entity Details search result and Company Lookup now includes "Registration Date" to make identifying the entity easier.
NEW: Scripts; Can now overwrite an existing HTML Widget or Smart List when importing special
When importing an HTML Widget or Smart List from the "Import Special" group on the Scripts form, a prompt will now be given to update the currently loaded Script if it is an HTML Widget/ Smart List.
NEW: HTML Widgets; Account Breakdown Report; Columns refined
The "Account Status" basis in the system-supplied "Account Breakdown Report" HTML Widget is now only available if the HTML Widget is configured to show more than one Account Status.
FIX: Bank Accounts form; Export Services page may crash finPOWER Connect if right-click in grid
The Bank Accounts form, Export Services page, may crash finPOWER Connect if you right-click in the Bank Export Services grid. The error is "An unhandled exception has occurred. An item with this key already exists in the collection.".
NEW: MotorWeb Security Monitoring; now Stops Monitoring when Security Statement discharged from the PPSR
A change has been made so that when a Security Statement is discharged from the PPSR, and if the Security Statement is currently being monitored by MotorWeb the monitoring is Stopped.
NEW: MotorWeb; add Vehicle Monitoring warning if being monitored when it shouldn't be
New warnings have been added to Security Statements for Vehicle Monitoring.
NEW: Australian BSB list; updated to June 2017
BSB Added
NEW: Global/ User Settings; Internet Connectivity testing added
Global Settings and User Preferences can now test internet connectivity on the General, Internet page.
FIX: Refinance Account; not working if opened from the Account menu
The Refinance Account wizard is not working if opened from the Account menu.
FIX: Page Sets; Unhandled exception in "BeforeCellUpdate" grid event
An unhandled exception occurs if, in a grid's "BeforeCellUpdate" event, code updates other Page Object properties that affect the Page Layout.
NEW: Reports; Created Date Time added to column list
The following Reports have had "Created Date Time" added to the list of columns that can be included in the report and CreatedUtcDate and CreatedDateTime are included in the list of exportable columns.
FIX: External Party Personnel; if linked to a Client and details edited from the linked Client various issues may arise
On an External Party you may add and edit Personnel, i.e. Employees, of the External Party. In addition the Personnel can be amended from the associated Client.
NEW: HTML Widgets; Ability to Print Widget added
The ability to print an HTML Widget has been added.
NEW: Business Layer; added finAccount.GetTransactionCount function
A new Business Layer function has been added to finAccount, GetTransactionCount.
NEW: Account List based Reports; now include Grouping Levels for Broker, Bulk Funder, Dealer and Insurer
Account List based Reports, including Reports such as the Trial Balance and Loan Overdue Reports, now include Grouping Levels for Broker, Bulk Funder, Dealer and Insurer.
NEW: Audit Search; Additional search parameters for Service Logs added
The Reports, Audit Search wizard has additional search criteria for Service Logs.
NEW: Workflow Types; A range of Roles can now be defined as an alternative (or addition) to the Allocated Users
The Users page of the Workflow Types form now allows a range of Roles to be specified.
NEW: Client List search form; new column "Legal Name"
Added new column "Legal Name" in the Client List search form accessed from the Client menu.
NEW: Quick Search; Inactive Accounts prioritised lower in Quick Search results
Inactive Accounts (Closed, Declined, Unwanted) are now typically shown lower down the list of Quick Search results.
NEW: Equifax (Veda) Australia Credit Enquiry; Updated IDMatrix product to latest version
The Equifax (Veda) Australia IDMatrix product has been updated to the latest version of the specification, version 4.0.12.
NEW: finPOWER Connect Cloud Configuration form; HTML Widgets can now be defined for certain actions
The Menus & Actions pages on the finPOWER Connect Cloud Configuration form now allow system-forms to be overridden with HTML Widgets.
NEW: Report Explorer; Account Application Documents; Now have Monitor Category range filters
When running an Account Application Document from the Report Explorer, Monitor Category ranges can now be specified to filter the results.
FIX: Workflows; Key Details page; When actioning an item it jumps back to the top of the page
A change in Internet Explorer meant that, upon actioning a Workflow Item, instead of jumping to the new current item (the green table row), the page was staying at the top and not scrolling if necessary.
FIX: Scripts; Parameter expressions not calculated via "Test" button
When using the "Test" button for "General" and "General (User Interface)" type Scripts, any expressions used to set a Parameter's default value were not being caluclated.
FIX: Business Layer; improved finBL.Database.DataSetOpen error message
The finPOWER Connect Business Layer function finBL.Database.DataSetOpen did not produce a complete error message.
NEW: Account Restructure; added option to set Final Payment date based upon Number of Payments.
A new option has been added to Account Restructures to set the Final Payment date based upon a specified Number of Payments.
NEW: Web Configurations; Reporting Folder can now be defined
The "Document Manager" page on the Web Configurations form has been renamed to "Documents".
NEW: Quick Search; Form width now preserved when showing in grids such as on the Bank Entry wizard
When using the Quick Search to locate an Account from a grid such as the grid on the Bank Entry form, the width of the Quick Search popup was being reset every time the User clicked the Quick Search button in the Account column.
FIX: Account Log List Report; selecting all columns in Data Export causes error
The Account Log List Report may fail with the error "Failed to execute 'AccountLogList' Report. Failed to execute Query. Failed to execute 'AccountLogList' Query. Failed to open DataSet. No value given for one or more required parameters.".
NEW: "Bank Statements" Bank Account Enquiry service; updated to version 20170401
The "Bank Statements" Bank Account Enquiry Report has been updated to version 20170401.
NEW: Script Code; font used is hard to read on some monitors
Script Code pages on forms like Admin, Scripts and Documents uses a hard to read font.
NEW: Scripts; HTML Widgets; Options page now allows "Max Width" and "Max Height" to be entered
The Options page of the Scripts form now allows a "Max Width" and "Max Height" to be entered for HTML Widgets.