Release History
finPOWER Connect 3.02.04
FIX: Scripts; HTML Widgets and Smart Lists; Not saving Parameter Set
Neither HTML Widget or Smart List type Scripts were saving the Parameter Set defined on the Parameters page of the Scripts form.
FIX: Account Applications; "Boat" Collateral may fail to save
An Account Application with collateral item of type "Boat" may fail to save with the error "Failed to save Account Application Collateral Items. Failed to add new record in UpdateQueryBuilder. The field is too small to accept the amount of data you attemp...
NEW: Client Connect Sample Portal; "Page Messages" restructured to support display on all pages
Alerts and/ or Messages could be displayed at the top of the "Accounts" page which detail overdue loans, Accounts nearing Maturity and a Broadcast message.
NEW: Client Connect Sample Portal; Marketing Messages now available
The ability to have Marketing Messages personalised for the Client is now available.
NEW: Client Connect Sample Portal; Close Quotation now available for Loan Accounts
The Client Connect Sample Portal now includes an option to view a Close Quotation for open Loan Accounts. This comes in the form of a button when viewing an Account, entitled "Close Quotation".
FIX: finPOWER Connect Cloud Configuration; Search; Quick Lists; Checkboxes not respected
The Checkboxes to show/ hide groups of Quick Lists on the finPOWER Connect Cloud Configuration form, Search group, Quick Lists page were not being respected.
FIX: Xero Accounting Interface; export fails
The Xero Accounting Interface export may fail with the following message "Failed to perform General Ledger Export. Failed to execute Xero 'PostManualJournals' request (Production). Failed to validate Request.".
FIX: Client form; Logs tab always displays as bold
The Logs tab on the Client form always displays as bold.
NEW: Database Configuration File; new method to open a database
A new method has been added to aid opening SQL Server databases.
FIX: finPOWER Connect Cloud Configuration form; Forms & Actions; Account; Account Standard Transaction wizard; Incorrectly displayed "Form Override" Checkbox
The grid on the finPOWER Connect Cloud Configuration form, Forms & Actions group, Account page incorrectly displayed a checkbox for "Form Override" for the "Account Standard Transaction wizard".
FIX: Portals; finPortalHandler.PortalPageId incorrect when calling events
Portal Scripts can identify the currently loaded page using the finPortalHandler's PortalPageId.
FIX: Page Sets; Setting psh.CurrentPageId in Initialise causes error
Attempting to set the Page Set Handler's Current Page Id in the Script Initialise function causes the Script to error.
NEW: HTML Widgets; Investment Income Report Export (New Zealand) HTML Widget has been added
The Investment Income Report Export for New Zealand is now available as an HTML Widget.
FIX: Portals form; IDE page "Find in all Files" stops working
The Portals form, IDE page "Find in all Files" does not work again if closed.
NEW: Client Connect Sample Portal; Further configuration for Documents added
The following Constants have been added to the Client Connect Sample Portal, shipped with finPOWER Connect:
FIX: Portals; Cancelling when adding a new Page or Resource behaves incorrectly
Two issues were identified when cancelling adding a new Page or Resource to a Portal.
NEW: "PaymentExpress Payline" Bank Export; add support for Token Payment Type
The "PaymentExpress Payline" Bank Export now supports Token Payment Types. This provides an extra layer of security by not exposing the Credit Card Number and Expiry date in the file.
FIX: Purge; purging Service Logs may fail
Purging Service Logs may fail with the error "Failed to Purge Database. Failed to purge Service Logs. Failed to execute SQL. The record cannot be deleted or changed because table 'ISServiceLog' includes related records.".
NEW: SQL Server Intersoft Database Connection String; added option for automating SQL Server Authentication mode
The default mode for opening a SQL Server database is using a Windows Trusted Connection. Note, after opening the database the authentication is reset to a special Application Role which gives extra permissions.
NEW: HTML Widgets; New CheckList control added
A new widget.UI.CheckList control has been added.
FIX: Web Configurations; Documents page was not included in the Information Export / Import
Exporting a Web Configuration excluded the "Documents" page, and in turn meant that these details could not be imported; this has been resolved.
FIX: Portals; IDE page; Find in Files; Line number always displayed as 1
When using the "Find in Files" function from the IDE page of the Portals form, the grid showing search results always displayed a Line Number of 1.
NEW: Account Standard Transactions; new Permission Keys to prevent a User Adding, Deleting or Updating Standard Transactions
New Permission Keys have been added to prevent a User adding, deleting or updating Account Standard Transactions.
NEW: Smart Lists; Quick Lists; Customisations options added to allow use in finPOWER Connect Cloud
finPOWER Connect Cloud has a "Quick Lists" tab in its Search view.
NEW: Portals; Additional Tags are now available
There are now more Tags available to use in Portal Pages; these are:
NEW: Task Manager folders; new Account Range Filters for Monitored Accounts and Workflows
The Task Manager includes new Account Range Filters for Folders of Type Monitored Accounts and Workflows.
NEW: HTML Widgets; Client Bank Account Change; Bank Account Grid can now be refreshed
A refresh button has been added to the list of actions underneath the Bank Account grid in the built in Client Bank Account Change HTML Widget. This will refresh the list of Accounts without the need to close and reopen the page.
FIX: HTML Widgets; Client Bank Account Change; Incorrect error on initialisation in some instances
The built in HTML Widget "Client Bank Account Change" would, in some instances, return an error stating that the Bank Account selected was incorrect when it was a valid Bank Account for the Client. This has been resolved.
NEW: Account Calculation; added new script event to Validate/ Update properties
A new "CalculateValidate" scripting event has been added to Account Calculations. This runs at the very beginning of a calculation when the Account is still a quotation.
NEW: Client Connect Sample Portal; Configuration HTML Widget has been added
The Client Connect Sample Portal now has a Configuration HTML Widget included. This allows Users to set and configure the Broadcast message to display at the top of the Accounts page for all Clients.
NEW: Deposit Summary Report; added new column Term in Months
A new optional column "Term (Months)" has been added to the Deposit Summary Report.
FIX: Portals; IDE page; When used for a long period of time, finPOWER Connect may shut down with GDI error
Opening many tabs on the IDE page of the Portals form could cause finPOWER Connect to eventually crash due to too many Windows GDI objects being in memory.
NEW: Client Connect Sample Portal; new option to allow Users to directly update Contact Addresses and Methods
A new Constant has been added to the Client Connect Sample Portal "MyDetails_UpdateType". This determines whether Contact Addresses and Methods must be updated via an Update Request, i.e. approved internally before they are updated, or directly updated by...
NEW: Portals; Configuration Portal Page (PORTAL_CONFIG) now receives Portal Id as Startup Parameters
Previously, the special Portal Page "PORTAL_CONFIG" (which actually represents an HTML Widget) was passed a Portal Id parameter and part of parametersJson.
NEW: Credit Bureaus; new option added to automatically download Documents
A new option has been added to Global Settings to automatically download documents related to Credit Enquiries. This is found under the Credit Bureau group, General page.
NEW: HTML Widgets; Account Processes; Now available for use and uses Web Services Background Processing
The Account Process HTML Widget has been updated and now uses Web Services Background Processing.
FIX: Portals; PORTAL_CONFIG Page Issues
A special Portal Page with a code of "PORTAL_CONFIG" can be used to provide a customisation tool for the Portal.
NEW: Client Update Requests; 'From' value now displayed for actioned requests
Previously, actioned Client Contact Method Update Requests would not display what the original "From" value was. This has been changed so that this value is available once the request has been actioned.
NEW: Client Connect Sample Portal; Additional information is now available on the "Accounts" home page
New functionality has been added to the "Accounts" home page of the Client Connect Portal shipped with finPOWER Connect.
NEW: Client Connect Sample Portal; "Upcoming" page added
A new page, "Upcoming", has been added to the Client Connect Portal sample shipped with finPOWER Connect.
NEW: Portals; Portal Description property added to finPortalHandlerBL object
The Portal Description is now accessable from finPortalHandlerBL.
FIX: Client Update Requests; Reduced number of Audit Logs created when Actioned
Previously, if an Update Request for a Client was actioned up to three Audit Logs were created - if "Log" Audit Option was enabled for Contact Addresses and / or Contact Methods.
NEW: Payment Arrangement wizard; better highlights where the Balloon Payment is ignored
If a Payment Arrangement means the Loan is paid off before the maturity date the Balloon Payment will not be made.
NEW: Business Layer; finAccountProcesses; Removed beta methods to run from HTML Widget
The following beta functionality has been removed from the finAccountProcesses object:
NEW: Xero Accounting Interface; updated how Tax Type is sent through for GST
The Xero Accounting Interface has been updated to send through the Description of the GST Code, rather than the Code itself - for the Xero Tax Type.
NEW: Client Tax Certificates; updated Tax Certificate drilldown to only show grouped Tax Certificates
The Client Tax Certificates drilldown Summary Page now shows grouped Tax Certificates. Previously each individual Account was shown separately.
NEW: Branches/ Entities; you can no longer make all records Inactive
Previously it was possible to make all Branches or all Entities Inactive - this is no longer allowed.
NEW: Tax Certificates; added Clients collection to TaxCertificate
A new "Clients" Business Layer collection has been added to Tax Certificates. This lists all "Owner" Clients related to the Tax Certificate.
NEW: Account Export; updated information exported
Information exported for an Account has been updated to include:
NEW: Client Export; updated information exported for a Sole Trader
Information exported for a Sole Trader Client has been updated to include: