Release History
finPOWER Connect 4.01.00
NEW: Australian BSB List; Updated to April 2024
BSB Added
FIX: Super Users could not access the database when a Database Password was set
When accessing a database protected with a Database Password (set in Global Settings) as a Super User, the User would receive an "Invalid Overrider" error, and never be able to gain access to the database. This would occur even if the supplied Database Pa...
FIX: HTML Widget; Annual Commerce Commission Report (New Zealand) changes
The Annual Commerce Commission Report (New Zealand) HTML Widget has been updated as follows.
NEW: Account Transaction Summary: Add finPOWER Connect version to transactions summary page
The Account Transaction Summary Page now includes the version of finPOWER Connect the Transaction was created in - if available.
NEW: HTML Widgets; Log Edit form; Log date is not mandatory and now defaults to the current date and time when the Log is saved if left blank
The Log Edit form HTML Widget has been updated so, if the Log date is left blank, it defaults to the current date and time (and the current User's configured time zone) upon saving.
NEW: HTML Widgets; Log Edit; Updated to better handle setting a Document Log's Print Status
The Log Edit HTML Widget has been updated to better handle setting a Document Log's Print Status.
NEW: Australian Postcodes; Australian Suburb Supplemental File Updated to March 2024
The Australian Suburb Supplemental File provided with the finPOWER Connect installation has been updated to the latest version, dated 17/03/2024.
NEW: Time Zones; updated Windows Time Zones
The following Windows Time Zone has been updated:
FIX: HTML Widgets; Bank Account Enquiries; Updated widget to remove unnecessary code
The Bank Account Enquiry HTML Widgets have been updated to remove unnecessary code in the PerformEnquiry methods.
FIX: Workflows; Account Application; Bank Account Enquiry; Fails with "Client not specified." error
Where an Account Application Workflow has a "Bank Account Enquiry" item AND this item is configured to "Repeat this item for each Applicant?", the item would fail with the following error:
FIX: finPOWER Connect Cloud Configuration; Reporting; Data Export; Roles range to strict Exporting of Report Data is ignored under certain circumstances
The finPOWER Connect Cloud Configuration form, Reporting group, "Data Export" page allows a Roles range to be specified to strict Exporting of Report Data.
NEW: Scripts; Now allows multi-part Export and Import
The Scripts form now has the following actions:
NEW: Portals; Now allows multi-part Export and Import
The Portals form now has the following actions:
NEW: Account Payment Arrangement Advice; updated "Length of Loan" to use Payment frequency (if possible)
The Account Payment Arrangement Advice has been updated so that the "Length of Loan" row in the Variation schedule uses the Payment frequency if possible.
NEW: Account Transactions; Edit Disbursement Date button may not appear for Users
On the Account form, Transactions page, for Disbursement Accounts there is an Edit Disbursement Date button below the grid. This does not appear for Users where the Permission Key "Account.Transaction.UpdateReferenceAndNotes" is denied.
FIX: Business Layer; finBL.DebugWatch; Crashes when debugging a finTaskManager2MonitoredAccount object
The business layer finBL.DebugWatch() method crashed when debugging a finTaskManager2MonitoredAccount object.
NEW: User Policies; Password Policy; "Expiry Days" and "History Length" tooltips enhanced
The tooltips for the **Expiry Days** and **History Length** fields on the User Policy Form, Password Policy page have been and enhanced (and added, where missing).
NEW: Task Manager 2; Tasks folder; "Type" column updated to no longer line-break
The "Type" column in Task Manager 2 Tasks folders could line-break if the value had one or more spaces, e.g., "Quote Outstanding". This looked visually messy and the column has been updated to no longer line-break.
NEW: Global Collections; updated several processes to refresh Global Collections is changed
Several additional processes now refresh Global Collections (if they have changed) before executing a commit. This means the latest information in Global Collections will be used.
FIX: HTML Widgets; widget.UI.DBCombo; GetDescription() method, when called from the Change event, may not always return the correct text
The widget DBCombo control has a GetDescription() method. This returns the "description" shown to the right of the control.
NEW: InfoAgent (NZ) Security Enquiry
NEW: Client Connect Sample Portal; Removed from finPOWER Connect Desktop installation
The Client Connect Sample Portal is no longer included in the finPOWER Connect Desktop installation.
NEW: SMS Messages; Fee information recorded on Account Log even if not charged
The fee value for an SMS Message was recorded on an Account Log, even if not charged.
NEW: Scripting; UserInterface.CommonDialog; GetInput, GetInputComboBox and GetInputComboTextBox Forms improved
The GetInput, GetInputComboBox, and GetInputComboTextBox Common Dialog Forms have been enhanced to limit their default width when a MaxLength of the text is a large value.
NEW: Task Manager 2; Logs; Optional grid columns added for "Delegated Role" and "Delegated To" as per other Logs grids
The following, optional, columns have been added to the Task Manager 2, Logs grid, to bring it in line with other Logs grids such as the one on the Clients form:
FIX: Tooltip corrected in finPOWER Connect Cloud Configuration, General, Multi-Factor
The tooltip found here: finPOWER Connect Cloud Configuration, General, Multi-Factor, **Issuer for Authenticator Apps** read incorrectly. It has been updated to:
FIX: Task Manager 2; Task Groups with a "Target Platform" of anything other than "Any" were not displaying
In Task Manager 2, the "Target Platform" which can be defined per Task Group is not applicable. This is a historical setting, only used in the finPOWER Connect Cloud Tasks View which has been superseded by the Task Manager.
NEW: HTML Widgets; Account Type Edit; Payments page; PayTo Defaults added
The Account Type Edit HTML Widget, Payments page now support the PayTo defaults.
FIX: Security Statements; Save fails with an error relating to renaming a Document Manager folder
When saving a Security Statement, finPOWER Connect fails with an error "Failed to rename Document Manager Folder. Source Id not specified.".
NEW: Task Manager 2; "Filter Monitored Accounts" type folders; Additional advanced option now available to all Users
Task Manager Folders previously had a couple of "hidden" options that were only available for Intersoft's internal use.
NEW: HTML Widgets; New "Account Payment PayTo Create" Widget added
A new "Account Payment PayTo Create" HTML Widget has been added. This implements the functionality provided by the Create PayTo wizard in finPOWER Connect desktop.
FIX: HTML Widgets; Template Text editor; Intellisense, particularly for the "C" object used to contain control references, would sometimes not work
When editing an HTML Widget's Template Text, finPOWER Connect provides addition intellisense Widget objects and, in particular, the "C" object which is used in most system-supplied Widgets to hold references to all of the Widget's controls, e.g.:
NEW: HTML Widgets; Account Payment Arrangement; Quote Document can now be downloaded or emailed from the "Payment Details" page
For Account Types with a **Payment Arrangement Quote** Document configured, a new **Download** button is available on the Payment Details page of an Account Payment Arrangement. Clicking this button will present the user with a number of options, potentia...
FIX: When replying to a Client Log via SMS, the Client's Phone Number is not defaulted
When sending an SMS from the Client form (Communication, Send SMS), the Phone Number is automatically defaulted from the Client.
NEW: Document Bookmark Images; added option to specify the image width
Document Bookmark images can now optionally specify both the height and width of an image - previously only the height could be specified.
NEW: HTML Widgets; Range Slider control; Does not take focus when clicked on a mobile device
On a small mobile device, such as an iPhone or Android phone, clicking on a ''widget.UI.RangeSlider'' control did not give it input focus which could be confusing since the previously focused control would retain input focus.
NEW: Summary Pages; ScriptInfo.Target not set correctly
In Summary Page scripts, the ScriptInfo.Target property was not being set to iseSummaryPageTarget.Report when the Summary Page was run from a report.
NEW: Standard Summary Page blocks; a new block to include a static Google Map has been added
A new standard Summary Page block has been added. This block displays a Google Map as a static image so it can be included in reports and PDF exports.
FIX: Client Logs and Reports; may fail with a JavaScript error when printing
Summary Pages that include Google Maps have been updated to display a static version of the map in Reports and PDF exports.
FIX: Document Manager could cause an "Object reference not set to an instance of an Object" error when run from Web Services
It was possible for an **Object reference not set to an instance of an Object** error to be triggered when various internal system functions attempted to access the Document Manager when running from Web Services, and the Web Configuration had set the Doc...
NEW: Illion NZ Credit Enquiry; better handling of non-ASCII characters
The Illion NZ Credit Enquiry does not handle diacritical or other non-ASCII characters.
FIX: HTML Widgets; Background Processes now ignore configured Script Timeout
When using an HTML Widget that runs a background process, e.g., the Publish Documents wizard, the "background processing" part of the Script now ignores the configured Script Timeout.
NEW: Australian Loan Contract (Fixed Term) Document; Additional Options
NEW: HTML to PDF conversion; New meta tag to allow media queries to target "print" target
CSS media queries can be used to target different styling based on the target output, e.g., "screen" or "print".
FIX: Account Payment Arrangement Advice; updated to show payment schedule details from the Arrangement
The Account Payment Arrangement Advice has been updated to show payment details from the Arrangement - if it was created when making an Arrangement.
FIX: CommonDialog input methods not allowing new lines when MultiLine is set to True
The CommonDialog input methods would not allow users to enter a new line when MultiLine was set to True.
NEW: HTML Widgets; Zepto PayTo; AccountIncomingPaymentDetails HTML Widget Control now supports PayTo
The **AccountIncomingPaymentDetails** HTML Widget control has been updated to support Zepto PayTo Payment Methods.
NEW: Floating Rate Loans; Contractual Overdue is now restricted to the Loan Balance
Contractual Overdue "Payment Dues" for Floating Rate Loans are now restricted to the Loan Balance.
NEW: Users Form; Force Password Change checked when password is changed
Under Tools, User Security, if the User's password is changed, the "Force User to change password at next login?" checkbox is now set to checked by default.
FIX: HTML Widgets; Log Edit form; When viewing a User Log, a check to the non-existent permission key "User.Logs.ViewExtendedData" was performed
The Log Edit HTML Widget was performing a check to the non-existent permission key "User.Logs.ViewExtendedData" to decide whether to display a button on the Audit page.