Release History
finPOWER Connect 4.00.01
FIX: HTML Widgets; Account Interest Rate Change; Maturity or Payment Adjustment page added for Floating Rate Loans
The Maturity or Payment Adjustment page in the finPOWER Connect desktop form version of the Account Interest Rate Change wizard has been added to the HTML Widget. This page will display for Floating Rate Loans.
FIX: Word Documents; enhanced how Borders work for the overall Summary Table
There are several ways to use borders in Summary Tables in a Word Document. Note, some functionality has been obsoleted or removed in finPOWER Connect version 4 so the changes noted below have been made to simplify coding.
NEW: Task Manager 2; Task Manager; New "Columns" page allow a "Group By" column to be specified
A new "Columns" tab is displayed when editing a Task Manager Folder. This allows a "Group By" column to be specified and also has a checkbox to "Hide Group By Column in grid".
NEW: Security Enquiry wizard; no longer shows Cost Centre information label for PPSR NZ service
In the Security Enquiry wizard the Cost Centre information label no longer displays information for the PPSR NZ service.
NEW: Credit Enquiry and other forms; changed Cost Centre information label to show more information
In several wizards the Cost Centre information label has been updated to show more information, especially where the Cost Centre description is long.
NEW: Centrix Credit Bureau; Birth Certificate Verification added to Smart ID
Centrix Consumer Product Enquiries now include the option to verify a NZ Birth Certificate.
FIX: Script Editor; Function Explorer method sort order incorrect
The Script Editor Function Explorer method sort order can be incorrect in some situations.
FIX: Script Editors; Previous bookmark skips bookmark on last line of script
The Script Editor "Previous Bookmark" action skips the bookmark on the last line of the script if that line is blank.
FIX: Script Editor; Highlighting lines when the Find is active
The Script Editor may highlights blocks of code incorrectly when the Find overlay is active.
NEW: Script Editor; Intellisense missing
The Script Editor intellisense is missing from objects within some code blocks.
FIX: Script Editor; Bookmarks removed when lines are moved
The Script Editor can loses bookmarks when a line is moved over it using the ALT+UP and ALT+DOWN keys.
NEW: Actipro SyntaxEditor software component; Updated to version 23.1.0
The Actipro SyntaxEditor software component has been updated to version 23.1.0.
NEW: HTML Widgets; TextBox control; spellCheck option now defaults to true for multi-line TextBoxes
The widget.UI.TextBox control has a "spellCheck" creation option. Previous, this defaulted to false and had to manually be set to true to enable the web browser's spellcheck functionality.
NEW: HTML Widgets; Account Statement Change wizard; updated messages if newly entered frequency will be adjusted
When entering a new Statement frequency in the Account Statement Change HTML Widget, if the frequency is Monthly or Yearly the Day of the Month must also be specified. This stops any ambiguity in the future when rolling dates forward where the day is 29,...
NEW: Credit Sense (Version 1) support has been removed
Credit Sense (Version 1) support has been removed.
FIX: Client form, Identification grid; update "Colour" column heading
The "Colour" column in the Identification grid on the Client form has been renamed to "Type". This is because that column is used to report Licence Type when the item is a Driver Licence, as well as reporting the Colour when the item is a Medicare card.
NEW: HTML Widgets; Account Type Promotion Widget has been added
The Account Type Promotion wizard is now available as an HTML Widget.
NEW: Account Statement Change wizard; updated messages if newly entered frequency will be adjusted
When entering a new Statement frequency in the Account Statement Change wizard, if the frequency is Monthly or Yearly the Day of the Month must also be specified. This stops any ambiguity in the future when rolling dates forward where the day is 29, 30 or...
NEW: Credit Bureau; illion NZ; Consumer Enquiry and Quotation Seeker; Age validation updated
The illion NZ "Consumer Enquiry" and "Quotation Seeker" Credit Bureau enquiry age validation has been updated.
NEW: Credit Bureau; illion AU; Consumer Enquiry; Age validation updated
The illion AU "Consumer Enquiry" Credit Bureau enquiry age validation has been updated.
NEW: Credit Bureau; Equifax (VedaXMLNZ) NZ; Consumer Enquiry; Age validation updated
The Equifax (VedaXMLNZ) NZ "Consumer Enquiry" Credit Bureau enquiry age validation has been updated.
NEW: HTML Widgets; InfoAgent Monitoring HTML Widget has been added
The InfoAgent Monitoring wizard has been added as an HTML Widget.
NEW: Credit Bureau; Equifax (VedaConnect) AU; VedaScore Apply and ScoreSeeker; Age validation updated
The Equifax (VedaConnect) AU "VedaScore Apply" and "ScoreSeeker" Credit Bureau enquiries age validation has been updated.
NEW: Credit Bureau; Centrix NZ; Consumer Product Enquiry; Age validation updated
The Centrix NZ "Consumer Product Enquiry" Credit Bureau enquiry age validation has been updated.
NEW: Interest Payout Transactions; can now be reversed
Interest Payout Transactions can now be reversed.
NEW: Cost Centres; Credit and Data Bureau; Verify button caption on Options tab update based on environment
On the Cost Centres form, Credit and Data Bureau page, Options tab, the Verify button caption has been updated to show in which environment the verification will be executed.
FIX: Interest Payout Transactions; can no longer allocate Transaction
Interest Payout Transactions can no longer be allocated via the Adjust Transaction Allocations wizard. This is because Interest Payout Transactions are always allocated to Interest.
FIX: Credit Bureau; illion (Australia); Error messaging enhanced
The illion (Australia) Consumer Enquiry error message handling has been enhanced.
NEW: Word Documents; added new standard Bookmarks
New standard Bookmarks for Word Documents have been added as follows.
FIX: Obsoleted functions; updated obsoleted from Documents and Scripts
Obsoleted functionality has been removed from the following Documents and Scripts:
NEW: Account Credit Limit Change; Cancel now supports scripting
Changes have been made to Account Credit Limit Change functionality, mainly so that the Cancel function supports scripting.
FIX: Account Search indexes not correctly defined
Account Search indexes are not correctly defined. Indexes Search0, 1, 2, 3 and 4 all index the Search0 column.
FIX: Bank Import; Payment Method assigned to import Transaction could be for another Bank
When importing Bank Transactions the Payment Method assigned to a Transaction could be for another Bank.
NEW: Client Identification item; Driver Licence returns additional information
The Business Layer function finBL.ClientIdentificationItems.GetDriversLicence2 now returns the nameson the driver licence.
FIX: Security Enquiry; CentrixNZ Wheels Search Previous Report; Not retrieving or setting the Enquiry Number when changing products
The CentrixNZ Wheels Search Previous Report was not retrieving or setting the Enquiry Number when switching between products that support the Enquiry Number as part of the request.
NEW: Process Direct Debit Payments wizard; now allows Value to be updated
The Direct Debit Processing wizard now supports manual and script updating of the Direct Debit value. This allows for more flexibility when processing Direct Debits.
NEW: Cost Centres; Centrix NZ; Test Credentials REST URL updated
The Centrix NZ REST URL has been updated for Test Credentials.
NEW: Business Layer; New method to perform a Server.MapPath from Scripts
A new method has been added to make it easy to perform a Server.MapPath from Scripts, even though the relevant assemblies are not available to the Script. This may be useful for HTML Widgets running under finPOWER Connect Cloud that want to pick up the sy...
FIX: HTML Widgets; Dropdowns shown within scrollable grids may cause grid to scroll
When editing values in dropdowns within a grid, e.g., the Accounting page on the Account Type Edit widget, if the dropdown list was not required to scroll but the grid was scrolled, dropping down a value (e.g., the Element) could cause the grid to scroll.
NEW: Scheduled Processes; Account Processes; Added "Complete pending Closes?" checkbox for Deposit Accounts
Deposit Accounts now support the "Closed (Pending)" Account Status. Therefore, the option "Complete pending Closes?" has been added to the Deposit section of the Account Processes Scheduled Process in finPOWER Cloud Connect Configuration.
NEW: HTML Widgets; Account Close wizard; Now allows emailing of Clients other than just the "Main" Client
The Account Close wizard has a new parameter, EmailAllowOtherClients. If this is True (the default), then allow other Clients with an email address will be available to send a Close Quotation to when the "Summary" button is clicked.
NEW: HTML Widgets; Account Processes; Added "Complete 'Pending' Closes?" checkbox for Deposit Accounts
Deposit Accounts now support the "Closed (Pending)" Account Status. Therefore, the option "Complete 'Pending' Closes?" has been added to the Deposit section of Account Processes.
FIX: HTML Widgets; AccountIncomingPaymentDetails and AccountOutgoingPaymentDetails Controls not respecting "Exclude from..." Payment Method options
The Payment Method allows the following options to be configured (if applicable):
FIX: Account Types form; duplicating an existing Promotion may fail with an unhandled exception error
When duplicating an existing Account Type Promotion and then cancelling the process, the following error can occur "An unhandled exception has occurred. Index was outside the bounds of the array.".
FIX: HTML Widgets; Export Bank Transactions; "Service" list not populating Bank Interface Services correctly
If using Bank Interfaces, the "Service" list may incorrectly include Bank Interfaces when a file export has been selected or may include file-based exports when a Bank Interface export has been selected. This behaviour was incorrect, and now only valid Se...
NEW: Optimisations; various new properties and code optimisations
A number of new properties and code optimisations have been made:
FIX: Accounts; Pool may be cleared on an Account if changed by another User
The Pool on an Account may be cleared, with no audit trail, if changed by another User.
NEW: HTML Widgets; Export Bank Transactions; Items Summary Page not reflecting updated information after a refresh
After updating Payment details in the Export Bank Transactions HTML Widget, the User is prompted to refresh the grid to display the most up to date information. After the refresh, the grid is correctly updated however the Summary Page below still displaye...
NEW: Account Close; Write-Offs now post a Balance Adjustment to bring Principal/ Interest/ Fee Balances to zero
When closing an Account, where the final Transaction is not a Payment, i.e. a Write-Off or Bad Debt Write-Off, the individual Principal/ Interest/ Fee balances may not be left with zero balances.
FIX: HTML Widgets; Account Type Standard Transaction; Frequency list showing 'null' when no Element is selected
Prior to any Element being selected when adding a new Account Type Standard Transaction, the "Frequency" dropdown would incorrectly populate the list with a single "null" value. This has now been fixed, and now the list will appear empty.