Release History
finPOWER Connect (All) 3.04.00
NEW: Client Warnings; added new warning to show Expired Identification Items
A new warning has been added to Client Warnings to show Expired Identification Items.
NEW: HTML Widgets; Account Withdrawal; Now uses updated BankingDetails properties
The Account Withdrawal HTML Widget now uses the updated method of using the finBankingDetails object on finAccountWithdrawal to set banking details.
NEW: HTML Widgets; Account Payment; Now uses updated BankingDetails properties
The Account Payment HTML Widget now uses the updated method of using the finBankingDetails object on finAccountPayment to set banking details.
NEW: HTML Widgets; Bank Entry; Now uses updated BankingDetails properties
The Bank Entry HTML Widget now uses the updated method of using the finBankingDetails object on finBatchBankTransaction to set banking details.
NEW: HTML Widgets; Client Personnel/ Employment; can now enter both Individual and Organisation information
The Client Employment HTML Widget has been updated to handle the improved functionality which now allow Organisations Personnel to also be an Organisation, and vice versa.
FIX: Account Close; Closing a Fixed Term Deposit via an "Early Redemption" not calculating Payment Fee
When closing a Fixed Term Deposit via an "Early Redemption", the Payment Fee was not being recalculated.
NEW: Superannuation Fund, Foreign Superannuation Fund and Sovereign Entity Client Classes added for Australia
Client Types can now configure the following Client Classes in Australian databases:
NEW: User Policy; The way User Policy lockouts are applied have been updated
User Policy allows a User to be locked out after a given number of unsuccessful attempts have been made to log in. Previously, once a User was locked out, they would only be informed of the lock out if they entered the correct password; otherwise, the inc...
NEW: PPSR NZ; View Financing Statements versions now available in finPOWER Connect Cloud
The PPSR NZ View Versions actions for Financing Statements is available on the "Security" page of finPOWER Connect Cloud.
NEW: PPSR NZ; View Financing Statements now available in finPOWER Connect Cloud
The PPSR NZ View action for Financing Statements is available on the "Security" page of finPOWER Connect Cloud.
NEW: PPSR NZ; Amend, Discharge, and Renew Financing Statements now available in finPOWER Connect Cloud
The PPSR NZ Amend, Discharge, and Renew actions for Financing Statements is available on the "Security" page of finPOWER Connect Cloud. This launches the PPSR NZ Amend, Discharge, and Renew HTML Widget.
NEW: PPSR B2G AU; View available for Collateral Items in finPOWER Connect Cloud
The PPSR B2G AU View Registration action has been added to the "Security Items" section of the "Security" page of finPOWER Connect Cloud.
NEW: PPSR B2G AU; Amend, Discharge, and Renew available for Collateral Items in finPOWER Connect Cloud
The PPSR B2G AU Amend, Discharge, and Renew actions have been added to the "Security Items" section of the "Security" page of finPOWER Connect Cloud.
NEW: HTML Widgets; PPSR NZ Amend, Discharge, Renew is now available as an HTML Widget
The PPSR NZ Amend, Discharge, Renew wizard is now available as an HTML Widget.
FIX: Full Addressing interface (NZ); some queries to the Addressing database are very slow
Some queries to an Addressing database are very slow - if using an Access database.
NEW: Portals; Login Id can now be specified as part of the Portal's URL to pre-populate the Client Id/ User Id field
A Portal URL can now specify an 'id' parameter which is used to pre-populate the Client Id/ User Id field on the login page, e.g.:
NEW: User Policy; Event Logging settings for failed logins were being ignored
The following Event Logging User Policy settings were being ignored:
FIX: Documents; Word Document Bookmark function SetContentSummaryTable incorrectly sets foreground colour
The Word Document Bookmark function "SetContentSummaryTable" incorrectly sets the foreground colour for rows with the following row classes:
FIX: Client Connect Sample Portal; "Maturing Soon" Page Message incorrectly including Closed Accounts
The "Maturing Soon" Page Message was incorrectly including Accounts which had already closed. This has been fixed, and now an Account must be Open to be included in the Maturing Soon warnings.
FIX: Cost Centres; illion BankStatements service; Displays incorrect Request URL blanktip
The Cost Centres illion BankStatements service displays the incorrect production and test Request URL blanktip.
NEW: New "Go" URL action which can perform a Quick Search
A new "Go" URL action is available.
NEW: Payment Method "Client Banking Details" dropdown; not displaying the BSB for Australia
In various forms, when entering the Payment Method, a "Client Banking Details" dropdown can be used to default Banking information from the Client.
NEW: The "Close Database" option in the File menu will now log out the Current User
Previously, the "Close Database" option in the File menu would close the Database but not log the User out. This was not best practice as credentials were held without a database.
NEW: Annual Investment Income Report (AIIR); Updated to version 13.0.1
The Australian Annual Investment Income Report (AIIR) has been updated to version 13.0.1 ready for the 2021 tax year.
FIX: HTML Widgets; Public1 and SemUI styling; Timebox controls too narrow and dropdown arrow overlaps text
The following HTML Widget styles have been updated to make Timebox controls (such as those shown on the Outgoing Communication HTML Widget) widget and provide more padding to the right so that the dropdown arrow does not overlap the text:
NEW: Sample Script Script_ScriptCompilationErrorsReport.xml removed from installation
The file Script_ScriptCompilationErrorsReport.xml is no longer included in the Templates/Sample Scripts folder in the installation.
NEW: PPSR B2G AU; Update Process now available in the "Processes & Procedures" page of finPOWER Connect Cloud
The PPSR B2G AU Update Process has been added to the "Security" section of the "Processes & Procedures" page of finPOWER Connect Cloud. This launches the PPSR B2G AU Update HTML Widget.
NEW: HTML Widgets; PPSR B2G AU Update is now available as an HTML Widget
The PPSR NZ Update wizard is now available as an HTML Widget.
NEW: PPSR B2G AU Update is now available as a Background Process
PPSR B2G AU Update can now be configured to run on a schedule via Cloud Connect Configuration Scheduled Processes in a database with Web Services configured. This is only applicable to Australian databases sufficiently licenced to use PPSR B2G.
NEW: Web Services now supports the PPSR B2G AU Update process to be run as a background process
The "PPSR B2G AU Update" process can now be run via Web Services as a scheduled background task.
FIX: Account Import; fails to properly handle Regular Payment Override
The Account Import fails to properly handle a Regular Payment Override.
NEW: Audit Search; Adobe Sign "AgreementGetCombinedDocument" product causes an "An unhandled exception has occurred." error
From the Audit Search wizard, drilling down to an Adobe Sign "AgreementGetCombinedDocument" Service Log causes an "An unhandled exception has occurred. Object reference not set to an instance of an object." error.
NEW: finPOWER Connect Cloud Configuration form; Security page now allows a Content Security Policy (CSP) to be defined
The finPOWER Connect Cloud Configuration form, General section, Security page now allows a Content Security Policy (CSP) to be defined.
NEW: HTML Widgets; jQuery version removed from Options page
The jQuery version specified on the Options page of the following system-supplied HTML Widgets has been removed so they now use the new default which is 3.6.0:
NEW: NZ Government; NZBN Entity Details v4; updated to include Business Ethnicity Identifier information
The NZ Government service NZBN Entity Details v4 product has been updated to include Business Ethnicity Identifier information.
FIX: Search view; Client tab; Date of Birth search; Date of Birth blanks upon pressing Enter
The Search view, Client tab, Date of Birth sub-tab allows searching on a Client's Date of Birth and optionally, their Last Name.
NEW: finBankAccountSuspenseItem Business Layer object; now supports BankingDetails property
The finBankAccountSuspenseItem Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finAccountInterestPayout Business Layer object; now supports BankingDetails property
The finAccountInterestPayout Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finAccountDirectDebit Business Layer object; now supports BankingDetails property
The finAccountDirectDebit Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finBankTransactionEdit Business Layer object; now supports BankingDetails property
The finBankTransactionEdit Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finBankTransactionView Business Layer object; now supports BankingDetails property
The finBankTransactionView Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finAccountDisbursement and finAccountDisbursementPayee Business Layer objects; now supports BankingDetails property
The finAccountDisbursement and finAccountDisbursementPayee Business Layer objects now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finAccountStdTran Business Layer object; now supports BankingDetails property
The finAccountStdTran Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finAccountClose Business Layer object; now supports BankingDetails property
The finAccountClose Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finAccountWithdrawal Business Layer object; now supports BankingDetails property
The finAccountWithdrawal Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: Snippets; updated for version 3.4.0
Snippets have been updated for version 3.4.0 changes, in particular where properties have been obsoleted.
NEW: finBatchBankTransaction Business Layer object; now supports BankingDetails property
The finBatchBankTransaction Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: finAccountPayment Business Layer object; now supports BankingDetails property
The finAccountPayment Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: Summary Pages; BuiltIn.SummaryPage_SearchFsResponse_ItemSummary_AU Updated to a Version 2 Summary Page
The Financing Statement Item Search Results for the Australian B2G PPSR Register has been updated from a Version 1 Summary page to a Version 2. The change is apparent in the PPSR B2G Search wizard, as well as when viewing Registration History from a Regis...
FIX: Built-in Scripts; Various script code changes
Various built-in scripts have had code changes to remove unused variables and udpate obsoleted properties.