Release History
finPOWER Connect (All) 3.04.01
NEW: HTML Widgets; Edit Bank Transaction HTML Widget has been added
An HTML Widget has been added to allow Bank Transactions to have their Payment Method and details edited.
FIX: Direct Debits; Standard Transaction payments by Direct Debit not respecting the Stop to Date
Standard Transactions for Loan Accounts include the option of Payments. If the Standard Transaction Payment is paid by Direct Debit a Bank Transaction is created when Account Processes are run.
FIX: HTML Widgets; New Client wizards; Pass Code Tooltip updated
The "Generate Strong Pass Code" Tooltip incorrectly referred to a Web Password where assigning a Pass Code to a new Individual / Organisation Client. This has been fixed, and now references Pass Code.
NEW: Equifax NZ; updated Credit Bureau Business Layer code
The Credit Bureau service "Equifax NZ" has been updated to modernise the underlying code.
FIX: HTML Widgets; Account Payment Details controls; When selecting a Payment Method, Bank Account details are cleared
When selecting a different Payment Method from the dropdown on widgets such as the Account Payment Received wizard, existing Bank Account details were being cleared.
NEW: Bank Account Enquiry; Now prompts User to Refresh
The Credit Sense 2 Bank Account Enquiry report has a "Refresh" action.
NEW: Bank Account Enquiry; Delete action now prompts User to confirm
When deleting a Bank Account Enquiry request via the "Delete" action on the Service Report, the User is now prompted to confirm the deletion. Previously, there was no confirmation prompt which was different to the behaviour in finPOWER Connect desktop.
NEW: HTML Widgets; widget.UI.AddressDetails; Now supports changing of City and Suburb terminology for supporting UK Addressing
Previously, the HTML Widget AddressDetails control did not vary the caption of the City and Suburb controls.
FIX: Users form; "Unlock" button remains enabled even after unlocking a User
The User form has an "Unlock User Account" button, allowing "Locked Out" User accounts to be unlocked.
NEW: HTML Widgets; Banking and Payment controls updated to handle Split payments
The HTML Widget controls dealing with Client and Account Banking details have been updated to handle Split payments.
NEW: Updated to cater for "Split" Payments
finPOWER Connect now supports "Split" Payments for both incoming and outgoing payments.
NEW: Addressing; UK Addresses now use better terminology
Addressing; UK Addresses now use better terminology
NEW: BankTransactions.Refresh Action Notification now supported in finPOWER Connect Cloud
The Action Notification, "BankTransactions.Refresh" is now supported in finPOWER Connect Cloud. This allows the Transactions page on the Client form to automatically refresh as required.
FIX: Credit Bureau services; not respecting Global Settings/ User Preferences Proxy Server and Timeout settings
Credit Bureau services were not respecting Global Settings and User Preferences Proxy Server and Timeout settings found on the General group, Internet page.
NEW: Account form; Transactions page; viewing Bank Transactions now persists as part of the URL
Drilling down to a Bank Transaction on the Account form, Transactions page now updates the URL meaning that it can be bookmarked or sent via Email to another User.
NEW: SQL Server; Additional warnings added if Database has Triggers
SQL Server includes the ability to add Triggers to database tables.
NEW: Scripts; standard template header updated to include Version History
The comment block added when pasting script template code into Scripts, Documents etc now includes a Version History block.
NEW: Scripts form; New "Knowledge Base" action available for certain Script Types
A new "Knowledge Base" action is available for the following Script Types:
NEW: Update Requests; Client Withholding Tax Details Change; Additional details added to Update Request Log
The Client Withholding Tax Details Change Update Request has been updated to provide more information when viewing the "To" column in the Update Request Summary Page and Actions grid.
NEW: HTML Widgets; Bank Interface messages added when Bank Transactions are committed
As Bank Interfaces immediately send the request to the provider at the point the Bank Transaction is added, a message has been added when committing an ad-hoc Account Payment, Withdrawal or Refund informing the User of whether the transaction has been suc...
NEW: Window lock form; minor updates if an invalid password is entered
Two small changes have been made to the Window lock form if an invalid password is entered:
FIX: Closing finPOWER Connect whilst locked is not displaying notifications as per User Preferences
Closing finPOWER Connect whilst locked was not displaying notifications as per User Preferences.
FIX: User Shutdown Warnings; Incorrectly informs User that "Documents are ready to be Published"
The User Shutdown Warnings (defined under User Preferences, Tasks & Workflows) were not working as expected.
FIX: Obsoleted Functions and unused Variables have been removed from importable Template Documents
Unused variables have been removed, and obsoleted Functions have been replaced with their new versions in the Template Documents supplied with finPOWER Connect.
FIX: HTML Widgets; Security Statement Item; Aircraft Registration Mark field made wider
The "Registration Mark" field for Aircraft type Security Items has been made a little wider since, if "Public1" or "SemUI" Widget styles were being used, it was not wide enough to accommodate 7 characters comfortably.
FIX: Read-Only Users; Successful Logins not being audited
Successful Logins were not being audited for Read-Only Users, regardless of their User Policy settings.
NEW: Bank Interface; add support for Split Payments web based API
finPOWER Connect has always supported exporting and importing of Banking Transactions via a file-based interface. For example, to send a Bank Transaction to be processed by the banking system, a file is generated by finPOWER Connect and then manually impo...
FIX: Obsoleted Functions and unused Variables have been removed from importable Sample Scripts
Unused variables have been removed, and obsoleted Functions have been replaced with their new versions in the Sample Scripts supplied with finPOWER Connect.
NEW: HTML Widgets; Client Banking Details wizard; Updated to obfuscate Banking Details when in Read-Only mode if necessary
The Client Banking Details HTML Widget now obfuscates Banking Details if the wizard is opened by a Read-Only User (or in Read-Only mode) AND the User does not have permission to view unmasked Account Details (the "Banking.ShowUnmaskedAccountDetails" permi...
FIX: Portals form; Adding a "LOGIN" page and pasting Template Text crashes if Portal has no other Active Pages
Using the "Paste template HTML and JavaScript code" button on the HTML tab when adding a custom "LOGIN" page for a Portal causes finPOWER Connect to crash with an unhandled exception if the Portal contains no Active Pages.
FIX: Background Processes; PPSR B2G (Australia) Update; Only single Security Items within Security Statements updating
If a Security Statement had multiple Security Items within a single update (i.e., two or more items belonging to the same Security Statement were in the PPSR B2G Update grid), only one of them was being sent to the PPSR for update.
NEW: Tasks View; Now supports previewing of "Mailbox Item" type Tasks
The Tasks Smart List (as shown in the Tasks View) now supports previewing of "Mailbox Item" type Tasks.
FIX: HTML Widgets; Document Create; Not working as expected when generating an Email or SMS for Bank Account Enquiry
The Document Create HTML Widget was not working as expected when opened from the "Email" or "SMS" actions on a Bank Account Enquiry report.
NEW: Resources; Support for PDF and Word Documents added
PDF and Word Documents (.doc and .docx) can now be added as finPOWER Connect Resources.
NEW: TxtStream SMS Messaging Service; add message "overhead" for New Messaging Interface
For TxtStream in New Zealand, using a short code requires a 9 character "signature" added to the message - to advise the cost of replies. This is automatically added by TxtStream.
FIX: HTML Widgets; Document Create wizard; Shows "Could not remove modal from stack since it is not the top-most item. Modals should always be closed last to first." warning when attempting to download a Document
When you use the Document Create wizard (e.g., Client, Send Document) to create a downloadable file, upon opting to download the file, the warning "Could not remove modal from stack since it is not the top-most item. Modals should always be closed last to...
FIX: HTML Widgets; Bank Entry; Batch Total issues when changing Transaction values plus deleted Transaction are not really deleted
An issue with the Transactions on the Bank Entry wizard HTML Widget meant that deleting Transactions in the grid meant that the Transaction appeared to disappear but, upon saving the Batch and navigating back to the Transactions page, the Transaction had...
FIX: NZ Address database; clicking on "Postcode" lookup button may incorrectly display "Information in the Address database has expired"
The Address Postcode lookup button may incorrectly display "Information in the Address database has expired" - when it appears the address database is not expired.
FIX: Deposit/ Loan Weighted Interest Rate Report; Grouped Rates showing incorrectly
The Deposit and Loan Weighted Interest Rate Reports show Grouped and Grand Total Weighted Rates at 100 times the actual Weighted Rate.
NEW: Security Statement; Sub-forms now respect the "Cloud.Form.SecurityStmt" permission
Previously, the "Cloud.Form.SecurityStmt" permission applied only to the main Security Statement form.
NEW: HTML Widgets; Use of Industry Code improved in the New Client wizards (Individual and Organisation)
The use of Industry Codes has been improved in the New Client wizard HTML Widgets.
NEW: Import Information wizard; Now fails to load for read-only databases
Previously, accessing the Import Information wizard via a URL for a read-only database did not give any warning until the User attempted to import information.
NEW: "Shut Down" warnings as defined under User Preferences can now be viewed when signing out
Within finPOWER Connect, User Preferences, Tasks & Workflows, Startup/Shut Down, there are a series of checkboxes to display certain warnings when shutting down finPOWER Connect.
NEW: HTML Widgets; Account Payment Details Change; Obsolete Banking Methods updated
Obsolete Banking Methods in finAccountPaymentDetailsUpdate have been updated to use the new replacements in the Account Payment Details change wizard. No functional changes have been made.
NEW: Addressing; tweaks to Business Layer function finBL.CurrentCountry.AddressDetailsFromRawString
finBL.CurrentCountry.AddressDetailsFromRawString(rawAddress As String, ByRef addressDetails As ISAddressDetails) as Boolean has been updated as follows:
NEW: HTML Widgets; finAccountBankingDetail; Obsolete Banking Methods updated
Obsolete Banking Methods in finAccountBankingDetail have been updated to use the new replacements in the New Account wizard. No functional changes have been made.
NEW: finAccountPaymentDetailsUpdate Business Layer object; now supports BankingDetails property
The finAccountPaymentDetailsUpdate Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.
NEW: Workflows; Register Security Statement items are now supported
Register Security Statement type Workflow items are now supported.
FIX: Client form; issues and changes related to read-only Users
The following changes have been made to the Client form to cater for read-only Users
FIX: HTML Widgets; widget.UI.RadioButtonList, ReadOnly property not working as expected
Setting widget.UI.ReadButtonList.ReadOnly(true) was not making the control read-only as expected.