Release History
finPOWER Connect (All) 3.04.04
NEW: HTML Widgets; Export General Ledger HTML Widget has been added
The Export General Ledger wizard has been added as an HTML Widget.
NEW: Filtered out items in lists are now fainter and smaller
Styling for filtered out items in lists such as the list of available actions on the Processes view has been updated to make the filtered out items fainter and smaller making it easier to visually identify the item being searched for.
FIX: finPOWER Connect Cloud Configuration; Forms & Actions; Account; Form Override checkbox incorrectly available
The "Form Override" checkbox was incorrectly available for the following on the finPOWER Connect Cloud Configuration form, Forms & Actions, Account page:
NEW: Client Connect Sample Portal; Obsoleted Functions cleaned up
Obsoleted Functions have been cleaned up and removed and / or replaced with their new alternatives in the Client Connect Sample Portal.
FIX: Task Manager Folder; Workflows Filter folder; Default for "Last Updated To" is 0 but should be 9999
The Clear() method of business layer finTaskManagerFolder object was incorrectly setting the WorkflowLastUpdatedTo to 0 when it should have been 9999 (indicating that no value has been entered).
NEW: HTML Widget Utilities; New Registry Section added for HTML Widget Form Registry Settings
The following functions have been added to finHtmlWidgetUtilities:
NEW: New Standard Ranges; Workflow related
The following Workflow-related Standard Ranges have been added:
NEW: Scheduled Processes; Export Bank Transactions; Improved Events if there are no items to Export
Previously, if there were no items to export for Exporting Bank Transactions via a Scheduled Process, the Events would suggest that the Process successfully completed. This has been updated to now report "Success (with warnings)" where the warning is that...
NEW: InfoAgent Security Enquiry service added; added support for InfoAgent Security Enquiry
A new Security Enquiry Service has been added, InfoAgent.
FIX: Account Processes; Maturing Deposit Accounts may be processed earlier than expected
Maturing Deposit Accounts may be processed earlier than expected in Account Processes.
NEW: Lodgements; Zepto (formerly Split Payments) handles Aborted and Cancelled transactions differently
Cancelled and Aborted Zepto (formerly Split Payments) transactions are now handled slightly differently in the Lodgement wizard:
FIX: Bank Lodgement Wizard; refresh button does not update the total of selected rows
Clicking the "Refresh" button in the Bank Lodgement Wizard does not update the total of selected rows.
FIX: Database Upgrade; Centrix Cost Centre defaults Fraudshare and SmartID Verification as checked
Upgrading a 3.02 database to 3.04 sets the following Centrix Consumer options in Cost Centres to checked:
FIX: Zepto (formerly Split Payments); new option to mature Transactions at as specific time
A new option has been added for Zepto (formerly Split Payments) Transactions to mature at a specific time of the day.
NEW: HTML Widgets; When running within finPOWER Connect Cloud, "Compact Mode" as specified under "Device Options" is now applied
The "Device Options" form from the User menu in finPOWER Connect Cloud allows "Compact Mode" to be turned on.
NEW: Business Layer; finScripts.GetSmartList() method to return Script or system-supplied Smart List
A new business layer method, finScripts.GetSmartList(id) can be used to get a Smart List Script, or, if the id is prefixed with "SmartList:", a system-supplied Smart List (e.g., "SmartList:QuickList_Clients").
NEW: Business Layer; finScripts.GetHtmlWidget() method to return Script or system-supplied HTML Widget
A new business layer method, finScripts.GetHtmlWidget(id) can be used to get an HTML Widget Script, or, if the id is prefixed with "HtmlWidget:", a system-supplied HTML Widget (e.g., "HtmlWidget:AccountAcceptDecline").
NEW: Business Layer; There is no longer an Assembly named finResourceScripts3.dll
The content of what was previously a separate .NET Assembly named finResourceScripts3.dll has been moved into finSupport.dll and can now be accessed from Scripts and other Business Layer code via finBL.ScriptResources.
FIX: Security Types; User Flag captions can now be defined in Global Settings
The captions for Security Type User Flag A and B can now be defined in Global Settings.
FIX: Account form; Transactions grid; If multiple layouts are available, top-right button overlaps filter box
When a grid as multiple layouts (as defined by a "finPOWER Connect Cloud Actions" type Script), the grid would show a button with a down arrow on a dark background in the top-left corner.
NEW: Background Processes; Export General Ledger now supported as a Scheduled Process
The Export General Ledger process is now supported as a scheduled Background Process for databases where Web Services have been configured. This includes file-based Exports, and where applicable, database-based exports (such as MYOB API).
FIX: Account Disbursements; Disbursement Type always defaults to "Cost" even if not available
The Account Disbursements wizard and HTML Widget have been updated to blank the Disbursement Type if the default Disbursement Type is not a valid option.
NEW: Account; Transactions grid; Additional columns added that can be configured to show via a "finPOWER Connect Cloud Actions" Script
By default, only a small number of columns are displayed on the Account form, Transactions page. The columns that are displayed depend on whether the Account is a Loan or Deposit.
NEW: finGLExportNew; New Execute() Function added which does not accept any parameters
The finGLExportNew Class has been updated so that the Execute() Function can be run without passing any parameters to it. This was required to support the GL Export as a Scheduled Process in Web Services.
FIX: HTML Widgets; New Account; Purpose, Source, Region, and Policy Type Combo Boxes ignored if mandatory and hidden behind "Advanced"
If the Purpose, Source, Region, or Policy Type Combo Boxes were hidden behind the "Advanced" button, but the Information Lists were configured as "Mandatory", the wizard would allow Users to skip past them without entering any information.
NEW: Electronic Signatures; DocuSign; Updated to use OAuth 2.0 authentication flow
The DocuSign Electronic Signatures service has been updated to use the new OAuth 2.0 authentication flow.
NEW: NZ Government; NZBN Entity Details v4; updated to include Organisation Parts information
The NZ Government service NZBN Entity Details v4 product has been updated to include Organisation Parts information.
NEW: Scripts; "Filter" Script Type re-captioned to "Task Manager Filter"
The "Filter" Script Type has been re-captioned to read "Task Manager Filter".
NEW: Business Layer; New Standard Range "ScriptsHtmlWidgets"
A new Standard Range, isefinStandardRange.ScriptsHtmlWidgets has been added.
FIX: HTML Widgets; Web View 2; Range Lookups not working as expected
When using a Range Lookup form, e.g., Branches on the Account Processes wizard, the form was showing as expected but the selected range was not updating the textbox on the widget.
FIX: Statement Reverse; Account Log not correctly updated if set to Not Issued
When reversing an Account Statement, if the related Log's Publish status is either "Open" or "To Send", the status is updated to "Not Issued".
FIX: Popup menus; Now moved up the screen if too tall to fit visible area
Popup menus, e.g., right-clicking on a grid, are now moved up the screen if their vertical location meant that their content was truncated.
NEW: Account Type Standard Transactions; added support for Payment Received Transactions
Account Type Standard Transactions now support "Payment Received" Elements for Loan Type Accounts.
FIX: Account Accounting Ledgers; can edit all information on "Suspended" items
If an Accounting Ledger's status is "Suspended" all information, including fields like Type and Method, can be edited.
FIX: HTML Widgets; Grid; Does not retain visible state of hidden rows after VirtualDataRefresh method is called
If a Grid (widget.UI.Grid) has hidden rows, a light yellow bar appears below the grid which can be clicked to toggle the visible state of these hidden rows.
NEW: Sample Documents; updated to use ExecuteDisconnectedDataReader
Sample Documents supplied with finPOWER Connect have been updated to use the new ExecuteDisconnectedDataReader function.
NEW: Documents; "GenerateMessages" event when sending bulk Documents now allows sender email details to be overridden for Email and SMS type Documents
The "GenerateMessages" Script event called when sending bulk Documents now allows sender email details to be overridden for Email and SMS type Documents.
NEW: finPOWER Connect Cloud now supports reversing the last Statement for an Account
finPOWER Connect Cloud now supports reversing of Account Statements by now recognising the Form Action "StatementReverse". This is most commonly known from the Account's "Status" page, Statements block.
NEW: finAccount.CanReverseLastStatement(message, statementLog) Function has been added
The new Function, CanReverseLastStatement, has been added to finAccount to identify whether an Account can have its last Statement reversed. This is now used in the "Account_Statements" Summary Page Standard Block to determine whether the "Reverse Last" b...
NEW: Range Lookup; Now hides inactive items by default
Where applicable, the Range Lookup form (e.g., when running a report and selecting a range of Pools) will display an "Active" column and also hide inactive rows.
NEW: Web Administration; "Not a UNC path" displayed below the Document Manager path
The message "Not a UNC path" was displayed below the Document Manager path on the Status page of the Web Administration facility.
NEW: Changes to a Web Configuration will now cause Web Services to drop the business layer object from the pool
Changes to a Web Configuration will now cause Web Services to drop the business layer object(s) from the pool so that new settings are picked up.
NEW: Web Administration; Configuration page now displays Proxy Server details
The Configuration page of the Web Administration facility now shows Proxy Server details defined on the Web Configuration.
NEW: Portals; Forgotten Password; Email may incorrectly include the Client Id when Web User Ids are being used
When the "Sign-in Method" for a Portal was set to "Web User Id", the password reset email was including the Client Id mentioning that it was also required for sign-in, even though it was not.
NEW: HTML Widgets; Standard Transactions; Add ability to create a "Transfer" for Loan and Disbursement Accounts
The Standard Transaction HTML Widget now supports "Transfer" Elements for Loan and Disbursement Account Classes.
NEW: Documents; Script; Same Script code now given for "GenerateMessages" for Email, SMS and Log type Documents
When pasting Template Code from the Script Code page of the Documents form, the "GenerateMessages" event now has sample code for Email, SMS and Log type Documents.
FIX: Account form; Logs page; Clicking a PDF document file name in the Summary and selecting "Email me a copy of this file" failed with "An Error has occurred."
Using the "Email me a copy of this file" link when clicking a PDF document (or any other file) in the Log summary from the Account form, Log page would produce the error "An Error has occurred.". The download option worked as expected.
NEW: HTML Widgets; Zepto (Split) Account Payment Improvements
The Account Payment HTML Widget has been enhanced with regards to how it handles Zepto (Split Payments) Bank Accounts. A new Contact can no longer be added directly from the Account Payment HTML Widget. If adding new details, it would need to be done from...
FIX: Electronic Signatures; always using default Cost Centre options from the Global Cost Centre
Sample Documents supplied with finPOWER Connect were always using default Electronic Signature options from the 'Global' Cost Centre. However, if an Account, for example, belongs to a different Branch and Cost Centre, it should use those settings.
FIX: Grids; Filter now identifies numeric text more consistently
The filter row above certain grids has been updated to work better at identifying numeric text.