Release History
finPOWER Connect 4.00.01
FIX: Clients; Comments for GetIncompleteAccountsCount and GetIncompleteWorkflowsCount methods were incorrect
The comments in the following finClient Business Layer object have been updated:
FIX: Scripting; "Power Tools" method sorting enhanced
The "Power Tools" method sorting in the Script Editor has been enhanced.
FIX: Files.Add Permission Key did not prevent Logs adding files
The "*.Files.Add" Permission Keys did not prevent Logs adding files. For example, you could add a new Client Log and select a Document Filename outside the Document Manager folder and the file would be copied, i.e. added, to the Document Manager folder an...
NEW: Xero API Interface; updated "Reference" created for Bank Transactions
The Xero API Interface has been updated so the Bank Transaction "Reference" field includes additional information. This helps identify Transactions within Xero when completing a Bank Reconciliation.
NEW: Centrix Credit Bureau; FraudShare option removed
The option to include "FraudShare" in Centrix NZ Consumer Enquiries has been removed as Centrix no longer supports FraudShare.
NEW: Close Accounts wizard; now supports automatic closing of "Closed (Pending)" Deposit Accounts
The Close Accounts wizard now supports automatic closing of "Closed (Pending)" Deposit Accounts.
FIX: Scripts; Function Explorer; Not displaying overloaded methods
The Function Explorer that appears to the right of Script Code does not always display overloaded methods.
FIX: Portals; GetString method not working for unauthenticated page in Client or User Portal
Calling widget.GetString (or page.GetString) was returning a 401 Unauthenticated error from an unauthenticated Portal Page such as a custom Login page (i.e., the Page was configured to allow anonymous access).
NEW: Deposit Accounts; now support "Closed (Pending)" status
Deposit Accounts now support the "Closed (Pending)" status like Loan Accounts.
FIX: Account Types; Promotions; Promotion Standard Transactions were not duplicated when duplicating a Promotion
When duplicating an Account Type Promotion, any Standard Transactions were not being transferred over to the new Promotion. This has been fixed, and now they correctly transfer over to the new Promotion.
FIX: Cost Centre form; default suggested URLs updated to version Web Services version 4
The Cost Centre form may have "Hint" text for services which use Callback URL, or Suggested Webhook URLs for other services.
NEW: Cost Centres; changes to InfoAgent settings were not being audited
Changes to InfoAgent settings in Cost Centres was not being audited.
FIX: Account Types; Importing Account Type does not update included Documents correctly
When importing Account Types, the list of "available" Documents is not cleared before being imported.
NEW: Script method explorer does not display all method comments
The Script method explorer displays method comments as a tooltip when you hover over the method name, however this has been restricted to proper XML documentation comments.
FIX: HTML Widgets; Account Refinance; Calculation may not include new Advance value in some situations
Under some scenarios, the new Advance value was not being included when performing validations on the Account Refinance. The result of this was that the validation may fail if an Account Type was using Min / Max Advance values (for example, SACC and MACC...
NEW: HTML Widgets; InfoAgent Security Enquiry (NZ); Previous Report option now available
The InfoAgent Security Enquiry HTML Widget (for New Zealand) now includes a Previous Report option. A previous report can be retrieved by specifying the report's InfoAgent ID. Previous reports can be searched by specifying a Plate Number or VIN, and optio...
NEW: Security Enquiry; InfoAgent (NZ); Previous Report option now available
InfoAgent Security Enquiry for New Zealand now includes a Previous Report option. A previous report can be retrieved by specifying the report's InfoAgent ID. Previous reports can be searched by specifying a Plate Number or VIN, and optionally a report typ...
NEW: finPOWER Connect Cloud Configuration; Sign-In Page; Background can now be defined as an HTML colour instead of an image or URL
The "Background Image" dropdown on the "Sign-In Page" page of the finPOWER Connect Cloud Configuration form can now be an HTML format colour instead of an image or image URL.
NEW: HTML Widgets; AccountIncomingPaymentDetails and AccountOutgoingPaymentDetails HTML Widget Controls updated to support Zepto NZ
The following HTML Widget controls have been updated to support the Zepto NZ Banking Interface:
NEW: New Standard Range "WorkflowCategories"
A new Standard Range, "WorkflowCategories" has been added.
NEW: HTML Widgets; Client Bank Account; Zepto Australia (Split Payments); added option to delete Client Contact
An option has been added to Zepto Australia (formerly Split Payments) to delete a Zepto Contact via the Client Bank Account wizard HTML Widget.
NEW: HTML Widgets; Role Edit added
A new HTML Widget to edit Roles has been added (this is used in finPOWER Connect Cloud).
NEW: InfoAgent; add monitoring facilities
Monitoring functionality has been added to the InfoAgent Security Enquiry service.
FIX: HTML Widgets; PermissionKeyComboBox; Does not include "Report" Permission Keys
The Permission Key dropdown list (used in forms such as Element Edit), did not include "Report" Permission Keys.
NEW: HTML Widgets; Permission dropdowns now have a Lookup button to display an "Effective Permissions" form
The Permissions dropdown used on forms such as Element Edit (widget.UI.PermissionKeyComboBox) now has a Lookup button to the right which, when clicked shows a new "Effective Permissions Viewer" form that can be used to show a Permission Key's Effective Pe...
FIX: Revolving Credit Loan Accounts; Promises not showing in schedule if Payment dated on/ after Promise
If a Promise is made to a Revolving Credit Loan Account on the same day a Payment is received, the Promise does not show on the schedule.
NEW: HTML Widgets; Client Bank Account; Zepto NZ Banking Interface now supported
The Client Bank Account HTML Widget has been updated to support the Zepto NZ Banking Interface.
FIX: Entities; added FileName and Narrative to General Ledger Export
Entities now include overriding General Ledger Export values for File Name and Narrative.
FIX: Client Details Report; Identification Items can display "Approval Details" when not Approved
On the Client Details Report, if the Identification Item is not approved the "Approval Details" will display as per the line above.
FIX: Task Manager; may fail with an unhandled exception
The Task Manager may fail with the error "An unhandled exception has occurred. Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: index".
NEW: Accounts form; Financial page; Dates block; New action to "Print Quotation"
The ability to print a Quotation for a "Quote", "Unwanted" or "Declined" Account has been added.
FIX: Zepto (Split Payments); saved Client Payment details may not load correctly when entering Payment details for an Account using the AccountIncomingPaymentDetails HTML Widget Control
When selecting Client Banking details for an Account the incorrect Payment Method may be defaulted when using the AccountIncomingPaymentDetails HTML Widget Control.
NEW: HTML Widgets; New Account wizard/ Account Quotation wizard; Now supports printing of a Quotation
The New Account wizard/ Account Quotation wizard now supports printing of a Quotation document.
NEW: HTML Widgets; Account & Account Type Transactions; Deposit Element Types now support all standard "Basis"
Previously when entering a new Loan Account via the New Account HTML Widget, "Deposit" Elements only supported a basis of "Set Value".
FIX: HTML Widgets; Account Type Edit; Improvements to "Term" and "Documents" pages
The following improvements have been made to the Account Type Edit HTML Widget:
FIX: HTML Widgets; Account Type Edit; Data loss warning incorrectly displayed when no data has changed
The Account Type Edit HTML Widget may incorrectly prompt the User if they want to lose the changes which had been made, even though no changes had been made. This was due to Documents, Elements (Accounting page) or UserData (where configured) not being in...
NEW: Security Statement Item; updated Monitoring properties
Monitoring properties were added to Security Statement Items some time ago, but never used. These will be used in the future for InfoAgent, but are no longer updateable directly on the finSecurityStmtItem* objects.
NEW: Portals; Error 503 (Service Unavailable) can now be manually overridden
503 errors are triggered in Portals where:
NEW: Account Close wizard; Close Date can now be more than 1 year in advance - if in Forced Test Mode
In the Account Close wizard, the Close Date is limited to 1 year in the future. This is a safeguard to protect against accidental/ incorrect data entry.
FIX: Account Withdrawal Advice; Date shown is now the date of Withdrawal
The Account Withdrawal Advice was showing the date as today - it should be the date of the Withdrawal.
FIX: Account Status Summary Page; Monitor Category Clear button shown even if User does not have Permission
On the Account Status Page, the Monitor Category "Clear" button is shown even if the User does not have Permission to clear the Monitor Category. This button should not be shown.
FIX: Documents; "Account Refund Advice" Document has been added
A new standard Document Template "Account Refund Advice" has been added.
NEW: Client; added Date of Death field
A Date of Death field has been added to Clients.
NEW: Credit Bureau; VedaConnect (Equifax) Australia; IdMatrix; Driver Licence Card Number now mandatory in Victoria
The VedaConnect (Equifax) Australia IdMatrix enquiry has an updated validation rule for Driver Licence Card Numbers making them mandatory in Victoria.
NEW: HTML Widgets; Send SMS Message; Updated to use DateTimeZone widget control
The Send SMS Message wizard has been updated to use the DateTimeZone control for entry of the Action Date. This brings it in line with the Send Email Message wizard.
NEW: Zepto Australia (Split Payments); added option to delete Client Contact
An option has been added to Zepto Australia (formerly Split Payments) to delete a Zepto Contact via the Client Bank Account wizard.
FIX: Quick Search Results; Info column may contain invalid search tags
The "Info" column is included in the Quick Search results providing Global Settings, General, Search has something in either the Clients or Accounts fields.
NEW: Icons; added Image to the dropdown list of available Icons
Added "Image" to the dropdown list of Icons available within finPOWER Connect.
NEW: HTML Widgets; New widget to perform NZ Government (NZCO) Individual Enquiries
The ability to perform NZ Government (NZ Companies Office) Individual Enquiries via an HTML Widget has been added.
NEW: Bank Interface; add support for Zepto New Zealand Web based API
finPOWER Connect now supports Zepto's New Zealand web based API banking/ payment interfaces.