Release History
finPOWER Connect 4.00.04
NEW: HTML Widgets; Client Identification; Secondary Image now supported
The Client Identification HTML Widget now supports a secondary Document file to be configured against a Client Identification Item. An existing file in the Client's Document Manager can be configured, or a new file can be uploaded.
FIX: Account Direct Debit Stop wizard; Standard Transactions where Element is Direct Debit Due Immediately don't appear to be stopped
In the Account Direct Debit Stop wizard, Standard Transactions where an Element is Direct Debit Due Immediately don't appear to be stopped.
FIX: Revolving Credit Loans; Payment Basis "Interest Balance" and "Interest/Fees Balance" may not show future Minimum Payments in Schedule
A Revolving Credit Loan using a Minimum Payment Basis of "Interest Balance" or "Interest/Fees Balance" may not show future Minimum Payments in the Schedule.
FIX: Account and Account Application List based Reports; Broker and Dealer Employee Names may be missing from Export
Account and Account Application List based Reports, e.g. Loan Trial Balance Report, may fail to export Broker and Dealer Employee Names.
FIX: Transaction List Report; Broker and Dealer Employee Names may be missing from Export
The Transaction List Report may fail to export Broker and Dealer Employee Names.
NEW: AML/CFT Report and Annual Commerce Commission Report HTML Widgets; Fixed headings rows
The following reports have been updated so that the Excel worksheets generated have fixed headings rows:
NEW: Excel Workbook functions; added FreezePanes function to ISExcelWorksheet
A new FreezePanes function has been added to ISExcelWorksheet.
NEW: Script execution failure; Database Transaction Rollback caused unexpected or hard to track error
When a Script execution fails an unexpected or hard to track error message may be shown.
FIX: AML/CFT Report and Annual Commerce Commission Report HTML Widgets; fixed typo
A typo has been corrected in the confirmation message box in the following reports:
NEW: Record Forms; Show Record 'Dirty' indicator
Record Forms now display an asterisk in the tab caption and window title as a visual cue to indicate that the record has not been saved yet.
NEW: HTML Widgets; Account Schedule can now show Allocation columns
The Account Schedule form used by HTML Widgets has been updated to include the following allocation columns when running in finPOWER Connect Cloud:
FIX: Deposit Account Type; default Maturity Payment Type not applied to new Accounts
The default Maturity "Payment Type" defined on a Deposit Account Type was not applied to new Accounts.
NEW: Australian Postcodes; Australian Suburb Supplemental File Updated to September 2023
The Australian Suburb Supplemental File provided with the finPOWER Connect installation has been updated to September 2023.
FIX: Task Manager 2; Tasks of type "Application Review" and "Workflow Review" could not be completed or postponed
Tasks of type "Application Review" and "Workflow Review" could not be completed or postponed in Task Manager 2.
NEW: HTML Widgets; New Client wizards; Warning message for invalid Client image behaviour enhanced
If an invalid file has been uploaded in the new Client wizards (individual or organisation), the wizard will prompt the User at the end of the wizard and explain in a message box what the issue was. By this point, the Client has already been created and t...
FIX: Client Connect Sample Portal; Account "Close Quotation" date box date picker formatting fixed
The styling of the date box date picker on the Close Quotation page of an Account in the Client Connect Sample Portal was incorrect, as it clashed with other items on the Close Quotation screen.
FIX: Fixed Term Floating Rate Loans; may create Floating Rate change on the incorrect date
The Fixed Term Floating Rate Loan "Floating Interest Rate Change" function may create a Floating Rate change on an incorrect date.
FIX: Quick Search Results Summary Page; Email and SMS buttons now take into account Permissions
The visibility of the Email and SMS buttons in Quick Search results pane in finPOWER Connect Cloud is now correctly controlled by Permissions.
NEW: Summary Page Tables; updated cell tooltip to format multi-line text better
Summary Page Tables did not display multi-line text in a cell tooltip well. New lines were shown as "</br>".
FIX: Broker and Dealer Employee range lookup; may not include all Employees
The Broker and Dealer Employee range lookups may not include all Employees, and where included may not show the Name if linked to a Client.
NEW: HTML Widgets; Pool Edit form; Updated to use standard permission testing code
The Pool Edit HTML Widget has been updated to use the standard permission testing code used by other Admin Library widgets (''finBL.HtmlWidgetUtilities.HasPermissionToViewFormKey'').
NEW: Task Manager 2; Folder HTML Widgets; Updated so button to hide summary below grid is unchecked by default
A button below the grid to hide the summary was recently added to the built-in Task Manager 2 folder HTML Widgets.
FIX: HTML Widgets; Account Financial control; "Payments" button now hidden if data is not present
The Account Financial control, such as found on the financial page of the New Account HTML Widget, will display a **Payments** button if the **allowPaymentSchedule** option was set to True when the control was initialised.
NEW: "ServiceLogs.View" permission; Zepto Banking functions not respecting permission
The Permission Key "ServiceLogs.View" is now respected for Zepto Bank Transactions and PayID drilldowns.
NEW: "ServiceLogs.View" permission; PPSR Transactions not respecting permission
The Permission Key "ServiceLogs.View" is now respected for PPSR Transactions.
FIX: "ServiceLogs.View" permission now stops all access to the Service Log form
When the Permission Key "ServiceLogs.View" is denied the Service Log form will now fail to open without exception.
FIX: Client Connect Sample Portal; "Use Client Web Mail?" Global Setting is now respected
The **Use Client Web Mail?** Global Setting (found on the Client, Web Access page) is now respected in the Client Connect Sample Portal. If this option is unchecked, the **Messages** page is hidden and access to it is blocked.
FIX: HTML Widgets; User Dashboard; "Quotes & Applications" Parameter handling fixed
When customising the Parameters for the **User Dashboard** HTML Widget, specifying the **Quotes & Applications** tab to show resulted in the tab not showing at all.
NEW: Account Key Details Summary Page; Hyperlink on Pool
The Pool field on the Account Summary Standard Block now shows a hyperlink that will open the related Pools form.
NEW: User Settings Business Layer object; "Show" options now check Add-On status
The following properties in finSettingsUser have been updated so that they will check the associated add-on is active while reporting the User Setting value:
NEW: Scripts; Summary Pages; Pool details displayed in Account Key Details
The Account Key Details summary page now includes details of the Pool to which an Account is assigned, if there is one.
NEW: Time Zones; updated Windows Time Zones
The following Windows Time Zone has been updated:
NEW: HTML Widgets; Administration; Entity Edit HTML Widget added
The Entity Edit HTML Widget has been added. This is used within the finPOWER Connect Cloud Administration menu.
NEW: HTML Widgets; Log Edit form; Other page now allows User Logs to be "Repeated" on a specified cycle upon completion
The "Other" page of a Log Edit HTML Widget now includes a new section, "Log Repeat details".
FIX: Account Application Log form; Outcome field incorrectly uses "AccountLogOutcomes" Information List
On the Account Application Log form, the Outcome field incorrectly uses the "AccountLogOutcomes" Information List - it should use the "AccountAppLogOutcomes" Information List.
FIX: Action Scripts; "Run Script" menu option inaccessible when an Action Script without a Category is present
Action Scripts where the Category was **(None)** was correctly adding the "Run Script" menu option, however this menu option was always disabled.
NEW: Script Editor; General User Interface scripts can be run without saving the changes
The Script Editor allows you to run General User Interface scripts that have not been saved.
FIX: Overriding the Payment Arrangement HTML Widget would also override the Payment Promise HTML Widget in finPOWER Connect Cloud
Overriding the **Account Payment Arrangement Add wizard** HTML Widget in finPOWER Connect Cloud Configuration with a Script would also unintentionally override the **Account Payment Promise wizard** HTML Widget as well. Although they use the same base HTM...
NEW: "Cloud.Form.AccountDisbursementPayments" Permission Key added
A new Permission Key, **Cloud.Form.AccountDisbursementPayments**, has been added to moderate access to the **Disbursement Account Payments** HTML Widget in finPOWER Connect Cloud.
NEW: Forced Test Mode; changes to SMS Messaging to make more flexible
The Global Setting, Cost Centre "Force Test Mode" setting is designed to stop the accidental sending of SMS messages when using your finPOWER Connect database in a test environment.
NEW: Actipro SyntaxEditor software component; Updated to version 23.1.2
The Actipro SyntaxEditor software component has been updated to version 23.1.2.
NEW: HTML Widgets; TextBox password fields with creation option "passwordRevealOnFocus: true" may cause Google Chrome to reveal password in plain text
Recently, a "passwordRevealOnFocus" creation option was added to widget.UI.TextBox.
FIX: Script Difference Viewer; Visualisation updated
The Script Difference Viewer visualisation on the right hand side has been updated to better represent the differences in the script code.
FIX: Workflow Actions; Log Outcome field dropdown list is not loaded
The Log Outcome field dropdown list on the Workflow Actions wizard is not loaded when the form is first opened.
FIX: Credit Bureau Defaults; updated script to remove extraneous code
The Credit Bureau Defaults script included extraneous code that has been deleted.
FIX: HTML Widgets; Log Edit; Now assumes the Current User Id if no User Id supplied when adding a new User Log
The Log Edit form now assumes the Current User Id if no User Id supplied when adding a new User Log.
NEW: Business layer; Beta flag attribute removed from finQuickSearch2
The "Beta" attribute has been removed from the following Quick Search 2 related business layer members:
FIX: Revolving Credit Account Type; Minimum Payment "Maximum Period" for "Hold To" date not working
The "Maximum Period" for Revolving Credit Account Type Minimum Payment "Hold To" date was not working - unless the Hold To Period is defined as "On Date".
NEW: finUser; added DeletedDate and DeletedUtcDate properties
The finUser object now includes DeletedDate and DeletedUtcDate properties. These report the date and time the User record was deleted.
NEW: finUser; New PasswordExpiryDate property
The finUser object now has a PasswordExpiryDate property.