Release History
finPOWER Connect 6.00.00
FIX: Task Manager 2; Setting a Workflow's Recall Date was not clearing the "Recall Immediate" flag
Setting a Workflow's Recall Date in Task Manager 2 was not clearing the "Recall Immediate" flag.
NEW: finPOWER Connect Cloud; Scheduled Processes; Can now be configured on only be run by Web Servers with specific Web Configurations
Editing a finPOWER Connect Cloud, Schedule Process, now allows a "Web Configs" range to be specified.
NEW: HTML Widgets; Transaction Type Edit; New "Process Transactions in real time" checkbox added
A new checkbox "Process Transactions in Real-time" has been added to the Other page of the Transaction Type Edit HTML Widget.
FIX: HTML Widgets; User Dashboard; Account Applications grid was shown even if not licenced for Account Applications
Previously the Account Applications grid on the "Quotes & Applications" tab of the "User Dashboard" HTML Widget was always shown, even if the database is not licenced for Account Applications.
FIX: Security Statement form; may crash finPOWER Connect when displaying a Security Statement
The Security Statement form may crash with an "An unhandled exception has occurred. Object reference not set to an instance of an object." error under the following circumstances:
NEW: New Company wizard; added "Bank Interface" to modules to initialise
In the New Company wizard. Modules page, "Bank Interface" has been added to the modules to initialise.
NEW: HTML Widgets; Cost Centre Edit (Ezidebit) added
A new HTML Widget has been added for use in finPOWER Connect Cloud. This Widget can be configured via finPOWER Connect Cloud Configuration, Forms & Actions, Administration.
NEW: Banking Interface; added new service "Ezidebit"
A new web API based banking interface service "Ezidebit" has been added for Australia and New Zealand.
FIX: Accounts; Send Document; Replaceable tags could be replaced incorrectly if the phone number had been changed
When sending an SMS Document from the "Send Document" wizard from an Account, if the SMS contained replaceable tags which referenced the Client (e.g. [Client.ClientId]), the wrong Client information may be used if the phone number was changed to a differe...
FIX: HTML Widgets; Bank Entry; Number of splits increased from 10 additional to 100 additional
The number of splits that could be entered in the Bank Entry widget was 11 (the original row plus an additional 10). These has been increased to 101.
NEW: Script Compilation Errors report; New Error Types parameter for vbNewLine Warnings
The Script Compilation Errors Report has a new Error Types parameter "vbNewLine Warnings". This will allow users to include (by default) or exclude warnings that vbNewLine has been deprecated.
NEW: Global Settings; General; User Interface; License check removed for User Interface Script
Previously a database must have been licensed for Page Sets in order to change the Global Settings, General, User Interface, "Specify a Script to tweak various User Interface elements and functionality" Script.
NEW: Balloon Payments; "Adjust Final Payment before Balloon Payment" enhanced to handle more scenarios
When the Account Type setting **Adjust Final Payment before Balloon Payment** is checked, an Account will attempt to match the entered Balloon value exactly by altering the Final Payment before the Balloon. This is discussed in detail in [[https://www.int...
FIX: HTML Widgets; VedaConnect (Equifax) Australia; Apply and ScoreSeeker scorecard handling updated
The VedaConnect (Equifax) Australia Individual HTML Widget has been updated to not send the default scorecard if there is no scorecard list defined in Cost Centres.
FIX: Credit Bureau; ABNLookup service; Not available without full Credit Enquiry licence
The ABNLookup Credit Bureau is now available without a full Credit Enquiry licence.
FIX: Business Layer; finClientStatisticsSet; FromHtmlWidgetJsonString now correctly handles the "Analysis" and "DateExpiry" fields
Previously, any Client Statistic Item "Analysis" or "DateExpiry" fields contained in the JSON String passed into the ''finClientStatisticsSet.FromHtmlWidgetJsonString(...)'' function were ignored.
FIX: Securitisation Allocations; Parameter Sets were not applying their default values if configured
Parameter Sets can be linked to Sale, Transfer and Buyback Securitisation Allocations (see [[https://www.intersoft.co.nz/Support/KbArticle.aspx?id=18633|KB #18633]]). However, the default value(s) set on the Parameter Set were ignored, which was incorrect...
NEW: Scripts; Web Page; Warning added for duplicate Web Service Name
If a Script has a Web Service name that matches another Scripts Web Service name or Script Id, it can cause issues in finPOWER Connect Cloud such as the following error:
NEW: New Company Wizard; Calendar "G" will now be created with "Automatic Calendar?" checked
The "New Company" wizard (generally run when a new database is created) will now set the "Automatic Calendar?" flag when adding the default Calendar "G".
NEW: Security Statements; Updated discharge message to clarify the behaviour
Currently, when saving a Security Statement that is Registered in the NZ PPSR but doesn't have any Security Items, you are asked:
FIX: Task Group; "Visible" column in Items can now be checked or unchecked
The Workflow Group Item wizard, Items grid, shows a "Visible" column.
NEW: Task Groups; "Active" grid column can now be checked or unchecked without having to launch the Task Group form
The "Active" column on the Task Groups form grid can now be checked or unchecked without having to launch the Task Group form
NEW: Bank Interface; Monoova; Direct Debit Payment fails if the details exceed character limits
The Monoova Bank Interface Direct Debit Payment fails if the name of the Bank Account exceeds 32 characters
NEW: Scripting; The concept of Script Timeout has been removed
In previous versions of finPOWER Connect, Scripts could be assigned a "Timeout" number of seconds.
NEW: Business Layer; finBL.Reports; now gives access to the entire finPOWER Connect Reporting engine
Previously, the finPOWER Connect reporting engine (ISfinReports), was not part of the main business layer and was passed separately into areas such as Report Templates and Documents that were configured to allow access to reports.
FIX: Account Save; may incorrectly ask user if they wish to discharge the Financing Statement (NZ)
Under some scenarios, when saving an Account, the User may incorrectly be asked "The Security Statement is a Registered Financing Statement, but there are no longer any valid items. Do you want to discharge the Financing Statement?'"
FIX: SMS Documents; SMS Message; Message Max Length not being set when using the new Messaging Interface
Previously, when sending a SMS document via the "Execute Document Wizard" (i.e. Admin, Documents, Run Document). If using the "New Messaging Interface", the Max Length of the SMS Message was always set to 160.
NEW: Report Preview; Copy Page to Clipboard button no longer available
The "Copy Page to Clipboard" button is no longer available when previewing a Report.
FIX: HTML Widgets; Web Service "Name" has been cleared
Previously, some HTML Widgets had an overriding name in the "Web Service Name" field (defined on the 'Web' page). This could potentially cause issues when running in finPOWER Connect Cloud and has therefore been removed.
FIX: Documents; inserting some specialised Smart Tags fails to add square brackets
When editing the Template Email/ SMS Message for a Document, some Smart Tags may not be inserted with square brackets.
NEW: HTML Widget: New Account wizard; "Search Results" grid now includes Client Type Id
When searching for a Client on the "Clients" page of the New Account widget, the Search Results grid is now wider and shows a "Type" column which is the Client's Client Type Id.
NEW: HTML Widgets; "Account Payment PayTo Create Amend" Widget updated for Zepto Alias Resolution
The Account Payment PayTo Create Amend HTML Widget has been updated to include Zepto (Split) AU Alias Resolution.
NEW: Addressing; Unit not being matched correctly in Address Search
When performing an Address Search, the Unit was being matched exactly.
NEW: HTML Widgets; New Organisation Client; Pages now hidden based on User Permissions
Previously, a User could enter information on pages they didn't have Permission for.
NEW: HTML Widgets; New Individual Client; Pages now hidden based on User Permissions
Previously, a User could enter information on pages they didn't have Permissions for.
NEW: HTML Widgets; ClickSend; The "Send To Mobile" was not being validated or formatted
Previously the "Send To Mobile" number on the "Test Credentials" page of the ClickSend Cost Centre Edit HTML Widget was not being validated or formatted.
FIX: Licence Information; Licence Options; Securities Register; Security Enquiry; Description incorrect
Previously the description of Help, Licence Information, Licence Options, Securities Register, Security Enquiry only displayed one information bubble saying:
NEW: Reversing an Account Disbursement from the Account Disbursements grid does not automatically reverse the Bank Transaction
Previously, Reversing an Disbursement from the Accounts form, Disbursements grid would not attempt to automatically reverse the Bank Transaction and instead prompted that the User should do it manually. Now, for Disbursements with a Payee Type of **Accoun...
NEW: Word Documents; new function LoadFromHtmlString added
A new function LoadFromHtmlString has been added to ISWordDocument. This allows a simple HTML String to be loaded as the Word Document.
FIX: Task Manager 2; "Add Folder Before" causes "index was out of range" error
Selecting a child folder in Task Manager 2, right-clicking and selecting "Add Folder Before" caused an "index was out of range" error.
NEW: InfoAgent; Logo has been updated
The InfoAgent Logo has been updated to match the companies 2024 styling.
NEW: Banking Interface; Split (Zepto) Australia; PayTo Agreements now support Debtor PayID Aliases
The Split (Zepto) Australia Banking Interface now supports PayID Aliases when creating a PayTo Agreement.
NEW: Database Purge; added option to purge Messaging/ SMS Service Logs
The Database Purge has been updated to include a new option to "Purge Messaging Service Logs". This option is found under the "Purge Service Logs" page.
NEW: Account deletion; now removes related Service Logs
When an Account is deleted or archived Service Logs related to the Account, including Account History, are now also removed - as this information would no longer be relevant.
FIX: Centrix Consumer Monitor "Stop Monitoring" button not working
The Centrix Consumer Monitor "Stop Monitoring" button, found on the Client Key Details Summary page, was not working.
NEW: Security Statement deletion; remove related Service Logs
When a Security Statement is deleted, the related PPSR Transactions, i.e. Service Logs, are unlinked from the Security Statement but still remain in the database.
NEW: Account deletion; remove Bank Interface Service Logs
When an Account is deleted or archived Service Logs related to Bank Transactions for the Account are now also removed - as this information would no longer be relevant.
NEW: Data Retention; Data Retention Rules and Processes added
A new Data Retention Process has been added. This is found under the Tools, Database, Data Retention menu.
NEW: Equifax NZ (VedaXmlNZ); Consumer Enquiry; Broker/ Agent enquiry support added
The Equifax NZ (VedaXmlNZ) service Consumer Enquiry product has been updated to support Broker/ Agent Enquiries.
NEW: SMS; TxtStream.NET removed
The TxtStream.NET interface has been removed since it is no longer supported under Microsoft .NET 8+.