Release History
finPOWER Connect 4.00.01
FIX: Export Bank Transactions wizard; Send via a Bank Interface includes Transaction from all Banks
When exporting Bank Transactions via a Bank Interface the Export Bank Transactions wizard includes Transaction from all Banks. Only the Transactions for the Bank selected should be included.
NEW: Transaction Types; split Permission Key from one Key to Open and Commit
A User could be denied use of a Transaction Type via a Permission Key. This has been enhanced so that there are two Permission Keys, one to allow/ deny a User the ability to Open and Edit Transactions and one to allow/ deny a User the ability to Commit Tr...
FIX: finPOWER Connect Cloud Configuration; General; Security; Spelling mistake fixed
The tooltip for the Session Timeout heading on the finPOWER Connect Cloud Configuration form, General Section, Security page had a spelling mistake "If an HTML Widget is performing a long-running process, it should user" which has been fixed to change "us...
NEW: Business Layer; ISSummaryTableRows; AddSectionHeading3 method added
The ISSummaryTableRows business layer object now supports an AddSectionHeading3 method.
FIX: Shutdown Warnings; Documents awaiting Publish warning showing incorrectly
Users can opt to see a shutdown warning regarding unpublished Documents.
FIX: Changing the Id of the currently signed-in User now advises to re-open the database
Changing the Id of the currently signed in User from either the Users or Uses and Responsibilities forms may create issues such as causing the Task Manager to crash.
NEW: InfoAgent Credit Enquiry service added; added support for InfoAgent Credit Enquiry
A new Credit Enquiry Service has been added, InfoAgent.
NEW: HTML Widgets; New widget to perform InfoAgent NZ Credit Enquiries
The ability to perform InfoAgent (New Zealand) Credit Enquiries via an HTML Widget has been added.
FIX: HTML Widgets; Unused variable warnings removed from system-supplied Widgets
The following HTML Widgets have been updated to remove unused variable warnings:
NEW: HTML Widgets; New widget to perform MotorWeb NZ Credit Enquiries
The ability to perform MotorWeb (New Zealand) Credit Enquiries via an HTML Widget has been added.
NEW: HTML Widgets; Edit Element; Various issues fixed
The following issues have been fixed for the Edit Element HTML Widget:
NEW: PPSR NZ; updated service to latest coding standards
The PPSR NZ Security Register service has been updated to the latest coding standards within finPOWER Connect.
NEW: Client Interest Advice Document; added Account Type range
The Client Interest Advice Document now includes an Account Type range. This allows you to only include/ exclude Account Types.
FIX: External Parties; Personnel "Add as User" button now clarifies what Cancel does when asking to Duplicate a User
On the Admin, External Parties, Personnel page the "Add as User" button now clarifies what the Cancel button does when asking to Duplicate an existing User.
NEW: Global Settings; Search; Quick Search 2 can no longer be enabled on an unpatched database
Early version of the 3.04 database require a patch to be applied in order to use Quick Search 2.
NEW: HTML Widgets; Banking Incoming and Outgoing Lookups; If selected from a "Client" Bank Account, the selected Payment Method is overwritten
When selecting an existing Payment Method on the Incoming and Outgoing Banking controls (e.g., Account Withdrawal and Account Payment widgets), you see a list of both Bank Account defined on the Client and details from the Account.
FIX: Some Range Lookup forms may be unusable if launched from a Modal form
Range Lookups such as Clients can, if configured, launch the Search form instead of the usual Range Lookup form.
FIX: HTML Widgets; ParametersHost.SetParameterValueByName not respecting 'highlight' parameter
When calling the SetParameterValueByName method of the widget.UI.ParametersHost control, the third, optional, parameter is named 'highlight'.
NEW: Account Documents; add option to Client Name and Address to not combine Addressee information if the Last Names are the same
When printing some Account documents the Name shown above the address of Clients may be combined.
NEW: Summary Pages; Unicode characters in Summary Table, Wiki cells, may not display correctly as HTML
Certain characters such as CHR(146) which is an alternative apostrophe, were not displaying correctly in finPOWER Connect desktop.
NEW: Client Identification HTML Widget; added New Zealand Firearms Licence
The Client Identification HTML Widget has been updated to add support for New Zealand Firearms Licences.
NEW: Bank Transaction Reverse; now refreshes Account form after commit
The Bank Transaction Reverse wizard now refreshes the Account form after the commit is complete.
NEW: Portals; Now allows a custom login form message to be defined
Portals can now define a custom message to be displayed on the built-in Login form.
FIX: Account Applications; "Present Value" Commissions for an Account are not created
When an Account is created from an Account Application, Present Value Commissions fail to calculate and therefore are not added.
FIX: Account Calculation; now validates Startup Interest Period
The Account Calculation Business Layer object now validates the Startup Interest Period is valid before performing a calculation.
NEW: Service Logs; show Comment field
Comment information stored in Service Logs is now shown when viewing a Service Log. This includes details of where a "pending" PPSR Transaction has been updated.
NEW: HTML Widgets; Can now, in conjunction with Web Services, run a custom, single-phase, Background Process
Many system-supplied HTML Widgets such as Account Processes use Web Services to run a Background Process.
NEW: New Business Layer method ISRuntime.Validation.ValidateText
A new Business Layer method ISRuntime.Validate.ValidateText has been added. This new method will normalise carriage returns but leave all other text as is.
NEW: HTML Widgets; Account Transaction Entry; Updated to allow automatic posting of Withholding Tax
The Account Transaction Entry HTML Widget has been updated to allow automatic posting of Withholding Tax.
NEW: HTML Widgets; VedaConnect (Equifax) Australia; IDMatrix Previous Enquiry now available
The 'IDMatrix Previous Enquiry' product is now available in the VedaConnect (Equifax) Australia Individual HTML Widget.
FIX: HTML Widgets; Client Identification Item; Warnings not displayed when saving
The Client Identification Item warnings were not being displayed when saving the record.
NEW: HTML Widgets; Account Type Rule HTML Widget has been added
The Account Type Rule wizard has been added as an HTML Widget. This is to support the implementation of Administration Libraries in finPOWER Connect Cloud.
NEW: Australian BSB List; Updated to December 2022
The Australian BSB list has been updated to apply the following changes:
FIX: Centrix NZ "Commercial Report"; Request fails
Executing a CentrixNZ Commercial Report request fails with the following error:
FIX: Taskpane; workspaces do not work with primary key based forms
If you create a Workspace in the taskpane with primary key based forms, e.g. Service Logs, the primary key is not saved within the Workspace.
FIX: Scripting; "Power Tools" sort methods incorrecty
The "Power Tools" sort methods can sort methods incorrectly if there are extra leading spaces before the method name.
NEW: HTML Widgets; Equifax XML (New Zealand) Identity Plus product has been added
The 'Identity Plus' product has been added to the Equifax XML (New Zealand) HTML Widget.
NEW: Script Editor; Added ability to navigate to a method definition
The Script Editor now has the ability to navigate to method definitions via the right-click context menu.
FIX: Workflow Search; Summary Page displays an error message
The Summary Page below the Results grid in the Workflow Search form shows the error message "Failed to load User Data Item by Name. User Data Item '(Default)' not found.".
NEW: Client Identification; added New Zealand Firearms Licence as a special type of Item
A new Client Identification Special Type has been added for New Zealand Firearms Licences.
FIX: HTML Widgets; widget.UI.Forms.ShowRangeLookupFromStandardRange Function now supports Encrypted SQL for option "sqlWhere" when run in finPOWER Connect Desktop
The widget.UI.Forms.ShowRangeLookupFromStandardRange accepts a "sqlWhere" option. Previously, this did not work if the SQL had been passed through the finBL.HtmlWidgetUtilities.EncryptSql Function and the HTML Widget was being run in finPOWER Connect Desk...
FIX: Client Details Report; Identification Items print Approval Details even if not approved
The Client Details Report, Identification Items section, prints Approval Details even if not approved.
FIX: New Account wizard; Transactions with Frequency "Opening" can now only be edited on the New Account wizard if the Basis is "Set Value"
In the New Account wizard, Transactions with a Frequency of "Opening" can now only be edited if the Basis is "Set Value".
FIX: Account Type Transactions; Deposit Element Types now support all standard "Basis"
Previously when entering a new Loan Account, "Deposit" Elements only supported a basis of "Set Value".
NEW: Cost Centres; added suggested Webhook URLs to APLYiD, RealAML and Zepto services
Added more suggested Webhook URLs under Cost Centres. This makes it easier to create the URL required.
FIX: Zepto (Split Payments); saved Client Payment details may not load correctly when entering Payment details for an Account
When selecting Client Banking details for an Account the incorrect Payment Method may be defaulted.
NEW: Documents; Australian PPSR Grantor Advice has been updated to a "Word Document" file type
The "Australian PPSR Grantor Advice" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
FIX: ANZ Domestic Payments Bank Export may fail with Bank if Other Party Name is not specified
The file created by an ANZ Domestic Payments Bank Export may be rejected by the ANZ if one or more Other Party Names are blank.
NEW: Business Layer; New function to return a list of Accounts given a Bank Transaction Match
There is a new function to return a list of Accounts that match the specified Bank Transaction Match text.