Release History
finPOWER Connect 4.01.00
FIX: Debug Window; "Duration" reported for SQL queries was vastly inflated when the Debug Window was open
The Debug Window, Debug Trace tag, shows the "Duration" in milliseconds that an SQL query took to run.
FIX: Client Contact Method form; validating a blank email address should not state it is valid
On the Client Contact Method form, validating a blank email address should not state "Email Address appears to be valid".
NEW: Account, Client, Security Statement; Review Date; Alert icon and message updated
An alert icon and tooltip has been added to the Client form if the Review Date has been reached.
NEW: Cost Centres; Form validation updated
The Cost Centres form has been updated to disable mandatory fields if the "Enable Credit Enquiry?" is unchecked.
NEW: Deactivated and Deleted Users are now prevented from continuing working within 30 seconds
A User's Active or Delete state was previously checked every 10 seconds. This change is to reduce the stress on the database engine by reducing the number of SQL queries that are run.
FIX: Emailing Documents; May try to send when no recipients are specified
Emailed documents without any email recipients specified may cause the document to still attempt to send.
FIX: Transaction Entry; a script that removes items may leave batch with those items still in it
A finBatch script that removes items in the BatchCommitPre or BatchCommitPreInTransaction events may leave the batch with those items still in it, i.e. the batch can be opened and the items removed will still appear.
NEW: Permission Keys; Add new "alias" Keys for Account Maturity Date
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
FIX: Client Connect Sample Portal; Close Quotations; New Close Quotation Account Logs will not be generated when refreshing a previously generated file
Each time a Client generates a Close Quotation in the Client Connect Sample Portal, an Account Log is generated to store details about the quotation. Once the file is generated for the Client, if they refresh the page displaying the generated document, ad...
NEW: Cleanse Service Log; update confirmation warning message
The Cleanse Service Log confirmation warning message has been updated.
FIX: "Payline Payment Express" Bank Import; updated how the transaction date is found
The "Payline Payment Express" Bank Import has been updated to better set the transaction date.
NEW: Account Transactions; make Updated User and Date accessible
Account Transactions include the Date/ Time and User who last updated the record. This information has been made more accessible, as follows:
NEW: Process Direct Debit Payments; new Execute Commit process added
The current Process Direct Debit Payments wizard may cause database locking and timeouts, especially where the process takes a long time. This is because the current commit processes all Direct Debits in one database transaction.
NEW: Portals; IDE page; Developer automatic save option enabled
The IDE page on the Portals wizard has been updated to use the Developer option to Automatically save scripts before running.
FIX: HTML Widget; MotorWeb Security Enquiry; Incorrect warning message can be displayed
The MotorWeb Security Enquiry HTML Widget can display the incorrect warning message when a default product is specified.
FIX: finBatch; BatchCommitPre and BatchCommitPreInTransaction event script enhancements
The finBatch "BatchCommitPre" and "BatchCommitPreInTransaction" event scripts have been updated to ignore an error if the batch has no Transactions.
NEW: Entity form; update information on Accounts page
The Admin, Entity form, Accounts page, Transaction date range section heading has been updated to make it clear Transactions must be dated **on or between** the begin and end dates.
FIX: illion BankStatements; Tooltip text added to Cost Centre Export Days Override options
Added a tooltip to the illion BankStatements Export Days Override options on the Options page:
NEW: HTML Widgets; Client Edit wizard; Client DateReview added
The Client DateReview field has been added to the Client Edit HTML Widget.
NEW: Task Manager 2; Client DateReview added
The Client DateReview has been added to the Task Manager 2.
NEW: Task Manager; Client DateReview added
The Client DateReview has been added to the Task Manager.
NEW: HTML Widgets; New Organisation Client wizard; Client DateReview added
The Client DateReview field has been added to the New Organisation Client HTML Widget.
NEW: HTML Widgets; New Individual Client wizard; Client DateReview added
The Client DateReview field has been added to the New Individual Client HTML Widget.
NEW: Client DateReview; Added to Client and New Client Wizard
The Client DateReview field has been added to the Client form as well as the new Client wizard.
FIX: "Historic" Security Statements can no longer be edited in finPOWER Connect Cloud
Security Statements with a PPSR Register Status of "Historic" can no longer be edited in finPOWER Connect Cloud. Instead, they will appear with a grey header, with the word "HISTORIC" to better highlight its status. Additionally, all options to edit the S...
NEW: HTML Widgets; Client Employment Individual Date of Birth has been added
The Client Employment and New Individual Client HTML Widgets have been updated with the Client Employment Date of Birth field.
NEW: Client Employment; Individual Date of Birth added to wizard
The Individual Date of Birth field has been added to the Client Employment wizard.
FIX: HTML Widgets; Centrix NZ; CentrixNZ Consumer Product Enquiry; Enquiry options updated
The Centrix NZ Consumer HTML Widget enquiry options logic has been updated to better represent the available options.
FIX: HTML Widgets; Security Statements; Improved handling of "Historic" Security Statements
The Security Statement and Security Statement Item HTML Widgets have been improved to better handle Security Statements which are **Historic**.
FIX: ISCurrentUser; updated code in GetActiveState function
The ISCurrentUser Business Layer object, GetActiveState function, has been rewritten.
NEW: Credit Bureau; CentrixNZ; Biometric product updated to v1.043 specification
The CentrixNZ Biometric product has been updated to v1.043 of the specification. This adds a new element ExtraDataItemType to the the response ExtraDataItems object.
FIX: "ForceShow" column was incorrectly available in the Column Chooser for Script-selection Grids
finPOWER Connect contains a number of grids which allow the selection of a Script for a particular task. For example, the Account Type, Scripts page. Or, any of the pages in finPOWER Connect Cloud Configuration, Forms & Actions grouping.
NEW: iseColumnSubType; obsolete some Enum values
NEW: Permission Keys; Add new "alias" Keys for Account Interest Cycle
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Keys for Account Interest Rate
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
FIX: Combine Clients; "Unknown" Gender was limiting matches to Clients which also had "Unknown" Genders
The Combine Clients wizard provides a ranked list of possible matches on the second page. If the main Client had a Gender of **Other**, then only Clients which had a Gender of **Other** were being included in the grid. Likewise, if the main Client had a G...
NEW: Permission Keys; Add new "alias" Keys for Account Tax Categories
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Keys for Account Pending Withdrawals
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Keys for Account Other Interest Rate
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: HTML Widgets; Role Edit; "Email" can now be configured
Email address(es) can now be configured against a Role in the Role Edit HTML Widget.
NEW: Client; new Foreign Tax Reference added for non-Resident Clients
A new Foreign Tax Reference has been added for non-Resident Clients. This allows a separate Tax Number of up to 20 characters to be stored.
NEW: Email Address(es) can now be configured against a Role
Roles now have the ability for email address(es) to be stored against them. This can either be a singular group email, or a list of email addresses (separated by a semicolon or comma) up to a total length of 255 characters.
NEW: Permission Keys; Add new "alias" Keys for Account Default Interest Rate
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Keys for Account Credit Limit
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Key for Bank Transaction Edit
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Client table, added DateReview column
DateReview column has been added to the Client table.
NEW: ClientEmployment table, added ClientEmployment.IndividualDateOfBirth column
IndividualDateOfBirth column has been added to the ClientEmployment table.
NEW: Script Editor; Clear error grid if script is encrypted
The Script Editor no longer displays an error in the error grid if the script is encrypted.
NEW: Client table; added PepStatus and PepStatusDate columns
New columns "PepStatus" and "PepStatusDate" have been added to the Client table.
NEW: Permission Keys; Add new "alias" Keys for Account Statements
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.