Release History
finPOWER Connect (All) 3.04.00
NEW: HTML Widgets; Send SMS Message; Fee Account dropdown has been enhanced
The Send SMS Message HTML Widget has been updated so that the Fee Account dropdown is not only an Account search. It has been enhanced so that:
NEW: Workflows; Support added for "Send Web Mail"
Client Workflows now support the ability to "Send Web Mail".
NEW: Workflows; New "Send Web Mail" Item Type added
A new Workflow Item Type of "Send Web Mail" has been added.
NEW: Custom Bank Imports; do not show "No transactions were found to import" message
A custom Bank Import may complete all processing within the script and not leave a batch of Bank Transactions to commit.
NEW: Dictionary and Spelling; Users can now add to the Global Dictionary when spellchecking
Users can now add to the Global Dictionary when spellchecking.
FIX: HTML Widgets; Account Maturity Instruction Change; Commit Warning ignored
The Account Maturity Instruction Change process can successfully commit, but with warnings. The form would show the warnings to the User after the process had completed, but the HTML Widget was ignoring this and closing without showing the warnings to the...
NEW: Parameters; When displayed automatically on a Summary Page, Boolean values now appear as checkboxes
Parameters, such as those defined on a Workflow Item, can be automatically formatted to be displayed in a Summary Page, e.g., for a Workflow Item's "User Defined" block.
NEW: About finPOWER Connect form; Support tab; Removed references to "Native App"
References to "Native App" have been removed from the "About finPOWER Connect" form, Support tab.
NEW: User Policies; new setting to automatically lock finPOWER Connect if left inactive for a period of time
A new option to automatically lock finPOWER Connect has been added.
NEW: Account form; Standard Transactions can now be filtered to show only current items
The Account Standard Transactions grid can now be filtered to show only current items, i.e. Standard Transactions that are not yet complete, by clicking on the "Current" button beneath the grid.
FIX: HTML Widgets; "Arrangement" spelt incorrectly in the Account Payment Arrangement HTML Widget
"Arrangement" was spelt incorrectly in a number of places in the Account Payment Arrangement HTML Widget. These have been corrected.
NEW: Bank Imports; if no transactions are left in the imported batch it is deleted
If a Bank Import leaves no transactions in the imported batch it is deleted - rather than left open with no lines,
NEW: Users; Last login date for a User now stored on the database
Previously, to determine the last login date for a User, the most recent "User Login" Audit Log had to be retrieved manually. In addition, it was possible via the User Policy to switch auditing for successful logins off, which would have made it impossibl...
FIX: Scripts; HTML Widgets; Export does not set the "RunAsAdministrator" flag
The "RunAsAdministrator" flag was not being included when exporting a HTML Widget script from either the Script, Export action, or the File, Export Information menu item.
NEW: Polling improvements
Several views poll Web Services, e.g., the Processes view polls to check for updates to the "Downloads" tab.
FIX: Portals; Unauthenticated Portals were displaying a Login page when opened in a new browser Tab
Unauthenticated Portals were incorrectly displaying a Login page when opened in a new browser Tab.
FIX: Portals; Running on an MS Access database (not supported); error "Could not update; currently locked."
When running a Portal against an MS Access database (not supported but convenient for testing), one of the following may occur, either of which may require a restart of the Web Server and/ or any desktop version of finPOWER Connect accessing the database.
NEW: Processes and Reporting views; Downloads tab; Share files with other Users option
A new "Share" option appears below the Downloads grid on the Reporting and Processes views.
NEW: Deposit Trial Balance Report; added optional "Withholding Tax Rate" column
The Deposit Trial Balance Report now includes an optional "Withholding Tax Rate" column.
NEW: ISSelectQueryBuilder; GetScalarUtcDate Function added
GetScalarUtcDate() is now available when using ISSelectQueryBuilder.
NEW: Range Lookup form; Replace "Type to filter" box with standard grid filter box
The Range Lookup form (e.g., when entering Report Parameters) has been updates so that instead of a custom "Type to filter" box above the grid, it now uses the Grid's built-in filter box which was added after this form was created.
NEW: Account Maturity Date Changes; added Script events to handle additional processing requirements
The Account Maturity Date Change object has new script events to handle additional processing requirements.
FIX: Reporting view; Entering a value in the "Type to filter reports list" field incorrectly filtered the "Utilities" tab
Entering a value in the "Type to filter reports list" field on the Reporting view was incorrectly filtering out item under the "Utilities" tab.
NEW: HTML Widgets; Standard Transaction HTML Widget; New "Per Annum?" option for percentage basis rates
A new "Per Annum" option for percentage basis Standard Transactions has been added to the Account Standard Transaction HTML Widget.
FIX: Decision Card form; Rename "Script" page "Script Code"
On the Decision Card form, the "Script" page has been renamed "Script Code".
NEW: Security Statement Item Log form is now the same size as other Log forms
The various Log forms are now all the same size. Previously, the Security Statement Item Log form was smaller than the other forms (such as Account Log and Client Log).
FIX: Support Information; shows error in Debug window for SQL Server databases
Support Information, including Help About and Error information, no longer includes "OS Physical Memory" for SQL Server database.
NEW: Accounts; Search0-4 fields added for Scripts to update and Quick Search to use on non-MS Access databases
The Account database table (and the corresponding finAccount object) now has Search0-Search4 fields which, like the Client table (and finClient object) can be updated via Scripts.
NEW: Purge; updated now that Service Logs aren't linked to Audit Logs
The Database Purge has been updated now that Service Logs aren't linked to Audit Logs.
NEW: Auditing for Chargeable and Non-Chargeable activities removed
Auditing for Chargeable and Non-Chargeable activities has been removed.
NEW: HTML Widgets; Audit Search; Updated to include Chargeable column for Service Logs
Because Service Logs now include a "Chargeable" flag the various Service Logs audit searches now include an option to include Chargeable, Non-Chargeable or both Logs.
NEW: Audit Search; added "Chargeable" and other options to Service Log searches
Because Service Logs now include a "Chargeable" flag the various Service Logs audit searches now include an option to include Chargeable, Non-Chargeable or both Logs.
NEW: Audit and Service Logs; remove link between these two tables
Previously Service Logs would store charge/ billing information in the Audit Log table. Service Log records included a link back to the Audit Log record where this information was saved.
NEW: Documents; Word Documents; Ability to set Bookmark to an image from Byte Array
A new ISWordDocumentBookmark.SetContentImageByteArray method has been added to allow an Image to be inserted at a Word Document Bookmark from a Byte Array.
NEW: Second Logo field and Resource support added to Branches and Entities
A second logo image can now be assigned to Branches and Entities. Functionality is identical to that of the existing logo field, but with the added flexibility of an extra image.
NEW: Contact Methods; Email and Phone now only support a single Home, Work, Mobile flag
Previously, Phone Type Contact methods could be flagged as being any of the following:
NEW: IP Address; now saves/ audits IPv4 format if available
The IP Address saved in Audit and Service Logs is now in IPv4 format if available - rather than IPv6.
NEW: Reporting and Processes view; Prevent timed background checks from interfering with input focus
Both the Reporting and Processes view perform background checks at certain intervals, e.g., to refresh the contents of the Downloads grid.
NEW: Processes view; Downloads tab added
A new Downloads tab has been added to the Processes view.
FIX: Tasks view; Smart List parameters align control buttons such as Range Lookups incorrectly
From the Tasks view, viewing a Smart List with Parameters was displaying control buttons such as Range Lookups incorrectly. The button was a couple of pixels too high and positioned outside of the control.
FIX: Fixed various formatting issues with Search and Filter boxes and made more consistent
Various styles of search and filter boxes are used throughout finPOWER Connect Cloud. However, in certain cases incorrect styling or alignment may have occurred.
NEW: HTML Widgets; widget.UI.Grid; Filter Box styling brought in line with finPOWER Connect Cloud and looks better for "Public1" and "SemUI" styles
The filter box that can be displayed above a grid (generally by right-clicking the grid and selecting "Show Filter Box") has been updated as follows:
NEW: HTML Widgets; New mechanism to create File Export Packages from processes
A new mechanism to allow HTML Widgets (or background processes, including finPOWER Connect Cloud Schedule Processes) to create export package that appear in the new "Downloads" tab in the Processes view in finPOWER Connect Cloud has been added.
NEW: Account; added UserDecimal fields
Ten new User decimal (currency/ money) fields have been added to the Account table/ object.
NEW: Credit Enquiry Quotation Confirmation; update matching logic
Credit Enquiry Quotation Confirmation matching logic has been updated so that Client Logs dated more than 7 days after the Loan was opened are ignored.
NEW: Cost Centres; now support ABN Lookup (Australia) service
Cost Centres now support ABN Lookup (Australia) services.
NEW: Standard Transactions; new "per annum" option for percentage basis rates
A new "Per Annum" option for percentage basis Standard Transactions has been added.
NEW: Some HTTP Headers removed from Response for non-static files
The following HTTP Headers have been removed the the Response sent from both Web Services and finPOWER Connect Cloud:
NEW: Account Archive; add Archive Note field
Archived Accounts now retain the Close Note entered when closing an Account, or Declining/ Unwanting an Account.
NEW: HTML Widgets; Visual cue added to indicate whether the HTML Widget is a custom widget
finPOWER Connect Cloud has various visual cues to ease support.