Release History
finPOWER Connect (All) 3.04.04
FIX: HTML Widgets; Outgoing Communication wizard; "Contacted" list does not include Client's Next of Kin and "Other" contacts
The "Contacted" dropdown on the Outgoing Communication wizard did not include Clients' "Other" contacts such as Next or Kin and other relative.
FIX: HTML Widgets; Warning messages displayed post-Commit appear "beneath" blocked User Interface
Some Processes which include an "ExecuteCommitPost" Script Event may return a failure message, by which time the Process has already completed and cannot be changed. The message, however, is returned to the User for manual review.
FIX: Bank Entry; "To Suspense" can create Suspense Items with a Payment Method belonging to the wrong Bank Account
Using the "To Suspense" function in Bank Entry can create Suspense Items with a Payment Method belonging to the wrong Bank Account.
NEW: widget.UI.FileUpload; Warning messages now displayed for Resources and Document Manager if no items are available to select
Previously, the widget.UI.FileUpload control would open blank modal windows when selecting the "Resource" or "Document Manager" options to select a file, and no Resources or Document Manager files were available. It was not clear that there were no items...
FIX: HTML Widgets; Grid control; When showing group headings, a horizontal scroll bar is shown unnecessarily
When showing group headings, the grid control displays a horizontal scroll bar unnecessarily.
NEW: Credit Sense Bank Account Enquiries; Support for Version 2.2 has been added
The Credit Sense Bank Account Enquiry service has been updated to support version 2.2.
FIX: HTML Widgets; Account Refinance; Obsolete Account Type Promotion Functions replaced
The Account Refinance HTML Widget has been updated so that Account Type Promotion Functions which had previously been obsoleted have now been replaced by their replacement Functions.
NEW: HTML Widgets; Account Accounting Ledger HTML Widget re-written
The Account Accounting Ledger HTML Widget has been re-written from the ground up. The previous Widget was not working correctly when recalculating the number of periods, and due to its age, the code layout was significantly different to more recent HTML W...
NEW: finPOWER Connect Cloud Configuration; "New Account" wizard can now be overridden by an HTML Widget
The New Account wizard can now be overridden by an HTML Widget if the database allows access to finPOWER Connect Cloud Configuration. This includes:
FIX: Cost Centre; Refresh Authentication Token may fail with an unhandled exception and close finPOWER Connect
When refreshing an Authentication Token in Cost Centres, e.g. Adobe Sign, finPOWER Connect may fail with an unhandled exception and close.
FIX: HTML Widgets; Account Financial details; Validation warnings for number boxes cause the number box to become very narrow
Warnings such as "Valid range 0 to 999,999,999.00" that appear when entering Account Financial details (e.g., in the New Account wizard) when to moving to the next page, displayed on the same line as the number box and therefore caused to number box to be...
FIX: Client Interest Advice sample Document; Heading spacing incorrect where multiple Investors
The Client Interest Advice Document has been updated to fix an issue with spacing in the heading where multiple Investors are included.
FIX: Grids; may register a click in the incorrect Row
Grids may register a left click in the incorrect row under some circumstances.
NEW: Taskpane Shortcuts; HTML Widgets which are now dragged and dropped are added as HTML Widget Script Types
Previously, dragging and dropping an HTML Widget as a Taskpane Shortcut (and selecting "Yes" to the prompt to run) would create a "Script" type Application Shortcut. This has been updated to create an HTML Widget type Application Shortcut instead.
FIX: Documents; Information related to publishing the Document in finPOWER Connect Cloud have been updated
The tooltip on the Web page of the Documents form has been updated to clarify that the Document can be published from the Log that was created.
NEW: Form Details; added Action Availability information for Accounts
To assist understand why form actions are not enabled a new section "Action Availability" has been added to Form Details. This can be found by right-clicking the Form tab, pointing to Special and clicking Form Details.
NEW: Decision Cards; Options page; Information displayed next to Script Language when C# (C Sharp) is not available
Decision Cards can use either Visual Basic or C# as their Scripting language.
FIX: Account Applications; viewing temporary Account may fail with an unhandled exception
Create a temporary Account from an Account Application may fail with an unhandled exception if the Account Application does not have an Account Type set.
NEW: Account Applications; C# now supported as a scripting language
Account Application Types now support C# as a scripting language.
NEW: HTML Widgets; PPSR B2G AU Search; Search Types restricted for Account Applications
The PPSR B2G AU Search HTML Widget has been updated to restrict the Search Types when run specifically for an Applicant or Collateral within an Account Application. "Previous Search" and "Date Range" Search Types are no longer available.
NEW: Add Payment Arrangement/ Promises; added new functionality to easily determine if action available for an Account
New functions have been added to finAccount to indicate whether or not a Payment Arrangement or Promise can be run for the Account and User who is logged in.
NEW: Portals; C# now supported as a scripting language
Portals now support C# as a scripting language.
NEW: "Single Transaction Entry allowed?" option added to Transaction Type Admin Library
The Transaction Types Admin Library has been updated to support a new option "Single Transaction Entry allowed?". Initially, this only applies to the Account Transaction HTML Widget (which has also been updated) and controls which Transaction Types can be...
NEW: finTransactionTypes.GetDataViewFilter_AccountClose() Function added
A new DataView filter is available on finTransactionTypes:
NEW: Accounting Ledgers; drilldown form updated to better handle Loans with no Maturity Date
In the Accounting Ledger drilldown form, if an Account does not define a Maturity Date, as in a Revolving Credit Loan, the First Date and Number of Periods are blanked when the Opening Date or Frequency fields are changed. Begin Date is now updated based...
FIX: HTML Widgets; PPSR NZ Search; Date of Birth not defaulting correctly if none recorded
The PPSR NZ Search HTML Widget was not defaulting the date of birth control correctly if the selected Client did not have a date of birth saved. Instead of displaying a blank control, it would appear as 01/1/1.
FIX: HTML Widgets; New Account; Retrospectively adding a Promotion did not re-default Financial Information
If the Promotion was changed after already visiting the "Financials" page of the New Account HTML Widget, the defaults for the new Promotion (or default, if cleared) was not being automatically set the next time the "Financials" page was visited.
FIX: HTML Widgets; Entering data for User Defined page data loses any reference to the "UserN" field on the database and sets it to Null
Parameter Sets which are used to define custom data on forms such as the Accounts form, User Defined page, may define the "Index" of a User Defined Field to map to.
NEW: HTML Widgets; Withdrawals/ Refunds; Deposit Accounts now support manual allocation of the Withdrawal value
For Deposit Accounts, the Withdrawal and Refund HTML Widget now supports the manual allocation of the Value. This allows you to change the allocation when the Withdrawal Transaction is created.
NEW: illion BankStatements; Multibank support has been added
The illion BankStatements service has been updated to include MultiBank support and data version "20190901".
NEW: C# Scripting; Summary Page Standard Blocks; Changes made and C# compatibility issues resolved
Changes have been implemented to make it easier to use C# for Scripting "Summary Page Standard Block Override" type Scripts.
NEW: Client Connect Sample Portal; New Configuration options to exclude Account Applications and Quotes
The Client Connect Sample Portal now supports the following two options on the Page Settings, Accounts page in the Portal Configuration:
NEW: Credit Sense and illion BankStatements; new option to insert default URL in Documents
A new replaceable tag has been added to the SMS and Email documents that the Bank Account Enquiry services use. This applies to:
NEW: Bank Export (File Service); now updates Timestamp and Updated detail on Bank Transactions
The Bank Export (File Service) now updates the Timestamp and Updated User and Date/ Time on Bank Transactions.
NEW: General Ledger Export; review and try to lessen impact of database locking
The General Ledger Export has been updated to lessen the impact of database locking.
FIX: Sample Contract for Revolving Credit Loan Accounts; updated Minimum Payment text
The sample Contract for New Zealand Revolving Credit Loan Accounts has been updated.
NEW: HTML Widgets; widget.UI.GetInputDate() method added to display a message box where the user can enter a date
The following method has been added to the widget.UI object:
NEW: Zepto (Split Payments) Bank Interface API; updated to handle new Contact Type
The Zepto (Split Payments) Bank Interface API has been updated to handle a change to the Contact Type since the rebranding from Split Payments to Zepto.
NEW: Account form; Account Ledgers; Cancelling an Accounting Ledger now allows you to enter a date
Cancelling an Accounting Ledger now allows you to enter a date.
FIX: Credit Bureau Enquiries; Gender warning label may be visible when there is no warning text
The Credit Bureau Enquiry wizard may display the Gender warning label for services and products when there is no warning text.
NEW: HTML Widget; widget.UI.DateBox; Value property can now be set to either "now" or "today"
The HTML Widget DateBox can now have its value programmatically set to today's date by setting it to either "now" or "today", e.g.:
NEW: Account Payment Arrangement Sample Document; updated to handle Revolving Credit Loans
The sample Account Payment Arrangement Document has been updated to handle Revolving Credit Loans.
FIX: WebView2; more updates
Various forms have been updated to use the new WebView2 control when turned on under Global Settings.
FIX: New Zealand BACHO Direct Credit and Direct Debit Bank Export Services; not creating balancing record correctly
The New Zealand BACHO Direct Credit and Direct Debit Bank Export Services were not creating balancing records correctly.
NEW: HTML Encode "encodeLineBreaks" parameter now encodes single LineFeed characters
The HtmlEncode function in Runtime.HtmlUtilities now encodes single Carriage Returns and Line Feeds as line breaks.
FIX: Disbursement Remittance Advice Document; not including Payment Details for Zepto/ Split Payments
The sample Disbursement Payment/Remittance Advice Document was not including Payment Details for Zepto/ Split Payments.
FIX: Account Close Summary Document; not including Payment Details for Zepto/ Split Payments
The sample Account Close Summary Document was not including Payment Details for Zepto/ Split Payments.
FIX: Payment Receipt Document; not including Payment Details for Zepto/ Split Payments
The sample Payment Receipt Document was not including Payment Details for Zepto/ Split Payments.
NEW: MYOB API; add Get Customer(s) and Supplier(s) API interfaces
The MYOB API now supports Get Customer(s) and Supplier(s) API interfaces.
FIX: Withdrawal Advice Document; not including Payment Details for Zepto/ Split Payment Withdrawals
The sample Withdrawal Advice document was not including Payment Details for Zepto/ Split Payment Withdrawals.