Release History
finPOWER Connect 4.01.00
NEW: Permission Keys; Add new "alias" Keys for Account Minimum Payments
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 Maturity Instructions
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; Added new "alias" Key
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 - so scripts still operate as they did previously.
FIX: External Parties; Email and SMS actions open the respective wizards with "Client" instead of "External Party" as their type
When the "Send Email" or "Send SMS" actions are run from any of the External Party forms or, from the Client form when showing an External Party, the respective wizards were displayed with a "Type" of "Client" rather than "External Party" (this still work...
NEW: Client Summary; Updated to include "Mobile" for Organisation Clients
The Client Summary did not include a Mobile phone number for Organisation Clients. This is now included providing it is different from the listed "Phone" number.
NEW: Client Statistics; new Permission Key to stop defaulting new set from most recent approved set
When adding a new Client Statistic Set, if there is an existing approved set the User is prompted "Do you want to default this Statistics Set from the most recent 'Approved' set?". This allows the User to start from the latest approved set of Statistics.
FIX: Account Archive; could archive an Account where Transactions still to be exported to General Ledger
You can no longer archive an Account where there are Transactions still to be exported to General Ledger.
NEW: Account Processes; remove "Allow Optimisation?" option from User Interface
The "Allow Optimisation?" option in the Account Processes wizard has been removed. The optimisation feature was added in 2019, and the option to allow was only included in case there was any issue with the changes.
NEW: HTML Widgets; Can now be used as Summary Pages for Accounts and Clients in finPOWER Connect Cloud
HTML Widgets can now be used as Summary Pages for Accounts and Clients.
NEW: ISServiceLog; "GlobalTestMode" Purge Action obsoleted
The "GlobalTestMode" Service Log Purge Action has been obsoleted.
NEW: Business Layer; finClient.GetImageDataUrl() method added
A new ''finClient.GetImageDataUrl()'' method has been added.
NEW: ISServiceLog; obsoleted PurgeAction values now reset to "None"
Service Logs include a special "Purge Action" flag. Several purge actions haven't been used for many years, and so any Service Logs using them have been reset to "None", i.e., don't purge.
NEW: ClientId table; increased length of Value column from 100 to 255 characters
The "Value" column of the ClientId table has been updated to allow text of up to 255 characters (was 100 characters).
NEW: ClientId table; added DocumentFileName2 column
A new column "DocumentFileName2" has been added to the ClientId table.
NEW: Bank Account Suspense Items
When deleting Bank Account Suspense Items and the item is retained, i.e. only flagged as deleted, the date/ time and user who deleted the item is now recorded.
NEW: HTML Widgets; widget.UI.DBCombo; Better handling of filtering and keyboard control
The DBCombo Widget control (used for data-entry such as the "Owner" User on the Log Edit form) has been updated to better handle filtered out items in the list and how the cursor keys move between these values as outlined below:
NEW: Bank Lodgements, now support Suspense Items
Bank Lodgements now support Suspense Items.
FIX: Reporting; Details reports; Running for a large number of records can produce "Out of Memory" exceptions
Details Reports have the potential to easily run the User's PC out of memory, e.g., attempting to show the details of 2000 Accounts. Other Reports also have this potential (e.g., a Transaction List including tens of thousands of Transactions) but do not c...
NEW: Account; add separate PaymentDDStopMinPayOnly column to Account table
A separate PaymentDDStopMinPayOnly column has been added to the Account table for Revolving Credit Loans.
NEW: User table, added InactiveUtcDate and InactiveUserPk columns
InactiveUtcDate and InactiveUserPk columns have been added to the User table.
NEW: User table, added DeletedUtcDate and DeletedUserPk columns
DeletedUtcDate and DeletedUserPk columns have been added to the User table.
NEW: User Policies; new option to automatically disable users that have never logged in
User Policies has a new setting to disable Users that have never logged in.
NEW: finAccountTransactions Business Layer object; New method to fetch Transactions in Primary Key order
The finAccountTransactions Business Layer object now includes the function GetListByPk().
NEW: ISQueue table; add additional columns
The following columns have been added to the ISQueue table to enhance the message queue facility.
NEW: Credit Enquiry; Informative error message for unsupported characters
Where a credit enquiry request element contains unsupported characters, such as Chinese characters, the validation message has been improved to read:
NEW: HTML Widgets; New Calendar control
A new widget.UI.Calendar control has been added.
NEW: Summary Pages; finPOWER Connect Cloud Theme Colours are now available via CSS variables
Summary Page can now access the finPOWER Connect Cloud Theme Colours via the following root-level CSS variables:
NEW: Credit Bureau; CentrixNZ Consumer Product Enquiry; New enquiry reason
The Centrix NZ Consumer Product Enquiry product has a new enquiry reason:
NEW: Cost Centre; CentrixNZ; Consumer Enquiry Reasons can now be filtered
The CentrixNZ Cost Centre now allows you to filter the list of available Enquiry Reasons. This filtered list is then available in the Credit Enquiry wizard and the HTML Widget.
NEW: Credit Bureau; CentrixNZ Enquiries; Non-Latin characters may be replaced
The CentrixNZ enquiry requests have been updated to replace letters that include an accent with their standard letter equivalent. For example, the character "Ā" will be replaced by "A".
NEW: HTML Widgets; Centrix NZ; CentrixNZ Consumer Product Enquiry; Enquiry Reason is filtered
The Centrix NZ Consumer HTML Widget now displays the filtered list of Enquiry Reasons as defined on the Cost Centre.
NEW: Account Fee Transactions; there is now a link to the related Bank Transaction
When processing an Account Payment, for example, you can enter a Fee. The Fee Transaction is now related to the Payment Bank Transaction via a new database column AccountTransaction.BankTransactionRelatedPk.
NEW: Dropdown Calendar behaviour changed to no longer paste the current date into a blank control
The behaviour of the dropdown calendar (widget.UI.DateBox control) has changed as follows:
NEW: General Ledger Export; "Export General Ledger Create" Audit Logs now record additional information
The following additional information is now recorded in the **Export General Ledger Create** Audit Log:
NEW: HTML Widgets; Dropdown Calendar styling has been updated
The styling on the dropdown calendar control used by widget.UI.DateBox has been updated to have a more modern looking theme.
FIX: Client Connect Sample Portal; Various Security Enhancements
Various pages in the Client Connect Portal have been enhanced to improve security.
FIX: Equifax (Australia) Credit Enquiries for Organisations; Company Selection result grid updated
The Equifax (Australia) Organisation credit enquiry company selection grid has been updated to display the Veda Business Name Id on the grid.
FIX: HTML Widgets; Equifax (Australia) Credit Enquiries for Organisations; Company Selection result grid updated
The Equifax (Australia) Credit Enquiries for Organisations HTML Widget has been updated to display the Veda Business Name Id on the company selection results grid.
NEW: Global Settings; General; Search; "Patch Database" button removed
For older 3.04 databases, a "Patch Database" button was shown at the bottom of the Global Settings, General, Search page.
FIX: HTML Widgets; Client Edit; Duplicating a Client incorrectly shows the "GST details" section on the "Tax & Banking" page
When duplicating a Client, the Client Edit HTML Widget would incorrectly show the "GST details" section on the "Tax & Banking" page, regardless of whether the database was configured to use GST (Global Settings, General, GL and Accounting).
NEW: Quick Search 2; Now supports indexing and searching of Bank Account and Credit Card Numbers
A new option on the Global Settings form, General, Search page, allows Bank Account and Credit Card Numbers to be indexed for searching.
NEW: Updated component; DiffPlex NuGet package
The DiffPlex NuGet package has been updated to the version 1.7.2.
NEW: HTML Widgets; Client Group Edit; HTML Widget is now available
The Client Group Edit HTML Widget is now available.
FIX: HTML Widgets; Entity Edit; Various enhancements
Various enhancements have been made to the Entity Edit HTML Widget, such as:
NEW: User Data; Account and Client User Data columns on the database increased from 10 to 20 fields
The number of separate User Data columns available for Accounts and Clients have increased from 10 to 20 fields.
NEW: HTML Widgets; User Dashboard; Updated to clear window.setTimout handles
Under certain circumstances, not calling ''window.clearTimeout'' in JavaScript is known to hold on to memory.
NEW: Account Transaction table; added CreatedAppVersion column
A new column "CreatedAppVersion" has been added to the AccountTransaction table.
NEW: BankTransaction table; add new index on ApiStatus
A new database index has been added to the BankTransaction table. The index is on ApiStatus and will make database queries that uses this column much faster.
NEW: ISLink table; remove records where Link="Certificate.MotorWeb"
MotorWeb Certificate details were moved from Global Settings to Cost Centres in version 3.3 (released 1/5/2020).