Release History
finPOWER Connect 3.04.00
FIX: finPOWER Connect Cloud Task Group Item wizard; Captions and section headings incorrect
Several headings in the finPOWER Connect Cloud Task Group Item wizard referred to "HTML Widgets" when a "Smart List" was selected.
FIX: SMS Message wizard; Fee Account lookup buttons not working
The Fee Account buttons on the SMS Message wizard were not opening the Account lookup forms.
FIX: Reinvestment Deposit; Rate Table with tiers is not correctly reflected in the new Interest Rate
When a Deposit is reinvested and the Interest Type is "Rate Table", if that Rate Table has tiers - the new Interest Rate always uses the $0 tier.
NEW: HTML Widgets; Document Create wizard; Updated to minimise issues with browser auto-completion of email details
The To, CC and BCC fields on the Document Create wizard HTML Widget have had an autocomplete='off' attribute added.
NEW: Auditing; Password changes are now audited if changed by a different User
If a User changed their Password an Audit Log was created to record this change. However, if an Administrator (or User Administrator) changed a different Users' Password, this change was not recorded.
NEW: HTML Widgets; Standard Transaction; Payment Details "Lookup" option was not available under some scenarios
The Standard Transaction HTML Widget gives the ability for Payment Details to be entered for "Payment" or "Withdrawal" type Standard Transactions. The "Lookup" button (which allows for defaulting of Payment Details) would only display when adding Standard...
NEW: Update Requests; Business Layer code has been enhanced
The Business Layer code which handles the creation, execution and display of Update Requests has been enhanced to make it more efficient and to also streamline the implementation of future types of Update Requests.
NEW: Update Requests; Client Withholding Tax Details Change now available as an Update Request
Client Withholding Tax Details change is now available as an Update Request type. To support this enhancement, the following Business Layer function has been added to easily create this type of Update Request:
FIX: Portals; Reset Password email links redirect to Portal's Login page
When an Password Reset link is clicked in an email, the Portal was redirecting to the login page.
NEW: Strong Password validation enhanced
Validation of Strong Passwords has been enhanced to stop password variations of the User Id and the text Password.
NEW: Revolving Credit Loan Account; Minimum Payment Due Days may not display correctly when duplicating
When duplicating a Revolving Credit Loan Account, on the Financial Page of the New Account wizard, the Minimum Payment Due Days may display "0".
NEW: HTML Widgets; Audit Search; Pk and Record Pk dynamically displayed if Parameters specified
The following columns are now displayed if a Pk range has been specified in the search Parameters:
FIX: Deposit Financial page; may show Interest Rate incorrectly if Fixed Rate Table
The Deposit Financial Page may not show the correct Interest Type and Rate if "Fix Interest Rate from Rate Table?" is checked on the Account Type.
FIX: illion BankStatements; Debug Trace warnings when viewing the Summary Page
The illion BankStatements Summary Page was displaying Debug and Trace Warnings when being generated, e.g.
NEW: HTML Widgets; New Account wizard; Default name does not update when changing Clients
When you set a Client in the New Account HTML Widget, it will default the "Name" when the User reaches the "Name & Details" page further on in the wizard. If the User goes back and changed the Client, and then forward to the "Name & Details" page the defa...
FIX: illion BankStatements; Summary Page report displays extra cell in Account Summary table
The illion BankStatements Summary Page was displaying an extra cell on the Account Summary table totals row.
FIX: Summary Pages (version 2) may appear unformatted if User or Global Template Folder path is a UNC path
Setting the User or Global Template Folder to a UNC path such as "\\localhost\c$\Program Files (x86)\Intersoft\finPOWERConnect3\Templates" may cause the page to appear unformatted.
FIX: GL Export (New Interface); may fail with an "An unhandled exception has occurred."
The GL Export (New Interface) may fail with an "An unhandled exception has occurred. Object reference not set to an instance of an object.".
FIX: Client Identification wizard; Finish button enabled when mandatory fields on page 2 not completed
In the Client Identification wizard, if an Identification Type has a Special Type of "None" the Finish button is incorrectly enabled on the first page.
NEW: SMS Message wizard (New Messaging Interface); Fee value override ignored
Changing the Fee value manually in the SMS Message wizard (New Messaging Interface) had no effect - i.e. the default fee value is always charged.
FIX: Send SMS Message wizard (New Messaging Interface); may crash finPOWER Connect
The Process, Send SMS Message wizard, using the New Messaging Interface, may crash finPOWER Connect with the error "Attempting to commit a Transaction where a nested Transaction rolled back.".
FIX: SMS Message wizard (New Messaging Interface); Fee Account lookup buttons not working
The Fee Account buttons on the SMS Message wizard (New Messaging Interface) were not opening the Account lookup forms.
NEW: HTML Widgets; PPSR NZ Search HTML Widget has been added
PPSR NZ Search is now supported as an HTML Widget.
FIX: Log grids; updated deletion warnings/ prompts and associated code
Log grids found on various forms, e.g. Account form, did not consistently provide the same prompts and warnings as deleting from the Log form itself.
FIX: Opening an Account; tweaks to Credit Enquiry Quotation confirmation
When opening an Account, Credit Enquiry Quotations are automatically confirmed.
FIX: Account Applications; deleting Logs may cause an error
In the Account Application form, Logs grid, deleting Logs may cause an "An unhandled exception has occurred. Pk does not exist in collection." error.
FIX: Log forms, Audit page; Source field is now resized properly to handle longer text
The Audit page of Log forms has been updated to resize the Source field properly to handle longer text.
NEW: Close Account wizard; changed Deposit "Withholding Tax" to show as a positive number
To be more consistent with other areas in finPOWER Connect, including the Close Account Log and Summary Document, the Close Account wizard for Deposit Accounts now shows "Withholding Tax" as a positive number.
FIX: Account Payments; may fail with an "Unhandled Exception: Index is out of bounds." error
Account Payments, Account Withdrawals/ Refunds and Account Close wizards may fail with an "Unhandled Exception: Index is out of bounds." error.
NEW: Strong Passwords; algorithm used to create a strong password updated
The algorithm to create a strong password has been updated.
NEW: Business Layer; new function added to return a random number between two numbers
A new Business Layer function has been added to return a random number between two numbers (inclusive).
NEW: Trace information; enhancements
Several changes have been made to Trace functions to improve the information that is available.
FIX: Equifax AU; Trade Payments are now removed from Summary Page for Business and Company Enquiries
The "Trade Payments" section has been removed from the Equifax AU (VedaConnectAU) Business and Company Enquiry summary page as this section is not valid for these products.
FIX: Equifax AU; Performing a Company or Business Trading History Enquiry may result in an unhandled exception error
The Equifax Australia, VedaConnect service, "Company Trading History" and "Business Trading History" products may will with the error "An unhandled exception has occurred. Namespace prefix 'ceng' is not defined."
FIX: Deposit Certificate Sample Document; not printing correctly if "Fix Interest Rate from Rate Table?"
The Deposit Certificate Sample Document was not printing correctly if "Fix Interest Rate from Rate Table?" is checked on the Account Type.
FIX: PPSR NZ; PPSR Search; No Security Statement Log created if an Item has not been selected
When performing a PPSR NZ Search, Logs are created to record the search having been performed. These are linked to an Account Application, Client or a Security Statement Item, depending on the entry point of the form and what options had been selected.
NEW: Resources; Importing Image; File Type filter now defaults to supported image file types
The "Import Image" button on the Resources form opens a File Open prompt for the User to select an image. Previously, the filter was set to "All Files" which was incorrect. This has been updated to default to the supported Image File Types which at the mo...
NEW: NZ Government; Removed the Financial Services Provider API
The NZ Government service "NZCO Financial Services Providers Details" product have been removed.
FIX: Changes to Branch Addresses or Contact Methods may not be reflected immediately in Web Services or finPOWER Connect Cloud
When updating a Client that is linked to a Branch or External Party, changes to Addresses or Contact Methods may not be reflected immediately in Web Services or finPOWER Connect Cloud.
FIX: Deposit Account Type "Fix Interest Rate from Rate Table" may not work as expected
When a Deposit Account Type has the option "Fix Interest Rate from Rate Table" checked, it may not create the Account History record as expected.
NEW: Packages can now be imported via Drag and Drop into the User Interface
Exported Packages can now be imported via drag and drop in the "Shortcuts" pane (if displayed). If a Package has been dragged and dropped, the Information Import form will be opened and the filename defaulted. The User can then proceed through the wizard...
NEW: Portals; Options page; "Read Me" button now displayed below Data Adaptor Script field
A special "README" Resource can be created for Portals.
NEW: HTML Widgets; widget.UI.Grid; CSS for group header updated
The CSS used for widget.UI.Grid when displaying group headers has been updated to make it easier to customise.
NEW: HTML Widgets; widget.UI.Grid; New 'allowGroupingsCollapse' option
A new Boolean creation option of 'allowGroupingsCollapse' can be set to false to prevent HTML Widget grid groupings from being collapsed and expanded.
FIX: Revolving Credit Loan Account; Payment Standard Transaction may fail to process
A Payment Standard Transaction for a Revolving Credit Loan Account fails to process if there has already been a payment processed on or after the date of the Standard Transaction.
FIX: HTML Widgets; widget.UI.Grid; Grouping may fail
Grouping in the HTML Widget grid control is achieved as follows:
NEW: Business Layer; finClientFunctions; GetClientExtendedAccountsList method added
A new Business Layer function, finClientFunctions.GetClientExtendedAccountsList method has been added.
FIX: Online help now uses the HTTPS protocol
Previously, pressing F1 launched the finPOWER Connect online help using HTTP://help.intersoft.co.nz.
FIX: Import GL Accounts wizard; MYOB import of Chart of Accounts now excludes inactive and header Accounts
The Import GL Accounts wizard for "MYOB" now excludes inactive and header Accounts.
NEW: HTML Widgets; Angular-style tags; ng-show now uses a different method of showing the element
Previously, any elements using the "ng-show" Angular-style binding used the jQuery show() method to display themselves.