Release History
finPOWER Connect 4.01.00
NEW: Cloud Configuration; Automatically disable Users option added to Scheduled Processes
Scheduled Processes in finPOWER Connect Cloud Configuration now include the option to run the Automatically disable Users process.
NEW: Quick Search Summary; Client; New action to "Add New Account" if User has permission
An "Add New Account" action has been added to the Client Quick Search Summary when running from finPOWER Connect Cloud.
NEW: HTML Widgets; Additional browser console information written to assist debugging of certain issues
HTML Widgets provide methods of automatically validating controls, e.g., to check that mandatory controls have a value entered.
NEW: HTML Widgets; User Dashboard; Visual glitch when first displaying
A visual glitch when the User Dashboard HTML Widget first loaded has been fixed.
FIX: Cost Centres; Form loads controls when service is unavailable
The Cost Centres form has been updated to not load or save controls for unavailable services.
NEW: Actipro SyntaxEditor software component; Updated to version 23.1.3
The Actipro SyntaxEditor software component has been updated to version 23.1.3.
NEW: HTML Widgets; Grids; RowMoveUp() and RowMoveDown() functions could act unpredictably for Grids using groupings
Grids which use grouping (i.e., the **groupByColumns** option was specified when the grid was initialised) could react unpredictably if using the following functions:
NEW: Portals; Can be automatically saved when run
Portals can now be saved automatically when they are being run if the option - Tools, User Preferences, Developer, General, Automatically save script before running? is enabled.
NEW: HTML Widgets; Account Client wizard; Visual glitch when first displaying
A visual glitch when the Account Client HTML Widget first loaded has been fixed.
FIX: Business Layer; ISFileUtilities.SetFileArchiveAttribute would not return False when a fail condition was met
The **ISFileUtilities.SetFileArchiveAttribute** Business Layer function would not fail if a fail condition was met. For example, in the code below the path //X:\Data\Test1.txt// does not exist, however this function call would return True. However, the er...
FIX: Global Settings; "Powered by PPSR" logo may look odd on a high DPI monitor
Under Tools, Global Settings, Securities group, PPSR B2G page, the "Powered by PPSR" logo may be tiled, i.e., the image repeats. This occurs on high DPI monitors.
NEW: PPSR Australia; if ACN is applicable to Grantor the ABN should not be used
A PPSR Registration in Australia should use the Organisation's ACN, if applicable, and not the ABN. This is important as not doing so could make your registration ineffective.
FIX: Client Connect Sample Portal; Pending Update information banner may incorrectly appear temporarily
The Pending Update information banner (which includes the text //The following update(s) are awaiting approval://) in the Client Connect Sample Portal may momentarily appear when viewing the **Account** or **My Details** page. This was more obvious on slo...
NEW: Credit Enquiry; Veda XML NZ MOJ Fines Enquiry; Driver Licence Number with Lower Case letters no longer errors
If lower case letters are used in a Driver Licence number, e.g. "ab123456", these will be converted to upper case when the request is sent to the server. Previously, lower case letters caused a server error.
NEW: Script Editor; Scripts can be automatically saved when run
A new Developer User Preference has been added to allow scripts to be automatically saved when they are being run - Tools, User Preferences, Developer, General, Automatically save script before running?
FIX: The desktop compatibility layer used by FormShow and PageGoto Application Shortcuts has been enhanced to match captions and handle additional incompatible captions
Recently, a compatibility layer was added to assist "FormShow" Application Shortcuts that work under finPOWER Connect desktop not working as expected when running under finPOWER Connect Cloud.
NEW: Reporting; Many Client reports can now be pre-filtered using Quick Search
If Quick Search 2 is configured for use, the following Client reports can now be pre-filtered using a Quick Search (e.g., to include only Clients that contain a certain Hashtag):
NEW: Business Layer; "MultiFactorAuthenticationDeferDaysDefault" and "MultiFactorAuthenticationDeferDaysPreventUserChange" Properties added to finPortalRO Class
The following Properties have been added to the **finPortalRO** Class:
FIX: Client Connect Sample Portal; Improved display for "Prepaid" Accounts
Accounts which were prepaid in the Client Connect Portal were incorrectly displayed as a negative overdue amount when viewing from the Account page and **My Payments** modal window.
FIX: Client Connect Sample Portal; Improved handling when attempting to navigate to an invalid Account
If a Client attempted to view a different Account by altering the URL in the Client Connect Portal, e.g., updating the URL such as this:
NEW: Portals form; Options page; A custom HTML message can be defined to appear on the Reset Password form
The Options page of the Portals form now allows a custom HTML message to be defined to appear on the Reset Password form.
NEW: Portals form; Options page; A custom HTML message can be defined to appear on the Change Password form
The Options page of the Portals form now allows a custom HTML message to be defined to appear on the Change Password form.
FIX: FormShow and PageGoto Application Shortcuts that work in desktop now have a compatibility layer so they will work in finPOWER Connect Cloud to select Summary Pages
"FormShow" Application Shortcuts that work under finPOWER Connect desktop, may not have worked as expected when running under finPOWER Connect Cloud when attempting to select a Summary Page tab.
FIX: finPOWER Connect Cloud Configuration; Multi-Factor; You can now specify an "Issuer" for "Authenticator App" Multi-Factor Authentication to better support multiple sites
Previously, the "Issuer" used for Authenticator App MFA (Multi-Factor Authentication), in finPOWER Connect Cloud, was hard-coded to "finPOWER+Connect".
FIX: Client Connect Sample Portal; "Upcoming" page was not respecting all configuration options
The **Upcoming** page was not respecting all configuration options when determining if an Account should be included in the list. Specifically, the **//Exclude Account Ledgers//** was not being enforced, meaning these Accounts were visible for the Client...
NEW: Administration; Report options permissions
The Print and List action buttons in the Report are now hidden if either of the following permissions are denied:
NEW: Pools; Added "User Data" button to Audit page of Form
Added "User Data" button to Pools form, Audit page so that the raw User Data can be viewed.
NEW: Zepto (formerly Split Payments) Australia; Updated URL endpoints
The Zepto (formerly Split Payments) Australia Bank Interface service URLs have been updated.
FIX: Client Contact Addresses were not broken into their individual parts in the database when added or edited from a JSON String (HTML Widgets)
When a Client Contact Address was added or edited via an HTML Widget, the address was not broken into its individual parts in the database. This meant that the StreetNumber, StreetName and StreetType fields were always NULL. Whilst this didn't have any be...
NEW: Portals; Multi-Factor Authentication; New option to "Prevent User from changing" the defaulted "Defer Days"
Portals using Multi-Factor Authentication (MFA) can specify a "Defer Days" value, e.g., 14. This means that, once the User has authenticated using MFA, they can sign in normally, without having to redo the MFA process each time, for 14 days.
NEW: Scripts; Template Text; Can now use "#include" directives to include a "Function Library" Script's Template Text
The "#include" directive has been available to Script Code since finPOWER Connect was released.
NEW: Quick Search 2; All text in the ISSearch database table is now uppercase
Any new text written to the ISSearch table (used by Quick Search 2) is now stored in uppercase.
FIX: Auditing; Elements; Not all fields were Audited when updating
Previously, not all fields on an Element were Audited when a record was updated. This has been fixed, and now all editable Element fields are Audited when changed.
FIX: Tools; Task Groups; Now only available to Administrators
The Tools, Task Groups form was previously, incorrectly, available to non-Administrators.
NEW: Reporting; "Close Reason" can now be exported in Account List Reports
Reports which use the //Account List// as a base report can now include the **Close Reason** in the exported data.
FIX: Services; Updated business layer functionality
The business layer functionality when various services create requests has been updated to the latest coding standards.
FIX: Workflows; "Outgoing Communication" Items with attached files were not copied to the Document Manager in finPOWER Connect Desktop
Workflow Items of type **Outgoing Communication** which had files attached were not respecting the Document Manager Global Settings (i.e., whether the file should be automatically copied to the Document Manager), but rather always remaining in their origi...
NEW: Reporting; Many Account reports can now be pre-filtered using Quick Search
If Quick Search 2 is configured for use, the following Account reports can now be pre-filtered using a Quick Search (e.g., to include only Accounts that contain a certain Hashtag):
NEW: HTML Widgets; Client Edit; Duplicating a Client now allows more Tax & Banking details to be entered
When a Client is Duplicated, the "Tax & Banking" page now allows the same Withholding Tax details to be entered as the New Individual and New Organisation Client wizards.
NEW: Workflow form; Holding a Workflow now prompts to optionally enter a Review Date
When clicking the "Hold Workflow" action from the Workflow form, a prompt is now given to optionally enter a Review Date.
NEW: Grid; new Permissions to prevent User Exporting or Printing the grid
New Permissions have been added to prevent a User Exporting or Printing the contents of the grid. In particular the Accounts, Transaction grid includes a specific Permission.
NEW: Summary Pages; Key Details; Updated to show "Related via Hashtags" block
A new "Related via Hashtags" block can be shown in the Key Details pages for supported records.
NEW: Dates in HTML Widgets and other Grids and DateBox controls were not displaying as expected if User Preferences Date Format used "MMM" to display a month name
Under User Preferences, General, Formatting, a User can define (among other things), the following date formats:
NEW: Portal; Password Reset page can now be overridden with a custom Page
A Portal's Password Reset page (sent as a link in Password Reset emails) can now be overridden with a custom Page.
NEW: User Data; new option to not audit changes to User Data items
A new option has been added to not audit items in User Data. This may be important if you are storing large or rapidly changing information in User Data and don't require it to be audited.