Release History
finPOWER Connect (All) 3.04.00
NEW: New SMS Messaging Interface; removed beta warning
The beta warning for the New SMS Messaging Interface in Global Settings has been removed.
FIX: Card Expiry Date; improved message if invalid Month/ Year entered
If an invalid expiry date is entered for a Credit Card you may see the message "Date must be on or after 01/1753.".
NEW: New Messaging Interface; added Account Role column to Phone Number dropdown list
The New Messaging Interface now shows the Account Role in the dropdown list of Phone Numbers, if "Account" is selected as the Recipient Type. This helps identify whether the person is the borrower, guarantor etc.
NEW: Process Direct Debits; may fail to commit with "Record in table 'AccountTransaction' was not updated" error
The Process Direct Debits wizard may fail to commit with the error "Failed to commit Account Direct Debit Payments. Record in table 'AccountTransaction' was not updated. This record may have been deleted or edited by another User.".
FIX: Read-only Users can no longer see Processes, or update Task & Reporting 'My List' items
Read-only Users can no longer:
FIX: Information Lists; entering a negative or large value in "Max Length" causes an unhandled exception error
When editing an Information List, entering a large value in "Max Length" may cause an "An unhandled exception has occurred. Value was either too large or too small for an Int32." error.
NEW: Credit Enquiry Quotation Confirmations (NZ); updated logic for Account Applications
The logic used to confirm Credit Enquiry Quotations when opening an Account from an Account Application has been enhanced.
NEW: Scheduled Processes sending an email on completion will now include the Events in the email body
Scheduled processes can be configured to send an email upon completion of the process (succeeded or failed). Previously, this would be a basic email to inform the recipient when the process finished, and if it had failed what the error was.
NEW: User Preferences form; Securities tab; "General" heading was aligned incorrectly
The "General" heading on the User Preferences form, Securities tab was aligned incorrectly. It appeared partially hidden by the form's tab strip.
NEW: New Messaging Interface; simplified testing with mocked responses
The New Messaging Interface has been simplified for use in Test Mode.
NEW: CreditWorks (New Zealand) Credit Enquiry Service; Removed
The CreditWorks (New Zealand) service have been removed.
NEW: Auto Generate Strong Password; may only generate 8 characters when minimum length is more than this
When Auto Generating a Strong Password, the password generated may only be 8 characters, when the minimum allowable length is more than this.
NEW: Strong Passwords; amended logic behind strong passwords and inclusion of symbols
Currently there are some inconsistencies between Strong passwords and Symbols. This area has been tidied up so that the Global Setting is more specific about how the "Include Symbols" for a Strong password is applied.
NEW: illion/ Dun and Bradstreet Consumer (Australia and New Zealand) Credit Enquiry Services; Removed
The illion/ Dun and Bradstreet Consumer (Australia) and illion/ Dun and Bradstreet Consumer (New Zealand) services have been removed.
NEW: Webhook Callback errors; improved message returned to include Service Id
The error message returned from a Webhook Callback has been improved to include the Service Id.
NEW: NZ Companies Office Credit Enquiry Service; Removed service
The NZ Companies Office service has been removed as it is no longer available.
FIX: iOS; frame content was configured not to scroll
Frame content such as that used to display the Information List help page was configured not to scroll on iOS devices.
NEW: PPSR NZ; Add Search & Update Processes now available in the "Processes & Procedures" page of finPOWER Connect Cloud
PPSR NZ Search and Update Processes have been added to the "Security" section of the "Processes & Procedures" page of finPOWER Connect Cloud. These launch the Search and Update HTML Widgets respectively.
NEW: HTML Widgets; Bank Entry wizard; Now prompts to Save or Not Save Batch when closing
Cancelling the Bank Entry wizard now prompts to Save or Not Save the Batch before closing the wizard providing a Batch is currently being edited.
NEW: Bank Account Enquiry; Add confirmation to "Delete" action
Bank Account Enquiry Summary Page. The "Delete" action button now confirms with the User that they wish to delete the Bank Account Enquiry.
NEW: Credit Bureau Credit Sense (Version 2) service; Added ability to extend Quick Link expiry
Added the ability to extend a Credit Sense (Version 2) Quick Link expiry. Note, this only applies to active Quick Link enquiries.
NEW: Web Services now supports the PPSR NZ Update process to be run as a background process
The "PPSR NZ Update" process can now be run via Web Services as a scheduled background task.
NEW: Script Code and Template Text editors; "Compare" button now displays differences in a non-modal window
Script Code and Template Text editors which are available on various forms have a "Show/ hide compare panel" button.
NEW: Auditing; Added Client Statistic Set auditing options
Changes to Client Statistic Sets can now be audited. Note, this includes basic information and not individual statistic items.
NEW: HTML Widgets; SMS Update (including scheduled process) now reports more event information
The "Retrieve SMS Delivery Updates & Replies" HTML Widget now reports more status information due to changes to the business layer. This makes it more consistent with other HTML Widgets such as "Account Prorcesses" and "PPSR NZ Update".
NEW: PPSR NZ Update is now available as a Background Process
PPSR NZ Update can now be configured to run on a schedule via Cloud Connect Configuration Scheduled Processes in a database with Web Services configured.
NEW: HTML Widgets; PPSR NZ Update is now available as an HTML Widget
The PPSR NZ Update wizard is now available as an HTML Widget.
NEW: HTML Widgets; Update stylesheet to include styles used for Progress pages such as Account Processes
The HTML Widget stylesheet now contains centralised styling for "progress" pages such as that in the Account Processes wizard.
FIX: Workflows; may fail with an "Argument 'Length' must be greater or equal to zero." error
Processing a Workflow may fail with "An unhandled exception has occurred. Argument 'Length' must be greater or equal to zero." error.
NEW: SMS Message wizard (New Interface); should always show dropdown for Fee Account if sending to a Client
In the SMS Message wizard (New Interface), if the performance settings for the User does not "Use Account dropdowns", it should still include the dropdown if the Recipient Type is "Client".
NEW: HTML Widgets; Grids; Filter row no longer searches text in row selectors
Some HTML Widgets Grids such as the search results in the Audit Search HTML Widget include a row selector that displays the row number.
NEW: Client Web Access Password can now be 50 characters
Client Web Access Passwords can now be up to 50 characters long.
NEW: User Preferences; increased length of "Exclude Subjects" Log filters
The "Exclude Subjects" Log filter option has been updated to allow 4096 characters, up from 255.
NEW: Maximum finPOWER Connect password length updated to 50 characters
The maximum password length for finPOWER Connect has been updated from 25 to 50 characters.
NEW: Maximum password length updated to 50 characters
The maximum password length for finPOWER Connect has been updated from 25 to 50 characters.
NEW: User Passwords; updated to allow passwords of up to 50 characters
User Passwords have been updated to allow passwords of up to 50 characters, previously this was limited to 20 characters.
NEW: Web Subscribers; General page; No longer shows a randomly generated "Secret Key" when the form is blank
The Web Subscribers form has been updated to no longer show a randomly generated "Secret Key" when the form is blank.
FIX: Documents; Emailing adds BCC addresses to the CC recipients list
Documents of type "Word Document" and "Excel Document" can produce Emails via business layer functionality which is typically accessed in the Document's Script code.
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: iPhones with no home button show horizontal bar icon over controls making them difficult to use in PWA mode
Modern iPhones generally no longer have a home button. This began with the iPhone X at the end of 2017.
NEW: More options available for downloading files and more information about iOS PWAs
When attempting to download a file from either the Reporting view, Downloads tab of the Files tab on a record from such as a Client, a menu is now presented giving the following options:
NEW: Processes view; Script now listed
Scripts that are configured to appear on the Process menu in finPOWER Connect (from the Options page of the Scripts form) are now shown on the Processes view.
FIX: Accept or Decline Account wizard; When run at the end of the New Account wizard, does not refresh the Account record displayed
When the Accept or Decline Account wizard is run at the end of the New Account wizard (when opting to not hold the Account as a "Quote"), the record for the newly created Account is not refreshed, thereby leaving its on-screen status to still appear as a...
NEW: Range Lookup form may auto-exclude items in mobile mode when selecting rows
The Range Lookup form, e.g., looking up Account Managers from the Account Application List report could cause issues on mobile devices.
NEW: Administration view; now available to non-Administrator Users providing they have permission to view one or more items in the view
The Administration view is now available to non-Administrator Users providing they have permission to view one or more items in the view.
NEW: Pools now appear in the Administration system group and the Administration View
Previously, Pools could only be included on menus by including the "Accounts (Other)" system group.
NEW: Workflows; Ability to skip a Workflow Item has been added
The ability to skip Workflow Items has been added.
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: External Parties viewable when not licensed for External Party Add-On
The External Parties form was viewable when not licensed for External Party Add-On.