Release History
finPOWER Connect 2.03.01
NEW: Account Search/ List (Accounts menu); now allows Search criteria and Result Column for "Bulk Funder"
The Account Search and Account List, from the Accounts menu, now allows a Search criteria and Result Column for "Bulk Funder".
NEW: Registry table; updated code to improve performance
A special table in the database "Registry" is used to store information such as Global Settings, User Preferences, Form layout and history etc.
NEW: Accounts; allow limited updating of a Declined/ Unwanted Account
Accounts now allow limited updating of a Declined/ Unwanted Account.
NEW: Security Enquiry, Centrix NZ Service, Wheels Search; can now include/ exclude PPSR Search and new Fuel and Safety details option
Support has been added for the Centrix (New Zealand) Security Enquiry "Wheels Search with Options".
NEW: Database Purge; changed so only Account Purge requires an Access Database opened in Exclusive mode
The Database Purge has been changed so only the "Purge Accounts" option requires an Access Database to be opened in Exclusive mode.
NEW: Income Distribution; scripting functionality added
The following changes have been made to Income Distribution and related functions.
FIX: Income Distribution wizard; totals should not include Account if there is no Distribution to the Account
In the Income Distribution wizard, totals should not include an Account if there is no Distribution to the Account.
FIX: User Preferences, Securities group, Security Enquiry page; should not display for Australian databases
The User Preferences, Securities group, Security Enquiry page should not display for Australian databases.
NEW: Refinance; from Account's Refinance Transaction no longer forced to "Refinanced to Account '[To.AccountId]'"
When completing a Refinance, the "From Account"'s Refinance Transaction no longer is automatically set to "Refinanced to Account '[To.AccountId]'".
NEW: Account Exception Report; new option to show Accounts with a future dated Stop Direct Debit date
There is a new option in the Account Exception Report "Direct Debit Stopped".
FIX: Account Summary Page; Financial Status block not handling Account Type Show Overdue flags properly
The standard Summary Page block for Account Financial Status was not handling Account Type "Show Overdue" flags properly. If "Show Overdue" is unchecked and "Show Contractual Overdue" is checked neither Overdue rows are showing.
NEW: Credit Bureau Defaults wizard; added columns for Account Type and Monitor Category
In the Credit Bureau Defaults wizard, Account grid, new columns have been added for Account Type and Monitor Category.
NEW: Loan Overdue Report; Added Grouping Summary option
The Loan Overdue Report now supports a Group Summary option.
FIX: Document Manager; not showing all files for the Client, Account etc.
The list of files in the Document Manager may not be correct, some items may not show.
NEW: Document Manager; overwriting an existing file now allows the original copy and the new copy of the file to be saved
Overwriting an existing file in the Document Manager now allows the original copy and the new copy of the file to be saved.
NEW: Task Alerts; alerts should not be checked whilst finPOWER Connect is locked
When finPOWER Connect is locked, via Window, Lock finPOWER Connect, the following processing was still occurring:
NEW: Loan Summary Report; add option to include a separate Refinance column
There is a new option on the Loan Summary Report to include a separate Refinance column. Previously the "Advance" column included Advances and Refinances.
NEW: User Preferences, Tasks & Workflows group, General page; warning now given if "Periodically check for new Tasks and Show Alerts?" changed
Under User Preferences, Tasks & Workflows group, General page, a warning is now given if the "Periodically check for new Tasks and Show Alerts?" setting is changed - as this does not take effect until the next time the database is opened.
NEW: Bank Account Enquiries; updated handling of database failures
The handling of Bank Account Enquiry requests if a database failure occurs has been updated to make it more robust.
FIX: Close Account wizard; "Unposted Transactions" checkbox not initialised correctly
In the Close Account wizard, Review Accruals page, the "Unposted Transactions" checkbox is not initialised correctly.
NEW: VedaConnect, Vedascore Apply Credit Enquiry; added hyperlink to start another Credit Enquiry for a possible match
The VedaConnect, Vedascore Apply Credit Enquiry may return one or more "Possible Matches".
FIX: Credit Enquiries; Request Reference not creating unique values
Some Credit and Security Enquiries can include a Request Reference. This may be used to track the Request, and therefore should be unique.
NEW: Clients; updated handling of parent Branch and External Party
The handling of parent Branch and External Party links to Clients has been updated to include new properties ParentBranch and ParentExternalParty on the finClient object
NEW: Business Layer; added finBL.DebugPrintFormat method to make scripting easier
A new method DebugPrintFormat has been added to the finPOWER Connect Business Layer. This makes it easier for scripts to use.
NEW: Credit Enquiries; enhanced Gender validation
Credit Enquiry validation of Gender has been enhanced. If Gender is specified it will now be validated against the list of Genders the Credit Bureau supports.
FIX: Account Import; fails to import a Disbursement Account
Attempting to import a Disbursement Account fails with the error "Failed to calculate Account. Account Type invalid. Disbursement Account Class does not support Calculation.".
FIX: Account Type, Promotions; User Data shown in Promotion Summary Page may be incorrect
The User Data shown in the Account Type, Promotions Summary Page may be incorrect. It shows default values for items that don't exist in the User Data.
FIX: Security Statement Log; ExternalFlags property not saved once log has been created
The Security Statement Log, ExternalFlags property, was only saved with a new Log.
NEW: Shorter database timeout used when attempting to first open a database
When attempting to open a database, a default timeout value was used (30 seconds).
NEW: Global Settings; General, Database; Tooltip added to explain 'Long' database timeout setting
A tooltip has been added to the heading for the database timeouts section on the Global Settings form, General, Database page.
NEW: ConversionUtilities; AccountUpdateCreatedFromAccount can now clear CreatedFromAccount
Conversion Utility function AccountUpdateCreatedFromAccount now has better validation and can Null the Created from Account.
NEW: SQL Where Builder; AppendInSubQuery did not allow ORDER BY
In the finPOWER Connect Business Layer, the ISSqlWhereBuilder, AppendInSubQuery method never added the ORDER BY of the sub-query. Note, this was by design as SQL Server will error with an IN sub-query that has an ORDER BY.