Release History
finPOWER Connect 3.00.06
NEW: Excel Worksheet; new function added to return information about the Used Range
A new Excel Worksheet function has been added to return information about the Used Range of Cells in a Worksheet.
NEW: Business Layer; performance enhancements to finAccount
After reviewing the finPOWER Connect Business Layer, the GetCreditLimits function in finAccount has been updated to improve performance.
NEW: HTML Widgets; New widget.UI.ScrollToTop method
A new helper method has been added to HTML Widgets to scroll the HTML document so that the specified Element is at the top (or as close to as possible).
FIX: Account Details Report; fails for Declined and Unwanted Loans where including the Account Schedule section
The Account Details Report fails for Declined and Unwanted Loans where including the Account Schedule section.
NEW: HTML Widgets; GetString method is now forced to be asynchronous within finPOWER Connect
The widget.GetString method should always be passed at least one function callback since it is designed to be asynchrous.
NEW: Form Details report; Now includes "Page Id" column for Pages
The Form Details report (which is run via clicking a Form Tab and doing: Special, Form Details) now includes a "Page Id" column.
NEW: Scripts; finPOWER Connect Cloud Actions; Function signature changed
Instead of receiving a finCloudConnectActions parameter, the Main method now receives a finCloudConnectFormHeaderInfo object that has an Actions property.
FIX: Account Income & Forecast Report; may causes an "Out of Memory" error
The Account Income & Forecast Report may fail and then crash finPOWER Connect with the error "An unexpected error occurred running Report 'Account Income and Forecast Report'. Exception of type 'System.OutOfMemoryException' was thrown.".
NEW: ActiveReports component; updated to SP3
The version of GrapeCity ActiveReports used by finPOWER Connect has been updated to Version 10 Service Pack 3.
NEW: Client, External Parties forms; enhanced several grids to allow filters
The following forms and grids have been enhanced to support a filter row:
NEW: Accounting Ledgers; allow First Date to be the same as Opening Date for Proportional and RO78 methods
"Proportional" and "RO78" Accounting Ledgers now allow the First Date to be the same as Opening Date.
FIX: HTML Widgets; External User Accounts; Fails to compile
The system-suppled "External User Accounts" HTML Widget failed to compile due to containing out-dated code.
FIX: Centrix NZ; Consumer Address Trace and Consumer Investigative Trace; Validation rules updated
The validation rules for Centrix NZ "Consumer Address Trace" and "Consumer Investigative Trace" products have been updated.
NEW: "Bank Statements" Bank Account Enquiry service; Added option to specify the number of days of data to retrieve
The "Bank Statements" Bank Account Enquiry Report has a new option to specify the number of days of data to retrieve.
NEW: Close Accounts wizard; new property added to Business Layer to assist scripting
A new property has been added to the Business Layer to assist scripting in the Close Accounts wizard.
FIX: Account Application; Cannot publish Account Documents flagged as supporting Account Applications
Account Documents (of file type "Word Document") flagged as supporting Account Applications would not publish from Account Application Logs.
FIX: Account Applications; Revolving Credit Loan with Rate Table does not load correctly
An Account Application quote for a Revolving Credit Loan that uses an Interest Rate Table does not load correctly.
NEW: Script Code Snippets; added snippet to update a Bookmark to include an Electronic Signature block suitable for Secured Signing
An additional code snippet has been added to update a Bookmark to include an Electronic Signature block suitable for Secured Signing.
FIX: Account Application Types; should only list "Account Application" Documents
Account Application Types were listing both "Account Application" documents and "Account" documents that support Account Applications on the Documents page. They should only list "Account Application" documents.
NEW: Word Documents; updated standard Bookmarks to use Summary Tables
The following standard Bookmarks have been updated to use Summary Tables:
NEW: Word Documents; updated standard Bookmarks to use a Summary Table
The following standard Bookmarks have been updated to use a Summary Table:
FIX: Documents; Emailed Documents not printing even if flagged to do so on Document options
When a "Word Document" type Document is flagged (on the Options page) to "Print Document even if Emailed?", the Log is flagged with a Print Status of "Not Applicable" (on the Document page of the various Log forms) indicating that the Publish process has...
NEW: "Bank Statements" Bank Account Enquiry service; updated Service Name
The Name of the Bank Account Enquiry service "Bank Statements" has been updated to "Bank Statements (Proviso)".
NEW: Script Code Snippets; added snippet for adding a Table into a Word Document
An additional code snippet has been added to insert a Table into a Word Document using an ISSummaryTable.
FIX: Deleting Logs; child logs are not correctly deleted
If deleting a Log with child Logs, finPOWER Connect will ask you whether you wish to delete child Logs. If you answer yes, child Logs are deleted, but links to service logs are not correctly nulled.
NEW: Excel Workbook functions; add new function to get Cell by Named Range
Added a new Excel Workbook function to get the top/ left cell of a Named Range.
FIX: Auto-Sequenced Batch Ids; now validates the Next Batch Id in Global Settings and Transaction Types
Global Settings and Transaction Types now validate the "Next Batch Id" to make sure it is valid, i.e. it doesn't include invalid characters such as *.
NEW: HTML Widgets; Account Breakdown Management Report; Updated to use new Widget Grid
The system-supplied Accounts Breakdown Management Report HTML Widget has been updated to use the new Widget Grid object.
FIX: Auto Sequenced codes; could introduce invalid characters such as *
Using an invalid auto sequence code could introduce invalid characters, such as *, into the code.
NEW: Account Type Data View; updated to exclude expensive columns
The Account Type GetDataView function has been updated to exclude columns that would cause excessive database calls. This includes columns such as BalanceAdjustmentElementId and HasCalculationScript.
NEW: ISWordDocumentBookmark; now exposes content for Summary Table
When using a Document of File Type "Word Document" you may add a bookmark that is replaced by a Word Table.
NEW: Account Suspension; Standard Transactions now have a Restart From date that can be applied
Account Suspension for Standard Transactions now has a "Restart From" date that can be applied when restarting a suspension.
FIX: Quote Account; existing but invalid Account Type Promotion retained
If an Account is added as a Quote using an Account Type Promotion, and that Promotion is subsequently closed or made invalid for that Account (e.g. Dealer is no longer applicable) when editing the Quote again the Promotion is cleared. This can easily be m...
NEW: Secured Signing; added Document Field Data into Summary Page
Document Field Data has been added into the Summary Page for Secured Signing Electronic Signatures.
FIX: Credit Bureau Defaults; Objects Event template script code incorrect
When creating a new script of type "Object Events", object "CreditBureauDefaults" - the template code was incorrect for "RefreshItem".
NEW: Bank Accounts; Payment Method; exclude from New Account wizard split from Account Payment Details wizard
The Bank Account Payment Method option "Exclude from New Account wizard and Account Payment Details edit?" has been split into two separate options:
NEW: Accounting Period Close; new scripting events added
The Accounting Period Close wizard now includes scripting events.
NEW: Accounting Period Close; now audited
An Audit Log is now written when an Accounting Period is closed. This records the User who closed the Accounting Period.
FIX: Workflow Types; added ability to select Account Documents for Account Application Workflow Types
Added the ability to select Account Documents for Account Application Workflow Types.
NEW: Account Settlement Summary; change made so Word Document file type can save as a Word Document
A change has been made to allow the Account Settlement Summary to be saved as other than "pdf" when using the Word Document file type.
NEW: Client Addressee and Salutation defaults; now include an "[Initials]" tag
Client Addressee and Salutation defaults now include an "[Initials]" tag. This includes the Initials from the First and Middle Names, e.g. "James Edward Smith"'s initials would be "JE".
FIX: finPOWER Connect Cloud Configuration; Task Groups; HTML Widget Script lists Smart Lists
When "HTML Widget Script" was selected on the finPOWER Connect Cloud Configuration, Task Groups, Task Group Item wizard, the list of Scripts only included Smart Lists.
FIX: Scripts; Summary Page (version 2); Credit Reports and certain other pages formatted incorrectly when displayed in finPOWER Connect Cloud
All Credit Reports and certain other pages were formatted incorrectly when displayed in finPOWER Connect Cloud.
FIX: Secured Signing; Get Document Field Data may fail
Secured Signing Electronic Signature Documents include options to include "Smart Tags". These can be used to add Signing blocks and Form Fields.
FIX: Account Reports; BDM filter not working correctly
When an Account Report, e.g. Account or Loan Trial Balance Report, is filtered by BDM no Accounts, or unexpected Accounts may be listed.
FIX: finCreditReportGenerateAccount.Save; TransactionBegin2 incorrectly indented
In the finPOWER Connect Business Layer the finCreditReportGenerateAccount.Save function was incorrectly formed.
NEW: GL Export; new option to create GL Batch and to link Transactions to an existing GL Export
There are new options to create a GL Batch header (without actually doing an export) and to link Transactions to an existing GL Export.
FIX: Client Statistics; invalid frequency may be set for Loan Account expense repayment
Client Statistics include details of Loan Accounts held within finPOWER Connect. For example, the Loan's balance is shown as a Liability and payments shown as an Expense. This is refreshed via a script that is supplied with finPOWER Connect.
FIX: Process Direct Debit Payments List; "Account Name" column renamed "Name"
The "Process Direct Debit Payments List" can include two columns with the heading "Account Name". One is the Name from the Account, the other the Bank Account Name.
NEW: Loan/ Deposit Statement Transaction table; columns tweaked
The Transactions table in the Loan and Deposit Statement documents have been updated as follows: