finPOWER Connect 3.00.07
A Script can now be defined on the new Theme, Other page of the finPOWER Connect Cloud Configuration form.
finPOWER Connect Cloud Action Scripts can now be used to define which columns appear in certain grids such as the Account Transactions grid.
There is a new option to complete the close process, i.e. Close the Account, for "Closed (Pending)" Loan Accounts during Account Processes.
The following changes have been made to the Close Accounts wizard, Accounts grid:
The following system-supplied HTML Widgets are now available:
NEW: HTML Widgets; Updated system-supplied "New Client (Individual)" sample to use new Widget Controls
The system-supplied "New Client (Individual)" sample now uses the new Widget Controls.
FIX: Export Bank Transactions; if "Payment To" date entered is 31/12/9999 finPOWER Connect may crash
finPOWER Connect may crash in the Process Direct Debits or Export Bank Transactions wizard after clicking Next, if the "Payments to" date is set to 31/12/9999.
To enhance Task Manager folder scripting functionality for Monitored Accounts, the following changes have been made:
The default "Review Period" for New Accounts, defined under Admin, Account Types, New Accounts page has been enhanced with new options including:
The following changes have been made to the "MYOB AccountRight" General Ledger export:
When a Bank Transaction file is exported in New Zealand, the file created may incorrectly set the Reference.
The business layer ISKeyValueList.ToSimpleJsonString() method now handles ISDateRange values.
FIX: User Security Certificates; added "The changes you have made may not take effect until you restart finPOWER Connect or re-open the current database" warning
Changes to User Security Certificates may not take effect until you re-open the database, therefore if you update a Certificate and it is used somewhere the user will be prompted "The changes you have made may not take effect until you restart finPOWER Co...
NEW: Account Applications; Re-Opening an Application now searches the Audit to determine whether the new Status should be "Incomplete" or "Reviewing"
Re-Opening an Account Application now searches the Audit to determine whether the new Status should be "Incomplete" or "Reviewing".
HTML Widgets not using the recently added "widget.UI.CheckBox" , displayed misaligned checkboxes.
A recent change to HTML Widget grids meant that, if defined as an HTML TABLE element that has a CSS float specified, this was being ignored.
When inserting a common block of Page Objects via the magic wand icon in the Page Designer, the following changes have been made:
The InitialiseRow event can now be used to change the text and background colours of a Grid row.
The "Disbursement Remittance Advice" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
The finPOWER Connect version now displays slightly differently within the application to match documentation in places like the Intersoft website.
The Debug window displayed the following Debug Error when adding a new Security Statement:
The Account Applications grid on the Task Manager may not show Monitor Category columns. This was incorrectly using the Global Settings for Accounts instead of Account Applications.
The wizard validator script for the New Account wizard now passes across the Hold as Quote and Print Contract values in the parameters.
IntelliSense and Alt+F1 help has been added to the Scripts form, Template Text page for HTML Widgets.
A "Test in Web Browser (Experimental)" button has been added to the Test page of the Scripts form for HTML Widget type Scripts.
Various finClient.ContactMethods functions, in the finPOWER Business Layer, have been updated. Functions starting with "GetCurrent" no longer check the Category if the ContactMethodId parameter is specified.
The Account Close summary no longer includes reversed Transactions. Previously, Transactions that were reversed were shown separately if not dated when the Account was opened.
If "Tax Periods" have been used in a database, the Database Purge Master Clear fails with "Failed to delete Entity. Failed to execute SQL. The record cannot be deleted or changed because table 'TaxPeriod' includes related records.".
Added an Account Interest Payout wizard for Deposits, found under the Transactions menu.
The Breakdown table in the Promise Management Summary HTML Widget had a grey background.
Logs can now be deleted from the Logs grid on the Workflows form.
When performing a Security Enquiry from the Security Item form, the count of Enquiries is not being refreshed upon completion of the enquiry.
When changing Themes (from the View menu), finPOWER Connect may stop with the error "An unhandled exception has occurred. Parameter is not valid.".
The Message Handler now supports the HTTP "Post" method.
The Message Handler may not have received large, chunked, requests correctly.
Opening an emailed Report sent as an Excel attachment fails with the following error from Excel "Excel cannot open the file 'filename.xlsx' because the file format or file extension is not valid. Verify that the file has not been corrupted and that the fi...
The tooltips on the "Select other display options" field on the General page of the various reports have been updated:
The Security Item List report now has WOF and Registration renewal dates added to the Data Export columns.
Adding an attribute allow-edit="true" to a <th> tag for a boolean grid column now displays a checkbox in the column and fires the onBeforeCellUpdate grid event, e.g.:
The MotorWeb Monitoring Alert for Plate Changes now allows you to update the Plate from the Summary Page.
The MotorWeb Security Monitoring wizard now has new range filters:
If the File attached to a Log (via the Document page) is one of the following image types, the image will now be previewed in the Log Summary:
You can specify whether to display the downloaded HTML or the online version of the Vehicle Report by switching a constant in the Summary Page.
The Clients block in the Account Key Details Summary Page now displays Contact Methods as a table. This help to keep the captions aligned with the values.
The business layer ISCodeDescriptionList object no longer limits the Code property to 255 characters.
FIX: Task Manager User Logs; when not licensed for Document Manager cannot drag Outlook items onto User Logs grid
When you are NOT licensed for the Document Manager Add-On, you cannot drag items from Outlook onto the User Logs grid on the Task Manager.
NEW: Client Business Layer functions; new optional parameter for GetLatestBankAccountEnquiry2 and GetLatestCreditEnquiry to include Applicant enquiries
The finPOWER Connect Business Layer has been enhanced to include an optional parameter for finBL.ClientFunctions.GetLatestBankAccountEnquiry2 and finBL.ClientFunctions.GetLatestCreditEnquiry to include Account Application Applicant enquiries.
Addressing functionality in HTML Widgets has been enhanced as follows:
Decision Card Items were not saving the OutcomeStatus.