Release History
finPOWER Connect 3.01.00
NEW: User; New business layer functionality to allow User Data to be saved by non-Administrators
A new function, finUserFunctions.SaveUserData allows a non-Administrator User to save a User's (finUser) UserData and/ or UserDataWeb properties to the database without being an Administrator.
NEW: Clients; add Residency Status for Individual Clients
A new Residency Status field for Clients and (Account Application) Applicants and associated Information List has been added.
FIX: Revolving Credit Loan Accounts; Minimum Payment "Hold To" period not working when entering a new Account
The Minimum Payment "Hold To" period is not working when entering a Revolving Credit Loan Account in the New Account wizard.
FIX: Account Transaction Summary Page; Contractual Overdue allocation method may show incorrectly
The Contractual Overdue allocation method shown for a Transaction on the Account form, Transaction page, Summary Page may be incorrect.
NEW: New Company wizard; updated Security Type defaults for NZ
The New Company wizard can create various default information, including Security Types.
NEW: Queues; add User Defined Data
Queues can now store User Data which can be entered on the Admin, Queue form.
NEW: ISDateRange, ISNumberRange; ISRuntime create methods now support from/ to values
The ISDateRange and ISNumberRange create methods from ISRuntime now support from and to values.
FIX: Queues; "Word Document" and "Excel Workbook" type Documents fail to run from a Queue
Documents of types "Word Document" and "Excel Workbook" could be added to a Queue but, when the Queue was run, these items failed with a "Document File Type not handled in User Interface" error.
NEW: ISExcel object; now supports a basic calculation engine
The ISExcelWorkbook and Worksheet objects now supports a calculation engine.
NEW: Word Documents; added new standard Bookmarks
Added new standard Bookmarks for Word Documents as follows:
NEW: Support Information Summary; Updated to show Script Compilation Statistics
The Support Information Summary (Help, Support, Support Information) now shows a "Compilation Statistics" under the "Script Usage" section.
NEW: Account Restructure; new scripting event added
The Account Restructure wizard now includes an additional scripting event.
NEW: HTML Widgets; New 'Modal' control added
A 'Modal' control has been added for HTML Widgets.
NEW: Bank Entry; Payment Method now defaults from previous row
When entering or inserting a new row in Bank Entry, the Payment Method will default from the previous row.
FIX: Account Applications; option to allow editing of captured data whilst Status is "Reviewing" is not working properly
The option to allow editing of Account Application data whilst Status is "Reviewing" is not working properly.
FIX: Account Applications; Collateral View should not show Actions on Security Item form
Clicking on the "View new Security Item that will be generated" button on an Account Application Collateral Item displays the Security Item that will be created from the Collateral.
FIX: NZ Government "NZCO Entity Role Search"; Summary Page may fail to load
When doing a NZ Government "NZCO Entity Role Search" the Summary Page may fail to load correctly and displays a message including "Object reference not set to an instance of an object.".
NEW: finPOWER Connect; Files page enhancements (beta)
The Files page shown in various forms has been enhanced. This applies to the Accounts, Account Applications, Account Archives, Clients, Security Statements and Security Items forms when licensed for the Document Managers Add-On.
NEW: HTML Widgets; Users Accounts; New option to display "All" Accounts for small ledgers
The system-supplied User Accounts HTML Widget has been updated to offer an "All" page.
NEW: Database operations; Updated Business Layer functions to System User Only
The following Business Layer functions have been flagged as System Use Only and are now hidden from the script editor:
NEW: Account Disbursements; Payee Type of "Account" is not valid when the Account is Closed
Once an Account is Closed, an Account Disbursement with a Payee Type of "Account" cannot be approved. This is because a Closed Account cannot have Transactions posted to it.
NEW: Telephone Number dialling; updated to use "tel:" url protocol
Telephone Number dialling has been updated to use the "tel:" url protocol.
NEW: ActiveReports software component; updated to version 11.2
The ActiveReports component files have been updated to version 11.2.
NEW: Reports; CheckBox columns now support Null/ Nothing values
CheckBox Report columns now support Null/ Nothing values, in that the checkbox is hidden.
NEW: HTML Widgets; JavaScript can now access Theme colours
The following properties have been added to the widget object to allow Theme colours to be accessed:
NEW: Infragistics software components; updated to version 17.2
The Infragistics components have been updated to version 17.2.
FIX: Interest Cycle "At Maturity" should not allow a First Date to be entered
When a Deposit or Revolving Credit Loan's Interest Cycle is set to "At Maturity", a First Date could still be specified, which may lead to Interest only being calculated on the first date.
NEW: Account Transaction Allocation Adjustment; new scripting events added
Account Transaction Allocation Adjustment wizard now includes scripting events.
NEW: Evo PDF to HTML software component; updated to version 7.4.0.0
The Evo PDF to HTML component files have been updated to version 7.4.0.0. This includes a few minor fixes and enhancements.
NEW: Gembox Spreadsheet software component; updated to version 41.3.30.1132
The Gembox Spreadsheet component files have been updated to version 41.3.30.1132. This includes a few minor fixes and enhancements.
NEW: finPOWER Connect Cloud Configuration; Allow Logos to be Data URIs
The ability to use Data URIs for Logo images has been added to finPOWER Connect Cloud.
NEW: Gembox Document software component; updated to version 27.3.30.1170
The Gembox Document component files have been updated to version 27.3.30.1170. This includes a few minor fixes and enhancements.
NEW: Account Applications; Account Client flags added
The following flags are now available for Applicants and are copied across when converting the Account Application to an Account:
NEW: Quick Search can now optimise searching of Client Contact Methods
A new optimised version of Client Contact Methods is now stored to optimise the Quick Search facility.
NEW: Updated to .NET framework 4.7.1
All application files have been updated to use the .NET framework version 4.7.1.
NEW: Equifax/ Veda Connect Credit Enquiry Service; Company Enquiry allows incorrect Role types to be defined
The Equifax/ Veda Connect "Company Enquiry" allows the request Relationship to be incorrectly set to 'Director' and 'Co-Borrower' .
NEW: Account Financial Instalments drilldown; Summary Page updated to version 2
The standard Summary Page used to show Account Instalment options has been updated to a Summary Page (version 2) script.
FIX: Account Withdrawal/ Refund wizard; if ''Hold Overdue' unchecked the Contractual Overdue is cleared
When processing an Account Withdrawal or Account Refund, on the Payment Arrangement page, if the future Regular Payments are "held" and ''Hold Overdue value?' is unchecked the Contractual Overdue is cleared - it shouldn't be.
NEW: Branches; Email Disclaimer added if licensed for the Entities Add-On
If licensed for the Entities Add-On you can now define an Email Disclaimer/ Signature per Branch.
NEW: Icons; various icons updated
Various icons within finPOWER Connect have been updated and/ or colours adjusted.
FIX: Summary Page (version 2) Scripts; Target Object items missing
The following items were missing in the "Object" dropdown list for Summary Page (version 2) Type Scripts:
FIX: Updated error message when record cannot be loaded by Pk
When loading a record, and that record cannot be loaded the error includes "Failed to load [Name] '[Id]'.", e.g. "Failed to load Account 'L10000'.".
FIX: Scripts; Importing a package containing Scripts and Parameter Sets fails
If a Script references a Parameter Set and an import package is imported that includes both the Script and the Parameter Set, the Script failed to import since it tried to do so before importing the Parameter Set.
NEW: Account Reports; added Grouping for the Maturity Month
Most Account Reports now support a Grouping of "Maturity Month".
NEW: Security Enquiries; added PPSR NZ Get Vehicle Data (New Zealand only)
A new Service has been added to Security Enquiries, PPSR NZ Get Vehicle Data. This will be available when the new PPSR goes live in July 2018.
FIX: Account Settlement Summary; Show Future Payments not updated
Two issues with the Account Settlement Summary Document have been fixed:
NEW: AccountPayArrange table; added separate "UserStatus" column
Added a separate "UserStatus" column to the AccountPayArrange table.
NEW: HSBC Batch Payment Direct Debit and Credit export files; added separately defined HSBCnet Account Number
The "HSBC Batch Payments (Direct Credit)" and "HSBC Batch Payments (Direct Debit)" Bank Transaction Export Services now support a separate HSBCnet Account Number.
NEW: Time Zones; added new Windows Time Zone
The following new Windows Time Zones have been added:
NEW: Auditing; Accounting Ledgers now audited
Changes to Accounting Ledgers are now audited, including additions, changes and deletions.