Release History
finPOWER Connect 3.01.00
NEW: Documents; new scripting option for standard "Word Document" Bookmarks
A new scripting option for "Word Document" file type Documents has been added. The script will run after standard Bookmarks have been updated and allows your own custom Bookmarks to be centrally updated.
FIX: Accounts form, Financial page; "Review Maturity Date" button strip button is enabled for On Call Deposits
The "Review Maturity Date" button on the Accounts form, Financial page, button strip is incorrectly enabled for "On Call" Deposits.
FIX: Tax Certificates; when converting from finPOWER 5, Tax Certificates are not created
When converting from finPOWER 5, Tax Certificates are not created. This means the Account Exception Report lists Deposit Accounts as requiring attention and also if backdating a Tax Certificate Generation the Interest Transactions will always be included.
NEW: HTML Widgets; Promise Management Summary; Updated
The Promise Management Summary built-in HTML Widget has been updated.
FIX: Bank Branch Import; updated "NZ Banking Association Bank Branch Register" import
The "NZ Banking Association Bank Branch Register" Bank Branch Import has been updated as follows:
NEW: Page Sets; Permission Key added to stop User running a Page Set
A new Permission Key has been added to Page Sets to prevent a User executing/ running a Page Set.
NEW: Client List Report; Created Date added to client filter and column list
The Client List report can now be filtered by Created Date.
NEW: External Party Commission Rule; now supports Interest elements
External Party Commission Rules now support Interest elements.
NEW: finPOWER Connect Cloud Settings; Menus; Can now order built-in Menus
Instead of a series of checkboxes to include system options such as "New Account Applications", the finPOWER Connect Cloud Menu wizard now displays two lists allowing items to be chosen and also their order specified.
FIX: Account Payment Arrangement; overriding Payments could be dated prior to the date of the Arrangement
In the Payment Arrangement wizard, overriding Payments could be dated prior to the date of the Arrangement. This is now disallowed.
NEW: User Interface script; enhancements made for "AccountsFormActionsUpdate" event
The Global Settings, User Interface script has been enhanced to support disabling an existing Action by using the Available and PermissionKey properties.
NEW: Reports; updated columns in Deposit Trial Balance Report
The columns in the Deposit Trial Balance Report have been updated as follows:
FIX: Accounts form; Status page; "Clear" button appears for Monitoring where no category
The "Clear" actions in the Monitoring block on the Status page of the Accounts form now only appear if the Account is monitored.
NEW: HTML Widgets; Accounts Breakdown Report; Updated
The Accounts Breakdown Report built-in HTML Widget has been updated.
NEW: HTML Widgets; Intellisense improved
Previously, intellisense would only appear if an entire help Topic had been written for a method such as widget.UI.Grid.VirtualDataRefresh.
FIX: HTML Widgets; Client Quote Widget; Updated to include jQuery reference
System-supplied Client Quote Widget updated to include jQuery which was required to function correctly.
NEW: Business Layer; I_finLog interface; Added UserData property
A UserData property (an ISKeyValueList object) has been added to the I_finLog interface.
NEW: Tools, Database, Database Purge; New purge mailbox items options added.
The Database Purge Mailbox Items has been enhanced to include MotorWeb and New Zealand Government items.
NEW: Report Templates; Built-in Reports can now be hidden
Report Templates now have the ability to hide built-in Reports.
FIX: MYOB AccountRight General Ledger export; should have a blank line between groups of Journals
The MYOB AccountRight General Ledger export was including a blank line after each Journal, it should be only between groups of double-entry Journals.
NEW: Reporting; Account Reports; When Grouped and Summarised by Dealer or Broker Employee, Name is now shown
When any of the Account Reports are grouped and summarised by Dealer or Broker Employee, the Employee Name is now displayed in addition to their code.
NEW: Approve Disbursements wizard; commit errors do not show error detail
When committing Disbursements in the Approve Disbursements wizard and the Disbursement fails, only the first line of the error is shown, e.g. "Failed to approve Account Disbursement '1234'".
NEW: Bank Accounts; Import Service Filename now support Smart Tags
Bank Accounts Import Services now support Smart Tags in the File Name.
NEW: Deposit Control Report; Withholding Tax now broken down into Resident/ Non Resident
On the Deposit Control Report, Withholding Tax is now broken down into Resident, Non Resident and Approved Issuer Levy lines.
FIX: Task Manager; "Filtered Mailbox Items" folders can display the incorrect Summary Page
Task Manager "Filtered Mailbox Items" folders can display the incorrect Summary Page.
FIX: Task Manager; Filtered Mailbox Items show all mailbox items
Task Manager "Filtered Mailbox Items" folders do not filter based on the Mailbox Item Type - they incorrectly show all items.
FIX: Task Manager; Monitored Accounts folder filter not working as expected
Folders of type Filter Monitored Accounts may not work as expected, i.e. not list Accounts when they should.
FIX: General Ledger Export; "emPOWER Save" or "emPOWER Direct" fails for SQL Server databases
The General Ledger Export may fail when using the "emPOWER Save" or "emPOWER Direct" options and specifying a SQL Server database.
NEW: Veda/ Equifax Australia Credit Enquiry; VedaScore Apply; Genesis Summary Data values updated
The Veda/ Equifax VedaScore Apply Genesis Summary Data values have been updated to cater for special values.
FIX: Account Transactions; switch Opening/ Additional Investment not working
Switching a Deposit Account Transaction between an Opening and Additional Investment was not working. This always switched the first Transaction for an Account, regardless of the one selected.
NEW: HTML Widgets; Intellisense bulked up to work with Widget controls
HTML Widget intellisense now works (with some limitations) for Widget controls, e.g.:
NEW: Account Quotation form; initial focus logic updated
Previously when opening the Account Quotation form the default focus was always on the Branch field.
NEW: Fixed Term Deposits; new option to process maturity on the original date, if already past the date the Deposit was due to mature
Previously, once the date a Deposit was due to mature is past the Deposit is processed right through to the current date. This means the Deposit may be extended past the original maturity date.
NEW: HTML Widgets; Account Breakdown Report; Updated to use Widget Controls
The system-supplied Account Breakdown Report HTML Widget has been updated to use Widget Controls.
FIX: Documents; Word Documents; User documents do not Email even if the User has an Email Address configured
Word Documents for Users were not sending an Email, even if the User has an Email Address configured.
NEW: Loan Aged Overdue Report; Column headings now print "n Days" when frequency is "30 Days"
The Loan Aged Overdue Report now prints column headings as "n Days" when the frequency is "30 Days".
NEW: Application Shortcut wizard; Page Set; Now defaults Caption and Icon from selected Page Set
Providing the Caption and Icon are blank, the Application Shortcut wizard now defaults them from the selected Page Set as you move through the wizard.
FIX: Process Interest Payouts wizard; Deposit Account and Deposit Account Type filters not working
The Deposit Account and Deposit Account Type filters in the Process Interest Payouts wizard were not working.
NEW: Account form, Financial Page; Deposit Accounts now shows Accrued Withholding Tax
The Summary block shown on the Account form, Financial Page for Deposit Accounts now includes details of the Gross Accrued Interest as well as Accrued Withholding Tax. Previously it only showed the Gross Interest value.
FIX: HTML Widgets; Account Monitor Category Change wizard; Clear buttons not disabled when User did not have permission to update Monitor Categories
The 3 "Clear" buttons in the Account Monitor Category Change wizard HTML Widget were not being disabled when the User did not have permission to update Monitor Categories.
NEW: Account Applications; HTML Widget Sample updated
The HTML Widget Account Application sample importable from Templates\Sample Scripts\HTML Widgets\Package_LoanApplicationSample1.xml has been updated as follows:
FIX: HTML Widgets; "Test in Web Browser (experimental)" causes calendar control to return incorrect dates
Using the "Test in Web Browser (experimental)" button to test an HTML Widget in an external Web Browser caused the calendar control to return the incorrect date.
NEW: Queues; Export Files Folder now supports Smart Tags
The default Export Folder for Queues now supports Smart Tags, including the following:
NEW: HTML Widgets; widget.js Script added to contain generic functionality
A new widget.js file (stored in the /Templates folder) is now used to contain shared, generic functionality used between finPOWER Connect, finPOWER Connect Cloud and externally hosted HTML Widgets.
FIX: Account Close; Write-Off Transaction does not include Notes from Element
When completing an Account Close, the Write-Off Transaction now includes the default Transaction Notes from the Element.
FIX: Deposit Maturity Advice; example Document now support standalone running
The standard Deposit Maturity Advice now support Standalone running, e.g. from the Report Explorer.
NEW: Summary Page Functions; added functions to return Summary Page HTML for Account Withdrawal wizard
A new function has been added to Summary Page Functions to return the Summary Page HTML for the Account Withdrawal wizard.
NEW: Account List and Client List Search forms; Find button now goes to Account or Client
On the Account and Client forms, the <F6> Find/Search button (binoculars) now opens the Account or Client List Search form and goes to corresponding Account or Client row.
NEW: finPOWER Connect Cloud Configuration; New setting to "Prompt on Commit"
A new "Prompt on Commit?" option is available on the Options page of the finPOWER Connect Cloud Configuration form.
NEW: Security Statements, PPSR page (Australia); Summary Page updated to version 2
The Security Statements, PPSR page for Australia has been updated to a version 2 Summary Page.