Release History
finPOWER Connect 3.02.03
NEW: Balloon Payments; new option added to determine whether the Balloon Payment is Direct Debited or not
A new option has been added to determine whether a Balloon Payment should be Direct Debited if the Loan Account is paid by Direct Debit. Previously the Balloon Payment was always direct debited.
FIX: When running under Web Services, accessing a User's Documents folder may fail
When running under Web Services, e.g., attempting to retrieve a Client Summary page from finPOWER Connect Cloud, the following error may occur:
NEW: Portals; Version can now be recorded
A "Version" can now be specified on the General page of the Portals form to assist in tracking different versions of Portals.
FIX: Security Statement Item HTML Widget; Default PPSR details are now set correctly for Australia.
The system-supplied Security Statement Item HTML Widget has been updated to improve the default setting of the PPSR Action details for Australian databases. When the action is to immediately send, the following details are required to be set:
FIX: Security Statement Item HTML Widget; Motor Vehicle VIN is now validated.
The system-supplied Security Statement Item HTML Widget has been updated to allow validation of the VIN when the Security Type is Motor Vehicle. This validation occurs when the Security Item is being saved, and will only happen if the VIN has changed from...
FIX: Workflows; Other Actions; Send Document causes an Unhandled Exception
Sending an ad-hoc Document to a Workflow using the Send Document action on the Workflows form caused an unhandled exception.
NEW: Statements; new constant added to override Account Type "Show Zero value Interest Transactions" setting
A new constant has been added to Loan and Deposit Statements.
FIX: Bank Accounts; pre-configured Import services use duplicate codes
When adding preconfigured Bank Account Import services the following two services used the same Service Id (Code) "WBCCASHAPP".
NEW: Client Bank Accounts; new wizard to update Bank Accounts on Accounts
A new wizard has been added to the Client form, Bank Accounts grid to update bank account information on related Accounts.
NEW: finPOWER Connect Cloud Configuration; Additional options to customise Login form
The following options are now available on the Theme, Logos page to allow more customisation of the built-in Login form:
FIX: Credit Bureau Defaults wizard; Manually entering a Loan Account may show Date as "01/01/0001"
In the Credit Bureau Defaults wizard, manually entering a Loan Account may default the Date column as "01/01/0001", and then change to "01/01/2001".
FIX: New Account HTML Widget; updated confirmation message for Reset buttons on the Financial Page.
New Account HTML Widget. Updated the confirmation message for Reset buttons on the Financial Page.
NEW: Business Layer; finCurrentUserInformation; GetUserInitials() method added
A new business layer function finCurrentUserInformation.GetUserInitials() has been added.
NEW: Account Processes; new option to confirm Quotation Credit Enquiries
Account Processes has a new option to confirm Quotation Credit Enquiries.
NEW: Credit Bureau; add Global Settings to enable/ disable Quotation Credit Enquiry Confirmations
Added a Global Setting to enable/ disable Quotation Credit Enquiry Confirmations. This is found under Global Settings, Credit Bureau group, General page.
FIX: finPOWER Connect Cloud Configuration; Pages showing built-in "HTML Widget" items may not render correctly if LESS used
Built-in HTML Widgets such as UserDashboard1 use LESS-based stylesheets.
FIX: Account Processes; optimise option not working properly if only Loan Account, Payment Due Transactions selected
The Optimise Account Processing option in Account Processes was not working properly if only Loan Account, Payment Due Transactions was checked.
NEW: Portals; Updates made to Portal CSS for Sign-In form
Changes have been made to the Portals CSS (stylesheet) to make the Sign-In form closer to finPOWER Connect Cloud. This includes:
NEW: Quotation Credit Enquiries; updated function to confirm to be more efficient
Confirming Quotation Credit Enquiries has been updated to be more efficient.
FIX: Opening an Account; may fail with "Attempting to commit a Transaction where a nested Transaction rolled back" error
Opening an Account may fail with the error "Attempting to commit a Transaction where a nested Transaction rolled back.".
FIX: Opening an Account; may fail with "An unhandled exception has occurred" error
When opening an Account, finPOWER Connect may fail with the error "An unhandled exception has occurred. Object reference not set to an instance of an object.".
NEW: Portals; Additional options to customise Login form
The following options are now available on the Theme page to allow more customisation of the built-in Login form:
FIX: Account Tax Category Change grid; now shows
In the Account Tax Category Change history grid, where the Tax Category has been reset to blank (to indicate to use the default from the Client), it was just showing as blank.
NEW: Transaction Entry HTML Widget; add Disbursement details
A new option has been added to the Account Transaction Entry HTML Widget to allow Disbursement information to be added.
NEW: Equifax (New Zealand) Credit Bureau; existing service renamed
The existing Equifax (New Zealand) service has been renamed "Equifax XML (New Zealand)".
NEW: HTML Widgets; Grids; New cssClass property available when binding grid
A new cssClass property can be applied when binding an HTML Widget grid in the InitialiseRow event, e.g.:
FIX: Portals; "portal://" links not working when running within finPOWER Connect
"portal://" hyperlinks, which can be used as an alternative to the JavaScript portal.Navigate() method, were not working when running the Portal within finPOWER Connect.
FIX: Export Information wizard; now supports Users & Responsibilities
The Export Information wizard now supports exporting of Users & Responsibilities.
NEW: Task Manager; add Branch and Entity columns to Monitored Accounts folders
Under Task Manager, Monitored Accounts folders, columns for Branch and Entity have been added.
NEW: Client Contact Method; update ValueSearch functionality
The Client Contact Method database table has a column ValueSearch that can be used to optimise searching for Email and Phone Numbers. This has been enhanced in version 3.2.3 as follows:
FIX: Global Settings; Proxy Server not loaded
On the Global Settings, General group, Internet page the "Proxy Server" setting was not loaded.
NEW: HTML Widgets and Portals; Intellisense for additional "ng" tags
Angular-style tags are available when editing HTML from HTML Widget type Scripts and Portals.
NEW: Credit Bureau Defaults; added the ability to cancel a pending Default
The ability to cancel a Credit Bureau Default that is still open in finPOWER Connect has been added.
NEW: Credit Bureau Defaults; updated Equifax (Veda) NZ interface to handle cancelling non-uploaded items
Where an Equifax NZ (VedaXMLNZ) Default is created and saved, but not yet uploaded to the Credit Bureau, it is now automatically cancelled if the overdue balance is paid off.
NEW: Credit Bureau Defaults; updated Centrix interface to handle cancelling non-uploaded items
Where a Centrix Default is created and saved, but not yet uploaded to the Credit Bureau, it is now automatically cancelled if the overdue balance is paid off.
FIX: Credit Bureau Defaults; cannot manually add an Account
Manually adding a new Account to Processes, Credit Bureau Defaults, does not work. The Account is not saved, and finPOWER Connect may produce errors.
NEW: Refinance; added option to hold Credit Limits to the original Account's Limits
There is now an option to keep Credit Limits to the original Account's Limits when Refinancing a Loan Account.
NEW: Account Interest Cycle Change HTML Widget; "At Maturity" cycle may not save
The Account Interest Cycle Change HTML Widget may fail to save if the cycle is "At Maturity". It fails with "Failed to commit Account Interest Cycle change. Next Interest date cannot be specified for an 'At Maturity' Interest Cycle.".
NEW: Documents; Changes to Fee information is now audited
Changes to Document Fee information is now audited.
NEW: Logs; deleting a Log with a Document File can now ask User if they wish to delete the related File as well
Deleting a Log with a Document File can now ask User if they wish to delete the related File as well.
NEW: Portals and finPOWER Connect Cloud Configuration forms; HTML Widgets page; Custom CSS now warns if size limit exceeded
The Custom CSS that can be specified on the HTML Widgets page of the Portals and finPOWER Connect Cloud Configuration forms is limited to 16384 characters.
NEW: HTML Widgets; New function to determine whether a colour is light or dark
The following functions are now available on the JavaScript widget object:
NEW: User Logs form; When opened from an Application Shortcut, now defaults the User dropdown to the current User
When opening the User Log form via a FormShow type Application Shortcut, the User dropdown appeared blank.
FIX: HTML Widgets; Functions incorrectly declared in widget.UI have been moved to widget
The widget.UI object is meant to handle User Interface functionality. However, the following non-UI-specific functions were declared as methods of this object instead of the widget object:
NEW: Scripts form; Now displays a warning and colours the heading orange if a potentially misconfigured HTML Widget is detected
The Scripts form will now colour its heading orange and display a warning message if a potentially misconfigured HTML Widget is detected and the Script is Active.
NEW: Floating Interest Rate Change wizard; restrict Accounts to filter by the Account Type in range lookup
In the Floating Interest Rate Change wizard, on the Filters page the Lookup Accounts button now restricts the list of Accounts to the Account Type selected on the previous page.
FIX: Portals; page.UploadFiles is now implemented
The ability to upload files using either page.UploadFiles or portal.UploadFiles has now been implemented for Portals.
NEW: Forced Test Mode; new option to ignore errors where a service does not support Test Mode
A new option has been added to ignore errors where a service does not support a Test Mode.
NEW: Portals; Running from "Test" button builds up temporary files for resources such as CSS files
Running a Portal from the "Test" button on the Portals form leaves temporary files for resources such as CSS files. These files gradually built up over time since they were suffixed by an incrementing number, e.g., CC_CSS-14.css.