Release History
finPOWER Connect 3.02.04
FIX: Admin, Scripts, Constant page; using a list dropdown may cause finPOWER Connect to crash
Under Admin, Scripts, Constant page, where a Constant includes a dropdown list, leaving the dropdown list open when saving the record, via Ctrl+S, may cause finPOWER Connect to crash or act strangely.
NEW: Auditing; Clients; Contact Address and Contact Method Auditing now mandatory
Contact Address and Contact Method Auditing for Clients is now mandatory. Auditing via Log remains optional.
NEW: HTML Widgets; New Widget to perform Equifax (Australia) Credit Enquiries for Individuals
The ability to perform Equifax (Australia) Credit Enquiries for Individuals via an HTML Widget has been added for Clients and Applicants.
NEW: Credit Enquiry; default of Drivers Licence/ Passport information updated
When doing a Credit Enquiry for an individual, the Drivers Licence and Passport information is defaulted from the Client selected.
FIX: Credit Sense; Cost Centres may not correctly switch Sessions
Credit Sense uses a Session based Id to control access to the Credit Sense API.
NEW: Centrix NZ Commercial Credit Report; updated to version 16.05
The Centrix NZ Commercial Credit Report has been updated to implement changes included in the Commercial Service specification document version 16.05 dated 09/12/2019.
NEW: HTML Widgets; Approve Disbursements Widget added
An HTML Widget version of the Approve Disbursements wizard has been added.
FIX: New Account wizard; Payment Methods dropdown blank
The Payment Methods dropdown list on the "Other Details" page of the New Account wizard may be blank.
FIX: Account Calculation; may fail with "Invalid Term '0d'." message
An Account Calculation may fail with an "Invalid Term '0d'." message.
FIX: Print Cheque wizard; Cheque Number was not updated to BankTransaction.BankReference
In the Print Cheque wizard the Cheque Number was updated to BankTransaction.Reference and AccountTransaction.Reference, but should have also been updated to BankTransaction.BankReference.
NEW: finTaxPeriodClose; LoadSuggestedEntity() function added to prepopulate object with suggested Entity
The finTaxPeriodClose Class has been enhanced with the following new function:
NEW: Approve Disbursements Wizard; Improved options for filtering by Disbursement Type
Previously, the ability to limit Disbursement Types in the Approve Disbursements wizard via checkboxes was limited to:
FIX: Final Loan Account Statement; does not include Final Statement notice
The final Statement produced for a Loan Account should include a notice to this effect. This was missing.
NEW: Balloon Payments; new option to adjust the final Regular Payment before the Balloon Payment
A new option has been added to adjust the final Regular Payment (not due on maturity) before a Balloon Payment.
NEW: HTML Widgets; Close Tax Period Widget added
An HTML Widget version of the Close Tax Period wizard has been added.
NEW: HTML Widgets; Centrix Individual and Organisation Widgets Enhanced
The Individual and Organisation Centrix HTML Widgets have been enhanced as follows:
FIX: Client Key Details page; Summary section may incorrectly display "{icon" under Status
The Client Key Details page, Summary section, may incorrectly display an information note with "{icon" and "}}" on the next line under Status.
NEW: Credit Bureau Defaults: new "In Legal" option added
The standard Credit Bureau Defaults script now supports "In Legal" type Accounts.
FIX: Secured Signing; "Signing Due Days" global setting validation updated
The Global Setting "Signing Due Days" for Secured Signing allowed a value between 0 and 999. This has been updated to between 1 and 48 days.
FIX: Queues; Updating a Document code does not update Queue Items that use the Document
Updating a Document code does not update Queue Items that use the Document.
NEW: Account Processes; enhanced so a Monitor Category change doesn't reset Optimisations and Backdated Interest unnecessarily
A change has been made to Monitor Category changes so it doesn't reset the Process Next Date (as used in Account Processes Optimisations) and also Backdated Interest unnecessarily.
NEW: Comprehensive Credit Reporting; new block added to Account Status Summary Page
A new "Comprehensive Credit Reporting" block has been added to the Account Status Summary Page.
FIX: Deposit Accounts; additional Interest transaction shown after changing Cycle to "At Maturity"
If a Deposit Account was originally setup with a periodic Interest Cycle, e.g. Monthly, and with a First Date, then after changing to "At Maturity" an extra Interest Transaction is still shown when originally first due.
FIX: Bank Account; Import may fail with an unhandled exception
Importing a Bank Account, via the Bank Account form, Import action, may fail with "An unhandled exception has occurred. Object reference not set to an instance of an object.".
NEW: Close Account wizard; "Show Future Payments" checkbox not working as expected for "Residual" value
In the Close Account wizard a Loan Account with a Residual Value may not show the expected Interest transactions under some circumstances.
NEW: HTML Widgets; Client Bank Account Change wizard; "Refresh" button added
A "Refresh" button has been added to the Client Bank Account Change wizard HTML Widget.
FIX: HTML Widgets; Credit Bureau; Centrix (Organisation) Widget not saving Client or Application Logs
The Centrix (Organisation) HTML Widget was not saving Logs upon completion of a Credit Enquiry. This has been corrected, and the Logs are now saved against either the Client or the Application.
NEW: HTML Widgets; New Widget to perform Equifax (New Zealand) Credit Enquiries
The ability to perform Equifax (New Zealand) Credit Enquiries via an HTML Widget has been added for Clients and Applicants.
FIX: Send Email wizard; various tweaks
The Send Email wizard has been updated as follows:
NEW: Client Bank Account Change wizard; "Refresh" button added
A "Refresh" button has been added to the Client Bank Account Change wizard.
FIX: Deposit Tax Certificate document; document heading comment incorrect
The comment in the heading for the Deposit Tax Certificate document was incorrect, it noted:
FIX: Email Previews; [Disclaimer] tag left behind
When viewing an Email preview the [Disclaimer] tag may be left behind.
FIX: Duplicate Account; may fail if no longer licensed for Account Type Promotions
When duplicating an Account, clicking Next on the "Account Type" page may fail with a "You are not licensed for the 'Promotions' Add-On." error.
FIX: Reset Accounts; DateProcessNext not always nulled
The Reset Accounts wizard may not null DateProcessNext if nothing else needs to be reset.
NEW: Veda (Equifax) XML NZ Credit Enquiry service; commercial products now warn the User to use the Equifax NZ service
Although the Veda (Equifax) XML New Zealand Credit Enquiry commercial products are still available, they should no longer be used. Instead you should use the 'EquifaxNZ' 'Standard Business Report' product.
NEW: Secured Signing; added option to extend the Due Date of an Electronic Signature
A new function has been added to Secured Signing to extend the Due Date of an Electronic Signature.
FIX: Equifax XML New Zealand; Updated summary page
The Equifax XML New Zealand credit bureau enquiry summary page has been updated to add colons to captions in the Company block.
NEW: HTML Widgets; Centrix Credit Enquiry wizards; Updated to cater for Cost Centre Branch entry
The following Credit Enquiry HTML Widgets have been updated to allow entry of a Branch if licensed for Cost Centres:
NEW: Portals; Resources page; Import and Export buttons now available below grid
The ability to Import and Export Portal Resource had been implemented via button below the grid on the Resources page of the Portals form.
NEW: Reports; Account List query now includes columns for Interest Payment Type and Interest Payment Type Text
The Account List query now includes columns for Interest Payment Type and Interest Payment Type Text - for Deposit Accounts.
NEW: Client; Bank Account Audit should not encrypt Account Name
When changing Client Bank Account details, the Audit record no longer encrypts the Account Name.
FIX: Sending Email/SMS; unchecking charge Fee can result in an unhandled exception error
Sending an Email or SMS via the Process menu can result in the following error "An unhandled exception has occurred. Object reference not set to an instance of an object.".