Release History
finPOWER Connect 3.03.04
FIX: finResources.GetLongestCode() would always return zero
finResources.GetLongestCode() would always return zero. This has been corrected, and now the length of the longest code is returned.
NEW: Xero General Ledger Interface; removed beta warning
The beta warning for the Xero General Ledger Interface in Global Settings has been removed.
FIX: Account; Key Details; Warnings; Warning for Account Application Log incorrectly attempts to display Account Log
When clicking the hyperlink in an Account Key Details page, Warnings section that relates to an Account Application Log (i.e., the Account was created from an Account Application and the Log on the Account Application has yet to be actioned), either the i...
NEW: New Client Wizard; Web Access page is now available when entering a new Client
The Web Access page on the Client form is now available in the New Client Wizard. Whether this is displayed is configured in the Client Group; New Client Wizard page (the default is false).
FIX: New Client Wizard; User Defined page incorrectly displays a blank page
The User Defined page will incorrectly display a blank page in the new Client wizard when:
FIX: HTML Widgets; Formatting issues, particularly when using "Public1" or "SemUI" Widget styles
Under the finPOWER Connect Cloud Configuration form, Theme, HTML Widgets page, you can specify a "Style" (you can also specify this on the corresponding page on the Portals form). Certain formatting issues have been fixed when for HTML Widget controls, ma...
NEW: NZ Bank/ Branches; Update supplied Bank Branch Register file to October 2020
The NZ Bank/ Branch Register file supplied with finPOWER Connect has been updated to the October 2020 list.
NEW: HTML Widgets; New Account wizards; Client Search window now closed automatically
The "Search Results" window that appears on the right-hand side of the Account Grids on the Clients page of the New Account wizard is now automatically closed in the following situations:
FIX: ISWordDocument; added new Append2 function
A new function, Append2, has been added to ISWordDocument.
FIX: Client; Import may fail if default Tax Category for Client Type does not match Client's Residency status
Importing a Client fails if the default Tax Category for the Client Type does not match the Client's Residency status.
NEW: Clients; Web Access; Locked out message shows even after lockout period has expired
The Web Access page of the Clients form could show that the Client was locked out, even though the lockout period (specified under Global Settings) had expired.
NEW: Summary Pages; Credit Bureau Defaults; Layout of Summary Block updated to support HTML Widgets
The layout of the Credit Bureau Defaults Summary Block on the Status page has been updated to support the use of HTML Widgets. The existing Credit Bureau Default form handled all Default services and the User could navigate through the wizard and select w...
FIX: Word Documents; Client.NameAndAddress bookmark returns blank if an address is not found
In a Word Document, the Client.NameAndAddress and Client.PostalNameAndAddress bookmarks return blank if an address is not found, even if there is an Addressee Name. They now return the Client's Addressee Name.
NEW: Clients; Web Access page; Updated wording for Allow Web Access checkbox
The wording for the checkbox at the top of the Web Access page on the Client form has been updated.
INFO: Opening Database Error; "Failed to load User Policy"
When opening a later version of a finPOWER Connect Database (3.02 onwards) in Version 3.00.12 or earlier, the User will get the following error "Failed to open database. Failed to load User Policy 1. Failed to open DataReader. Invalid column name 'Other'....
NEW: Portals; Authentication; New option to "Force re-sign-in when opening a new browser tab"
A new option to "Force re-sign-in when opening a new browser tab" has been added to the Portals form, Authentication page.
NEW: Client Connect Sample Portal; My Details; Contact Methods with pending updates have been made more clear
Aside from the page message at the top of the screen, pending Contact Method Update Requests could not be easily spotted when editing other Contact Methods. The lock icon was also only displayed if Contact Methods were in edit mode.
NEW: Client Connect Sample Portal; Improve label and tooltip when specifying Contact Method Types in the Portal Configuration Utility
The label and tooltip for the Default Contact Methods on the Page Settings, My Details page of the Portal Configuration Utility has been updated. This is to better explain that they will only apply to new Contact Methods. If the Client is updating an exis...
NEW: Client Connect Sample Portal; Various enhancements
The following enhancements have been made to the Client Connect Sample Portal:
NEW: Audit Search; minor changes
The following changes have been made to the Audit Search wizard:
NEW: Portals and finPOWER Connect Cloud; Default Session Timeout reduced from 20 minutes to 15 minutes
The default Session Timeout for both finPOWER Connect Cloud and Portals has been reduced from 20 minutes to 15 minutes.
NEW: Credit Bureau Defaults; add additional validations
When loading a Credit Bureau Default, the following validations have been added:
FIX: Client Banking information; Reference not being retained properly for "Token" Payment Types
The "Reference" for Client Banking information "Token" Payment Types was not being defaulted when edited via the Client form, Banking Details form.
NEW: HTML Widgets; Credit Enquiries; Updated to use GetCreditEnquiryHtmlFromServiceLog
Previously, the Credit Enquiry HTML Widgets were using the following Business Layer function to retrieve the Enquiry Summary Page:
NEW: Portals; Authentication page; Web User Data Field can now be specified to restrict Client access to a Portal
The Portals form, Authentication page now allows a Web User Data Field to be defined that will restrict access to a Client-based Portal.
FIX: Financial Calculation; if rounding Payments, if a rounded Payment cannot be found it now falls back to an unrounded Payment
When calculating a Loan Account Payment schedule and rounding Payments, if the result cannot be calculated, the calculation now falls back to using an unrounded Payment.
NEW: HTML Widgets; Tabs control; New "pageTransition" option
The widget.UI.Tabs control now has a "pageTransition" startup option.
FIX: Flat Rate Loan Accounts; disable ability to override Regular Payment
The ability to override the Regular Payment has been disabled for Loan Accounts that use a Flat Interest Rate.
FIX: Loan Accounts; Flat Rate Interest fails to calculate if Startup period extends past Maturity Date
A Loan Account with a Flat Interest Rate fails to calculate if the Startup period extends past the Maturity Date.
NEW: Portals; CSS, HTML and LESS resources now display a function explorer containing CSS remarks if they are in a certain format
CSS, HTML and LESS Portal Resources now display a function explorer to the right of their editor on the IDE page.
NEW: Portals form; IDE page; Additional right-click options added for Tabs
The following right-click options are now given when right-clicking on a Tab:
FIX: Account Key Details Summary Page; updated description of Constants
Updated description of some Constants to fix grammatical errors:
NEW: EziTxt SMS Messaging service; updated to better handle duplicate messages
The EziTxt SMS Messaging service will return an error if the same message text is sent to the same phone number within 10 minutes.
NEW: Portals; Theming; Can now define additional Themes to apply
The Theme page of the Portals form now allows two "+" Themes to be defined.
NEW: Credit Bureau Defaults; Update form to use centralised Summary Page in finSummaryPageFunctions
Version 3.3.4 of finPOWER Connect saw the introduction of the following Business Layer function which allowed the Credit Bureau Default HTML Widgets to display a standard Summary Page:
NEW: HTML Widgets; Grids; Column sorter font now standardised
Changing the base font on an HTML Widget or Portal could affect the "sorter" arrows that appear at the top of sortable grid columns.
FIX: New Messaging Interface; fails to send SMS when type not specified
The New Messaging Interface may fail with the message "Failed to send SMS. Recipient Name not specified." where the Type is not specified.
NEW: Negative Percentages; now show as -x% rather than (x%)
Negative Percentages, by default, now show as -x% rather than (x%).
NEW: HTML Widgets; Account Interest Rate Change wizard; Now caters for negative Interest Rates
The Account Interest Rate Change wizard has been updated to support negative Interest Rates where supported. If the Account's Account Type is configured to allow negative Interest Rates then the User will now be able to enter a negative value in the new I...
NEW: HTML Widgets; widget.UI.Block; Unblock now delayed to prevent quick black flashes
When an HTML Widget is loading content (e.g., via widget.GetString), it typically blocks the User Interface by calling widget.UI.Block. Once the content has been retrieved, widget.UI.Unblock is called.
FIX: Admin, Contact Methods; updated Tooltip text
Tooltips in the Admin, Contact Methods form have been updated with better capitalisation etc.
NEW: Export Information wizard; Incorrectly shows various export options that are not supported when a "CSV" type export is selected
When selecting a Type of "CSV" from the Export Information wizard, the Parameters page was incorrectly showing checkboxes for the following which are not supported for CSV export:
NEW: HTML Widgets: Helper methods added to handle serialising DataTable and DataView objects
The following methods have been added to finHtmlWidgetUtilities to assist in passing .NET DataTable and DataView objects client-side:
NEW: Deposit Accounts; added an option to support Negative Interest Rates
An option to support Negative Interest Rates for Deposit Accounts has been added to finPOWER Connect. Whilst we don't believe Deposits will necessarily ever require an option to do this, i.e. post negative Interest which reduces the Deposit Balance, this...
NEW: Business Layer; finClientAccount; Added PoolPk property
The business layer finClientAccount object now has PoolPk and PoolId properties.
NEW: HTML Widgets; widget.UI.Grid; Data binding enhancements
The widget.UI.Grid's InitialiseRow method's event parameter now has an additional 'grid' property which references the parent grid.
NEW: Tax Categories; add Usage page
Added Usage page to Tax Categories.
FIX: Portals; Image Resources not always showing when run from within finPOWER Connect
Image type Portal Resources were not always showing when running the Portal from within finPOWER Connect.
FIX: HTML Widgets and Portals; Angular-style ng-bind tags not working in Internet Explorer if loop variable is named item
Although Internet Explorer has known compatibility issues and is not recommended, when running a Portal or HTML Widget from within finPOWER Connect, there is currently no alternative.
NEW: Scripts; Object Events; New, simplified, ExecuteObjectEvents method
A new ExecuteObjectEvents method has been added to call "Object Events" type Scripts.