Release History
finPOWER Connect 3.04.00
NEW: Export Information wizard; Tooltip added to mention "package" functionality
A tooltip has been added to the "Enter a format and name for the Export file" label on the first page of the Export Information wizard.
FIX: HTML Widgets; New Account wizard; Default Ledger now set if configured on Account Type
The New Account wizard HTML Widget has been updated to set the default Ledger if the Account Type is configured to show the Ledger field, and a default Ledger has been set.
FIX: External Party form; Securitisation page enabled for "Insurer" and "Other" External Party types
The Securitisation page on the External Party form should only be available for "Bulk Funders". It was incorrectly enabled for "Insurer" and "Other" External Party types.
NEW: "Token" Payment Method; now allows 50 characters in the Account Number
The "Token" Payment Method now allows 50 characters in the Account Number - previously this was limited to 30 characters.
FIX: New Client wizard; web password is not cleared after adding a new Client
In the New Client wizard, if a Client is added with a web password and then a second Client is added (without closing the wizard) the second Client will display the web password from the last Client.
FIX: HTML Widgets; External Party Edit; Interface tweaks
The following issues have been fixed in the External Party Edit HTML Widget:
FIX: finPOWER Connect Cloud Configuration; Reporting and Processes pages would not display correctly if not licenced for External Parties
The following pages would not appear correctly in the finPOWER Connect Cloud Configuration utility if not licenced for External Parties:
NEW: HTML Widgets; Scheduled Processes; Wizard navigation improved when viewing recently run processes
The Scheduled Process HTML Widgets have been updated so that when drilling down to a previously run process (from the "Recent" page of a supported HTML Widget), all wizard buttons except for "Recent" are now read only when viewing the information from the...
FIX: HTML Widgets; widget.UI.NumberBox; Setting MaxValue and MinValue does not update tooltip
Using the MaxValue and MinValue properties of the widget.UI.NumberBox control did not update the control's tooltip to display the updated values.
FIX: Global Settings; Template Folder now supports Smart Tags
Under Global Settings, General group, Documents and Templates page, the Template Folder now supports the following Smart Tags:
NEW: Update Requests; "Group Id" added to finUpdateRequestBase to link multiple requests together
Previously, Update Requests could not be linked to one another, aside from being within the same Log. Some scenarios, such as replacing two separate addresses with one (e.g., 1 Postal and 1 Physical, combined into a new address), may require further linki...
FIX: Client Company Lookup form; Government incorrectly spelt "Goverment"
In the Client Company Lookup form, Window summary text, the word Government incorrectly spelt "Goverment".
NEW: Deposit Financial Schedule; not adjusting Withdrawal Standard Transactions if Account Balance is negative
In finPOWER Connect version 3.3.5 a new option was added to disallow Withdrawals and Transfers that would place a Deposit Account into a Negative Balance.
NEW: Configuration Security Report; Mandatory User Email is now reported where required
User Policy can ensure that User email addresses are mandatory. If a User does not have an email address (e.g., the User may have been created when the User Policy setting was off) and the User Policy now enforces it, then the User will be included in the...
NEW: PPSR NZ SPG Report; Security Statements can be included when not relevant to search criteria
The PPSR NZ SPG Report has been enhanced to better support reporting of Discharged Financing Statements.
FIX: Update Requests; Contact Address and Contact Method Update Requests are now validated to ensure applicable Contact Methods are being used
The validation on Address and Contact Method Update Requests has been improved to ensure that:
NEW: Update Requests; Scripting functionality improved by adding "Base Type" Enumeration, and other script-configurable improvements
The following functionality has been added to Update Requests.
NEW: "/Silent" mode; pop ups message if in Forced Test Mode
If the **/Silent** command line option is used and you are in Forced Test Mode, the message "WARNING: Test mode is currently enforced" still pops up.
FIX: Cost Centres; MotorWeb NZ Options page, Valuation Options incorrectly saved as number
The Valuation Options in Cost Centres, MotorWeb NZ, Options page were being saved as a number instead of text.
FIX: Account Calculations; after changing Account Types, an Account may not calculate - if using Rate Tables
After changing the Account Type of an Account, it may fail to calculate.
NEW: Log Summary updated to show Security Register Response information
The Log Summary will now show Response information for Security Register type Logs which are linked to Service Logs. For example, PPSR (NZ) Search Results.
NEW: Direct Debit Processing; now allows zero value Direct Debits to be processed
The Process Direct Debit Payments wizard now allows zero value Direct Debits to be processed.
NEW: New User wizard; added buttons to view password text and generate strong password
The New User wizard now has buttons to view the password text and generate a strong password.
NEW: Password Change dialog; updated to include a Show/ Hide password text button
The Password Change dialog now has a button to Show/ Hide the password text.
NEW: HTML Widgets; widget.UI.Grid control; onRowDrilldown event now has a "grid" property
The event arguments object (e) for a widget.UI.Grid control's onRowDrilldown event how has a "grid" property that is a reference to the grid on which the event occurred.
NEW: Portals; New "ParentPageId" tag to retrieve the Id of a Portal Page in which a Partial Page is hosted
A new <%ParentPageId%> tag can be used in Portals.
NEW: MotorWeb NZ; new "Valuation" option to use Trade Me valuations in Asset Checks
Added the following Trade Me valuation default options for the Asset Check report:
FIX: Processing Workflow; fails with an "Unhandled Exception" error
Processing a Workflow may fail with an "Unhandled Exception. Object Reference not set to an instance of an object" error.
NEW: New SMS Messaging Interface; TxtStream service; support added for multiline text messages
Support has been added for multiline SMS text messages on the TxtStream service (in the New SMS Messaging Interface).
NEW: Gembox Email software component; updated to version 15.0.0.1064
The Gembox Email component files have been updated to version 15.0.0.1064.
NEW: New SMS Messaging Interface; SMS Fusion service; support added for multiline text messages
Support has been added for multiline SMS text messages on the SMS Fusion service (in the New SMS Messaging Interface).
NEW: New SMS Messaging Interface; Twilio service; support added for multiline text messages
Support has been added for multiline SMS text messages on the Twilio service (in the New SMS Messaging Interface).
NEW: New SMS Messaging Interface; ClickSend service; support added for multiline text messages
Support has been added for multiline SMS text messages on the ClickSend service (in the New SMS Messaging Interface).
NEW: Gembox Spreadsheet software component; updated to version 47.0.0.1129
The Gembox Spreadsheet component files have been updated to version 47.0.0.1129.
FIX: Gembox Document software component; updated to version 33.0.0.1169
The Gembox Document component files have been updated to version 33.0.0.1169.
FIX: MYOB API Interface; fails with "Receipt Number cannot be more than 13 characters"
The MYOB API Interface may fail with "Failed to perform General Ledger Export. Failed to execute MYOB 'PostReceiveMoney' request.
FIX: Standard Transaction HTML Widget; Cycle of "Opening" is no longer valid for "Payment Received" Elements
A cycle of "Opening" is no longer valid for "Payment Received" Standard Transactions.
NEW: HTML Widgets; New Account wizard; Financial page; Options now available
The widget.UI.AccountFinancial control and the corresponding New Account wizard have been updated to support the equivalent of the "Options" tab. Instead on an "Options" tab however the Financial details will show an "Advanced" button.
NEW: Revolving Credit Accounts; add default for "Direct Debit Payments due on opening date?"
Revolving Credit Account Types now include the default for "Direct Debit Payments due on opening date?" - like other Loan Account Types. This is specified on the Payments page.
FIX: Client form; Change Event trigger updated for Client Type Dropdown
The Change Event for the Client Type Dropdown on the Client form was not being triggered at the point the value was changed. Instead, it was only fired when the page was changed, or if the record went in or out of Edit mode.
FIX: HTML Widgets; Auto-formatted Text Boxes; Formatted phone numbers would prompt to update, even if there was no change
When phone number validation had been set on a Text Box, but not set to auto-format (i.e. causing the control to prompt the User if they would like to have the phone number auto-formatted), the prompt would appear, even if the formatted value already matc...
NEW: HTML Widgets; Auto-formatting on Text Boxes has been expanded
The option of auto-formatting on Text Boxes has been increased to also include:
NEW: APLYiD Summary Page; "Address does not match Client" message logic enhanced
An APLYiD response may show a warning "Address does not match Client" in the Summary Page where there is no obvious difference.
FIX: Security Statement Item List Report; may fail to run
The Security Statement Item List Report may fail to run and report the error "Failed to execute 'SecurityStmtItemList' Report. Failed to execute Query. Failed to execute 'SecurityStmtItemList' Query. Failed to open DataSet. Invalid column name 'Other'.".
NEW: Security Statements; where there are a very large number of Items, finPOWER Connect is very slow
Where there are a very large number of Security Statement Items, finPOWER Connect may be very slow. One particular client had a Security Statement with over 20,000 items.
NEW: SMS Message HTML Widget; added Account Role column to Phone Number dropdown list
The SMS Message HTML Widget now shows the Account Role in the dropdown list of Phone Numbers, if "Account" is selected as the Recipient Type. This helps identify whether the person is the borrower, guarantor etc.
NEW: When setting an MS Access Database filename, leading and trailing quotes are now removed
Copying a file name from Windows Explorer by right-clicking a file while holding Shift and selecting "Copy as path" copies the file name but adds leading and trailing quotes.
FIX: Portals; widget.RefreshParent() not working when using the "Test in Web Browser (Experimental)" button
Calling the widget.RefreshParent() method from a Portal modal form refreshes the parent page.
NEW: Update Requests; Updating the Client Tax Number update now available as an Update Request
Updating a Client's Tax Number is now available as an Update Request type. To support this enhancement, the following Business Layer function has been added to easily create this type of Update Request:
FIX: Account Documents wizard; Bulk SMS not default template text from Document when using the New Messaging Interface
When using the New Messaging Interface (Global Settings, Messaging, SMS page), running an SMS Document in bulk mode (e.g., via the Report Explorer) was not defaulting the message from the Template SMS Message defined on the Document page of the Documents...