Release History
finPOWER Connect 4.01.02
FIX: Users Form; Lock-Out Clear button not enabled
In the Users form, Login tab, User Account Status section.
NEW: HTML Widgets; Document Create wizard; When running from desktop, now ignores the Document form, Web, "Document can be Published?" setting
The Documents form has a "Web" page when licensed for the Web Interfaces Add-On.
FIX: Floating Rate Loan Payment Review wizard; First New Payment date may be incorrect
The Floating Rate Loan Payment Review wizard may show the incorrect First New Payment date.
NEW: Licencing; Import Licence from the Web option
The option to import Licence data from the web has been hidden in the finPOWER Connect Licensing form.
FIX: Business Layer; finMessagingContacts.LoadAccount_Names now has an additional "includeOtherContactMethods" parameter
The following optional parameter has been added to **finMessagingContacts.LoadAccount_Names**:
FIX: HTML Widgets; Cost Centres; Duplicate Id removed, Cost Centre Id validation
NEW: HTML Widgets; Cost Centre Edit (ClickSend) added
NEW: Combine Clients wizard; Individuals now also match Sole Traders
The Combine Clients wizard now matches Sole Traders when an Individual is first selected.
FIX: Cost Centres; Adobe Sign; Combo Boxes now limited to list
The **Reminder Frequency** and **Signature Flow** Combo Boxes on the Options page of Admin, Cost Centres, Adobe Sign are now limited to the items in their respective lists.
NEW: Security Item List Report; Additional columns
NEW: HTML Widgets; Cost Centre Edit (Adobe Sign) added
NEW: Sample Documents; Email option changed
The option, "Always Email a copy of the primary Document?" is now unchecked by default in the following sample documents:
NEW: Cloud Connect Configuration; New option to Override Account Interest Payment Type Change wizard
The built-in Account Interest Payment Type Change wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Reports; New exclude options in Security Statement Items report
The Security Statement Items report and query now have two additional options:
NEW: HTML Widgets; Log Edit; Default Subject when replying
FIX: Close Accounts wizard; Error column not populated if fails to commit
In the Close Accounts wizard, after committing Closes, if there are any errors these are reported to the User.
FIX: Scripts; Roslyn compiler option may cause Visual Basic compilation errors
Using the Rosyln compiler for compiling Visual Basic scripts may result in the compilation failing.
FIX: The User Preference to "Show Licence warnings?" is now respected
If, under User Preferences, General, Database, the User has the "Show Licence warnings?" box checked, the User will see warnings upon signing in if:
FIX: finPOWER Connect Cloud; Client; Foreign Tax Reference added to the Tax & Banking page
The Tax & Banking page on the Client read-only view has been updated to include the Foreign Tax Reference. The Foreign Tax Reference is now displayed under the Tax Country for Non-Resident Tax Categories.
FIX: HTML Widgets; Cost Centre Edit (ABN Lookup) validation updated
NEW: HTML Widgets; Cost Centre Edit (APLYiD) added
NEW: Security Enquiry; InfoAgent (New Zealand); Updated to the latest specifications
The InfoAgent (New Zealand) Security enquiry has been updated to the latest specifications.
FIX: "Date" column in the User Account Audit report was sorting incorrectly in finPOWER Connect Desktop
The User Account Audit Report, can found here (in finPOWER Connect Desktop):
FIX: HTML Widgets; Income Distribution; Desktop Mode
A new Parameter **DesktopMode** has been added to the **Income Distribution HTML Widget**. If checked, then the Widget can be run from finPOWER Connect Desktop.
FIX: HTML Widgets; New Account Widget; Updated to respect the "Default status as 'Quote'?" Account Type Setting
FIX: PPSR B2G AU; Password Expiry message updated
FIX: Summary Pages; Security Item and Account Application Collateral "Enquiries" block now displays most recent enquiries first
Security Statement Items and Account Application Collateral Items include an **Enquiries** block in their Item Summary. Previously, this was ordered from oldest to newest, meaning the most relevant data was displayed near the end of the list.
NEW: Client Key Details Summary Page; update Date of Birth age
NEW: Clients; Salutation and Addressee fields are now limited to 50 characters when automatically generating
The Salutation and Addressee fields on a Client can be automatically set if using the default format specified in Global Settings. Previously, these automatically generated values could exceed 50 characters, which is the maximum allowed on the database, a...
FIX: PCI DSS Compliance report; System Auditing section
The PCI/DSS Compliance report, section 10.2.1 (System Auditing) now reports only items that do not have the "Audit" option checked in Global Settings / Auditing.
FIX: PCI DSS Compliance Report; Cloud Session Timeout added
The PCI DSS Compliance Report has been updated to check the following finPOWER Cloud Configuration settings:
FIX: User Policy; Lockout message added to User security audit logs
When a User is locked out due to entering the incorrect password too many times (as defined on the User Policy), an entry is now written to that User's security log. This is in addition to the "Invalid Password" message that is written to the log.
FIX: User Automatic Disable not working when value equal to threshold
Automatic Disabling of Users was not working when a User had not logged in for the number of days equal to the Days Since Last Login value specified by the User Policy.
FIX: Configuration Security Report; Password Expiry messages for Users who have never logged in
The Configuration Security Report now includes Users who have never logged in when reporting expired password issues.
FIX: User Automatic Disable not working when value equal to threshold
Automatic Disabling of Users was not working when a User's password had expired for the number of days equal to the Days Since Password Expired value specified by the User Policy.
FIX: User Policy; Indefinite Lockout Login Attempts
The User Policy, Password Policy, Number of login attempts before lockout, Login Attempts property has been corrected so that a value of zero disables the lockout feature.
FIX: Configuration Security Report; Improved descriptions for Password History exceptions
The descriptions for Password History issues in the Configuration Security Report have been improved to better describe the problem.
NEW: Securitisation; finAccountSecuritisationRepaymentsProcessItem Objects can now have a RepaymentValue of zero, if configured
A new property has been added to finAccountSecuritisationRepaymentsProcessItem:
NEW: Documents; Support added for SVG Image Resource in Bookmarks
FIX: Bank Account Export Service; added additional information where a Service is Custom Direct or Custom File
When adding a "Custom Direct" or "Custom File" Export Service to a Bank Account you may select either "Bank Direct Debit" or "Bank Direct Credit" on the first page. This is because "Custom Direct" and "Custom File" Service Types apply to both Direct Debit...
NEW: Zepto PayTo; Viewing PayTo Agreements would fail if the User did not have the "ServiceLogs.View" Permission Allowed
Attempting to view a Zepto PayTo Agreement when entering PayTo Payment Details would either appear to do nothing (finPOWER Connect Desktop), or say you do not have permission to view Service Logs (HTML Widgets / finPOWER Connect Cloud) if the User was den...
FIX: Database Reindex; Indexes included in list with no Index Name and fail to reindex
The Rebuild Database Indexes wizard may show indexes with no Index Name. These are typically SQL Server internal system indexes.
NEW: Task Manager 2; Monitored Accounts folders; Can now include "Date Opened"
Monitored Accounts folders in Task Manager 2 can now optionally include a "DateOpened" column which is the "Date Opened" for the Account. The column is captioned "Opened".
FIX: HTML Widgets; Account Payment Arrangement; Rounding error in the "Add Promise" Modal window has been fixed
The payment information text at the bottom of the **Add Promise** Modal window in the Account Payment Arrangement HTML Widget could display misleading text, if the final Promise payment rounding meant that it equaled the regular Promise payment.
NEW: Task Manager 2; Folders can now be sorted by one or more columns
A new "Sort by Column(s)" block on the Columns page of the Task Manager Folder Edit wizard allows a folder to be sorted by one of more columns.
NEW: HTML Widgets; Process Direct Debit Payments; Grid on the "Payments" page now has sortable columns
The following columns are now sortable on the "Payments" page Grid of the Process Direct Debits HTML Widget:
NEW: Users; Deleting a User now purges data from the "UserData" and "UserLog" tables
When a User is deleted, information linked to that User is now purged from the following tables:
NEW: Admin Libraries; Record Lists now include Active column
FIX: Task Manager 2; Visualisation tab; Not working as expected for User Data and other enhancements and fixes
The Visualisation tab on Task Manager 2 folders allows viewing of various charts based on the grid data on the other page.