Release History
finPOWER Connect 4.01.03
NEW: Task Manager 2; Workflow Folder; Recall Immediately actions now available
A new action has been added to the Workflow Task Manager 2 folders. The action "Update Recall Immediately" has been added next to the "Clear Recall Date" action. When clicked, actions will appear to "Clear Recall Immediately" or "Set Recall Immediately" f...
FIX: HTML Widgets; Account Monitor Category Change; Was incorrectly using Account Application Permission Keys
The Account Monitor Category Change HTML Widget was incorrectly checking Account Application Permission Keys.
FIX: Task Manager 2; Workflow folders; Recall Date using Local Time Zone not specified Time Zone
Task Manager 2 Workflow Folders were not filtering correctly on the Workflow's Recall Date.
FIX: Banking Interface; Split (Zepto) Australia; Accounts cannot be closed due to PayTo Agreements still being in progress
Accounts cannot be closed if there are Zepto (Split) AU Banking Interface PayTo Agreements that are still in progress.
NEW: Electronic Signature; DocuSign; Added the ability to set an email subject and body for each Recipient
The DocuSign Electronic Signature service has a new Recipient request object that can be used in the Business Layer to specify a different email subject and body for each Recipient.
FIX: Banking Interface; Monoova; Accounts cannot be closed due to PayTo Agreements still being in progress
Accounts cannot be closed if there are Monoova Banking Interface PayTo Agreements that are still in progress.
FIX: Electronic Signatures; DocuSign; Adding Carbon Copy Recipients generates error
The DocuSign Electronic Signatures service generates an error if you add Carbon Copy Recipients to the envelope e.g. "Envelope has Duplicate Recipients".
NEW: Electronic Signatures; DocuSign; Added the ability to include Tabs
The DocuSign Electronic Signatures service has the ability to specify custom Tabs code for each Recipient.
NEW: Banking Interface; Monoova; Evaluation Licence not respected for creating payments
The Monoova Banking Interface is not respecting the Evaluation Licence when creating payments.
NEW: Electronic Signature; DocuSign; Signer Initials now supported
The DocuSign Electronic Signature service now supports Signer Initials on the document.
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. The links for the enquiry now displays the report and not the Service Log which the user may not have permission to view.
NEW: Banking Interface; Split (Zepto) AU; PayTo Agreements; Limit cancellation and suspension reason list
The Split (Zepto) AU Banking Interface has been updated to limit the list of applicable PayTo Agreement cancellation and suspension reasons.
FIX: Banking Interface; Monoova; PayTo Agreements not being cancelled when running Account Processes
The Monoova PayTo Agreements are not being cancelled when running Account Processes for a closed Account that has an active PayTo Agreement.
FIX: Banking Interface; Monoova; PayTo Agreements and Payment Instructions not processed in Pending Service Request wizard
The Monoova PayTo Agreements and Payment Instructions are not being automatically processed in the Pending Service Request wizard.
NEW: Gembox Document software component; updated to version 35.0.35.1886
The Gembox Document component files have been updated to version 35.0.35.1886.
FIX: COM applications such as MS Word or MS Access VBA cannot create their own instance and consume the finPOWER Connect business layer
COM applications creating their own instance of the finPOWER Connect business layer (as per the following code example), failed with an "ActiveX component can't create object" error.
NEW: Banking Interface; Zepto (Split) AU; PayTo; Include Creditor information when creating an Agreement
The Zepto (Split) AU Banking Interface has been updated to include the Creditor information when creating a PayTo Agreement.
FIX: Bank Account Enquiry; illion BankStatements service; Downloading of data and files ignoring Client Login failures
The illion BankStatements Bank Account Enquiry service was ignoring failed Client Login requests and would attempt to download the bank statement data and files.
NEW: Account Restructure; Accruals page updated with custom "Other Interest" caption
The Account Restructure, Accruals page, has been updated to use the custom "Other Interest" caption as defined on the Account Type.
FIX: Banking Interface; Zepto (Split) AU; PayTo Sandbox testing values get overwritten in scripting
The Zepto (Split) AU Baking Interface PayTo Agreements and Payments overwrite the simulation properties used in testing when they have been specified in scripting.
FIX: Log pages; dragging a file onto the Log grid may not include an extra warning regarding not adding a Log
If a file is dragged on to the Log grid on the Client Log page, for example, finPOWER Connect will create a new Log and copy the file to the Files page for the record.
FIX: HTML Widgets; Process Direct Debit Payments; Further alterations to support sortable grid columns
Alterations have been made to the Payments grid in the Process Direct Debit Payments HTML Widget to support [[https://www.intersoft.co.nz/Support/KbArticle.aspx?id=21535|KB #21535]], released in 4.01.02. After the columns could be sorted, the action butto...
FIX: HTML Widgets; Grid control; Sortable grids with checkbox column were not working correctly and may have selected the incorrect item
HTML Widget grids that are sortable AND have a checkbox column, e.g., the Documents Publish wizard, were not working correctly if a column was sorted.
FIX: New Client Wizard; Web Access; Password validation will no longer fail if a Client Code has been specified
Previously if a Code was specified when creating a new Client, clicking "Next" on the "Web Access" page would cause the password validation to fail incorrectly, potentially with an inaccurate, and confusing, error message.
FIX: HTML Widgets; New Account; Disbursements page is now validated where Disbursements are dated prior to the Accounts Opening Date
Disbursements are now validated when the User attempts to move past the Disbursements page of the New Account HTML Widget. If there are any Disbursements dated prior to the Accounts Opening Date, the following warning will be displayed:
FIX: Business Layer; finClientFunctions; IsClientWebPasswordValid not setting error message if ClientId is invalid
Previously if an invalid ''ClientId'' was passed into the ''IsClientWebPasswordValid'' in ''finClientFunctions'' it would fail with the last error message to occur.
FIX: HTML Widgets; Income Distribution; Batch Reference field now restricted to 20 characters
The Income Distribution HTML Widget has been updated to restrict the length of the Batch Reference field to 20 characters.
FIX: Application Shortcuts; HTML Widgets; Width and Height now work correctly
FIX: HTML Widgets; Account Type Edit; Startup Interest Period displaying differently to the desktop form
The Startup Interest Period on the "Interest" Page of the Account Type Edit HTML Widget has been updated to no longer display as a Frequency. For example, what did display as "weekly" will now display as "1 week".
FIX: Workflows; Key Details Summary Page; Log hyperlinks included in the "Warnings" block would always attempt to open Account Logs
Workflow Logs which appeared in the "Warnings" section of the Key Details page would always attempt to open as Account Logs if clicked. This was not an issue for Account Workflows. However, for Account Application and Client Workflows, the Log was always...
NEW: Shutdown Warnings; "Show a warning if there are Entities with approaching or past End Dates?" option added to User Preferences
Users now have the option to be warned about any Entities which have **Account Opening Date End Dates** or **Account Transaction End Dates** approaching within the next 30 days, or have expired.
FIX: Cost Centre; Credit Bureau; Credit Bureau Default HTML Widgets updated to populate notes field
Previously when a Credit Bureau Default HTML Widget was loaded, the notes field failed to populate. This has been fixed, and now the Notes field will populate as expected.
NEW: Export Bank Transactions; Scheduled Process and Background Process (HTML Widget) Summary file now includes total row(s)
The Export Bank Transactions Summary, which is generated from both the HTML Widget Background Process and Web Services Scheduled Process now includes up to two total rows when generated.
FIX: Account; Quote Account; Accept or Decline message updated
Previously the warning message that displays when declining or unwanting a Quote Account in both the Form and HTML Widget was incorrect. It would say that "This will re-open the Account Application" which is wrong. It has been updated to display either "T...
NEW: Banking Interface; Zepto (Split) AU; PayTo; PayID aliases not supported
The Zepto (Split) AU PayTo Banking Interface no longer supports PayID aliases when setting up a PayTo Agreement.
NEW: Task Manager 2; Workflow folders; Created Date and Opened Date now available
The Created Date for a Workflow is now available in the Task Manager 2 Workflow system folder.
FIX: Entities; Attempting to set a valid ABN or ACN on an Entity in an Australian database would result in the field clearing immediately
Attempting to set either a valid ABN or ACN on an Entity in finPOWER Connect Desktop (Australian database) would result in the field being cleared immediately, which was incorrect. This has been fixed, and now no data is lost (even if invalid) without the...
NEW: HTML Widgets; Log Edit; Additional Permissions validation when opened
The Log Edit HTML Widget now checks additional Permission Keys to ensure that the User is allowed to Add or Update Logs before starting up.
NEW: HTML Widgets; Document Create wizard; Updated so that when sending an Account Email Document, the User can opt to send to all recipients based on the Document's options
The following changes have been made to the Document Create wizard HTML Widget in relation to Account, Email type Documents:
NEW: Files page; New column "Type" and "Type Icon" added to Files grid
On the Files page of various forms, e.g. Account, new columns "Type" and "Type Icon" have been added to the Files grid.
NEW: Business Layer; ISValidationItems; Additional parameter added to GetSummaryNumbered to get the summary in HTML format
An optional Boolean Parameter "formatAsHtml" has been added to the GetSummaryNumbered function in the ISValidationItems class.
NEW: HTML Widgets; Cost Centre Edit (Zepto/Split); Updated to always show the Test Transaction button
NEW: HTML Widgets; Cost Centre Edit (ClickSend); Fixing read-only fields on Options page
Previously the "SMS Send Options" radio-buttons on the Options page of the Cost Centre Edit (ClickSend) HTML Widget were not read-only when then should have been.
FIX: HTML Widgets; Workflow support enhanced
The HTML Widgets listed below used an outdated method of actioning Workflow Items which could mean that any following automatic items where not processed automatically. This has been updated and they now action the Workflow Items as expected.
NEW: HTML Widgets; Cost Centre Edit (Zepto/Split); Hiding the "Simulate PayID Payment" tab
Previously checking the "Use Service" checkbox would show the "Simulate PayID Payment" tab.
FIX: HTML Widgets; Create PayID from Account HTML Widget; Could show an incorrect error message
When the Create PayID from Account HTML Widget first loads, if PayId is not setup correctly for the Account then a misleading error message is displayed.
FIX: HTML Widgets; Workflow Breakdown Management report; When running under finPOWER Connect Cloud, may give an Object Reference error when first loading
Running the Workflow Breakdown Management report from finPOWER Connect Cloud may, under certain circumstances produce an "Object reference not set to an instance of an object." error when loading.
NEW: HTML Widgets; Export Bank Transactions; Re-Exporting an existing file or Reprinting an existing Summary will now automatically limit the list of exports
The Export Bank Transactions HTML Widget has been updated so that if either of the following options are selected, only the last x days worth of exports are displayed by default:
NEW: Banking Interface; ZeptoNZ; Service obsoleted
The ZeptoNZ Banking Interface service has been obsoleted.
FIX: Export Bank Transactions; Re-Exporting an existing file or Reprinting an existing Summary will now automatically limit the list of exports to the last 30 days
The Export Bank Transactions wizard has been updated so that if either of the following options are selected, only the last 30 days worth of exports are displayed by default: