Release History
finPOWER Connect 6.00.01
NEW: Reporting; Client; new Client Nominated Bank Account Report
A new Client Nominated Bank Account Report has been added. This Report will show a list of Clients, their Deposit Accounts, Principle Balance of the Deposit Account and the Client's Nominated Bank Account if applicable.
NEW: Global Settings; Developer; additional reference added
The Global Settings, Developer, References, Legacy and Support References now has the following additional reference:
NEW: HTML Widgets; Client Bank Account; Ezidebit Banking Interface now supported
The Client Bank Account HTML Widget has been updated to support the Ezidebit Banking Interface.
NEW: Task Manager 2; "AccountDescription" column now available for Workflow and Monitored Accounts folders
An "AccountDescription" column is now available when customising Workflow and Monitored Accounts folders.
FIX: Bank Account Enquiry; illion BankStatements service; Not respecting the number of days being requested
The illion BankStatements Bank Account Enquiry service was not respecting the number of days of statement data to request when the multi-bank option is selected.
FIX: Scripts; Compiled Script is never cached, causing memory and performance issues
Script compilation was not being cached, causing memory and performance issues.
NEW: HTML Widgets; New Comprehensive Credit Report Export HTML Widget
The Comprehensive Credit Report Export process is now available as an HTML Widget. This works similar to the finPOWER Connect Desktop version, however provides additional options to download the CCR Export as a finPOWER Connect Cloud download package.
FIX: HTML Widget; InfoAgent AU Security Enquiry; Updated validation
The InfoAgent AU Security Enquiry HTML Widget for new vehicle reports has been updated to fix validation checks when vehicle details are partially entered.
FIX: HTML Widgets; Grouping List control; may corrupts list order when deleting and moving items on the right-hand list
The Grouping List control, used on Widgets such as the Task Manager 2 Folder Edit, Columns page (to select and order custom columns) could corrupt the right-hand list order when adding, deleting and moving items.
NEW: HTML Widget; InfoAgent Australia Security Enquiry; Mileage added for Valuation purposes
The InfoAgent Australia Security Enquiry HTML Widget for new vehicle reports now include mileage that is used to provide a more accurate valuation of the vehicle.
NEW: Security Enquiry; InfoAgent Australia; Mileage added for Valuation purposes
The InfoAgent Australia Security Enquiry new vehicle reports can now include mileage that is used to provide a more accurate valuation of the vehicle.
NEW: HTML Widgets; Security Statement Item; Filter box now shown if there are more than 8 Security Types
Selecting the Security Type on the Security Statement Item form could be confusing if there were many Security Types.
FIX: HTML Widgets; Branch Edit updated to remove obsolete business layer calls
The Branch Edit HTML Widget has been updated to remove obsolete business layer calls.
FIX: HTML Widgets; Entity Edit updated to remove obsolete business layer calls
The Entity Edit HTML Widget has been updated to remove obsolete business layer calls.
NEW: HTML Widgets; Grouping List control; Improved useability, now allows Ctrl+Up/Ctrl+Down to order items in the right-hand list
The HTML Widget Group List control, used in areas such as a Task Manager folder, Columns page, allows the right-hand list to be ordered via up and down arrow icons next to each item.
NEW: HTML Widgets; New Account wizard; Can now be configured to respect User Preference and NOT automatically recalculate financial details
By default, the New Account wizard HTML Widget has always automatically recalculated figures on the Financial page and has never displayed a "Calculate" button to allow the User to calculate on demand.
NEW: Task Manager 2; Monitored Accounts folder; Actions to set and clear the "Review Date" now show providing the "Review Date" column is included
Monitored Accounts folders in Task Manager 2 now display actions to set and clear the Review Date.
NEW: Copy Database wizard; Failed to copy current database if the current database is SQL Server Express and not licensed for the Enterprise Add-On
The Copy Database wizard failed to copy current database if the current database is SQL Server Express and not licensed for the Enterprise Add-On.
NEW: Task Manager 2; Monitored Accounts folder; Review Date filter and columns added
Review Date filters have been added to the "Other Account Filters" page of the Task Manager Folder form for Monitored Account folders.
NEW: Interest in Advance Module (Beta) added
The ability to calculate and post Interest in advance has been added to finPOWER Connect as a beta module.
NEW: Test Web Services form; HTML Widgets tab; "Sample ASP.NET Proxy Page" section removed
On the Test Web Services form, HTML Widgets tab, the "Proxy Page" dropdown allowed you to choose "ASP.NET". This produced some code to proxy HTML Widget calls.
NEW: HTML Widgets; Account Type Edit; Interest In Advance added
**Interest In Advance** is now available on the **Interest Options** page of the **Account Type Edit HTML Widget**.
NEW: Actipro SyntaxEditor software component; Updated to version 25.1.0
The Actipro SyntaxEditor software component has been updated to version 25.1.0.
NEW: Support added to version 6.00.01 for externally hosted HTML Widgets
Support for externally hosted HTML Widgets has been added.
NEW: Accounts; Refinancing with Pending Bank Interface transactions
There is a new option to ignore pending Bank Interface transactions when closing an Account that has been refinanced.
NEW: Auto-Backup is now supported by Documents and Workflow Types
The following record types can now be configured for Auto-Backup under Global Settings, Developer, General:
FIX: Client; New Individual Client; Web Password now correctly validated
Previously, when saving a new Individual Client the Client Web Password might not be saved if the Web Password validation fails. Web Password validation would fail if a Web User Id is specified.
FIX: HTML Widgets; External Party Edit; The Global Settings, External Parties, General, Next Code is now used
The Global Settings; External Parties; General; Next Code will now be used if the External Party Id is blank.
NEW: Sample Scripts; Australian BSB Import; Prompt to import the BSB list
The "Script_AustralianBsbImport.xml" Script provided with finPOWER in the "Sample Scripts" folder will now prompt for a file path to save the APCAL file to. Another prompt to import the downloaded BSB list into finPOWER is also displayed.
FIX: HTML Widgets; Account Withdrawal; Transaction Type defaults are now correctly applied
The Account Withdrawal HTML Widget has been updated to use the Transaction Type defaults when the Transaction Type changes.
NEW: HTML Widgets and Portals; Address Lookups now support Google's "Places API (New)"
Address lookups, e.g., in the New Individual Client HTML Widget rely on Google Maps.
NEW: Credit Bureau; GreenId (Australia); Added BiometricSendSms product
The GreenId (Australia) Credit Bureau service now support the BiometricSendSms product.
NEW: HTML Widgets; GreenId (Australia); BiometricSendSms added
The GreenId (Australia) HTML Widget now supports the BiometricSendSms product.
NEW: Credit Bureau; GreenId Background Check; Updated to version 5
The GreenId Background Check has been updated to implement version 5.
NEW: HTML Widgets; Client Widgets; new "Nominated Bank Account" field added
A **Nominated Bank Account** field has been added to various Client HTML Widgets.
NEW: Client Bank Accounts; "Nominated Bank Account" Added
**Nominated Bank Account** has been added to the "Tax & Banking" page of the Client Form. This allows a Client Bank Account to be selected as a "main" Account.
FIX: PayID; Smart Tag not resolving
The PayID Smart Tag "Account.PayIDEmail" was not resolving correctly for some documents and services.
NEW: HTML Widgets; Gender; field made wider
The Gender field on various HTML Widgets has been made wider to accommodate all Gender options.
NEW: Gender; field made wider
The Gender field on various wizards has been made wider to accommodate all Gender options.
FIX: Client Gender; add additional option of "Gender reassignment in progress"
Additional Gender type of "Gender reassignment in progress" have been added to Clients.
NEW: Support Information report; added Enabled SSL Protocols
The Support Information report now displays "Enabled SSL Protocols" in the Internet Connectivity section.
NEW: Portals form; Test page; "Test Compile" now reports the file sizes in bytes of the generated .NET Assemblies
Every time a Portal is compiled, it generates multiple .NET Assemblies; one for the Master Page and one for each individual page.
FIX: Credit Bureau; Centrix NZ; Consumer Product Enquiry; non-ASCII characters in Address fields may cause the enquiry to fail
The Centrix NZ Credit Bureau Consumer Product Enquiry may fail if non-ASCII characters are in the following Address fields:
FIX: Centrix NZ Consumer Monitoring; better handling of non-ASCII characters
The Centrix NZ Consumer Monitoring Enquiry does not handle diacritical or other non-ASCII characters.
FIX: Centrix NZ Quotation Enquiries; better handling of non-ASCII characters
The Centrix NZ Quotation Enquiry does not handle diacritical or other non-ASCII characters.
FIX: Cost Centres; May prompt user to save changes
The Cost Centres admin form may prompt users to save changes if the user is switching between the new messaging interface and the old (obsolete) messaging interface, even if no changes have been made in the Cost Centre.
NEW: Global Settings; Developer; additional references added
The Global Settings, Developer, References, Legacy and Support References now has the following additional references:
NEW: Portals; New "Supports Session state" setting so the overhead of using Portal Session State can be disabled
The Portals form, General page has a new setting "Supports Session state".
FIX: Business Layer; ISHttpClient; Fixed spelling mistake in timeout warning
The warning that is displayed when a timeout occurs has been changed to fix a spelling mistake.
NEW: Documents; GemBox updated
The third-party GemBox components, used for generating documents such as Word Documents, have been updated to the following versions: