finPOWER Connect 3.00.01
The embedded file for Documents was not working if file does not actually exist on disk.
A new "Company Enquiry" product has been added to the VedaConnect (Australia) service.
NEW: Summary Pages (version 2); finHtmlSummaryPage2StringBuilder object now supports appending Lists
The following methods have been added to the business layer finHtmlSummaryPage2StringBuilder object to allow lists to be appended to the HTML:
A new Electronic Signature service has been added for Adobe Sign.
A new Electronic Signature service has been added for Secured Signing.
If a User changes their Time Zone preference to a newer Windows Time Zone, e.g. (UTC+02:00) Gaza, Hebron, then attempts to open that database on an older Windows computer (that does not include that Time Zone) finPOWER Connect may error with "An unhandled...
The "Credit Reporting" Add-On, aka Comprehensive Credit Reporting, has been released.
The ABN Lookup Enquiry Report has been updated to a Version 2 style Summary Page.
NEW: Workflow Types form; General page; Workflow Restrictions heading and control captions updated to clarify
A tooltip has been added to the "Workflow Restrictions" caption on the General page of the Workflow Types form and the caption of the checkbox in this section changes based on whether a Category has been entered.
In the Account Close wizard the Close Notes are not defaulting from the Information List on start-up. The Note correctly defaults if changing the Close Method.
A new "Credit Reporting" page has been added to Entities. This is for use in the Credit Reporting Add-On, and therefore is only shown when licensed for this Add-On.
The Account Type form may show a record as changed - when no changes have been made. This means when closing the Account Type form, when in edit mode, a warning saying changes have been made may appear.
FIX: Account Status Page; Credit Limit block should not show on Summary Page if the Account is Closed
The Credit Limit block on the Account form, Status page should not show unless the Account is Open.
VedaConnect AU and VedaXML AU Global Settings have been combined into one page.
VedaXML Australia Credit Enquiry services may append the country code incorrectly.
The Green Id Credit Enquiry Report has been updated to a Version 2 style Summary Page.
NEW: Account Types; added Credit Reporting "Account Type" - to be utilised in the Credit Reporting Add-On
A new Credit Reporting "Account Type" field has been added to Account Types, General page. This is for use in the Credit Reporting Add-On, and therefore is only shown when licensed for this Add-On.
FIX: Calculations; Flat Rate Interest was incorrect if there is a Deposit and a Fee calculated as the Percentage of Advances.
Calculation of Flat Rate Interest was incorrect if there is a Deposit and a Fee calculated as the Percentage of Advances.
A new General Ledger Interface format has been added for "MYOB AccountRight".
A new Order By option of "Created' has been added to the Account History Report.
A Statement could be created after the selected "To Date" in Account Processes.
In Global Settings, under the Client group, Veda AU page, there is a new option "Use VedaXML Service?". Unchecking this option removes the service from Credit Enquiries.
The NZ Companies Office Report has been updated to a Version 2 style Summary Page.
A new "Import HTML Widget" action is available on the Scripts form.
The Statistic Set wizard now has an option to Uncancel a Cancelled Statistic Set. The UnCancel button is found on the Approval page.
NEW: VedaXML AU Credit Enquiry service; all products now warn the User to use the VedaConnect AU service
Although the VedaXML Australia Credit Enquiry service are still available, they should no longer be used. Instead you should use the VedaConnect Australia service and associated products.
Two new Bank Export services "HSBC Batch Payments (Direct Credit)" and "HSBC Batch Payments (Direct Debit)" have been added.
FIX: Export Bank Transactions wizard; additional check made to make sure Transactions have not be modified outside the wizard
The Export Bank Transactions wizard now checks to make sure Transactions have not be modified outside the wizard.
FIX: Account Transaction Adjustments; if only Contractual Overdue changed the Account is not correctly updated
Account Transaction Allocation Adjustment wizard. If only the Contractual Overdue value is changed, the Account's Contractual Overdue Balance is not correctly updated.
NEW: Centrix; added Smart ID AML/CFT identity verification to "Consumer Product Enquiry" Credit Enquiry
"Smart ID" AML/CFT identity verification has been added to the Centrix "Consumer Product Enquiry" Credit Enquiry.
A new option to compound the Final Interest Payment for a Fixed Term Deposit has been added.
The list of valid characters for the "BNZ GIFTS (Direct Credit)" and "BNZ GIFTS (Direct Debit)" Bank Export formats have been updated.
The "Kiwibank GIFTS" Direct Debit Bank Transaction Export format fails with an Authorisation Code error "Failed to validate Kiwibank GIFTS (Direct Debit) Bank Export. Invalid Authorisation Code. Authorisation Code must begin with '02'.".
A new range filter for "Accounts" has been added to the Bank Transaction List.
Deposit Interest Payouts can now be combined for the same "Main" Client. If a Client has multiple Deposits, with Interest Payouts on the day, these may now be combined into one Payment.
The "Account Restructure" Code Snippet may fail with the error "Failed to commit Account Restructure. Failed to add Accrual Transactions. Failed to retrieve valid Calculation Audit data for Interest." if the Restructure Date is not today.
The following Reports supported an Order By option of "Created". The ordering logic has changed from using the Created Date to the Pk, i.e. record order.
A new column "Import Variance" has been added to the Bank Entry grid.
The Export Bank Transactions Summary Page and Business Layer object have been updated because they didn't easily handle Bank Transactions linked to multiple Account Transactions.
FIX: Account Withdrawal wizard; commit may fail with "Final Payment Date cannot be held prior to the Maturity date."
The Account Withdrawal wizard may fail to commit in this scenario:
FIX: VedaConnect AU Vedascore Apply Credit Enquiry; Scorecard check list displays extra space after last item
The VedaConnect AU, Vedascore Apply Credit Enquiry "Scorecard" check list control can sometimes display an extra line under the last checkbox item. This space has been removed
FIX: Australian PPSR B2G Interface; Discharging a Security Item may fail with an error regarding "Change number" not matching
Discharging a Security Item in the Australian PPSR B2G Interface may fail with "Failed to Discharge Collateral Item. PPSR Discharge Collateral Item request failed. Sender: Change number does not match with the change number associated with the provided re...
The New Company Wizard shouldn't be creating a PN Monitor as this document is no longer added.
In the New Company wizard changing the Country from one with State information to one that doesn't was not clearing the State details.
NEW: Interest Transactions; new option on Account Type to show/ hide Zero value Interest Transactions
There is a new option on Account Types to show/ hide Zero value Interest Transactions. This setting is found on the Interest Options page and the default is to show these Transactions.
FIX: Loan Weighted Interest Report; added "Settlement Value" basis and option to use Flat Interest Rates
The Loan Weighted Interest Report has been enhanced as follows:
NEW: Bank Transaction and Disbursement Transaction List Reports; the BSB is not included in the Payment Details
The Bank Transaction List and Disbursement Transaction List Reports do not include the BSB in the Payment Details.
A new option has been added to User Preferences to Show or Hide all Licence Warnings when opening a database.
The "Run Document" action on the Documents form gave the error:
The Summary below the Rules grid on the Account Types form has been updated to a Version 2 style Summary Page.