finPOWER Connect 3.00.06
NEW: finPOWER Connect Cloud Configuration; Reporting; Options; New option to purge files from Reporting folder after a number of days
By default, files will be purged from a User's Reporting folder after 30 days.
When you are NOT licensed for the Document Manager Add-On, you cannot drag items from Outlook onto the Logs grid on the Account, Client etc. forms.
The ISExcelCell object's "Column" and "Row" properties return the incorrect Column and Row.
NEW: Account Applications; Dealer and Broker details are now defaulted from the currently signed in External Party User
The Clear method of the finAccountApp object now defaults the Broker and Dealer (and their respective Employees) from the currently signed in External User.
NEW: Script Compilation Errors report; Now warns if Message Boxes detected in Scripts that shouldn't contain them
The Script Compilation Errors report (run from the Tools, Utilities menu) now detects use of Message Boxes in Scripts that shouldn't have them (i.e., non-User-Interface Scripts) and gives the appropriate warnings.
Entering a very large number in Number of Payments on the New Account wizard causes finPOWER Connect to crash with the error "An unhandled exception has occurred. Value was either too large or too small for an Int32.".
As an optimisation, calling the RefreshStandardRange for a DbCombo Page Object will do nothing if none of the parameters have changed.
The Account Application Dealer Employee and Broker Employee were not being transferred to Account created from the Account Application.
When using an ISWordDocument object and updating a Bookmark using SetContentHtml, unpredictable results may occur.
The following Standard Ranges were reverting to "Account Roles" upon saving the Page Set:
Various enhancements have been made to the Authorise Transaction functionality.
Data capture for Account Applications has been made more flexible by introducing a more hub-centric interface option.
The Account Archive form does not display any files on the Files tab.
The MotorWeb Monitoring alert importance and subject have been updated.
A new option has been added to Account Type Documents to define a Refund Advice. This is found on the Documents page, under the Special Account Documents section.
The ISSummaryTableColumn object has a NoBreakChars property.
The "Summary Page Script" has been moved from the "Options" page of the Account Application Types form and now resides on a new "Summary Script" page. This is in line with Workflow Types.
New functions Append and AppendFile have been added to ISWordDocument;.
The NZBN Entity Details search result and Company Lookup now includes "Registration Date" to make identifying the entity easier.
When importing an HTML Widget or Smart List from the "Import Special" group on the Scripts form, a prompt will now be given to update the currently loaded Script if it is an HTML Widget/ Smart List.
The "Account Status" basis in the system-supplied "Account Breakdown Report" HTML Widget is now only available if the HTML Widget is configured to show more than one Account Status.
The Bank Accounts form, Export Services page, may crash finPOWER Connect if you right-click in the Bank Export Services grid. The error is "An unhandled exception has occurred. An item with this key already exists in the collection.".
NEW: MotorWeb Security Monitoring; now Stops Monitoring when Security Statement discharged from the PPSR
A change has been made so that when a Security Statement is discharged from the PPSR, and if the Security Statement is currently being monitored by MotorWeb the monitoring is Stopped.
New warnings have been added to Security Statements for Vehicle Monitoring.
Global Settings and User Preferences can now test internet connectivity on the General, Internet page.
The Refinance Account wizard is not working if opened from the Account menu.
An unhandled exception occurs if, in a grid's "BeforeCellUpdate" event, code updates other Page Object properties that affect the Page Layout.
The following Reports have had "Created Date Time" added to the list of columns that can be included in the report and CreatedUtcDate and CreatedDateTime are included in the list of exportable columns.
FIX: External Party Personnel; if linked to a Client and details edited from the linked Client various issues may arise
On an External Party you may add and edit Personnel, i.e. Employees, of the External Party. In addition the Personnel can be amended from the associated Client.
The ability to print an HTML Widget has been added.
A new Business Layer function has been added to finAccount, GetTransactionCount.
NEW: Account List based Reports; now include Grouping Levels for Broker, Bulk Funder, Dealer and Insurer
Account List based Reports, including Reports such as the Trial Balance and Loan Overdue Reports, now include Grouping Levels for Broker, Bulk Funder, Dealer and Insurer.
The Reports, Audit Search wizard has additional search criteria for Service Logs.
NEW: Workflow Types; A range of Roles can now be defined as an alternative (or addition) to the Allocated Users
The Users page of the Workflow Types form now allows a range of Roles to be specified.
Added new column "Legal Name" in the Client List search form accessed from the Client menu.
Inactive Accounts (Closed, Declined, Unwanted) are now typically shown lower down the list of Quick Search results.
The Equifax (Veda) Australia IDMatrix product has been updated to the latest version of the specification, version 4.0.12.
The Menus & Actions pages on the finPOWER Connect Cloud Configuration form now allow system-forms to be overridden with HTML Widgets.
When running an Account Application Document from the Report Explorer, Monitor Category ranges can now be specified to filter the results.
A change in Internet Explorer meant that, upon actioning a Workflow Item, instead of jumping to the new current item (the green table row), the page was staying at the top and not scrolling if necessary.
When using the "Test" button for "General" and "General (User Interface)" type Scripts, any expressions used to set a Parameter's default value were not being caluclated.
The finPOWER Connect Business Layer function finBL.Database.DataSetOpen did not produce a complete error message.
A new option has been added to Account Restructures to set the Final Payment date based upon a specified Number of Payments.
The "Document Manager" page on the Web Configurations form has been renamed to "Documents".
When using the Quick Search to locate an Account from a grid such as the grid on the Bank Entry form, the width of the Quick Search popup was being reset every time the User clicked the Quick Search button in the Account column.
The Account Log List Report may fail with the error "Failed to execute 'AccountLogList' Report. Failed to execute Query. Failed to execute 'AccountLogList' Query. Failed to open DataSet. No value given for one or more required parameters.".
The "Bank Statements" Bank Account Enquiry Report has been updated to version 20170401.
Script Code pages on forms like Admin, Scripts and Documents uses a hard to read font.
The Options page of the Scripts form now allows a "Max Width" and "Max Height" to be entered for HTML Widgets.