Release History

 
  

finPOWER Connect 3.00.07

Released on 18 August 2017
110 articles found. Displaying page 1 of 3

FIX: Accounts; should not allow an Open Account to be reset to Quote if there are Transfer transactions

14820 | 17 August 2017 | finPOWER Connect 3.00.07

Open Accounts should not be allowed to be reset to Quote if there are Transfer transactions.

NEW: PPSR G2B Update; Amend can get stuck if Action Status is blank (None)

14819 | 16 August 2017 | finPOWER Connect 3.00.07

PPSR Amends in the PPSR G2B Update can get stuck if the Action Status is blank (None).

FIX: Account Applications; Cannot copy Applicant Image file for unsaved Applications

14818 | 14 August 2017 | finPOWER Connect 3.00.07

Attempting to add an Applicant to an unsaved Account Application view the New Applicant wizard failed to copy the image file to the Document Manager folder since the folder does not exist until the Application is saved.

FIX: Export Report Document; success message incorrect

14817 | 14 August 2017 | finPOWER Connect 3.00.07

When exporting a Report, via the Export Report Document option, the success message was incorrect, specifically the file name shown.

FIX: New Deposits; "Opening" Transfer transaction not working correctly

14816 | 15 August 2017 | finPOWER Connect 3.00.07

For a new Deposit an "Opening" Transfer transaction was not working correctly.

FIX: Security Item List Report. User Defined Field groupings not working

14815 | 11 August 2017 | finPOWER Connect 3.00.07

The User Defined Field groupings were not working in the Security Item List Report.

NEW: Account Quick Search; new special tag "Account.RegularPayment"

14814 | 10 August 2017 | finPOWER Connect 3.00.07

A new tag "Account.RegularPayment" has been added to the Account Quick Search.

FIX: Account Withdrawal wizard; Payment Arrangement Summary Page

14813 | 10 August 2017 | finPOWER Connect 3.00.07

The Account Withdrawal wizard now forces the finAccountWithdrawal object to be updated before displaying the Payment Arrangement Summary Page.

NEW: MotorWeb Logo; updated

14812 | 10 August 2017 | finPOWER Connect 3.00.07

The Logo icon used within finPOWER Connect for MotorWeb has been updated.

NEW: MotorWeb; Test URL changed

14811 | 10 August 2017 | finPOWER Connect 3.00.07

The MotorWeb test url has been updated to https://www.motorweb.co.nz/

FIX: finClientContactAddress.StreetAddressFullSet method; Does not respect property lengths and can result in a database error when saving a record

14808 | 9 August 2017 | finPOWER Connect 3.00.07

The finCilientContactAddress.StreetAddressFullSet business layer method did not respect property lengths and could result in a database error when saving a record.

FIX: Account Application; New Account Applications may fail if using Page Sets and the Creation Page Set is undefined

14807 | 9 August 2017 | finPOWER Connect 3.00.07

The New Account Application wizard may fail to open if using Page Sets and the Creation Page Set is undefined and the General Page Set is defined. In this scenario finPOWER Connect will error with "Account Application Type [code], '[description]' does not...

NEW: External Party form; whilst adding a new External Party, personnel can no longer be added

14805 | 9 August 2017 | finPOWER Connect 3.00.07

Whilst adding a new External Party on the External Party form, personnel can no longer be added.

NEW: Bank Statements Interface; move SupportsCentrelink property to Service

14804 | 8 August 2017 | finPOWER Connect 3.00.07

The Proviso Bank Statements Bank Account Enquiry service now includes a property "SupportsCentrelink".

NEW: finPOWER Connect Cloud Configuration; New option to "Enable Forgotten Password functionality"

14803 | 8 August 2017 | finPOWER Connect 3.00.07

A new option to "Enable Forgotten Password functionality" has been added to the finPOWER Connect Cloud Configuration form, Security page.

NEW: GetWarnings; Business Layer function no longer caches returned collection of Warnings

14802 | 8 August 2017 | finPOWER Connect 3.00.07

The GetWarnings Business Layer function no longer caches the returned collection of Warnings.

NEW: CreditSense Bank Account Enquiry; this service is now available in New Zealand

14801 | 4 August 2017 | finPOWER Connect 3.00.07

The CreditSense Bank Account Enquiry service is now available in New Zealand.

NEW: Credit Sense; added an option to define available Supplemental Report Types

14800 | 8 August 2017 | finPOWER Connect 3.00.07

Credit Sense Bank Account Enquiries include a number of Supplemental Reports. These are defined at Credit Sense's end for each Client.

FIX: HTML Widgets; Quick Quote (Term) Widget; Fails to display dropdown if default Account Type is not Term-based

14797 | 14 August 2017 | finPOWER Connect 3.00.07

The system supplied "Quick Quote (Term)" HTML Widget did not display the Account Type dropdown list if the User's Default Account Type (defined by their Default Product Type) was not a Term-based Account Type.

FIX: Database upgrade; may fail with an error "Key does not exist in collection."

14795 | 7 August 2017 | finPOWER Connect 3.00.07

The database upgrade process may fail with an error "Failed to Upgrade database. Failed to drop Extended Indexes. Failed to retrieve Database schema. Key does not exist in collection.".

FIX: Workflows; Cannot add to a "Closed (Pending)" Account

14793 | 14 August 2017 | finPOWER Connect 3.00.07

Workflows flagged as being applicable to "Closed (Pending)" Accounts could only be added to "Closed" Accounts; not "Closed (Pending)" Accounts.

NEW: HTML Widgets; Clients Widget updated

14792 | 7 August 2017 | finPOWER Connect 3.00.07

The system-supplied Clients Widget has been updated to use the new Widget Controls.

NEW: HTML Widgets; New system-supplied "Account Applications" Widget

14791 | 7 August 2017 | finPOWER Connect 3.00.07

A new system-supplied HTML Widget to display a User's Account Applications has been added.

NEW: HTML Widgets; Accounts Widget updated

14790 | 7 August 2017 | finPOWER Connect 3.00.07

The system-supplied "User's Accounts" Widget has been updated to use the new Widget Controls.

NEW: Bank Account Enquiry Add-On; split from Credit Enquiry Add-On

14789 | 4 August 2017 | finPOWER Connect 3.00.07

Bank Account Enquiries have been removed from the Credit Enquiry Add-On into their own "Bank Account Enquiry" Add-On.

FIX: Script form; Caption field on Options page may not be shown for Summary Page Script types

14788 | 4 August 2017 | finPOWER Connect 3.00.07

On the Admin, Script form, the "Caption" field on the Options page may not be shown for Summary Page Script Types.

NEW: New Account wizard; for Deposit there is now a button to copy Interest Payment details to Maturity Payment details

14786 | 4 August 2017 | finPOWER Connect 3.00.07

In the New Account wizard for Deposit, on the Other Details page, there is now a "Copy" button next to Repayment details Pay Type to copy the Interest Payment details to the Maturity Payment details.

NEW: Fixed Term Loans; "Schedule" button not shown on the Financial page when a 'Quote'

14785 | 4 August 2017 | finPOWER Connect 3.00.07

The "Schedule" button not shown on the Financial page when a "Quote", "Declined" or "Unwanted".

NEW: Quick Search; "Open" Accounts prioritised slightly higher

14784 | 4 August 2017 | finPOWER Connect 3.00.07

The Quick Search has been updated to priorities "Open" Account slightly higher. This means that, if for example a Client has multiple Accounts and the Quick Search is set to search on Account Name, the Client's "Open" Accounts are more LIKELY to appear ab...

FIX: Parameter Sets; Importing version 2 XML into version 3 results in Section Starts becoming invisible

14783 | 4 August 2017 | finPOWER Connect 3.00.07

Importing finPOWER Connect version 2 Parameter Set XML into version 3 resulted in Section Starts becoming invisible.

NEW: Account Applications; Data Schema can now define a Database field to map to

14782 | 9 August 2017 | finPOWER Connect 3.00.07

Account Application Types, Data Schemas can now define a Database field to map to.

FIX: Task Manager; Workflows, History tab, link to Logs may not work

14781 | 3 August 2017 | finPOWER Connect 3.00.07

The hyperlink on the Task Manager Workflows items, History tab for Logs may fail to open the Log drilldown.

NEW: Workflow Types; New Automatic Group Outcome of "[Default]" added

14780 | 3 August 2017 | finPOWER Connect 3.00.07

A new Automatic Item Group Outcome of "[Default]" has been added.

NEW: Clients; Contacts "Changed" wizard now defaults "Valid From" to today

14779 | 3 August 2017 | finPOWER Connect 3.00.07

Clicking the Contacts "Changed" button now defaults "Valid From" to today.

FIX: Logs grids; deleting Parent and Child Logs together may result in an error

14778 | 2 August 2017 | finPOWER Connect 3.00.07

When deleting threaded Logs (i.e. parent and child Logs) from a grid, finPOWER Connect may report the error "Failed to delete Log. Log not found in collection.".

NEW: Workflow Items; new "Process the Workflow if this was the current Workflow Item?" property

14777 | 2 August 2017 | finPOWER Connect 3.00.07

A new property can be defined on the first page of the Workflow Type Item wizard.

NEW: Auditing; new Client auditing options for Organisation Person Acting details

14776 | 2 August 2017 | finPOWER Connect 3.00.07

New auditing options have been added for Organisation Clients, you can now audit Person Acting details. This is a separate option found under Tools, Global Settings, Auditing group, Clients page.

NEW: Logs forms, Other page; Logs can be delegated to a Role

14774 | 2 August 2017 | finPOWER Connect 3.00.07

Logs can now be delegated to a Role.

NEW: Queues; New "QueueAfterExecute" event added

14773 | 2 August 2017 | finPOWER Connect 3.00.07

A new "QueueAfterExecute" event has been added to Queues Scripts.

NEW: Workflow Types; "Create Log" type Items can now define Delegated User and Role

14772 | 4 August 2017 | finPOWER Connect 3.00.07

When defining a Workflow Type Item, you can now specify a Delegated User and/ or Role for "Create Log" type Items.

FIX: "HSBC Swift MT940" Bank Import; Alternate Match not working for New Zealand

14771 | 2 August 2017 | finPOWER Connect 3.00.07

The Bank Import "HSBC Swift MT940" was not correctly setting the Alternate Match value for New Zealand.

FIX: Account Applications; Updated Loan Contract documents to print "Application" rather than "Account"

14770 | 1 August 2017 | finPOWER Connect 3.00.07

Updated Loan Contract documents to print "Application" rather than "Account" underneath the "DISCLOSURE STATEMENT" heading.

FIX: Grids; when "Caps Lock" down keys may not be entered as capitals

14769 | 1 August 2017 | finPOWER Connect 3.00.07

When "Caps Lock" is on, typing information in a grid may not be capitalised.

NEW: ISSummaryTables; add support for italics in wiki text

14768 | 13 July 2017 | finPOWER Connect 3.00.07

ISSummaryTables now support italics in wiki text. This is used in functions such as ISSummaryTable.AddRowCaptionWiki().

FIX: Account Applications; Applicants; New Applicant wizard is read-only

14763 | 1 August 2017 | finPOWER Connect 3.00.07

The New Applicant wizard was always read-only for new Account Applications. The meant that the Application had to be saved before adding or editing Applicants.

FIX: Account Applications; Trying to use the Quotes option, 'View Account that will be generated' produces error

14762 | 1 August 2017 | finPOWER Connect 3.00.07

Attempting to view an unsaved Quote or Applicant from the "View Account that will be generated" or "View new Client that will be generated" buttons displays an error message.

NEW: Loan Aged Overdue Report; added option to include "Overdue Days" column

14761 | 31 July 2017 | finPOWER Connect 3.00.07

The Loan Aged Overdue Report now includes an option to include an "Overdue Days" column.

NEW: Revolving Credit Loans; now support overriding dates for Interest Cycles

14758 | 20 July 2017 | finPOWER Connect 3.00.07

Revolving Credit Loans now support overriding dates for Interest Cycles. This include:

NEW: Revolving Credit Loans; now include full Loan schedule whilst a Quote

14757 | 20 July 2017 | finPOWER Connect 3.00.07

Revolving Credit Loans now include a full financial schedule whilst a Quote. Previously the schedule was not built whilst the Account was a Quote.

NEW: finPOWER Connect Cloud Configuration; General, Options page; Prompt on Saving option added

14756 | 31 July 2017 | finPOWER Connect 3.00.07

A "Prompt on Saving?" option has been added to the new General, Options page on the finPOWER Connect Cloud Configuration page.

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