finPOWER Connect 3.01.00
The General Ledger Export "QuickBooks (IIF)" export format has been updated as follows.
Changing the Base Type or Collateral Class of an existing Security Type will now fail if there are any Security Statement Items using the Security Type.
The NZ Government "Entity Details" Credit Enquiry has been updated to specification version 1.11. This includes:
If only the Monitor Category update is changed on an Account Type Rule the change is not saved.
Changes for the replacement NZ PPSR NZ, rPPSR, have been added to finPOWER Connect.
The new PPSR NZ Interface, rPPSR, is currently set to not allow Production mode, i.e. it can only be used in Test mode.
Some Security Enquiry Service Logs were missing the Product Class.
The "Additional Investment" column in the Deposit Maturity List Reports is not populated and therefore the figures are missing.
On the Account Applications form, Details page the Dealer and Broker Employee warning labels should not be displayed if not licensed for the External Parties Add-On.
In Account Applications the Collateral drilldown wizard may show the incorrect pages.
In the Task Manager, Tasks page, the "Mailbox Items" Summary Page errors with "Failed to execute Summary Page (version 2) Script 'BuiltIn.SummaryPage2_TaskManagerMailboxItems_MailboxItemSummary'." and "Script execution failed for Script 'BuiltIn.SummaryPa...
Added new Motorweb products "Asset Check" and "Rego Check".
When accepting an Account Application, the Date Accepted and Date Signed were not being set on the newly created Account. They were also not being saved against the Account Application.
FIX: finAccountAppMonitorCategoryChange object; Incorrect error message when attempting to future-date a change
When attempting to future-date a Monitor Category Change via the finAccountAppMonitorCategoryChange business layer object, the following error was incorrectly given:
FIX: Combine Clients; Unhandled Exception after merging a Client that is an External Party Employee that links to an Account's Broker or Dealer Employee
Clients could be deleted, even if they had Employee records that linked to one or more Account's Broker or Dealer Employees.
Dragging an Outlook email to the Log page of an Account, Client etc may overwrite an existing file in the Document Manager.
The standard Summary Page used to show Tasks in the Task Manager has been updated to a Summary Page (version 2) script.
Every call to the message handler was being doubled-up.
NEW: Client Merge Wizard; show Addresses and Contact Methods from both Clients and allow to be marked as Current or Historic
The Client Merge Wizard now shows Addresses and Contact Methods from both Clients and allows them to be marked as Current or Historic.
When purging Service Logs there is an option to archive the Service Logs.
The Reason, Product Type and Applicant Type controls on the Centrix NZ Credit Enquiry Options page we not sized wide enough for some products, especially "Consumer Investigative Trace".
The Admin, Contact Methods "Supports MMS (Multimedia Message Service)" option has been changed as follows:
The system-supplied Client Contact Method HTML Widget has been updated to exclude the "Supports MMS" checkbox unless the Contact Method has this checked on its "Options" page.
NEW: Export Bank Transactions wizard; move some information in "Details" column to "Disbursements Details" column
In the Export Bank Transactions wizard information in the "Details" column is now displayed in the "Disbursements Details" column where the Transaction is related to an Account Payee Disbursement.
When creating a Contract (or Deposit Certificate) at the end of the New Account wizard, the Parameters defined on the Document are now stored on the Account Log that is generated. Previously this was not the case.
A LoadExternalId method has been added to the AccountApp object to allow them to be loaded using the record's ExternalId.
Attempting to archive an Account that has non-closed Workflows failed with the following message:
FIX: Account Withholding Tax Rate; now treated as "declared" if declared and undeclared rates are the same
When displaying information about Account Withholding Tax Rates an Account may no longer be treated as using the "undeclared" Rate if the declared and undeclared rates are the same.
NEW: Account Transaction order; Overdue Adjustment (Minimum Payment) transactions now show after Payments for the day
Revolving Credit Loan Overdue Adjustment (Minimum Payment) transactions now show after Payments for the day.
The finPOWER Connect Cloud Configuration now has various new entries for the grids under the "Menus & Actions" section.
After previewng a Report, exporting to Excel shows duplicated totals.
A system-supplied HTML Widget is available to show an Account Applications Breakdown management report.
NEW: HTML Widgets; Account Transaction Allocation Adjustment can now be overridden with an HTML Widget
The built-in Account Transaction Allocation Adjustment wizard can now be overridden with an HTML Widget. A fully function HTML Widget is built-in and is used by finPOWER Connect Cloud.
In the system-supplied "Client Contact Address" HTML Widget, if you enter "812 Bledisloe Napier", the address appears in the dropdown list. However on selecting the address, the 812 is removed, and the address appears with no street number.
The Quick Search was not locating reports for quoted searches such as "account list".
A new "Portals" module has been released in Beta.
A Security Statement's Secured Party Group is now automatically set under some conditions for New Zealand databases.
FIX: Wizard Validator: Account Payment Arrangement Add; Workflow details not set before "TargetObjectChange" event
The WorkflowPk and WorkflowItemPk properties of the finAccountPayArrangementAdd business layer object were not available from the "TargetObjectChange" event in a Wizard Validator Script unless another event had been raised first. Both WorkflowPk and Workf...
Grids on certain forms may have shown "ghost" rows that could not be selected and would appear with no row number (if the grid was showing row numbers).
FIX: Queues; may fail to run and crash finPOWER Connect with an "An unhandled exception has occurred." error
Queues may fail to run and crash finPOWER Connect with the error "An unhandled exception has occurred. Object reference not set to an instance of an object.".
FIX: Account Income and Forecast Report; Accounting Ledger values may be incorrect if Account is Closed Early
The Account Income and Forecast Report may report income in the incorrect month, showing a larger than expected value in the month prior to being closed.
The Account Applications standard Collateral Item wizard now supports Aircraft type items.
The built-in Account Accept Decline wizard can now be overridden with an HTML Widget. A fully function HTML Widget is built-in and is used by finPOWER Connect Cloud.
An Account Application can now be accepted to a Quote Account.
Account Archives now include a list of Account Application Ids that created the Account.
If a Wizard Validator Script fails validation and supplies a "focusControlId" (to make the wizard not move to the next page but instead, focus on a specific control) then this would function correctly but the Debug form would display an error similar to t...
New Log Sources (viewable on the various Log forms, Audit page) have been added for:
A new option has been added to limit the "To Account" (for Transfers) to those Accounts with a common Client.
Publishing SMS Documents may incorrectly truncate the request Reference.