finPOWER Connect 3.01.08
The Bank Export service "ANZ MT101 Payments (Direct Credit)" has been updated to export the Beneficiary Name (in tag=:59:) as the Payment Details "Name" rather than the Client's Name.
The Securitisation Allocation wizard Account grid now supports Column Sort and Filter Row.
Additional validations have been added to the Bank Statements (Proviso) "Download Data" response.
The following new Windows Time Zones have been added:
The "Template Text" page icon on the Scripts form now has an "HTML" overlay to bring in line with the similar page (Master Page) on the Portals form.
The Bank Export service "ANZ MT101 Payments (Direct Credit)" has been updated to limit Beneficiary details (tag=:59:) to a maximum of 35 characters per line.
A new method to create a "DocumentManagerFile" type Application Shortcut has been added to the ISfinSupport object.
The Centrix "Commercial Credit Report" has been updated to clean up the Finance Statement Type text that is returned.
NEW: Security Statement form; Security Items page now includes a new column for the Motor Vehicle VIN
The Security Statement form, Security Items page now includes an optional column for the Motor Vehicle VIN.
The widget.UI.Grid.ExportData method now supports all formats supported by the finPOWER Connect ISDataSetExporter object. These are:
The Accounting Interface has been updated for future development of web based API services such as Xero.
FIX: HTML Widgets; Grid; Row selector in header row is doubled-up if the grid has stickHeader set to true
When row selectors are turned on for a widget.UI.Grid, the grid has "stickHeader: true" as a startup option and also "allowMultiRowSelect: true", the checkbox in the header row of the row selector column was doubled up.
The InitialiseRow event of the widget.UI.Grid now allows you to set a 'tooltipText' property for each cell.
PPSR NZ Amendment Collateral matching has been enhanced to better handle Financing Statements registered via other software or using the website.
On the Accounts and other forms, Audit page, clicking the "Clear Form" button may cause an "An unhandled exception has occurred. Index was outside the bounds of the array." error.
The system-supplied Client Contact Address wizard has been updated to use the new widget.UI.AddressDetails control.
The Summary Page on the second page of the Account Interest Rate Change wizard "Maturity or Payment Adjustment" has been updated to a version 2 Summary Page.
The Equifax Australia Credit Bureau default URL's have been updatedas follows:
Added support for Secured Signing "Packages", i.e. Electronic Signatures with multiple Documents.
The Centrix "Consumer Product Enquiry" Smart ID option has been updated as follows.
The current line that the insertion point is on is now highlighted in the Script Editor when it has input focus.
The grid on the Print Status wizard now has a "Print Status" column and also a series of buttons to update the Print Status of selected rows.
A new permission key, "Workflow.Reopen" has been added. This is denied by default.
New options have been added for Word Document Electronic Signature blocks for Secured Signing.
In the Close Account wizard, Fixed Term Deposits do not calculate past today if they are past maturity - regardless of the date entered.
FIX: Account Application; Applicants; Bank Account Enquiry; Can now send Email or SMS to Applicants that are not existing Clients
The ability to send an Email or SMS to an Applicant who is not an existing Client has been added.
The Secured Signing Electronic Signature service within finPOWER Connect now supports Email Templates.
The Secured Signing Electronic Signature service within finPOWER Connect now supports attachments for Signer invitees.
The PPSR NZ Interface does not log some requests, e.g. Token requests.
The Quick Search has been updated to allow contextual information to be specified.
The Centrix NZ Commercial Credit Report has been updated to implement changes included in the Commercial Service specification document version 16.03 dated 16/12/2016.
FIX: Account Suspension wizard; Validator Script; Causes Default Interest and Fee flags to be cleared upon clicking "Finish"
If a Wizard Validator Script was being used in the Account Suspension wizard and the Interest box was unchecked but the Default Interest and/ or Fees boxes were checked then these were unchecked as soon as the "Finish" button was clicked.
Outcome Items for Version 1 type Workflows can now open a Version 2 type Workflow.
The following Default Folders were not set on the Business Layer (ISfinSupport) when an instance was created and User Settings were refreshed, i.e., upon logging in:
Entering a value such as "2345678910" into the Quick Search may have returned seemingly random results.
Certain properties are flagged as "System Use Only", i.e., they should only be used internally within Intersoft Systems.
In a Word Document, the height of a Summary Table Row may not be as expected.
Closing an HTML Widget Modal form that has been shown within another Modal form does not work as expected.
The system Monitored Accounts folders were not always showing the correct totals in the Task Manager.
FIX: finBankExportCreate.BankTransactions(index).PayMethodInvalidMessage; Business Layer property fails
The finBankExportCreate.BankTransactions(index).PayMethodInvalidMessage Business Layer property fails if other properties haven't been accessed first.
The Summary Page on the last page of the Floating Rate Loan Payment Review wizard "Floating Interest Rate Changes" has been updated to a version 2 Summary Page.
The Decision Logic Bank Account Enquiry service has been obsoleted and removed from Global Settings and User Preferences.
FIX: Document Manager; Incompatibility between older versions and the newer "Files" page that could be enabled in Global Settings
If, under Global Settings, Document Manager, General, the "Use new 'Files' page in the User Interface (beta)?" option was checked, records with certain characters in their Ids would create incompatible folder names.
The Summary Page on the last page of the Account Close wizard for a Refinance (Security Statements page) has been updated to a version 2 Summary Page.
Under Global Settings, Electronic Signatures, Secured Signing, the Verify button now includes information regarding Email Templates and Attachments.
When setting the dropdown list for a Page Set Grid cell, an "Object reference not set to an instance of an object" trace warning may be shown.
The Centrix NZ Commercial Credit Report Search has been updated to implement the changes included in the Commercial Service specification document version 16.02, dated 19 March 2018.
FIX: Commission Rules; where basis is "Difference" and "Always Pay?" is checked, commissions may be unexpectedly paid
Where a Commission Rule is setup on an External Party with a basis of "Difference" and "Always Pay?" is checked, commissions may be unexpectedly paid
A new checkbox on the User Preferences form, Tasks & Workflows group, Sharing page allows Users to share their Tasks with All Users rather than having to select specific Users in the grid.
NEW: Quick Search; Additional fields can now be displayed in the "Info" column and columns resize based on content
The display Quick Search results has been updated as follows: