finPOWER Connect 3.02.03
The Account Processes "Date Process Next" optimisation date was not correctly set in some circumstances - resulting in, for example, the next Interest transaction not being processed on time.
On the Workflows Key Details page, clicking "Reply To" on a Log that is already part of a threaded conversation fails when the new Log is saved.
A new PWA page is available on the Portals form.
A new General, PWA page is available on the finPOWER Connect Cloud Configuration form.
A new option has been added to Global Settings, Account group, General page to "Allow Optimisations" in Account Processes.
Parameters showing a dropdown list or range lookup to allow Users to select a Script may cause performance issues on larger databases since the TemplateTextResolved property of the global collection was being included.
NEW: Portals; Portal Handler now has built-in functions to create finAccount, finAccountApp objects for Client authenticated Portals
The following two functions have been added to the finPortalHandler Class:
Portals now support the concept of Resource Bundles.
A sample Portal has been added to the Templates/Portals folder of the finPOWER Connect installation directory.
Portal Pages can now define three custom Tags.
The textboxes in which to enter the four Logo URLs on the Theme page of the Portals form were misaligned on high DPI displays.
A new "Version Date" can be specified on the Portal form which, together with the "Version" number can be used to keep track of Portal versions.
The Account Incoming Bank Details and Account Outgoing Bank Details HTML Widget controls incorrectly showed the "Account Number" field as not mandatory for Payment Methods that are Direct Credited or Direct Debited.
In the Task Manager, Account Application Workflows were not resolve bookmarks when sending Email Documents.
FIX: Tax Certificate document; may fail with a "Object reference not set to an instance of an object" error
The Tax Certificate document may fail with an error like "Failed to publish Client Log. Failed to publish Document Logs. Failed to publish non-batched Logs for Document 'TC' Failed to execute Event Script for Document 'TC', event 'Publish'. Script executi...
How information is audited for Bank Accounts has been standardised as follows:
When changing the password in either a User or Client Portal, the password was changed successfully but, when you tried to navigate to a new page, you were returned to the sign-in form.
The following HTML Widgets were being displayed, even if the database was not licenced for their required modules:
FIX: Portals; Changing password displays browser popup confirmation instead of a custom widget Modal form
When changing a password in a Portal, the message "Your password has been successfully updated." was displayed in a browser popup (window.alert) which looked especially bad in mobile.
The NZ PPSR Get Financing Statement Versions request returns incorrect values for the following fields:
The Business Layer HTML Score Chart Diagram in finSummaryPageStandardBlocksBase.ScoreChartDiagram() has been updated to cater for negative ranges.
A new Credit Bureau service 'Equifax NZ' has been added to Cost Centres.
In the Account, Loan and Deposit Trial Balance Reports columns such as "Accrued Interest" may show zero values and this effects other columns such as "Net Balance".
The NZ Government NZBN Entity Details report Historic Shareholders block is not displaying Entity company details.
A new product "NZBN Entity Details 4" has been added for the NZ Government service.
A new "Account Type (As At Date)" column has been added to the Account, Deposit and Loan Trial Balance Reports. This column will display what the Account Type was as at the Report's "Date As At".
A new Processes section is now available on the finPOWER Connect Cloud Configuration form.
The NZ Government Mailbox has been updated to use version 4 of the NZBN API.
The NZ Government Change Events Mailbox wizard progresses to the results grid even when validation fails.
An HTML Widget version of the Client Bank Account Change wizard has been added.
If a Portal has a Version specified on the General page of the Portals form, this will be included in the footer text at the bottom of the built-in Login form.
The following Account properties are now always audited, i.e. auditing cannot be turned off:
NEW: HTML Widgets; Message Boxes when shown as a Portal or within finPOWER Connect now consistent with finPOWER Connect Cloud
The following HTML Widget functions (widget.UI) showning Message Boxes are now consistent with the finPOWER Connect Cloud implementations and no longer use window.alert and window.confirm:
Previously, attempting to import built-in HTML Widgets from the Scripts form immediately after a licence update or opening a database with different licence options may have resulted in certain licence-specific HTML Widgets not being available or being in...
A new widget.IsAuthenticated() method added (or, in Portals, this can be aliased as page.IsAuthenticated() to ensure the user is still signed in.
The HTML Widget Grid (widget.UI.Grid) has a GetSelectedRowIndexes() method that returns an array of row indexes ro "selected" rows in a grid that allows multiple rows to be selected.
HTML Widget grids that are configured to allow multi row selection display a checkbox in their row selector.
Access to functionality such as ISExcel have been added to the Business Layer that scripts can run. In particular the ISUserInterfaceBL class.
FIX: Bank Import Services; adding "WBC Cash Applied File (Including Surcharge)" via Preconfigured Service does not add rule
Adding "WBC Cash Applied File (Including Surcharge)" Bank Import Service via the Pre-Configured Service button on the Bank Account form, Import Services page. does not add any rules.
A new Global Setting has been added to Credit Bureau Defaults to include/ exclude Guarantors.
In the New Pool HTML Widget the information note at the bottom on the form read "This will create a new Pool which will then be opened for editing via the Pool form. From there, Accounts and Clients can be added.".
The error message returned from an error that might be related to an incorrect Proxy Server setup has been enhanced.
The Xero API Accounting Interface did not support the Proxy Server settings under Global Settings/ User Preferences.
The Xero API General Ledger Interface may fail with the message "Line Items total amount must be greater than zero".
An Account Close may fail with an "Account Balance is not zero" message.
Parameters for the Pool Edit HTML Widget are incorrect. In particular, the parameter for PoolId was defined as ExternalPartyId.
Calling Centrix Security Enquiry Interface functions directly via a script may fail because credentials have not been set, or it may use the incorrect Cost Centre credentials (from whatever was last executed).
The "Show Transaction Type" parameter "Advanced" option in the Account Transaction HTML Widget was not working correctly.
The wording of the Account Type setting for Payments, Direct Debits has been changed to the positive, to be easier to understand.
NEW: Account Direct Debit Stop HTML Widget; updated to allow new "Direct Debit Balloon Payment" option to be changed
The Account Direct Debit Stop HTML Widget has been updated to allow the new "Direct Debit Balloon Payment?" option to be changed.