finPOWER Connect 3.02.04
Neither HTML Widget or Smart List type Scripts were saving the Parameter Set defined on the Parameters page of the Scripts form.
An Account Application with collateral item of type "Boat" may fail to save with the error "Failed to save Account Application Collateral Items. Failed to add new record in UpdateQueryBuilder. The field is too small to accept the amount of data you attemp...
Alerts and/ or Messages could be displayed at the top of the "Accounts" page which detail overdue loans, Accounts nearing Maturity and a Broadcast message.
The ability to have Marketing Messages personalised for the Client is now available.
The Client Connect Sample Portal now includes an option to view a Close Quotation for open Loan Accounts. This comes in the form of a button when viewing an Account, entitled "Close Quotation".
The Checkboxes to show/ hide groups of Quick Lists on the finPOWER Connect Cloud Configuration form, Search group, Quick Lists page were not being respected.
The Xero Accounting Interface export may fail with the following message "Failed to perform General Ledger Export. Failed to execute Xero 'PostManualJournals' request (Production). Failed to validate Request.".
The Logs tab on the Client form always displays as bold.
A new method has been added to aid opening SQL Server databases.
FIX: finPOWER Connect Cloud Configuration form; Forms & Actions; Account; Account Standard Transaction wizard; Incorrectly displayed "Form Override" Checkbox
The grid on the finPOWER Connect Cloud Configuration form, Forms & Actions group, Account page incorrectly displayed a checkbox for "Form Override" for the "Account Standard Transaction wizard".
Portal Scripts can identify the currently loaded page using the finPortalHandler's PortalPageId.
Attempting to set the Page Set Handler's Current Page Id in the Script Initialise function causes the Script to error.
The Investment Income Report Export for New Zealand is now available as an HTML Widget.
The Portals form, IDE page "Find in all Files" does not work again if closed.
The following Constants have been added to the Client Connect Sample Portal, shipped with finPOWER Connect:
Two issues were identified when cancelling adding a new Page or Resource to a Portal.
The "PaymentExpress Payline" Bank Export now supports Token Payment Types. This provides an extra layer of security by not exposing the Credit Card Number and Expiry date in the file.
Purging Service Logs may fail with the error "Failed to Purge Database. Failed to purge Service Logs. Failed to execute SQL. The record cannot be deleted or changed because table 'ISServiceLog' includes related records.".
NEW: SQL Server Intersoft Database Connection String; added option for automating SQL Server Authentication mode
The default mode for opening a SQL Server database is using a Windows Trusted Connection. Note, after opening the database the authentication is reset to a special Application Role which gives extra permissions.
A new widget.UI.CheckList control has been added.
Exporting a Web Configuration excluded the "Documents" page, and in turn meant that these details could not be imported; this has been resolved.
When using the "Find in Files" function from the IDE page of the Portals form, the grid showing search results always displayed a Line Number of 1.
NEW: Account Standard Transactions; new Permission Keys to prevent a User Adding, Deleting or Updating Standard Transactions
New Permission Keys have been added to prevent a User adding, deleting or updating Account Standard Transactions.
finPOWER Connect Cloud has a "Quick Lists" tab in its Search view.
There are now more Tags available to use in Portal Pages; these are:
The Task Manager includes new Account Range Filters for Folders of Type Monitored Accounts and Workflows.
A refresh button has been added to the list of actions underneath the Bank Account grid in the built in Client Bank Account Change HTML Widget. This will refresh the list of Accounts without the need to close and reopen the page.
The built in HTML Widget "Client Bank Account Change" would, in some instances, return an error stating that the Bank Account selected was incorrect when it was a valid Bank Account for the Client. This has been resolved.
A new "CalculateValidate" scripting event has been added to Account Calculations. This runs at the very beginning of a calculation when the Account is still a quotation.
The Client Connect Sample Portal now has a Configuration HTML Widget included. This allows Users to set and configure the Broadcast message to display at the top of the Accounts page for all Clients.
A new optional column "Term (Months)" has been added to the Deposit Summary Report.
FIX: Portals; IDE page; When used for a long period of time, finPOWER Connect may shut down with GDI error
Opening many tabs on the IDE page of the Portals form could cause finPOWER Connect to eventually crash due to too many Windows GDI objects being in memory.
NEW: Client Connect Sample Portal; new option to allow Users to directly update Contact Addresses and Methods
A new Constant has been added to the Client Connect Sample Portal "MyDetails_UpdateType". This determines whether Contact Addresses and Methods must be updated via an Update Request, i.e. approved internally before they are updated, or directly updated by...
NEW: Portals; Configuration Portal Page (PORTAL_CONFIG) now receives Portal Id as Startup Parameters
Previously, the special Portal Page "PORTAL_CONFIG" (which actually represents an HTML Widget) was passed a Portal Id parameter and part of parametersJson.
A new option has been added to Global Settings to automatically download documents related to Credit Enquiries. This is found under the Credit Bureau group, General page.
NEW: HTML Widgets; Account Processes; Now available for use and uses Web Services Background Processing
The Account Process HTML Widget has been updated and now uses Web Services Background Processing.
A special Portal Page with a code of "PORTAL_CONFIG" can be used to provide a customisation tool for the Portal.
Previously, actioned Client Contact Method Update Requests would not display what the original "From" value was. This has been changed so that this value is available once the request has been actioned.
NEW: Client Connect Sample Portal; Additional information is now available on the "Accounts" home page
New functionality has been added to the "Accounts" home page of the Client Connect Portal shipped with finPOWER Connect.
A new page, "Upcoming", has been added to the Client Connect Portal sample shipped with finPOWER Connect.
The Portal Description is now accessable from finPortalHandlerBL.
Previously, if an Update Request for a Client was actioned up to three Audit Logs were created - if "Log" Audit Option was enabled for Contact Addresses and / or Contact Methods.
If a Payment Arrangement means the Loan is paid off before the maturity date the Balloon Payment will not be made.
The following beta functionality has been removed from the finAccountProcesses object:
The Xero Accounting Interface has been updated to send through the Description of the GST Code, rather than the Code itself - for the Xero Tax Type.
NEW: Client Tax Certificates; updated Tax Certificate drilldown to only show grouped Tax Certificates
The Client Tax Certificates drilldown Summary Page now shows grouped Tax Certificates. Previously each individual Account was shown separately.
Previously it was possible to make all Branches or all Entities Inactive - this is no longer allowed.
A new "Clients" Business Layer collection has been added to Tax Certificates. This lists all "Owner" Clients related to the Tax Certificate.
Information exported for an Account has been updated to include:
Information exported for a Sole Trader Client has been updated to include: