Release History
finPOWER Connect 4.00.03,4.00.01
NEW: Database Schema Information; updated information reported, including Table Owner
Various changes have been made to the information reported for a database, e.g. as found under Support Information and Database Documenter.
NEW: Supported Countries; updated list to be alphabetical
The list of supported countries has been updated as follows:
NEW: Script Editor; Added ability to change the Word Wrap of the script code
The Script Editor now has the ability to toggle the Word Wrap appearance of the script code to allow developers to see the whole line on their screen.
NEW: User Preferences; allow Desktop Background Image to be embedded in the database
The User Preferences, General group, User Interface page Desktop Background Image can now be embedded into the database, so it is no longer reliant on the file system.
NEW: Global Settings, General, User Interface; Indented "embedded" controls
The "Embedded" checkbox and all the controls to its right have been indented to better reflect their relationship to the Desktop Background Image file picker above them.
FIX: System Scripts; Document Manager Validation Updated
NEW: HTML Widgets; Calendar Add Holidays; Countries list now consistent with the rest of the system
The **Add Holidays** HTML Widget (used in conjunction with the Calendar Edit HTML Widget, and the Calendars Admin Library in finPOWER Connect Cloud) has been updated so the **Country** dropdown list ordering is consistent with the rest of the system.
FIX: HTML Widgets; Client Widgets; Tax Country Mandatory property
NEW: Scripts; Compile Errors form; Description column is now multi-line
The "Description" column on the Script Compile Errors form is now multi-line.
FIX: Cost Centre; Analysis Report; Various fixes
The Cost Centre Analysis Report has been updated to fix issues with:
NEW: Calendars; Add Holidays wizard; Country dropdown now excludes Countries defined in the Information List
The **Add Holidays** wizard, accessed from the Calendars form, no longer includes Countries defined in the **Countries** Information List.
NEW: Workflow Actions; Defaulting Recall Date
The Workflow Actions Form has been updated to Default the Recall Date.
FIX: Document Manager; fails to save record where only case changed
When saving a record, where the case of its code has changed, the save may fail with an error like "Failed to save User. Failed to rename Document Manager Folder (Users 'UserId'). Source Id has not changed.".
NEW: Database Copy; added Start and Finish times
The Database Copy function now includes Start and Finish times that are shown in the progress window. This may be useful to see how long the copy takes.
NEW: HTML Widgets; Floating Interest Rate Change wizard added as an HTML Widget
The **Floating Interest Rate Change** wizard has been added as an HTML Widget.
FIX: Security Statements; An Item's Security Value Percent is no longer zeroed if both Valuation Value and Security Value are zero
Previously when saving a Security Statement, an Item's "Valuation Percentage" was set to zero if both the Valuation Value and Security Value are zero.
FIX: New Client wizard; duplicate client may fail with "Validation of Client Bank Accounts failed"
When duplicating a Client, the New Client wizard save may fail with a "Validation of Client Bank Accounts failed" error if the Bank Account details are cleared.
NEW: Banking Interface; Zepto (Split) Service; PayID and PayTo summary to default to Account Logs
The Zepto (Split) PayID and PayTo Payment Summaries have been updated to open the Account Log and not the Service Log as the user may not have permission to view the Service Log.
NEW: Bank Export Services; "PaymentExpress Payline (Refund)" added
A Bank Exporter for Payment Express has been added (for users with Advanced Banking Add-On).
NEW: Reporting; User List report updated
FIX: Credit Bureau; ABNLookup service; Business Enquiry product should not be available for Individual clients
The Credit Enquiry wizard should not be displaying the Business Enquiry product for the ABNLookup service if the Client is an Individual.
FIX: HTML Widgets; New Individual Client; Default Date Of Birth now being converted from UTC to UTC
The New Individual Client HTML Widget has been updated to use the correct conversions.
NEW: Scripts; Can now use Microsoft's Roslyn compiler
The way Scripts in finPOWER Connect are compiled can now be configured to use Microsoft's Roslyn compiler ([[https://en.wikipedia.org/wiki/Roslyn_(compiler)]]).
NEW: HTML Widgets; Individual and Organisation New Client HTML Widgets updated
The Individual and Organisation New Client HTML Widgets have been updated with a new Matches page.
NEW: Combine Clients HTML Widget; updated Possible Matches table
The Combine Clients HTML Widget, Possible Matches table, has been updated. In this HTML Widget after selecting the Client to merge, a list of potential similar Clients is shown in a grid.
FIX: HTML Widgets; widget.UI.DocumentManagerComboBox; Dynamically created controls error when "[New file...]" is selected and do not allow upload
Dynamically created widget.UI.DocumentManagerComboBox did not function correctly.
NEW: Combine Clients wizard; updated matching logic
In the Combine Clients wizard, after selecting the Client to merge, a list of potential similar Clients is shown in a grid.
NEW: Shutdown Warnings; added option to show a warning if Account Processes haven't been run within the last 24 hours
A new shutdown warning has been added where Account Processes haven't been run in the last 24 hours.
NEW: Global Settings, Clients, Addressing; Google Embedded Maps; New "Static" option
NEW: Page Sets; Page Set samples removed from the finPOWER Connect installation
The following Page Set samples supplied with the finPOWER Connect installer have been replaced by HTML Widgets over time and therefore will no longer be provided with finPOWER Connect:
FIX: HTML Widgets; Removed unused variables
The following HTML Widgets have been updated to remove unused variables:
NEW: HTML Widgets; Parameters Host Control; "Standard Range" Range Parameters can now have the SQL Where updated by using the UpdateParameters function
Previously, the **UpdateParameters(parameters, options)** function on the Parameters Host control could only be used to update the SQL Query on a Parameter. This was only useful for Range Parameters which were configured as SQL Queries.
FIX: Payment Arrangements; Overriding "Range" Regular Payments are now flagged as "Processed"
Previously, any Overriding Regular Payments configured as a range (e.g., "?1/1/24-31/1/24") were never flagged as "Processed", even if the Account had been processed well past the range date. This caused a couple of main issues:
NEW: Banking Interface; Zepto (Split) PayTo; Enhanced sandbox testing parameters
The Zepto (Split) PayTo Banking Interface has been update to enhance sandbox testing.
NEW: HTML Widgets; ParametersHost control; New method SetParameterReadOnlyByName
A new method, ''SetParameterReadOnlyByName'' has been added to the widget.UI.ParametersHost object.
NEW: Scripts; Getting template Text for "Summary Page" and "HTML Report" type Scripts now returns blank text
Summary Page and HTML Report type Scripts have been obsolete for a long time.
NEW: Credit Bureau; GreenId Service; Old products
The business layer classes that contained the obsoleted GreenId products have been cleaned up to remove references to the GreenId WSDL that is no longer supported.
NEW: Credit Bureau; ABNLookup; Removed legacy SOAP service definitions
The ABNLookup Credit Bureau service legacy SOAP service definitions have been removed as the service has been updated to use the REST protocol.
FIX: Bank Account Enquiries; BankStatements service; Automatic purging of old service logs updated
The BankStatements Bank Account Enquiries purging of old service logs has been updated.
FIX: Bank Account Enquiries; CreditSense2 service; Automatic purging of old service logs updated
The CreditSense2 Bank Account Enquiries purging of old service logs has been updated.
NEW: Zepto (formerly Split Payments) Australia; PayID and PayTo service logs not being cleaned up
The Zepto PayID and PayTo service logs were not being cleaned up completely as it would not include the very latest service log.
FIX: Quick Search 2; Not matching Bank Account numbers that were 8 characters long
Quick Search 2 would only match Bank Account numbers that were 9 or more characters long.
NEW: Banking Interface; Zepto PayTo; Amending Agreements testing
The Zepto Payto Banking Interface has been updated to allow easier testing of Agreement Amendments.
NEW: HTML Widgets; Calendar Edit; Support added for "Automatic" Calendars
The Calendar Edit HTML Widget now supports **Automatic Calendars**.
NEW: User Security; Certificates; Changed the default Certificate Format
FIX: Client List Report; Export to Query Results does not work with Pep Status
The Client List Report does not include the PEP Status fields data when exporting to a query result.
NEW: finPOWER Connect Calendars can now be configured as "Automatic"
Previously, Calendars in finPOWER Connect had to updated manually to ensure that holidays for a specific country and state (where applicable) were respected by the system. This created an overhead that many Finance Companies would rather not have to think...
FIX: Bank Account Enquiries; BankStatements service; ResponseXml property not populated
The BankStatements Bank Account Enquiries Business Layer property "ResponseXml" was not being populated.
NEW: Credit Bureau; CentrixNZ; Commercial Credit Report Products obsoleted
The CentrixNZ Credit Bureau service has had the following products obsoleted:
NEW: Calendars; add "Juneteenth National Independence Day" for US
The "Juneteenth National Independence Day" public holiday for US is now included when added via the "Add Holidays" wizard for Calendars.