finPOWER Connect (All) 3.03.04
The Client form was only masking the Tax Number when not in edit mode. Once in edit, a User who did not have this Permission Key granted could see Tax Numbers unmasked, which is incorrect.
The Client.ShowUnmaskedTaxNumber permission key was not being respected when displaying a Client's Tax Number (e.g., IRD Number in New Zealand).
Sending an SMS Message via a Script that creates a Log (e.g., an Account Log) for an SMS Document and then attempts to publish the log may fail.
The SMS Fusion messaging service was not using the Dedicated Number or Sender Id defined on the Cost Centre.
Some changes have been made to which calendar is used for Banking days.
finPOWER Connect Cloud has introduced Multi-Factor Authentication.
The ability for finPOWER Connect Cloud to use Multi-Factor Authentication has been added. This is configured under the finPOWER Connect Cloud Configuration form, General, Security page in finPOWER Connect desktop.
A new option is available on the "Other Settings" form. This checkbox, "Allow local access only, i.e., only from a browser running on the web server?" restricts access to the Web Administration facility to a Web browser running on the Web Server on which...
The Financial page of the New Account wizard and the corresponding widget.UI.AccountFinancial control have been updated so their formatting is more usable on small device such as phones.
A new "Import" tab has been added to the Administration view.
Under the finPOWER Connect Cloud Configuration form, Theme, HTML Widgets page, you can specify a "Style" (you can also specify this on the corresponding page on the Portals form). Certain formatting issues have been fixed when for HTML Widget controls, ma...
In a Word Document, the Client.NameAndAddress and Client.PostalNameAndAddress bookmarks return blank if an address is not found, even if there is an Addressee Name. They now return the Client's Addressee Name.
A new option to "Force re-sign-in when opening a new browser tab" has been added to the Portals form, Authentication page.
FIX: Financial Calculation; if rounding Payments, if a rounded Payment cannot be found it now falls back to an unrounded Payment
When calculating a Loan Account Payment schedule and rounding Payments, if the result cannot be calculated, the calculation now falls back to using an unrounded Payment.
Negative Percentages, by default, now show as -x% rather than (x%).
Modal windows were not loading correctly when run from IIS, however were fine when run within finPOWER Connect. A fixed version of the Client Connect Sample Portal is available from Intersoft Support prior to the release of 3.03.04 at which point it will...