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finPOWER Connect (All) 3.03.04

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FIX: Permissions; Client.ShowUnmaskedTaxNumber was not respected on Client Form and Client Reports

17628 | 18 November 2020 | finPOWER Connect 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.

FIX: Client form; Name & Details page; Tax Number not masked

17612 | 16 November 2020 | finPOWER Connect Cloud 3.03.04

The Client.ShowUnmaskedTaxNumber permission key was not being respected when displaying a Client's Tax Number (e.g., IRD Number in New Zealand).

FIX: Sending an SMS via a Script-created Document Log does not fail but no Service Log is generated

17605 | 16 November 2020 | finPOWER Connect 3.03.04

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.

FIX: SMS Fusion messaging service; not using Dedicated Number or Sender Id

17585 | 5 November 2020 | finPOWER Connect 3.03.04

The SMS Fusion messaging service was not using the Dedicated Number or Sender Id defined on the Cost Centre.

FIX: Banking Calendars; updated which Calendar is used

17580 | 3 November 2020 | finPOWER Connect 3.03.04

Some changes have been made to which calendar is used for Banking days.

NEW: Web Subscribers; New option to "Disable Multi-Factor Authentication"

17562 | 2 November 2020 | finPOWER Connect 3.03.04

finPOWER Connect Cloud has introduced Multi-Factor Authentication.

NEW: Multi-Factor Authentication added

17554 | 30 October 2020 | finPOWER Connect Cloud 3.03.04

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.

NEW: New option to allow access to Web Administration only from local Web Server

17550 | 29 October 2020 | finPOWER Connect WS 3.03.04

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...

NEW: HTML Widgets; New Account wizard; Updated to be more usable on small mobile devices

17531 | 20 October 2020 | finPOWER Connect 3.03.04

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.

NEW: Administration view; New "Import" tab

17529 | 20 October 2020 | finPOWER Connect Cloud 3.03.04

A new "Import" tab has been added to the Administration view.

FIX: HTML Widgets; Formatting issues, particularly when using "Public1" or "SemUI" Widget styles

17504 | 18 November 2020 | finPOWER Connect 3.03.04

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...

FIX: Word Documents; Client.NameAndAddress bookmark returns blank if an address is not found

17495 | 13 October 2020 | finPOWER Connect 3.03.04

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.

NEW: Portals; Authentication; New option to "Force re-sign-in when opening a new browser tab"

17492 | 21 October 2020 | finPOWER Connect 3.03.04

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

17482 | 12 October 2020 | finPOWER Connect 3.03.04

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.

NEW: Negative Percentages; now show as -x% rather than (x%)

17468 | 9 October 2020 | finPOWER Connect 3.03.04

Negative Percentages, by default, now show as -x% rather than (x%).

FIX: Client Connect Sample Portal; All modal windows not loading

17448 | 6 October 2020 | finPOWER Connect 3.03.04

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...