Release History
finPOWER Connect (All) 3.04.02
NEW: User Groups; new option to prevent a User posting Transactions to filtered out Accounts
A new option "Allow Users to post Transactions to filtered out Accounts?" has been added to User Groups.
NEW: Credit and Data Bureau Individual and Organisation Credit Enquiries can now be performed for Clients and Applicants
The ability to perform Credit and Data Bureau Credit Enquiries for Individuals and Organisations has been added for Clients and Applicants.
NEW: HTML Widgets; New Widgets to perform Credit and Data Bureau Credit Enquiries for Individuals and Organisations
The ability to perform Credit and Data Bureau Credit Enquiries for Individuals and Organisations via an HTML Widget has been added for Clients and Applicants.
NEW: HTML Viewer used to show Service Reports and other HTML content now has a "Print" button
The HTML Viewer used to show Service Reports and other HTML content now has a "Print" button.
NEW: HTML Widget; Send Email Message wizard added
A new "Send Email Message wizard" HTML Widget is available.
NEW: Credit and Data Bureau Credit Bureau; added support for the Consumer and Company Credit Enquiries for Papua New Guinea
A new Credit Bureau service 'Credit and Data Bureau' has been added to Cost Centres.
FIX: HTML Widgets; widget.UI.ParametersHost; UpdateParameterValues method fails for some invisble parameters
Calling the UpdateParameterValues method of the widget.UI.ParametersHost control fails (the browser's developer console reads 't.Control is undefined') for certain invisible parameters.
FIX: External Party Employees; updated underlying global collection to fix an issue
The External Party Employee global collection has been updated to fix an issue and enhance the information available.
FIX: Read-Only Users unable to access database when using Multi-Factor Authentication (MFA)
Read-Only Users (or any User if the database was configured to be Read-Only) were unable to sign in to finPOWER Connect Cloud if Multi-Factor Authentication (MFA) was configured.
FIX: finPOWER Connect Cloud Configuration form; Menus; Add Menu; HTML Widget type menu items configured to open in "Record Tabs" do not work
Any menu items of type "HTML Widget Script" or "HTML Widget" defined on the "Add" menu and configured to target "Record Tabs" did not work.
FIX: Centrix Credit Bureau; updated Summary Page to workaround issue with Judgements
The CentrixNZ summary page has been updated to display "Judgements" overview data from the "SummaryItems" objects when no "Judgements" data has been loaded.
FIX: Centrix NZ; Consumer Product Enquiry may not return Judgement data
The Centrix NZ "Consumer Product Enquiry" service may not return "Judgement" data when the credit enquiry includes a "Judgement".
NEW: Reporting view; Documents are now available to be executed
The ability to execute a Document has been added.
NEW: HTML Widgets; Document Execute wizard
The Document Execute wizard is now available meaning that bulk Documents can be produced from finPOWER Connect Cloud.
FIX: Security Statement Log; Attaching a file when creating log does not upload file as expected
Creating a Security Statement Log and opting to attach a file was not uploading the file as expected.
NEW: Transaction Entry; can commit a Transaction to an Account after changing to an invalid Account code
In the Transaction Entry wizard, a Transaction can be committed to a seemly invalid Account code.
FIX: Documents; File Type "Log"; Does not allow entry of Template Subject and Message and options page should not show "Publish Status and Priority" fields
Documents with a File Type of "Log" did not allow entry of a Template Subject and Message on the Document page.
NEW: Temporary Files; various enhancements, including fixing an issue where files not removed
Temporary Files are used for various reasons within finPOWER Connect. They should automatically be removed when finPOWER Connect is closed down. However, there are some situations where this was not occurring:
NEW: Combine Clients wizard added
The Combine Clients wizard is now available.
NEW: HTML Widget; Combine Client wizard added
A new Combine Clients wizard HTML Widget has been added.
FIX: Account Transactions grid; when not showing reversed Transactions the balance and allocations may look incorrect
On the Account Transactions grid the balance and allocations may look incorrect if not showing reversed Transactions.
NEW: Account Statements; optimised loading of Account Schedule
Previously, when creating an Account Statement during Account Processes, the Account was loaded, a full calculation run and then a second calculation to the Statement end date was run.
NEW: Clients; may fail to delete a Client or fail to combine Clients
Attempting to delete a Client may fail with an error like "Failed to delete Client. Failed to execute SQL. The DELETE statement conflicted with the REFERENCE constraint "RI_ClientClientEmployme_1". The conflict occurred in database "[databasename]", table...
NEW: Electronic Signatures; updated various code to the latest internal standards
Electronic Signature services, especially Secured Signing and DocuSign, have been updated to bring them up to use the latest functionality within finPOWER Connect
FIX: Business Layer; finMessageRecipients.SendEmail does not include attachments if messageTarget is "OpenForEdit" or "SaveAsDraft"
The business layer finMessageRecipients.SendEmail method ignored any message attachments unless the message target was "Send".
FIX: illion BankStatements; Cost Centre "API Version" option may not work correctly
The illion BankStatements "API Version" option may not be set correctly when using the BankStatements service and multiple Cost Centres.
NEW: Account Processes; New flags to indicate whether to process Client and Account Application Workflows
Account Processes now supports running of Client and Account Application Workflows and has distinct options to run these independently of Account Workflows.
NEW: Document Manager; Enhanced to allow download and delete of multiple files at once and to allow a ZIP archive to be emailed
The Document Manager (mainly represented as the Files grid on forms such as Client and Account), has been updated to allow multiple files to be deleted and downloaded at once.
NEW: Account Processes; When processing Workflows, only Account-based Workflows were processed, not Client or Account Application Workflows
Account Processes was not processing Client or Account Application Workflows.
NEW: Tabs within a record can now be pinned
Individual records, e.g., a Client, have always been able to be pinned by right-clicking their tab in the Records view and selecting "Pin Tab".
NEW: Direct Debits; Additional, Promise and Other Payments no longer are combined with each other
Under Bank Accounts, Payment Methods, there are settings to combine Direct Debit Payments for the same "Main" Client and to combine Additional, Promise and Other Payments with the Regular Payment.
FIX: Centrix (New Zealand) Individual Credit Enquiry wizard HTML Widget; Smartlink option not working
The Centrix (New Zealand) Individual Credit Enquiry wizard HTML Widget was not correctly setting the "Smartlink" option for Centrix.
FIX: HTML Widgets; Create Document wizard; "GenerateMessage" Script event was called at the incorrect time
The "GenerateMessage" Document Script event was being called at the incorrect time in the Create Document HTML Widget.
FIX: Word Documents; Tables, WikiText cells may use the incorrect Font Name/ Size
Summary Tables in a Word Document with a mixture of Text and Wiki cells may look odd as the Font Size may vary between them.
NEW: Account Payment Arrangement; updated for New Zealand CCCFA HCCCC Rate of Charge
The requirements for New Zealand CCCFA "Variation Disclosures" have been clarified by the Commerce Commission, in particular the requirement to provide the Rate of Charge for High-Cost Consumer Credit Loans.
FIX: Bank Transactions; now validates that the Payment Method belongs to Batch's Bank Account
Bank Entry batches now validate that the Payment Method specified belongs to Bank Account for the Batch.