finPOWER Connect (All) 3.04.03
The Search Type dropdown was incorrectly limited to the Client Type of the Workflow Client (or main Client of the Workflow Account) when run from the context of a Workflow. This is incorrect, as when run in a Workflow context, all possible Search Types sh...
It was possible to create a Client Employment record linked to itself, i.e. the same Client. This should not be possible.
Account Payment Transfers may allow an already reversed Transaction to be transferred again - meaning a Payment is reversed by two transactions.
External Party Personnel/ Employee information include the following checkboxes:
An Account Withdrawal may fail with a "Failed to commit Account Withdrawal. Failed to adjust Account balances. Failed to commit Batch. Cannot partially commit Batch. Value not specified." error under these circumstances:
When linking an existing Client as a Client Employment, the "Name" field is displayed as read only and should automatically updated based upon the selected Linked Client. If loading an existing Client Employment (which is a Linked Client) then the "Name"...
If a Client had Client Employment(s) which were not linked to an existing Client, and the name or gender were updated, then those Client Employments were updated to match. This was incorrect, and may cause a Client to loose Employment data.
The maximum Payment Grace Days period has been extended from 10 to 15 business days.
The Account Exception Report, "Balance Mismatch" exception has been updated to add the following exceptions:
On the Audit Page of forms, e.g. Accounts, Global Settings, the Tooltip for the Original and New columns now wraps text.
A change made in version 3.4.2 has been reversed - see [[https://www.intersoft.co.nz/Support/KbArticle.aspx?id=18608]].
FIX: External Party Employees; if edited via the linked Client, the External Party Employee Code is blanked
External Party Employees are normally entered via the External Party, Personnel page. When entered here, the "External Party Employee" page is shown The External Party Employee Code can be defined here.
FIX: Account Payment Transfers; may cause running Account Transaction Balance to be incorrectly stated
The running Balance on Account Transactions may be incorrect if a Payment has been transferred.
Default Interest is charged where not expected, or over charged.
The Serial Number Type tooltip for Aircraft searches has been updated to the below text in both the finPOWER Connect form and HTML Widget:
FIX: Bank Entry; now allows Investment and Additional Investment Transaction Type to Send to Suspense
Bank Entry now allows Investment and Additional Investment Transaction Type to "Send to Suspense.
The Account Interest Payment Type Change wizard may save the Bank Account Number with masked details, i.e., X characters.
The following Functions have been added to ISTextUtilities:
An "Edit" button has been added to the Pool Summary on the Pools List form.
A Delete button has been added below the grid on the User Groups form.
A Delete button has been added below the grid on the User Policies form.
FIX: Right-clicking item in Administration view does not show Recent and Bookmarked records as it should
Right-clicking an item in Administration view was not showing a list of Bookmarked and Recent records. Instead, a menu containing a single option to "Open in finPOWER Connect (Desktop)" was displayed instead.
FIX: HTML Widgets; Credit and Data Bureau Company Report updated to use Information List combobox control
The Credit and Data Bureau service Company Report product HTML Widget has been updated to use the Information List combobox control.
Currently, for a Revolving Credit Loan, the Financial Schedule is calculated into the future based upon these rules:
Typing a value in the filter row above a grid, e.g., on the Client Types List form was not always working as expected.
Other Interest now supports using all three Credit Limits.
The alternate value max length of the "BankShortNames" Information List has been increased from 50 to 100 characters.
NEW: Update New Zealand Bank Account validation; include Bank of China and China Construction Bank NZ Ltd
Added Bank Account Number validation for:Bank of China and China Construction Bank NZ Ltd banks in New Zealand.
NEW: finPOWER Connect Cloud Configuration form; General; Sign-In page; Custom message can now be defined
A custom message to display on the sign-in page can now be defined under finPOWER Connect Cloud Configuration form; General; Sign-In page.
Auditing for Accounts has been updated so that all information in an audit record is recorded. Then in the Audit Summary Page the changed information is highlighted.
The Loan Trial Balance and other Reports for Revolving Credit Loans may show Accrued Interest incorrectly.
The following Get functions have been added to ISKeyValueListReadOnly to match ISKeyValueList:
The Credit and Data Bureau service Consumer Report product HTML Widget has been updated to allow identification items to be updated.
Auditing for Clients has been updated so that all information in an audit record is recorded. Then in the Audit Summary Page the changed information is highlighted.
A new function CompareTo has been added to ISKeyValueList.
Auditing information displayed to a User in the "Audit" page, Summary Page "Details" block has been enhanced as follows:
The finFileDownloadInfo Class has various Functions to allow loading of files in various states. Until now, this didn't include loading from an existing file on the file system (outside of the Document Manager).
Opening a Database in Exclusive mode in SQL Server follows this sequence of events.
Account Standard Transactions now support Basis of Credit Limit 2 and Credit Limit 3 - if the Account Type supports this.
The Client Combine HTML Widget has a spelling mistake in the error message "You do not have permssion to combine Clients." - "permission" is missing an "i".
PPSR NZ has been updated to use standard validation for NZBN and Company Numbers.
If you already have the Task Manager open and run the MotorWeb Mailbox from the Security Menu and download more items, those new items may give an error in the Summary Page within the Task Manager.
The Security Statement Export and Import for New Zealand does not handle PPSR information correctly
Two issues have been fixed with the New Account wizard and Disbursement Accounts. Both issues relate to the fact the a Calculation on a Disbursement Account is not valid.
The External Party Organiser, Summary Page "Summary" block has been updated as follows:
The obsoleted Business Layer function finBL.GetCurrentUtcDate function incorrectly noted the alternative function as finBL.TimeZoneFunctions.GetCurrentUtcDate.
A Range Lookup has been added to the Comparison Rate Regions Textbox found on the Elements form. The available Regions listed in the Range Lookup is made up of the distinct Regions used across the database on Accounts. Previously, this relied on Regions b...
Support for the finPOWER Connect Cloud version of the "PPSRB2GAUSearchView" form has been added to finPOWER Connect Cloud. When called, along with a ServiceLogPk Parameter, the PPSR B2G (Australia) Search HTML Widget will be opened in a mode to view the s...
The PPSR B2G (Australia) Search HTML Widget has been updated to accept a "ServiceLogPk" Parameter. This is to allow an existing search to be displayed when viewing the original Service Log.
The "PPSRB2GAUSearchView" Form, accessed from a PPSR B2G AU Search Service Log, can now be opened via Application Shortcut to allow support for the Service Log HTML Widget.