Release History
finPOWER Connect (All) 3.04.03
FIX: PPSR B2G Search; Search Type incorrectly limited to Client Type when running from a Workflow
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...
FIX: Client Employment; could create a linked Client to the same Client
It was possible to create a Client Employment record linked to itself, i.e. the same Client. This should not be possible.
FIX: Account Payment Transfer; may allow already reversed Transaction to be transferred
Account Payment Transfers may allow an already reversed Transaction to be transferred again - meaning a Payment is reversed by two transactions.
FIX: External Party Personnel; Organisation should disable some fields
External Party Personnel/ Employee information include the following checkboxes:
FIX: Account Withdrawal; may fail with a "Failed to adjust Account balances" error
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:
FIX: Client Employments; If linking to an existing Client the "Name" can appear blank
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"...
FIX: Client Employments; Employment Name incorrectly updated in some scenarios
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.
NEW: Account Types; maximum Payment Grace Days period has been extended from 10 to 15 days
The maximum Payment Grace Days period has been extended from 10 to 15 business days.
NEW: Account Exception Report; enhanced "Balance Mismatch" exception
The Account Exception Report, "Balance Mismatch" exception has been updated to add the following exceptions:
FIX: Audit Page; Tooltip on Original and New columns now wraps text
On the Audit Page of forms, e.g. Accounts, Global Settings, the Tooltip for the Original and New columns now wraps text.
FIX: Account Transactions; change made in version 3.4.2 reversed
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.
FIX: Defaults; Default Interest charged incorrectly
Default Interest is charged where not expected, or over charged.
FIX: PPSR B2G AU Search; Aircraft search tooltips updated
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.
FIX: Account Interest Payment Type Change wizard; may save Bank Account with masked details
The Account Interest Payment Type Change wizard may save the Bank Account Number with masked details, i.e., X characters.
NEW: Business Layer; JsonIndent and JsonIndentHtml Functions added to ISTextUtilities
The following Functions have been added to ISTextUtilities:
NEW: Pools List form; Edit button added to Summary
An "Edit" button has been added to the Pool Summary on the Pools List form.
NEW: Users Groups; Delete button added below grid
A Delete button has been added below the grid on the User Groups form.
NEW: Users Policies; Delete button added below grid
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.
NEW: Revolving Credit Loans Accounts; option added to calculate schedule past the Maturity Date
Currently, for a Revolving Credit Loan, the Financial Schedule is calculated into the future based upon these rules:
FIX: Grid filter row does not always work as expected
Typing a value in the filter row above a grid, e.g., on the Client Types List form was not always working as expected.
NEW: Account Type Other Interest; allow selection of which Credit Limit to apply
Other Interest now supports using all three Credit Limits.
NEW: Information Lists; increase max length of alternate value of "BankShortNames"
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.
FIX: Accounts; Auditing changes
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.
FIX: Loan Trial Balance Report; Revolving Credit Loans may show incorrect Accrued Interest values
The Loan Trial Balance and other Reports for Revolving Credit Loans may show Accrued Interest incorrectly.
NEW: ISKeyValueListReadOnly; Add missing Get functions
The following Get functions have been added to ISKeyValueListReadOnly to match ISKeyValueList:
NEW: HTML Widgets; Credit and Data Bureau Consumer Report updated to allow identity item entry
The Credit and Data Bureau service Consumer Report product HTML Widget has been updated to allow identification items to be updated.
FIX: Clients; Auditing changes
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.
NEW: ISKeyValueList class; added "CompareTo" function
A new function CompareTo has been added to ISKeyValueList.
NEW: Auditing; enhance information displayed to User
Auditing information displayed to a User in the "Audit" page, Summary Page "Details" block has been enhanced as follows:
NEW: Business Layer; LoadFile(fileName) Function added to finFileDownloadInfo
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).
FIX: SQL Server; improved error message when attempting to open a Database in Exclusive mode
Opening a Database in Exclusive mode in SQL Server follows this sequence of events.
NEW: Account Standard Transactions; New Basis of Credit Limit 2 and Credit Limit 3
Account Standard Transactions now support Basis of Credit Limit 2 and Credit Limit 3 - if the Account Type supports this.
FIX: Client Combine HTML Widget; spelling mistake in error message
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".
NEW: PPSR NZ; updated to use standard validation
PPSR NZ has been updated to use standard validation for NZBN and Company Numbers.
NEW: Task Manager; may display an error for Mailbox Items
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.
FIX: Security Statements (NZ); PPSR information incorrectly exported and imported
The Security Statement Export and Import for New Zealand does not handle PPSR information correctly
FIX: New Account wizard; various issues with Disbursement Accounts
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.
FIX: External Party Organiser; Summary Page updated
The External Party Organiser, Summary Page "Summary" block has been updated as follows:
FIX: finBL.GetCurrentUtcDate function; Updated obsoleted comment
The obsoleted Business Layer function finBL.GetCurrentUtcDate function incorrectly noted the alternative function as finBL.TimeZoneFunctions.GetCurrentUtcDate.
NEW: Elements; Comparison Rate Regions; Range Lookup added
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...
NEW: Support for "PPSRB2GAUSearchView" Application Shortcut added to finPOWER Connect Cloud
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...
NEW: HTML Widgets; PPSR B2G AU Search; ServiceLogPk Parameter has been added
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.
NEW: PPSR B2G AU Search View; Now supports opening via Application Shortcut
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.