Release History
finPOWER Connect (All) 3.03.05
FIX: HTML Widgets; widget.UI.Grid; Shows filtered out rows after column sort
After sorting columns, grids would show any filtered out rows.
FIX: Grids show filtered out rows after column sort
Grids now retain their filtered out rows after a column has been sorted.
NEW: HTML Widgets; Account Disbursements; Disbursement wizard now updates Due Date after External Party has been selected
The Account Disbursement wizard HTML Widget now updates the Due Date after an External Party has been selected.
NEW: External Parties list; Updates
The following changes have been made to the External Parties list form:
NEW: Account form; Std Transactions page; Value is now included in the grid
A "Value" column is now included in the Standard Transactions grid on the Std Transactions page of the Account form.
NEW: Configuration Security Report now available to Administrators
The "Configuration Security Report" (available from finPOWER Connect desktop, Tools, User Security menu) is now available.
NEW: Audit Search; Pks Range "Lookup" button removed
In the Audit Search wizard, the "Lookup" button for Pks Range has been removed. This is because the lookup is rather pointless, either you know the Primary Key you want to view or you don't - and if there are 1 million records, all you will see in 1 milli...
NEW: Configuration Security Report; Updated to use Summary Page Blocks and Icons
The Configuration Security Report has been updated to use Summary Page Blocks and Icons. This is to enhance the report, and ensure that critical alerts are more noticeable then they were before.
NEW: Configuration Security Report; Various Enhancements
The following enhancements have been made to the Configuration Security Report, previously found in the Tools -> Utilities menu when logged in as an Administrator:
NEW: HTML Widgets; widget.UI.AccountIncomingPaymentDetails and AccountOutgoingPaymentDetails controls now have paymentMethodVisible and paymentMethodReadOnly options
The following HTML Widget controls now have the following options that allow the visibility and read-only state of the Payment Method dropdown to be controlled:
FIX: Business Layer; finAccountLog and other Log objects; Do not validate that an Action Time Zone is specified
When saving an Account Log and an Action Date is set but the Action Time Zone had been cleared, no save error was occurring.
NEW: Account Close wizard; option to stop Accrued Interest from being modified
There are new options in the Account Close wizard to stop Accrued Interest from being modified by the User.
FIX: Users; / and \ in the User code is now disallowed
The User Id (code) now disallows / (forward slash) and \ (back slash) characters.
NEW: Account Disbursements; New Disbursement wizard now updates Due Date after External Party has been selected
The New Account Disbursement wizard now updates the Due Date after an External Party has been selected.
NEW: Client Connect Sample Portal; Messages page could hang if there were no messages
The Messages page in Client Connect could hang and be stuck on the blocked loading screen.
FIX: HTML Widgets; Client Identification; NZ Passports were not populating or saving the Passport Number
When loading an existing NZ Passport type Identification Item the Passport Number was not pre-populating. Additionally, if altering an existing number, or creating a new NZ Passport Identification Record the Passport Number would not be saved.
NEW: HTML Widgets; New Client wizards; Support for Identification has been added
The New Client wizard HTML Widgets have been updated to allow entry of Identification. The following Identification types are supported:
NEW: HTML Widgets; "topmost" CSS class is now applied to heading labels in tabs automatically
In some HTML Widgets, the top section of a form was hidden (e.g., based on license settings).
NEW: General Ledger Interface; Added MYOB API interface (BETA)
A new Web API based General Ledger Interface has been added for MYOB.
NEW: Default User Policy "G" minimum password length increased from 5 to 8 when creating a new database, or adding a new User Policy
The default password length requirements for User Policy "G" has been increased from 5 to 8 characters when creating a new database.
NEW: Administration view; List forms; Now have a "Delete" button below grids
The following list forms which are accessed from the Administration view now have a "Delete" button below their grid making it easier to delete records. Prior to this, you had to view the non-Edit form (except for Users) and use the "Delete" action on tha...
NEW: Documents; "Client Interest Advice" document has been updated
The "Client Interest Advice" sample Document has been updated as follows:
NEW: HTML Widgets; Account Payment Arrangement; Overriding Payments grid; No longer clears Date/ Date Range when no value entered
The "Date" and "Date Range" columns on the Overriding Payments grid in the Account Payment Arrangement HTML Widget are mutually exclusive.
NEW: Word Document Bookmarks; Summary Tables now support HTML in TextBefore and TextAfter
Word Document Bookmarks for Summary Tables now support HTML in TextBefore and TextAfter properties.
FIX: Range Lookup form not handling quoted values correctly
The Range Lookup form which is used primarily in reports was not handling quoted values correctly.
NEW: Portals; Now support ParametersHost control when running from Web Services
Portals now support use of the widget.UI.ParametersHost control when running from Web Services.
FIX: Web Services; When configured to only allow local access for administration, access to Portals may be blocked
Under certain circumstances, e.g., not using the Portal Host application, Portals were blocked when Web Services administration was configured to only be accessible from the local machine.
FIX: Account Type Promotions; added validation for Start and Stop dates
Added validation for Start and Stop dates in Account Type Promotions.
NEW: Change Password form incorrectly shows Multi-Factor Authentication (MFA) warning
The Change Password form was incorrectly showing a Multi-Factor Authentication warning below the input fields, even if MFA was not enabled.
FIX: Read-Only Users were unable to change their Password
Read-Only Users did not see the "Change Password" option on their User menu and, if a password change was forced for the User, they were unable to actually update their password.
FIX: Client form; Actions; "Add New Account" is visible for Read-Only Users
The "Add New Account" action was visible on the Client form, even if the current User or database was read-only.
NEW: Portals; User Portals; When run from "Test in Web Browser" button, the Login page is displayed
When a User Portal is running from within finPOWER Connect desktop, there is no concept of a User logging in to a User-based Portal since the User is already logged in to finPOWER Connect.
FIX: Grids; column is removed if used in a "group by" when the form is re-opened
A grid column is removed if used in a "group by" when the form is re-opened.
FIX: Account Close Summary; not showing Withholding Tax for Deposit Accounts
The sample Account Close Summary Document was not showing Withholding Tax for Deposit Accounts.
FIX: Portals form; Pages page; Copy and Pasting a Portal Page results in unhandled exception
Copying and Pasting an item in the grid on the Pages page of the Portals form resulted in unhandled exception "Object reference not set to an instance of an object." occurring.
FIX: Account Close wizard; Deposit Accrued Interest can now be amended
In the Account Close wizard, for Deposit Accounts the Accrued Interest value can now be amended by the user.
NEW: HTML Widgets; Banking Details entry; New "Lookup" button added
A new "Lookup banking details from this Account and its Clients" button is displayed after the Payment Method dropdown on all Incoming or Outgoing Bankings Details controls.
NEW: Banking Detail entry no longer includes incompatible Payment Types from Account and related Clients
On forms such as the Account Withdrawal wizard, the Banking Detail entry has a "Pick Banking Details from this Account and its Clients" button next to the Payment Method dropdown.
FIX: Word Documents; updated Last Payment Bookmark logic
When publishing documents they are typically saved as PDF files in the Document Manager before being sent to the Client.
FIX: Centrix NZ; Performing a Consumer Product Enquiry may result in an unhandled exception error
The Centrix NZ "Consumer Product Enquiry" service may fail with the error "An unhandled exception has occurred. Unable to cast object of type 'Intersoft.ISCreditBureau3.ISCreditEnquiryResponse_CentrixNZ_IndividualJudgement' to type "Intersoft.ISCreditBure...
NEW: NZ Government; Financial Services Provider API due to be removed on 15 March 2021
The NZ Government service NZCO Financial Services Providers Details products are due to be removed by MBIE on the 15 March 2021. There is no replacement API.
FIX: HTML Widgets; Account Withdrawal wizard; Schedule button is enabled and disabled incorrectly
The Schedule button on the Account Withdrawal (also Refund) wizard was enabled and disabled incorrectly.
NEW: Bank Export Services; "WBC QuickBatch (Credit Card Refund)" added
A Bank Exporter for Westpac in Australia has been added (for users with Advanced Banking Add-On).
NEW: Adding new External Party is now handled by the "External Party Edit" form
The Add button on the External Parties List form are now handled by the "External Party Edit" form rather than a special "New External Party" form which has now been removed.
FIX: HTML Widgets; Client Statistics Set; "As At" Label Caption updated
The caption for the "Date As At" and "Expires" fields updates depending on whether the "Expires" and "Notes" are set to only be displayed if the Advanced button is clicked.
NEW: HTML Widgets; Widgets including Account History updated to use new helper functions
The system-supplied HTML Widgets which include a "History" page (which refers to Account History) have been updated to use the new helper Functions in finAccountFunctions to retrieve Account History. Functionally, there are no changes, however the code wi...
FIX: Account form; removed overall database transaction when approving Disbursements
On the Account form, Disbursements page (both Disbursements and Payee tabs) there is an option to Approve Disbursements.
FIX: Account Restructure; fails to calculate if there is a Standard Transaction that has already stopped
The Account Restructure wizard may fail to calculate with the error "Cannot calculate new Account for Restructure. Standard Transaction 'Next Payment' date cannot be prior to the date of the Restructure.".
NEW: Adding new Client Types is now handled by the "Client Type Edit" form
The Add and Duplicate buttons on the Client Types List form are now handled by the "Client Type Edit" form rather than a special "New Client Type" form which has now been removed.
NEW: HTML Widgets; New Client Type Widget removed
The system-supplied "New Client Type" HTML Widget has been removed.