Release History
finPOWER Connect (All) 3.03.05
FIX: Xero Interface; updated validation and OAuth initialisation code
The Xero Accounting Interface has been updated as follows:
NEW: Portals; widget.UI.MsgBoxInfo and related functions may not appear to work correctly
If a Portal page accesses the widget.UI object (e.g., to display a message box) but does not include the HTML Widget CSS resource, display issues may occur. To alert Portal developers to this, the summary below the grid on the Portals form, Pages page now...
NEW: Portals; Pages; PASSWORD_CHANGE; Template Text now generates a fully functional page
Clicking the "Paste Template HTML and JavaScript code" button below the Script editor for the HTML of a Portal page with the special "PASSWORD_CHANGE" Page Id now generates a fully functional password change page.
FIX: Portals; Can now force Client or User to change their password
Portals can now be configured to respect the "Force Client to change their Web Password the next time they sign in" and "Force User to change Password when they next login" settings on the Client and User records.
FIX: Portals; Custom "Password Change" page not showing
A custom Password Change page (a page with a code of PASSWORD_CHANGE) was not being displayed unless it was flagged as allowing unauthenticated access.
NEW: HTML Widgets; New Account wizard; Client's Account Role may be invalid when switching between Product Types
Then switching Product Types in the New Account wizard, e.g., between Loans and Deposits, the Account Roles in the grid on the Clients page may then be invalid.
NEW: Business Layer; finAccountHistoryItem and finAccountHistoryItems now have ToHtmlWidgetJsonString() and ToHtmlWidgetJsonObject() Functions
The following Functions are now available on the finAccountHistoryItem and finAccountHistoryItems Classes:
NEW: Equifax VedaConnect (Australia) Credit Bureau; VedaScore Apply Consumer Enquiry comprehensive Account Payment Status list updated
The VedaScore Apply Consumer Enquiry product for Equifax VedaConnect (Australia) has been updated to better display the Comprehensive Account Payment Status data.
FIX: Scripts form; Minimising and then restoring form on Script Code page may cause unhandled exception
An unhandled exception could occur on the Scripts form when the form was minimised and then restored.
NEW: HTML Widgets; Audit Search; Range lookups now filter by other selected values
The Audit Search HTML Widget now filters range lookups such as "Service Ids" by values entered in other fields (in this case, the "Service Types" range).
FIX: Portals; Cancelling an edit immediately after importing HTML Widget styling was not prompting
Throughout finPOWER Connect, if a form has unsaved data and the User opts to cancel the edit, they will be prompted that there is unsaved data, and that changes will be lost. After importing HTML Widget Styling into a Portal, this warning was not being di...
NEW: Portals; Import and Export of a Portals Theme has been added
The "Theme" page of a Portal can now be Imported and Exported using the buttons provided immediately above the HTML preview. The data is saved in XML format and can be used between Portals.
NEW: Portals form; Export Package action; Exports all Portals, not just the currently loaded Portal
The "Export Package" action on the Portals form was incorrectly exporting all Portals, not just the currently loaded Portal.
FIX: HTML Widgets; Account Withdrawal and Refund wizard; Incorrectly shows "Withdrawal" in summary for Refunds
When in "Refund" mode, the Summary Page at the bottom of the first page in the Account Withdrawal wizard was incorrectly showing "Withdrawal".
NEW: HTML Widgets; Client-based Widgets updated to confirm on cancel if data has been entered and / or changed
Miscellaneous Client-based HTML Widgets have been updated so that if data has been changed (or entered), and the User opts to "Cancel" the HTML Widget, they will be prompted with the following message:
NEW: HTML Widgets; Various errors updated to be more User-friendly in sub-record HTML Widgets
A selection of sub-record HTML Widgets have been updated to better handle:
NEW: Portals; Pages; Special "LANDING" page can now be included in the Site Map
Special Portal pages such as "LANDING" are generally excluded from the Site Map and cannot be the site's default page.
NEW: Client Groups; New Statistics option "Assets and Liabilities only" has been added
Client Statistics can now be limited to "Assets and Liabilities" on Client Groups. Previously, Statistics could only be limited to "Income and Expenses", but this has now been extended.
NEW: HTML Widgets; Account, Account Application and Client Edit Widgets updated to confirm on cancel if data has been entered and / or changed
The Account, Account Application and Client Edit HTML Widgets have been updated so that if data has been changed (or entered), and the User opts to "Cancel" the HTML Widget, they will be prompted with the following message:
NEW: Account List and Account Search forms; Pool Column now available
A new Pool column has been added to the grids on the Account List and Account Search forms.
NEW: Deposit Accounts; new option to disallow Withdrawals and Transfers that would place the Account into a Negative Balance
A new setting for Deposit Accounts has been added to prevent a Withdrawal or Transfer either taking a Deposit into a negative balance or increasing a negative balance.
FIX: Email and SMS Messages; Branch and Entity tags not resolving
In an Email or SMS Message for a Client, the Branch and Entity tags may not resolve. This is because the Client does not define a default Branch.
NEW: Credit Bureau; Credit Sense (Version 2); Added ability to load existing Applications
Added ability to load existing Applications into the Credit Sense (Version 2) Bank Account Credit Bureau service.
FIX: NZ High-Cost Loans; removed Global Settings for Commencement Dates
Global Settings for NZ High-Cost Loans Commencement Dates have been removed.
NEW: Microsoft Azure SQL Database provider; reviewed and updated
The finPOWER Connect Microsoft Azure SQL Database provider has been updated as follows:
NEW: HTML Widgets; New Account and Account Statement Change; Statement "Next Date" not automatically updating when Statement Frequency is changed
When changing a Statement Cycle in the New Account and Statement Change HTML Widgets, the "Next Date" did not automatically update as it did in the finPOWER Connect Desktop form. This has been fixed, and now the "Next Date" will default to the next date i...
NEW: Audit Search; Form updated to use Audit Functions available in the Business Layer
Previously, the Audit Search wizard managed all Audit Searching within the form. To support the new Audit Search HTML Widget the majority of code which is responsible for searching was moved to finAuditFunctions.
FIX: Summary Pages; Account Withdrawal Summary; Incorrect capitalisation fixed in warnings
The warnings displayed in the Account Withdrawal Summary incorrectly capitalised "is" which is in the middle of the sentence. This has been corrected.
NEW: Deposit Accounts; can now reopen Matured and Reinvested Deposit Accounts
Previously you could not reopen a Matured or Reinvested Deposit Account. This might be required, for example, where the maturity payment is reversed because the Bank Account paying to has been closed.
NEW: Logs; change logic behind delete where Log is linked to a Service Log
Currently Client Logs cannot be deleted if they are Bank Account Enquiry Logs.
FIX: Queues; Reports "Use Printer Settings?" always checked
On a Report item of a Queue, the "Use Printer Settings?" option cannot be unchecked - every time it is saved the option is reset to checked.
NEW: Key/ Value Lists; "Percent" type values now supported
A new "Percent" type value has been added to ISKeyValueList.
NEW: Australian BSB List; Updated to December 2020
BSB Added
FIX: SMS/ Email Messages; updated warning message
The warning message shown before sending bulk Email and SMS Messages has been updated if the document does not create Logs.
NEW: Cost Centres; Centrix NZ; Commercial Enquiry Options and Defaults available for all countries
The Centrix NZ Commercial Enquiry Options and Defaults in Cost Centres is available for all countries.
NEW: NZ Bank/ Branches; Update supplied Bank Branch Register file to December 2020
The NZ Bank/ Branch Register file supplied with finPOWER Connect has been updated to the December 2020 list.
FIX: PPSR Renew; updated Renewal confirmation message
When licensed for the PPSR Interface, there is an option to renew the Financing Statement (NZ) or Registration (AU).
NEW: HTML Widgets; Audit Search now available
Audit Search is now available as an HTML Widget.
FIX: Admin, Bank Accounts; error opening form if not licensed for Advanced Banking
Opening the Admin, Bank Accounts form, if not licensed for Advanced Banking, causes an "An unhandled exception has occurred. Object reference not set to an instance of an object." error.
FIX: finBankExportCreate; obsoleted "Load" function not working
The finBankExportCreate "Load" function, when used via scripting, was not working correctly and returned a "Bank Account Export Service not specified." error.
FIX: Reporting; Client List report; Ordering by "Name" fails
Attempting to run the Client List report failed when ordering by "Name" since the list item for " Name" contained a space at the beginning.
FIX: HTML Widgets; New Account and Account Standard Transaction wizards; Incoming Transfers for Investments not working as expected
Entering Incoming Transfers for Investments was not working as expected. The values would sometimes appear reversed (i.e., negative versions of themselves) and could prevent the Account Calculation from being performed correctly.
NEW: HTML Widgets; Account Standard Transaction; Partial rewrite
Major parts of the Account Standard Transaction HTML Widget have been re-written.
FIX: HTML Widgets; Account Standard Transaction wizard List of Accounts with common Clients not working for new Accounts
When selecting an Account to transfer to for a Transfer type Element in the Account Standard Transaction wizard, the filtered list of Accounts was always showing no entries for new, unsaved Accounts.
NEW: HTML Widgets; Approve Disbursements; Standard Script notes added to Script
The following notes have been added to the built-in Approve Disbursements HTML Widget:
NEW: HTML Widgets; Client Identification Item; Now checks record timestamp before allowing an existing record from being updated or deleted
The Client Identification Item HTML Widget would update or delete a record, even if the timestamp had changed since loading. This may indicate that the record had been updated by another User, and therefore updating or deleting it without warning is not d...
NEW: HTML Widgets; Client AKA; Now checks record timestamp before allowing an existing record from being updated or deleted
The Client AKA HTML Widget would update and delete a record, even if the timestamp had changed since loading. This may indicate that the record had been updated by another User, and therefore updating or deleting it without warning is not desirable.
NEW: Portals; Options page; New "Data Adaptor" Script can be defined
A "Data Adaptor" Script can now be defined for a Portal on the Options page.
FIX: Audit pages now clarify how the information is displayed and include the Time Zone details
The Audit page (e.g., the Account form, Audit page) now clarifies the Time Zone that any dates are displayed using.
FIX: HTML Widgets; Run Account Processes; Filters; Payment Methods not looking up
The following range filters on the Run Account Processes HTML Widget were doing nothing when the lookup button was clicked: