Release History
finPOWER Connect (All) 3.04.00
NEW: SMS-based Multi-Factor Authentication added
The ability for finPOWER Connect Cloud to use SMS-based Multi-Factor Authentication has been added. This is configured under the finPOWER Connect Cloud Configuration form, General, Security page in finPOWER Connect desktop.
NEW: New SMS Messaging Interface; TxtStream service; support added for multiline text messages
Support has been added for multiline SMS text messages on the TxtStream service (in the New SMS Messaging Interface).
NEW: Gembox Email software component; updated to version 15.0.0.1064
The Gembox Email component files have been updated to version 15.0.0.1064.
NEW: New SMS Messaging Interface; SMS Fusion service; support added for multiline text messages
Support has been added for multiline SMS text messages on the SMS Fusion service (in the New SMS Messaging Interface).
NEW: New SMS Messaging Interface; Twilio service; support added for multiline text messages
Support has been added for multiline SMS text messages on the Twilio service (in the New SMS Messaging Interface).
NEW: New SMS Messaging Interface; ClickSend service; support added for multiline text messages
Support has been added for multiline SMS text messages on the ClickSend service (in the New SMS Messaging Interface).
FIX: Help; Help contents; Clicking the "Audit Search" link from User Policies topic tries to open multiple instances
Moving between topics in the "Help Contents" form caused application shortcuts to be run multiple times when clicked.
NEW: Forgotten Password (Password Reset form) did not display a meaningful error message when the password change failed
When entering an invalid password (of other invalid information) into the Password Reset form after receiving a Password Reset email, the error message displayed did not include full information, it just contained the text "Failed to update User Password"...
NEW: Gembox Spreadsheet software component; updated to version 47.0.0.1129
The Gembox Spreadsheet component files have been updated to version 47.0.0.1129.
FIX: Gembox Document software component; updated to version 33.0.0.1169
The Gembox Document component files have been updated to version 33.0.0.1169.
FIX: MYOB API Interface; fails with "Receipt Number cannot be more than 13 characters"
The MYOB API Interface may fail with "Failed to perform General Ledger Export. Failed to execute MYOB 'PostReceiveMoney' request.
FIX: Standard Transaction HTML Widget; Cycle of "Opening" is no longer valid for "Payment Received" Elements
A cycle of "Opening" is no longer valid for "Payment Received" Standard Transactions.
NEW: HTML Widgets; New Account wizard; Financial page; Options now available
The widget.UI.AccountFinancial control and the corresponding New Account wizard have been updated to support the equivalent of the "Options" tab. Instead on an "Options" tab however the Financial details will show an "Advanced" button.
NEW: Revolving Credit Accounts; add default for "Direct Debit Payments due on opening date?"
Revolving Credit Account Types now include the default for "Direct Debit Payments due on opening date?" - like other Loan Account Types. This is specified on the Payments page.
FIX: Client form; Change Event trigger updated for Client Type Dropdown
The Change Event for the Client Type Dropdown on the Client form was not being triggered at the point the value was changed. Instead, it was only fired when the page was changed, or if the record went in or out of Edit mode.
FIX: HTML Widgets; Auto-formatted Text Boxes; Formatted phone numbers would prompt to update, even if there was no change
When phone number validation had been set on a Text Box, but not set to auto-format (i.e. causing the control to prompt the User if they would like to have the phone number auto-formatted), the prompt would appear, even if the formatted value already matc...
NEW: HTML Widgets; Auto-formatting on Text Boxes has been expanded
The option of auto-formatting on Text Boxes has been increased to also include:
NEW: APLYiD Summary Page; "Address does not match Client" message logic enhanced
An APLYiD response may show a warning "Address does not match Client" in the Summary Page where there is no obvious difference.
FIX: Security Statement Item List Report; may fail to run
The Security Statement Item List Report may fail to run and report the error "Failed to execute 'SecurityStmtItemList' Report. Failed to execute Query. Failed to execute 'SecurityStmtItemList' Query. Failed to open DataSet. Invalid column name 'Other'.".
NEW: Security Statements; where there are a very large number of Items, finPOWER Connect is very slow
Where there are a very large number of Security Statement Items, finPOWER Connect may be very slow. One particular client had a Security Statement with over 20,000 items.
NEW: Portals; Client-based Portals; finPortalHandlerBL's Client object is now refreshed from the database with every request
The finPortalHandlerBL object (accessed from Portal Script Code as mPortalHandler) now refreshes its Client object (mPortalHandler.Client) every time the Portal Handler is reused.
NEW: Workflows; Ability to unskip a Workflow Item has been added
The ability to unskip Workflow Items has been added.
NEW: SMS Message HTML Widget; added Account Role column to Phone Number dropdown list
The SMS Message HTML Widget now shows the Account Role in the dropdown list of Phone Numbers, if "Account" is selected as the Recipient Type. This helps identify whether the person is the borrower, guarantor etc.
NEW: When setting an MS Access Database filename, leading and trailing quotes are now removed
Copying a file name from Windows Explorer by right-clicking a file while holding Shift and selecting "Copy as path" copies the file name but adds leading and trailing quotes.
FIX: Portals; widget.RefreshParent() not working when using the "Test in Web Browser (Experimental)" button
Calling the widget.RefreshParent() method from a Portal modal form refreshes the parent page.
FIX: Tasks view; Task Group with only an HTML Widget and a Smart List does not redisplay Smart List after selecting HTML Widget
If a Task Group contains only two items: an HTML Widget and a Smart List, switching between them will not redisplay the Smart List.
NEW: Update Requests; Updating the Client Tax Number update now available as an Update Request
Updating a Client's Tax Number is now available as an Update Request type. To support this enhancement, the following Business Layer function has been added to easily create this type of Update Request:
FIX: Account Documents wizard; Bulk SMS not default template text from Document when using the New Messaging Interface
When using the New Messaging Interface (Global Settings, Messaging, SMS page), running an SMS Document in bulk mode (e.g., via the Report Explorer) was not defaulting the message from the Template SMS Message defined on the Document page of the Documents...
NEW: Time Zones; updated Windows Time Zones
The following new Windows Time Zone has been added:
FIX: Scripts form; Script Code; Function Explorer; When in read-only mode function library overwrites currently loaded Script
Clicking an entry in the Function Explorer on the Script Code page of the Scripts form (and other forms with Script Code) goes to that function in the code. However, if the function is in an included function library Script, it loads that Script and goes...
NEW: Global Settings; Client Contact Methods moved from Account Applications, Defaults page to new Clients, Contacts page
The defaults for Client Contact Methods specified on the Account Applications, Defaults page have been moved to a new Clients, Contacts
FIX: Standard Transactions; Cycle of "Opening" is no longer valid for "Payment Received" Elements
A cycle of "Opening" is no longer valid for "Payment Received" Standard Transactions.
FIX: HTML Widgets; External Party Edit; Incorrectly showing Commission and Securitisation pages
The External Party Edit form HTML Widget was incorrectly showing the Commission and Securitisation pages.
NEW: Login form now displays "Unavailable" message if Web Services cannot be reached or are configured to be unavailable
If Web Services are configured to be unavailable, the Login form displays a "finPOWER Connect Cloud is currently unavailable" page and indicates that "finPOWER Connect Web Services are configured to be unavailable.".
NEW: finUpdateRequestUtilities.CreateUpdateRequestLog_AddressUpdates_FromAddressDetails() has now been implemented
finUpdateRequestUtilities.CreateUpdateRequestLog_AddressUpdates_FromAddressDetails() would previously immediately error stating that it had not yet been implemented. It has now been implemented and supports the individual processing of Physical and Postal...
FIX: HTML Widgets; Account Standard Transaction wizard; Updated to allow an AccountStdTranPk of zero to cater for Quotes
In primary key of an Account Standard Transaction for "Quote" Accounts is actually its index in the collection since there is no concept of Standard Transactions being saved to the database for "Quote" Accounts.
NEW: Portals; A method of allowing file downloads for another Account from Web Services
When a Client is signed in to a Client-based Portal, many security checks should be made or, in many cases, are made automatically.
NEW: HTML Widget; widget.UI.NumberBox control; Added autocomplete='off' to minimise browser interference
The widget.UI.NumberBox control has been updated to include an autocomplete="off" attribute.
FIX: Publish Documents wizard; Cancelling an Account Application Document fails
In the Publish Documents wizard, cancelling an Account Application Document fails with the error "Failed to save Log Publish Items. Failed to execute SQL. An object or column name is missing or empty. For SELECT INTO statements, verify each column has a n...
NEW: Interest Rate Change wizard; disallow "Rate Table" for Deposit Accounts where "Fix Interest Rate from Rate Table?" ticked
In the Interest Rate Change wizard the "Rate Table" option for Deposit Accounts is now disallowed if the Account Type Interest Option "Fix Interest Rate from Rate Table?" is ticked.
NEW: finPOWER Connect Cloud Configuration; Processes; Options; New option to email User at end of a Background Process
Certain HTML Widgets run their main process as a Background Process under Web Services.
NEW: Bank Suspense Items; change to logic in how the Element is defined
Bank Suspense Items were only setting the Transaction Type when posting the Transaction to an Account. This meant the Element used was that defined on the Transaction Type.
NEW: Portals; Business layer functionality added to execute a Data Adaptor Script Event
The following business layer methods have been added to allow Portal Script code to more easily execute events in the Data Adaptor Script:
FIX: Centrix NZ Credit Bureau Default: Satisfaction Date incorrectly sent as the original Date of Default
In the Centrix NZ Credit Bureau Interface, a Default's Satisfaction Date (when Closing the Default) was incorrectly sent as the original Date of Default.
NEW: HTML Widgets and Portals; Alignment of dropdown button for DateBox controls
The dropdown button on DateBox controls were misaligned (too high) when running:
NEW: Email, SMS (old interface) wizards; better description of email, phone number selected
The Send Email and SMS (old interface) wizards, including Task Manager actions, have been enhanced when an Account is selected as follows:
NEW: New Company Wizard; update default Tax Categories for New Zealand
The New Company Wizard has been updated for new Tax Categories for New Zealand effective 1 April 2021.
FIX: Export Information; New option to embed Client file and document information
When using File, Export Information there is a new option on the Parameters page to "Embed Files and Documents" when exporting Client information to an XML file.
NEW: Credit Sense (Version 2) Credit Bureau Service; Added ability to refresh an existing Bank Account Enquiry
Added ability to refresh an existing Credit Sense (Version 2) bank account enquiry.
NEW: Background Processes run from HTML Widgets are now purged after 120 hours rather than 24 hours
HTML Widgets such as the Run Account Processes wizard work by creating a background process record that then causes Web Services to run the process in the background.