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finPOWER Connect (All) 3.04.01

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NEW: Update Requests; Account Payment Details Update; Updated to use new Banking Details structure

18402 | 23 July 2021 | finPOWER Connect 3.04.01

The Account Payment Details Update has been updated to use the new finBankingDetails code structure in finUpdateRequestActions. There is no difference in functionality.

NEW: Workflows; Security Register Search items are now supported

18401 | 2 August 2021 | finPOWER Connect Cloud 3.04.01

Security Register Search (PPSR Search) type Workflow items are now supported.

NEW: HTML Widgets; Client Bank Account wizard; Updated to support Split Bank Interface

18400 | 23 July 2021 | finPOWER Connect 3.04.01

The Client Bank Account HTML Widget has been updated to support the entry, and maintenance of Split Bank Accounts, the first Bank Interface supported by finPOWER Connect. If the Split service is configured, the first page of the HTML Widget will allow sel...

NEW: finAccountBankingDetail Business Layer object; now supports BankingDetails property

18399 | 23 July 2021 | finPOWER Connect 3.04.01

The finAccountBankingDetail Business Layer object now supports a BankingDetails (finBankingDetails object) property. This stores the Payment Method and various Bank Account and Credit Card details.

NEW: Client form; Tax & Banking; Account Sort code added

18398 | 23 July 2021 | finPOWER Connect Cloud 3.04.01

The Client form, Tax & Banking page, now shows an Account Sort Code column in the grid.

NEW: HTML Widgets; widget.UI.DBCombo; Refreshing from "BankBranches" shows a Code column with line breaks

18397 | 23 July 2021 | finPOWER Connect 3.04.01

When a widget.UI.DBCombo control is refreshed from a Standard Range such as Bank Branches, the Code column could appear very narrow and have line breaks (it was breaking at "-" characters).

FIX: Web Services; When "Make Web Services unavailable" is checked, the error notification "widget_ui.LoadStyle:Failed to retrieve Style information" appears

18396 | 22 July 2021 | finPOWER Connect 3.04.01

When Web Services are configured to be "unavailable", only a certain sub-set of functionality is available, even to the Web Services administration facility.

NEW: Portals; Client and User Password Reset Emails are now audited

18395 | 22 July 2021 | finPOWER Connect 3.04.01

Portal Client and User Password Reset Emails are now audited.

NEW: Address Lookup form; prompts user to switch to "Unspecified (validated)" if an invalid address

18394 | 22 July 2021 | finPOWER Connect 3.04.01

A change has been made to the Address Lookup form.

NEW: Sending a User Password Reset Email is now audited

18393 | 22 July 2021 | finPOWER Connect Cloud 3.04.01

When a User requests a Password Reset Email to be sent (e.g., from the finPOWER Connect Cloud Login form), an Audit is now written when the Email is sent.

NEW: Account form, Transactions grid; new column "Cleared Status"

18392 | 22 July 2021 | finPOWER Connect 3.04.01

A new column "Cleared Status" has been added to the Account form, Transactions grid.

FIX: Report Data Export; list of Export Types reordered

18391 | 22 July 2021 | finPOWER Connect 3.04.01

When exporting a Report, on the "Data Export" page, the list of Export Types is now in the following order:

NEW: Logs grids; Now display "Creator" column

18390 | 21 July 2021 | finPOWER Connect Cloud 3.04.01

The followings Logs grids now show a "Creator" column providing the screen is above a certain width:

FIX: Client form; Tax & Banking page; Bank Accounts grid not showing if not licenced for Advanced Clients

18389 | 21 July 2021 | finPOWER Connect Cloud 3.04.01

The Bank Accounts grid on the Tax & Banking page of the Client form was not being displayed if the database was not licensed for the Advanced Clients Add-On.

FIX: Non-Administrator Users can view the User form

18388 | 21 July 2021 | finPOWER Connect Cloud 3.04.01

The User form should only be accessible to Administrator and User Administrator Users.

NEW: Bank Transaction Reverse; added scriptable option to create an Account Log

18387 | 21 July 2021 | finPOWER Connect 3.04.01

The finBankTransactionReverse (Bank Transaction Reverse) Business Layer object now includes an option to create an Account Log.

FIX: Quick Search locates Users when not signed in as an Administrator

18386 | 21 July 2021 | finPOWER Connect Cloud 3.04.01

The Quick Search can be used to locate other Users.

NEW: References to Google URLs using the HTTP protocol have been updated to use the HTTPS protocol

18385 | 21 July 2021 | finPOWER Connect 3.04.01

Various references to www.google.com and maps.google.com were found to be using the HTTP protocol.

FIX: finPOWER Connect Cloud Configuration; Content Security Policy; Defaults no longer contain wildcards

18384 | 21 July 2021 | finPOWER Connect 3.04.01

The Security page of the finPOWER Connect Cloud Configuration form allows Content Security Policy to be enabled.

FIX: Spelling mistake "athentication" when showing the Multi-Factor Authentication pairing form

18383 | 21 July 2021 | finPOWER Connect 3.04.01

Spelling mistake "athentication" when showing the Multi-Factor Authentication pairing form

FIX: NZ Government Change Events Mailbox; Incorrect validation error message displayed

18382 | 21 July 2021 | finPOWER Connect 3.04.01

The NZ Government Change Events Mailbox wizard may display an incorrect validation error message.

NEW: Admin, Bank Account form; various changes

18381 | 8 July 2021 | finPOWER Connect 3.04.01

The following changes have been made to the Admin, Bank Account form:

FIX: Portals; Attempting to sign-in with a locked out Client or User account now prioritises this message

18380 | 27 July 2021 | finPOWER Connect WS 3.04.01

Previously, when attempting to sign into a Portal, the message "Your account is locked out." would only be shown upon entering the correct password.

NEW: Document Standard Parameters, Add Pools Range

18379 | 19 July 2021 | finPOWER Connect 3.04.01

Pools have been added to the Standard Parameters for Account Documents.

FIX: HTML Widgets; Client Contact Address; Does not respect the Global Setting to "Validate Postal Addresses for the local country"

18378 | 19 July 2021 | finPOWER Connect 3.04.01

The Client Contact Address has been updated to respect the Global Setting to "Validate Postal Addresses for the local country".

NEW: Client form; Tax & Banking page; Banking Information grid updated

18377 | 19 July 2021 | finPOWER Connect Cloud 3.04.01

The following changes have been made to the Banking Information grid on the Client form:

FIX: Spelling mistake "two-fator" when showing the Multi-Factor Authentication pairing form

18376 | 19 July 2021 | finPOWER Connect Cloud 3.04.01

When using "Authenticator App" MFA, there was a spelling mistake under the heading "Download an Authenticator App".

FIX: Obsoleted Functions and unused Variables have been removed from system-supplied, built-in Scripts

18375 | 16 July 2021 | finPOWER Connect 3.04.01

Unused variables have been removed, and obsoleted Functions have been replaced with their new versions in the built-in Scripts supplied with finPOWER Connect.

FIX: HTML Widgets; widget.UI.ParametersHost; Mandatory controls do not have a blue label

18374 | 15 July 2021 | finPOWER Connect 3.04.01

Mandatory controls in the Parameters Host (used in places such as the Client Edit form, User Defined page) were not showing with a blue label. The control background was yellow to indicate it was mandatory, but the label was not coloured correctly.

NEW: Scripting; "Power Tools" options added to Script Editor

18373 | 15 July 2021 | finPOWER Connect 3.04.01

"Power Tools" have been added to the Script Editor within finPOWER Connect Desktop.

FIX: Parameters entry blocks; All labels are bold

18372 | 15 July 2021 | finPOWER Connect Cloud 3.04.01

All labels in Parameter entry blocks (such as when running a Report) were bold.

NEW: HTML Widgets; widget.UI.ParametersHost; "Limit To List" not supported for List type Parameters

18371 | 15 July 2021 | finPOWER Connect 3.04.01

A List-type Parameter that was configured to "Limit To List" was not respecting this flag when viewed in a ParametersHost control such as on the Client Edit form, User Defined page. Any value could be typed into the list.

NEW: Help, Support, Support Information; add "Future Compatibility Information" section

18370 | 15 July 2021 | finPOWER Connect 3.04.01

A new section "Future Compatibility Information" has been added to Support Information.

NEW: Business Layer Pool objects will no longer be recreated if a Global Collection has been updated

18369 | 15 July 2021 | finPOWER Connect WS 3.04.01

<wik>Previously, if any changes had been made to one or more of the Global Collections, Web Services would drop that business object from its pool and create a new one.

FIX: Client form; Web Mail tab; Tab may show an unread count but the page shows no Web Mail items

18368 | 15 July 2021 | finPOWER Connect Cloud 3.04.01

The Web Mail page on the Client form may show an unread count bullet in the tab but viewing the page shows no Web Mail items.

FIX: HTML Widgets; Date with a time portion show padding to the right of the time (when not read-only)

18367 | 15 July 2021 | finPOWER Connect 3.04.01

The widget.UI.TimeBox control has an 'allowTime' option which, when set to true, shows a time-entry portion.

NEW: Account Payment/ Withdrawal wizards; logic when defaulting Bank Account updated

18366 | 14 July 2021 | finPOWER Connect 3.04.01

When entering payment details in the Account Payment, Withdrawal etc wizards, finPOWER Connect with default Bank Account details based upon previous transactions, i.e., it learns from past transactions.

NEW: finAccount Business Layer object; RelatedBankAccounts collection added

18365 | 14 July 2021 | finPOWER Connect 3.04.01

A new collection has been added to the finAccount Business Layer object "RelatedBankAccounts".

NEW: Withdrawal Elements; now support "Due Immediately" setting

18364 | 14 July 2021 | finPOWER Connect 3.04.01

Withdrawal Elements now support the "Due Immediately" setting. The default is unchecked, or not Due Immediately, to maintain backwards compatibility.

NEW: Login form now auto-recovers from Web Services being unavailable

18363 | 14 July 2021 | finPOWER Connect Cloud 3.04.01

If a User views the login form and finPOWER Connect Web Services are unavailable, then the message "finPOWER Connect Cloud is currently unavailable" is shown after a few seconds.

NEW: NZ Address Sanitise; may match to the incorrect address

18362 | 16 August 2021 | finPOWER Connect 3.04.01

The New Zealand Address Sanitise function may match to the incorrect address under the following scenarios:

FIX: Security Types; In NZ the "Is the VIN mandatory for a PPSR Registration?" not working

18361 | 14 July 2021 | finPOWER Connect 3.04.01

For NZ databases, the Security Type setting "Is the VIN mandatory for a PPSR Registration?" was not working.

NEW: Users, General page has been added to Global Settings in finPOWER Connect Cloud

18360 | 14 July 2021 | finPOWER Connect Cloud 3.04.01

For Users with access to Global Settings the Users, General page of Global Settings can now be viewed and edited.

NEW: finBL.FormatPercentage function; new option to set the minimum number of decimal places to use

18359 | 14 July 2021 | finPOWER Connect 3.04.01

The FormatPercentage Business Layer function now includes an option to set the minimum number of decimal places to use. Previously only the maximum number of decimal places could be specified.

NEW: Portals; Security page; You can now specify a custom "Locked Out Message" for Client and User-based Portals

18358 | 14 July 2021 | finPOWER Connect 3.04.01

A new "Locked Out Message" can be defined for both Client and User-based Portals.

FIX: Portals; User Authentication may return a lengthy error message, particularly if User account is Locked Out

18357 | 14 July 2021 | finPOWER Connect WS 3.04.01

When failing to sign in to a User-based Portal, the error message returned may have been quite lengthy.

FIX: Sample Client Marketing Pageset; "Exclude clients with any overdue accounts?" option not working

18356 | 8 June 2021 | finPOWER Connect 3.04.01

The sample Client Marketing Pageset's option "Exclude clients with any overdue accounts?" option was not working correctly - it excluded where Accounts were not overdue.

NEW: Clients, New Clients page has been added to Global Settings in finPOWER Connect Cloud

18355 | 13 July 2021 | finPOWER Connect Cloud 3.04.01

For Users with access to Global Settings, the Clients, New Clients page of Global Settings can now be viewed and edited.

NEW: Bank Transaction Summary Page; Lodgement block incorrectly states "This Transaction batch is not a Lodgement."

18354 | 13 July 2021 | finPOWER Connect 3.04.01

The Bank Transaction Summary Page, Lodgement block, incorrectly states "This Transaction batch is not a Lodgement." - when it is still to be lodged.

FIX: Global Settings; Clients; New Clients; Label capitalisation corrected

18353 | 13 July 2021 | finPOWER Connect 3.04.01

Capitalisation of the default values has been corrected.

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