Release History
finPOWER Connect (All) 3.04.02
NEW: Log form; Email and SMS pages are now available
Email and SMS pages are now shown on the Log form where applicable.
NEW: Log forms; Email page; Now shows details of any file attachments if available
The upcoming Send Email Message wizard HTML Widget allows files to be attached to emails.
NEW: Processes view; Send Email Message wizard now available
The Processes view now contains a "Send Email Message" entry.
FIX: Information Lists; could import List values and save with values longer than allowed
You can import Information List "List" values and alternate/ display values using the buttons below the List grid.
NEW: Resources; New flag to "Allow use as an Email attachment"
A new flag to "Allow use as an Email attachment" has been added to Resources.
NEW: HTML Widgets; New widget.UI.FileUpload control
A new FileUpload widget control is now available.
NEW: finBankExportCreate; Load and ExecuteCommit Functions updated to use Class Properties rather than Function Parameters
Previously, finBankExportCreate relied on Function Parameters on the Load and ExecuteCommit Functions to set Properties such as Bank Account and Service. This structure is not ideal for implementations in Web Services and finPOWER Connect Cloud where sett...
NEW: HTML Widgets; Account Direct Debit Stop; Added option to apply Direct Debit Stop To date to Minimum Payments only for Revolving Credit Accounts
There is a new option to apply the Direct Debit Stop To date to Revolving Credit Loan Account Minimum Payments only. This means Promises, Additional Payments etc will still be Direct Debited as normal.
NEW: HTML Widgets; New widget.UI.SelectResource method
A new widget.UI.SelectResource method has been added.
NEW: Revolving Credit Loan Accounts; added option to apply Direct Debit Stop To date to Minimum Payments only
There is a new option to apply the Direct Debit Stop To date to Revolving Credit Loan Account Minimum Payments only. This means Promises, Additional Payments etc will still be Direct Debited as normal.
FIX: General Ledger Export; Export fails using new interface
The General Ledger Export may fail with the message "Failed to perform General Ledger Export. Invalid Entity.".
FIX: Workflows; Some Item Outcome Icons displaying incorrectly
The following issues were identified and fixed relating to Workflow Item Outcome Icons:
FIX: HTML Widgets; Incoming & Outgoing Communication HTML Widgets could not be run as standalone Workflow Items
The Incoming & Outgoing Communication HTML Widgets could not be run as standalone Workflow Items (configured as HTML Widget or HTML Widget Script Item Types) as they required a "Type" and "Id" Parameter to function correctly.
NEW: Workflows; Outgoing Communication Item Type now uses Outgoing Communication HTML Widget in finPOWER Connect Cloud
Previously, Outgoing Communication Item Types opened the generic Log form when actioned in finPOWER Connect Cloud. This has been updated to open the Outgoing Communication HTML Widget.
FIX: Workflows; HTML Widget Item Types not using success flags or icons from the Outcome
The following Workflow Item Types may or may not use Outcomes:
NEW: HTML Widgets; New widget.UI.SelectDocumentManagerFile method
A new widget.UI.SelectDocumentManagerFile method has been added.
NEW: Account Direct Debit Stop wizard; updated Tooltip
The tooltip above the grid has been updated from "Click the calendar in the row to update 'Stop To' date." to "Click the calendar icon to update the 'Stop To' date and stop all Direct Debits up to and including that date.".
NEW: HTML Widgets; widget.UI.DocumentManagerComboBox; Now hides preview if file type is not previewable
The widget.UI.DocumentManagerComboBox control (as used in the Client Edit HTML Widget to pick a Client's image) has been updated to hide the preview shown below it if it is not a previewable file type.
NEW: HTML Viewer form and WebView2 control; now support Save function
The HTML Viewer form, which uses the WebView2 control, now supports a Save function. The "Save" button is located below the HTML page.
NEW: Business Layer help now includes an "Obsolete Members" topic
The Business Layer help now includes an "Obsolete Members" topic which lists all methods, properties, and events in the finPOWER Connect business layer that are flagged as being "Obsolete".
NEW: SMTP Email Message Provider; will now retry if message fails to send with Mailbox Busy or Unavailable errors
The SMTP Email Message Provider will now retry the send if it fails to send and the error is either with Mailbox Busy or Mailbox Unavailable.
NEW: Quotation Credit Enquiries; new option to "void" pending Credit Enquiries
There may be some circumstances where a Quotation Credit Enquiry cannot be confirmed - as the Credit Bureau returns an error. For example, the Credit File has been suppressed and cannot be updated or the Credit Bureau has removed the original Credit Enqui...
FIX: illion BankStatements; Incorrect "OLD Report" Alert may be displayed
The illion BankStatements summary page may display the incorrect alert "This is an OLD Report, date is from 738084 days ago" when the first Account being returned does not have transaction data.
NEW: Obsolete business layer functionality now reported in various different ways
The following prefixes are now given to the business layer/ intellisense help for obsolete functionality:
FIX: Deposit Account; may not mature if only Interest on maturity is present
A Deposit Account may not mature if the only Transaction is an Interest on maturity.
FIX: Date Cycle; setting the Cycle Mnemonic now handles larger range of descriptions
Setting the Mnemonic of a Date Cycle now handles more scenarios. Note that the Mnemonic is not designed to handle plain English text.
NEW: HTML Widgets; Grids; Add 'Toggle' to show / hide hidden rows
When a grid has hidden rows (JavaScript code determines this), a "Show hidden rows" caption appeared in a light yellow bar below the grid.
NEW: Client form; Web Mail page; Attachment icon now appears to the left or right of items that have a file attached to their Log
Items that have a file attached to their Log now display a paper-clip icon on the Client form, Web Mail page.
NEW: New SMS Messaging Interface; added more "Smart Tags"
The following "Smart Tags" have been added to the New SMS Messaging interface:
FIX: External Party Employees; updated underlying global collection to fix an issue
The External Party Employee global collection has been updated to fix an issue and enhance the information available.
FIX: Document Execute wizard; Account Application Documents; Right-clicking in message does not show all of the available replaceable tags
Right-clicking in the message (e.g., Email Message) for Account Application Documents in the Document Execute wizard (for bulk Documents), was not showing all available replaceable tags. It only listed signature-related tags.
NEW: HTML Widgets; Account Close; "Reinvested" Close Method now available for Deposit Accounts
The Account Close HTML Widget now supports the Close Method "Reinvested" for Deposit Accounts.
FIX: Parameters; If a parameter had a Permission Key defined to prevent editing, this was not respected
If a parameter had a Permission Key defined to prevent editing, this was not respected when the Parameter was used.
FIX: HTML Widgets; Parameters; If a parameter had a Permission Key defined to prevent editing, this was not respected
If a parameter had a Permission Key defined to prevent editing, this was not respected when the Parameter was used in an HTML Widget.
FIX: finAccountClose; "Get" on RefinanceIntoAccountId Property was not working if no Refinance Account Type set
Attempting to get the value from finAccountClose.RefinanceIntoAccountId was always returning a blank string if no Refinance Account Type had been set, even if a valid Account Id had already been set.
NEW: Disclaimer added to the top of may CSS and JavaScript files
Many features of finPOWER Connect rely on CSS and JavaScript files contained in the installation or templates folder.
NEW: Increased speed of animation when showing certain elements
The following animation speeds have been increased to improve the perceived responsiveness of the User Interface:
NEW: Client Bank Accounts; Bank Account information now shows Bank and Branch Name
Client Bank Accounts now show the Bank and Branch Name in the grid column "Bank" for "Bank Account" type Items.
FIX: Read-Only Users unable to access database when using Multi-Factor Authentication (MFA)
Read-Only Users (or any User if the database was configured to be Read-Only) were unable to sign in to finPOWER Connect Cloud if Multi-Factor Authentication (MFA) was configured.
NEW: HTML Widgets; Reviewed and tidied up references to "BankSortCode"
Different countries may have a different terminology for a "Bank Sort Code", e.g., in Australia it is referred to as "BSB" or "Bank/State/Branch".
FIX: HTML Widgets; JavaScript Intellisense can append leading spaces (actually Tabs) to control names
The Script Editor allows a special form of intellisense for Widget controls.
FIX: Document Execute wizard; Account Application Documents; Grid not handling correctly
When running a bulk Account Application Document (either Email, Log or SMS), the Recipients grid was not handling Account Applictions correctly.
FIX: Document Execute wizard; "Order By" not being respected
The "Order By" column shown when running the Document Execute wizard (e.g., to send bulk Client emails) was not being used. The Recipients would always be in whatever the default order was (this varied by record type).
NEW: HTML Widgets; Process Direct Debit Payments HTML Widget has been added
The Process Direct Debit Payments wizard has been added as an HTML Widget.
NEW: Process Direct Debit Payments wizard added to finPOWER Connect Cloud
Process Direct Debit Payments is now available as a finPOWER Connect Cloud Process. This process is initialised via HTML Widget and runs as a Background Process.
NEW: Background Processes; Process Direct Debit Payments now supported as a Background Process
The Process Direct Debits Payments process is now supported as a Background Process (scheduled and ad-hoc from the HTML Widget).
FIX: Information Lists; Non-modified "System" Information Lists not showing Usage items
"System" Information Lists that have not been modified do not show any items on the Usage page.
NEW: "Entity" Filter added to Process Direct Debit Payments wizard
The Process Direct Debit Payments wizard and Business Layer Class have been updated to allow an Entity Range to be specified.
NEW: finPOWER Connect Cloud Configuration; Processes; Scheduled; Summary now indicates 'inactive' processes
The Summary below the Scheduled Processes grid on the finPOWER Connect Cloud Configuration form, Processes group, Scheduled page now shows a warning if the current row is inactive.
FIX: Quick Search Summary; User Summary; Caption column too wide
The caption column in the Quick Search Summary for a User was too wide and changed width as the window was resized.