Release History
finPOWER Connect (All) 3.04.02
NEW: NZ Bank/ Branches; Update supplied Bank Branch Register file to September 2021
The NZ Bank/ Branch Register file supplied with finPOWER Connect has been updated to the September 2021 list.
NEW: HTML Widgets; New widget.UI.HtmlEditor control
A new HTML Editor control is available to HTML Widgets.
NEW: HTML Widgets; Document Create wizard; Updated to use new HTML Editor for email messages
The Document Create HTML Widget has been updated to use the new HTML Editor widget control.
NEW: Account Statements; optimised loading of Account Schedule
Previously, when creating an Account Statement during Account Processes, the Account was loaded, a full calculation run and then a second calculation to the Statement end date was run.
NEW: Secured Signing Electronic Signatures: Implemented webhook Callback functionality
The Secured Signing Electronic Signature interface now supports webhook Callback functionality to update finPOWER Connect when the status of a Document changes.
NEW: Clients; may fail to delete a Client or fail to combine Clients
Attempting to delete a Client may fail with an error like "Failed to delete Client. Failed to execute SQL. The DELETE statement conflicted with the REFERENCE constraint "RI_ClientClientEmployme_1". The conflict occurred in database "[databasename]", table...
NEW: Electronic Signatures; updated various code to the latest internal standards
Electronic Signature services, especially Secured Signing and DocuSign, have been updated to bring them up to use the latest functionality within finPOWER Connect
NEW: RealAML; update to latest specification
The RealAML service has been updated to the latest RealAML specification, version 1.3.2 dated 10/09/2021,
NEW: RealAML; update to latest specification
The RealAML service has been updated to the latest RealAML specification, version 1.3.1 dated 04/09/2021,
NEW: RealAML; update to latest specification
The RealAML service has been updated to the latest RealAML specification, version 1.3.0 dated 22/08/2021,
FIX: Business Layer; finMessageRecipients.SendEmail does not include attachments if messageTarget is "OpenForEdit" or "SaveAsDraft"
The business layer finMessageRecipients.SendEmail method ignored any message attachments unless the message target was "Send".
NEW: Scripting; Action Scripts; "GetState" examples have been enhanced to include ScriptInfo.FormRecordMode
ScriptInfo.FormRecordMode can be used to determine what state a Form is in; whether it be blank, loaded, in edit mode or a new record being added. This is particularly useful in the "GetState" event of Action Scripts. Due to this, the code sample included...
NEW: Summary Pages; PPSR B2G (Australia); Financing Statement Summary Page Version 1 Removed from built-in Script Resource
The Version 1 Summary Page for the PPSR B2G (Australia) Financing Statement has been removed from the system-supplied Script Resources. This is due to it becoming obsolete as there is now a Summary Page (Version 2) available to display Financing Statement...
FIX: illion BankStatements; Cost Centre "API Version" option may not work correctly
The illion BankStatements "API Version" option may not be set correctly when using the BankStatements service and multiple Cost Centres.
FIX: HTML Widgets; Document Create wizard; Document Id parameter ignored
When running the Document Create HTML Widget and specifying a Document Id to default, this was being ignored.
NEW: Account Processes; New flags to indicate whether to process Client and Account Application Workflows
Account Processes now supports running of Client and Account Application Workflows and has distinct options to run these independently of Account Workflows.
NEW: Summary Pages; PPSR B2G AU; PPSR Search; NEVDIS Verification in the Item Summary has been moved to its own block
The NEVDIS Verification information found on PPSR B2G (Australia) Search Results has been moved to its own dedicated Summary Table Block. This allows the block to be collapsed independently of the Summary information, with which it used to be combined wit...
NEW: Summary Pages; PPSR B2G (Australia) Financing Statement Summary Page updated to Version 2
The PPSR B2G (Australia) Financing Statement Summary Page has been updated to a Version 2 Summary Page. This Summary supported override with a custom Version 1 Summary Script. Going forward, any existing configured Version 1 Summary Script will continue t...
FIX: Summary Pages; PPSR B2G (Australia); Search Result Summary Page can now be overridden with Version 2 Summary Pages
The PPSR B2G (Australia) Search Result Summary page has been enhanced so it can now be overridden with Summary Page Version 2 Scripts. Previously, any overriding Script must have been Version 1.
FIX: Downloading files not working on iOS devices plus other changes including PWA behaviour
iOS devices running as a Progressive Web App (PWA) cannot (currently) reliably open or download files, e.g., from the Client form, Files page.
NEW: Modal Summary Pages may have a white background for the bottom section of the page
Shorter Summary Pages using the "blocks" style to display information in a Modal window may have the usual dark grey background colour for the top part of the page but show white below where the summary ends.
NEW: Document Manager; Enhanced to allow download and delete of multiple files at once and to allow a ZIP archive to be emailed
The Document Manager (mainly represented as the Files grid on forms such as Client and Account), has been updated to allow multiple files to be deleted and downloaded at once.
FIX: Security Statement Item HTML Widget; version number incorrect
The Security Statement Item HTML Widget version number history was incorrect.
FIX: Workflow Types; Items; Summary page showing "NaN" for HTML Widget parameters
The Summary Page below the Items Treeview on the Workflow Types form was showing "NaN" as the value for HTML Widget Parameters if the "Customise HTML Widget's Parameters" checkbox was checked.
FIX: finPOWER Connect Cloud Configuration form; Opening the form produced many Trace warnings
Opening the finPOWER Connect Cloud Configuration form produced many Trace warnings.
NEW: finPOWER Connect Cloud Process; Title now defaulted when defining a Scheduled Background Process
When defining a finPOWER Connect Cloud Process (from finPOWER Connect Cloud Configuration), the "Title" is now defaulted to the Process Type if the title:
NEW: Credit Bureau Services; Verify functionality updated
The Verify function found in Cost Centres for some Credit Bureau Services has been updated as follows:
FIX: HTML Widgets; Bank Entry wizard; Inactive Payment Methods listed
The Payment Methods dropdown in the Transaction Entry grid in the Bank Entry wizard was incorrectly displaying Inactive Payment Methods.
NEW: Account Processes; When processing Workflows, only Account-based Workflows were processed, not Client or Account Application Workflows
Account Processes was not processing Client or Account Application Workflows.
NEW: Document Execute wizard; Email addresses are now validated
When running the Document Execute wizard to send a bulk Email Document, email addresses are now validated and a warning message displayed if they are included.
NEW: Revolving Credit Loans; New Minimum Payment basis of "Interest Balance" and "Interest/Fees Balance"
New Revolving Credit Minimum Payment basis options of "Interest Balance" and "Interest/Fees Balance" have been added.
NEW: HTML Widgets; Account Transaction View; Now prevents viewing if User does not have the "Account.Form.Page.Transactions" permission
The Account Transaction View widget has been updated to prevent the User viewing an Account Transaction if they do not have the "Account.Form.Page.Transactions" permission.
NEW: Website Title now displays "DEBUG MODE" suffix if new Global Setting is enabled
A new option to enable "Debug Mode" has recently been added to the Global Settings form, General, Troubleshooting page in finPOWER Connect desktop.
NEW: Revolving Credit Loans; Minimum payment, add logic to factor in Refunds allocated to Interest
Revolving Credit Minimum Payments with a basis of "Interest Only" and "Interest and Fees Only" now factor in Refunds that are allocated to Interest.
NEW: Tabs within a record can now be pinned
Individual records, e.g., a Client, have always been able to be pinned by right-clicking their tab in the Records view and selecting "Pin Tab".
NEW: PPSR B2G Interface (Australia); added Powered By PPSR logo
Added Powered By PPSR logo to:
NEW: Global Settings; new "Troubleshooting" page under General group
A new "Troubleshooting" page has been added under Global Settings, General group.
NEW: Logs form; Web Mail; Promote "Mark as Read" to main action
The Log form, when displaying a Client Web Mail Log that has originated from a Client now displays the "Mark as Read" action as a button so Users do not have to go into the Actions menu.
NEW: Direct Debits; Additional, Promise and Other Payments no longer are combined with each other
Under Bank Accounts, Payment Methods, there are settings to combine Direct Debit Payments for the same "Main" Client and to combine Additional, Promise and Other Payments with the Regular Payment.
FIX: Attempting to attach an empty text file to a Log gives "Object reference not set to an instance of an object." exception
Attempting to attach an empty text file to a Log (e.g., a new Client Log) gives the following exception:
NEW: Process Direct Debit Payments; expose more information for scripting
Process Direct Debit Payments has been enhanced to expose more information - mainly for scripting purposes.
FIX: Centrix (New Zealand) Individual Credit Enquiry wizard HTML Widget; Smartlink option not working
The Centrix (New Zealand) Individual Credit Enquiry wizard HTML Widget was not correctly setting the "Smartlink" option for Centrix.
NEW: Banking Interface "Split" rebrand to "Zepto" now supported in finPOWER Connect Cloud
finPOWER Connect Cloud now supports the rebrand of the "Split" Banking Interface to "Zepto".
NEW: HTML Widgets; Banking Controls updated for "Split" rebrand to "Zepto"
The following HTML Widget Controls have been updated to support the rebrand of the "Split" Banking Interface to "Zepto". This includes:
NEW: Email Signatures can now be prefixed with "html" tag to prevent new lines being replaced by "br" tags
The Email Signature specified on the Messaging, Email page of both Global Settings and User Preferences can now be prefixed with <html>.
NEW: HTML Widgets; Client Banking Details; Rebranded Split to Zepto
The Banking Interface "Split" has rebranded to "Zepto". The Client Banking Details HTML Widget has therefore been updated to reflect this name and logo change.
FIX: finPOWER Connect Cloud Configuration; Processes; Scheduled; "Confirm Quotation Credit Enquiries" checkbox incorrectly displayed in Australian databases
The "Confirm Quotation Credit Enquiries" checkbox on the Account Processes page of the finPOWER Connect Cloud Process wizard was incorrectly displayed in Australian databases.
FIX: HTML Widgets; Bank Entry wizard; Payment Methods dropdown incorrect if outgoing Transaction Type was selected
The dropdown list of Payment Methods was incorrect if a Transaction Type with an outgoing Element was selected.
NEW: HTML Widgets; widget.UI.Grid; Clearing filter now scrolls active row into view
Clearing the filter textbox above a widget.UI.Grid control (such as the Documents grid in the Create Document wizard) now ensures that the active row is scrolled into view.
FIX: Reports; Saved Settings; Editing gives "Failed to create Report." error when moving to Data Export Settings page and settings cannot be saved
When editing Saved Report Settings for a report based on a data-entry form such as Bank Entry List, moving past the "Printer Settings" page to the "Data Export Settings" page gave the following error: