Release History
finPOWER Connect (All) 3.04.04
FIX: Security Statement Exception List Report; Grouping causes Report to fail
The Security Statement Exception List Report fails with the message "Failed to execute 'SecurityStmtExceptionList' Report. Failed to execute Query. Failed to execute 'SecurityStmtExceptionList' Query. Failed to open DataSet. Invalid column name '[ColumnNa...
FIX: Number entry controls now clear content if very large or very small value entered that may cause issues
Entering a value such as "99999999999999999999" into a number box such as the Fee field on an Account Log may have either changed the number (to a value starting with a 1) or formatted it in a format that contained either "e+" or "e-".
NEW: HTML Widgets; Account Withdrawal wizard; "Card Name" was mandatory for "PosCard" type payment methods
The Account Withdrawal wizard incorrectly made the "Card Name" field mandatory for "PosCard" type payment methods.
NEW: MYOB API; better handling of an error returned as an HTML Document
The MYOB API sometime returns an error response as an HTML Document. This is now handled better, although the full HTML text is still shown as the error message.
FIX: HTML Widgets; Grids; Exporting columns excludes those that are defined as "HTML"
Any HTML Widget Grid (widget.UI.Grid) columns that were defined as "HTML" were excluded.
NEW: WebView2 HTML Widget Viewer now supports running of Portal Configurations
For Portals which have a "PORTAL_CONFIG" page, running the "Configuration" Tool from the Portals form within finPOWER Connect will now open in WebView2 if the database is configured for its use.
FIX: Script Editor; may cause an unhandled exception when inserting a Constant or Snippet
Inserting a Constant or Snippet into Script Code may fail with the error "An unhandled exception has occurred. The text range '{Start Offset=999, EndOffset=999}' must be less than or equal to the count of characters in the document."
NEW: Workflows; Summary text updated to show full name of User the Workflow is allocated to
The summary text shown below the record id and name on the Workflows form has been updated to display the full name of the User in addition to their User Id.
FIX: Equifax NZ (VedaXMLNZ); Passport Verification product; Options page not updating with correct product text
The Equifax NZ (VedaXMLNZ) service Passport Verification product displays incorrect text on the Options page of the Credit Bureau Enquiry wizard.
FIX: Revolving Credit Loans; new option to charge Default Interest when past Maturity takes effect even though setting is unchecked
In version 3.04.03 a new feature was added to Revolving Credit Loan Types. This allowed Default Interest to be charged when the Loan is past Maturity. For more information see [[https://www.intersoft.co.nz/Support/KbArticle.aspx?id=18805]].
NEW: Treeview; Right-click support added
The Treeview control used on forms such as the Permissions Explorer and External Parties now supports a right-click menu.
NEW: Application Shortcuts; Task Pane Item form now allows entry of Start-up Parameters for HTML Widgets
The Application Shortcut form (accessed when adding an item to a Users' Shortcut pane) allowed HTML Widgets to be selected using the "Show an HTML Widget" Radio Button. However, it did not allow for entry of Start-up Parameters, and depending on the HTML...
NEW: Database Purge; enhancements made to improve useability
The Database Purge has been updated as follows:
NEW: Treeview icon alignment tweaks
The Treeview used on forms such as External Parties and the Permissions Explorer has been tweaked so that the icons to the left of the text align better with the text. Previously, they sat a little high.
NEW: finPOWER Connect Cloud Configuration; "Send Document" form can now be overridden by an HTML Widget
The Document Create form (Action is labelled "Send Document") can now be overridden by an HTML Widget if the database allows access to finPOWER Connect Cloud Configuration.
NEW: WebView2 HTML Widget Viewer now supports running of built-in system HTML Widgets
The WebView2 HTML Widget Viewer can now view built-in system HTML Widgets. This is used when a form is overridden by an HTML Widget in finPOWER Connect Cloud Configuration, but no Script is specified. finPOWER Connect will then display the built-in system...
NEW: finPOWER Connect Cloud Process File Downloads; Invalid files are no longer displayed
If a file which belongs to a File Download Package does not exist, it will no longer be displayed as available to download on the Process, Downloads page of finPOWER Connect Cloud.
NEW: Secured Signing Electronic Signatures; update webhook/ callback function
The webhook/ callback functionality for the Secured Signing Electronic Signature service has been updated.
NEW: Adobe Sign; Callback/ Webhooks updated to use standard Web Services endpoint
The Adobe Sign Electronic Signature service Callback/ Webhook functionality has been updated to use the standard Web Services endpoint for Callbacks.
NEW: HTML Widgets; Allow External Id Permission Key now applied to Account, Client and Security Statement Edit HTML Widgets
The following Permission Keys are now enforced in the Account, Client and Security Statement Edit HTML Widgets:
NEW: Adobe Sign Electronic Signature service; updated to use the improved OAuth version 2 API
The Adobe Sign Electronic Signature service has been updated to use the improved OAuth version 2 authentication API.
NEW: Adobe Sign; update list of data centre shards for the Authentication URL dropdown
The list of data centre shards for the Adobe Sign Authentication URL dropdown has been updated to include new data centres.
NEW: Adobe Sign; Add Test Credentials to Cost Centres
Cost Centres now support Test Credentials for the Adobe Sign Electronic Signatures service.
NEW: finPOWER Connect Cloud Configuration; Tasks; Tasks Pages; New option to disable Tasks view
The finPOWER Connect Cloud Configuration form, Tasks group, Tasks Pages (formerly Tasks Page) has the following new options to determine whether the Tasks view and the upcoming Task Manager (version 2) are available:
NEW: Account Disbursements; now audits when status changes to "Complete"
Account Disbursements now create an audit record when its status changes to "Complete".
FIX: Client/ External Party Employee drill down form; Adding a new Client does not paste back into Employee form
The Client/ External Party Employee drill down form supports adding a Linked Client.
FIX: Account Archives; may not load Documents and Files as expected
Account Archives may not load Documents and Files as expected.
NEW: Scripts; HTML Widgets; Options; New section "HTML Widget special event support"
A new section on the Options page of the Scripts form is now displayed for HTML Widget type Scripts.
NEW: Border colour now varies depending on whether User Preference 'Test Mode' or Global 'Forced Test Mode' are enabled
The border around the entire application now varies between green and magenta depending on whether the User Preference 'Test Mode' or Global 'Forced Test Mode' are enabled.
NEW: Code Snippets; added options to Refresh, Open Folder and Create New Snippets
The following new features have been added to Code Snippets.
FIX: finQuickSearch.ConfigureForStandardRange(standardRange, sqlWhere) incorrectly including Sole Traders for "ClientsIndividual" Standard Range
Sole Traders were incorrectly included in configuration when setting for the "ClientsIndividual" Standard Range.
NEW: Code Snippets; added option to locate in User's Template folder
Code Snippets were always located in the sub folder "templates\snippets" of the local User's installation folder.
FIX: HTML Widgets; Client Employment; Share Employees grid incorrectly including blank lines
The "External Party Employee" page is shown for individuals in the Client Employment HTML Widget.
NEW: Script Code Snippets; new "filter" option
Script Code Snippets now includes an option to filter snippets.
NEW: finReportTemplateRO.Constants Property now available
To previously retrieve a Report Template's Constants from its read only object (i.e., finReportTemplateRO), the Function "CreateConstantsKeyValueList()" needed to be called. This wasn't efficient, as it was rebuilding the ISKeyValueList each time it was c...
NEW: finQueueRO.Constants Property now available
To previously retrieve a Queue's Constants from its read only object (i.e., finQueueRO), the Function "CreateConstantsKeyValueList()" needed to be called. This wasn't efficient, as it was rebuilding the ISKeyValueList each time it was called.
NEW: finDocumentRO.Constants Property now available
To previously retrieve a Document's Constants from its read only object (i.e., finDocumentRO), the Function "CreateConstantsKeyValueList()" needed to be called. This wasn't efficient, as it was rebuilding the ISKeyValueList each time it was called.
FIX: Client Employee; could not link a Sole Trader Client as an Employee of another Client
When entering Employee information for a Client, checking " Organisation" was not including Sole Traders in the dropdown list of Clients.
FIX: Withholding Tax Annual Reconciliation Statement; End Date is incorrect if Tax Year Start is January
The Withholding Tax Annual Reconciliation Statement prints the incorrect year if the Entity's Tax Year Start is January.
NEW: Scripts; HTML Widgets; Options; "JavaScript Debugger" section removed
For HTML Widget Scripts, the Options page allowed a "JavaScript Debugger" section.
NEW: Account Financial Summary; Summary Page updated with "Additional Investment"
The Account Financial Summary Summary Page, "Investment Details" block, has been updated to include "Additional", i.e., the value of Additional Investments.
NEW: finAccountTransaction.CanTransferBankTransaction(Optional ByRef message As String = "") Function added
finAccountTransaction now has the dedicated function: CanTransferBankTransaction(Optional ByRef message As String = "") to determine if the Bank Transaction can be transferred. Currently, only Investment, Additional Investment and Payment Received Transac...
NEW: Script timeouts; when Debugger is enabled the Timeout is disabled
When a Debugger is enabled, the script timeout is now disabled.
NEW: finHtmlWidgetUtilities.HasPermissionToViewFormKey(formKey) has been updated for the "AccountPaymentTransfer" Form Key to include "Account.InvestmentTransfer" Permission Key
The handling of "AccountPaymentTransfer" has been updated in finHtmlWidgetUtilities.HasPermissionToViewFormKey(formKey) whereby it also now checks if the User is allowed the "Account.InvestmentTransfer" Permission Key.
FIX: Monitor Category Details Report; cannot be run from the Admin form
The Monitor Category Details Report could not be run from the Admin form
NEW: Tasks Manager; Tasks system folder; New sub-folders added
The following sub-folders have been added to the "Tasks" folder in Task Manager:
NEW: Global Settings; Tasks & Workflows; General; Options to exclude or limit Closed Accounts from Monitored Accounts folders
Monitored Accounts Filter Task Manager folders cause the Task Manager to load ALL monitored Accounts, regardless of whether they are Closed or not.
NEW: Account Payment Transfer wizard; extend to Deposit Investment transactions
The Account Payment Transfer wizard has been extended to handle Deposit Investment and Additional Investment transactions.
FIX: Security Statement Log; Option to view Extended Data was incorrectly disabled under some scenarios
The Security Statement Log form previously did not allow viewing of Extended Data if there was no UserData. The Extended Data button was visible; however, it was disabled. Only if UserData was added to the Log would the Extended Data then become enabled.
FIX: The Security Item Summary Page when previewing an Account from an Account Application causes error in finPOWER Connect Cloud
Previewing an Account Application as an Account in finPOWER Connect Cloud causes issues on the "Security" page. All Security Items return a "Pk cannot be zero" error in place of the Summary Page. The error was caused due to there being no saved Security I...