Release History
finPOWER Connect 3.00.04
FIX: Page Sets; Unhandled exception when adding 'common block of Page Objects'
When using the 'common block of Page Objects' wizard (from the Page Set, Page Designer) to insert multiple Page Objects, an unhandled exception occurred.
FIX: Veda Australia Credit Enquiry; IDMatrix and VedaScore Apply; Incorrect address state
The Veda Australia IDMatrix and VedaScore Apply products default the address state field to 'OS' (Overseas) if the country code is not specified.
FIX: Payment Arrangement; shows Expected Payment on day of Arrangement still due
After completing an Account Payment Arrangement the Schedule may unexpectedly show an "Expected Payment(s) due today".
FIX: Veda Australia Credit Enquiry; IDMatrix; Summary Page enhanced
The Veda Australia IDMatrix summary page has been enhanced as follows:
NEW: HTML Widgets; New sample to demonstrate notifications and table binding
A new sample HTML Widget is available in the /Templates/Sample Scripts/HTML Widgets folder:
NEW: Banking Details; new tag added for Account Banking References
A new Banking Reference "tag" has been added for Accounts.
FIX: Account Archives; Summary Page may fail with an "Object reference not set to an instance of an object." error
The Summary Page for Account Archives may fail with an "Object reference not set to an instance of an object." error.
FIX: Script; Encrypted Script fails to decrypt
Encrypting and then attempting to decrypt a Script would occasionally fail to decrypt the Script, thereby losing the Script.
FIX: Report; Account Application Summary; "Primary Key does not exist in collection" error when exporting "DepartmentId" column
When running the Account Application Summary report and exporting the "DepartmentId" column, a "Primary Key does not exist in collection" error will occur if any of the included Account Applications do not have a Department assigned.
NEW: Comprehensive Credit Reporting; beta flag removed
The beta flag has been removed from the Comprehensive Credit Reporting Add-On.
FIX: Information Import and Export wizards; Import parameters message box may be too big for the screen
The Import parameters message box in the Information Import wizard may be too big for the screen. This may mean the OK and Cancel buttons cannot be easily accessed.
NEW: Bank Export/ Import Services; "Flo2Cash Australia" added
A Bank Exporter for Flo2Cash Australia direct debit format files has been added (for users with Advanced Banking Add-On).
NEW: Word Documents; added new standard Bookmarks
Added new standard Bookmarks for Word Documents as follows:
NEW: Documents; "Account Payment Arrangement Advice" has been updated to a "Word Document" file type
The "Account Payment Arrangement Advice" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
FIX: Edit Bank Transaction wizard; may reset the Transaction's Printed/ Exported status
The Edit Bank Transaction wizard may reset a Transaction's Printed/ Exported flag to not Printed/ Exported.
NEW: Electronic Signatures; beta flag removed
The beta flag has been removed from the Electronic Signatures Add-On.
NEW: Workflows; Built-in Workflow Summary now allows Workflow Actions from finPOWER Connect Cloud from any location
The built-in Workflow Summary Page Script (SummaryPage2_Workflow_Summary) has been updated to show Workflow Action links (e.g., to Action an Item) from wherever the Page is displayed in finPOWER Connect Cloud.
NEW: Summary Tables; ISSummaryTable and ISSummaryTableRows.AddCaptionCurrency updated to print negative numbers in red
The ISSummaryTable.AddCaptionCurrency and ISSummaryTableRows.AddCaptionCurrency methods have been updated to print negative numbers in red.
NEW: Script Compilation Errors Report; enhancements, including displaying report in a DataSet Viewer
The Script Compilation Errors Report utility now outputs the report in both HTML and in a Dataset Viewer grid. This enables you to export data into applications such as Excel for advanced data queries.
NEW: Converting Summary Page (version 2) HTML to a PDF does not show icons
When converting a HTML from a version 2 Summary Page (e.g., the Tools, Utilities, Script Compilation Errors Report) to a PDF file using the buttons at the bottom of the HTML Viewer form, icons were not being displayed (unless the summary page had opted to...
FIX: Scripts; Built-In SummaryPage2_Workflow_WorkflowSummary is failing to compile
When a finPOWER Connect is upgraded to version 3.00, any Workflow Summary Page Script that used the directive #builtin "SummaryPage_Workflow_WorkflowSummary" was upgraded to #builtin "SummaryPage2_Workflow_WorkflowSummary".
NEW: Deposit Accounts; Investment Value can now be updated
The Investment Value for Deposit Accounts can now be updated.
FIX: Account Application Summary Report; Closed User column may display {unknown}
The Account Application Summary Report shows the "Closed User" as "{unknown}" before it is Closed.
FIX: Account Disbursements; Payment via Cash should not show Cash Register
The Account Disbursements drilldown form allows the Cash Register to be entered when Payee Type is "Account" and a Cash Payment Method is entered.
NEW: New Company wizard; functionality behind the wizard has been moved to the Business Layer
The functionality behind the New Company wizard has been moved from behind the form to the finPOWER Connect Business Layer.
NEW: Scripts; New Client Smart List sample Script
A sample Smart List Script, Script_ClientsListTutorial.xml, is now available in the Termplates/Sample Scripts/Smart Lists folder.
FIX: Centrix Credit Bureau; "SmartLink" option may cause an unhandled exception
Using the "SmartLink" option for Centrix Consumer Credit Enquiries may cause an error like "An unhandled exception has occurred. Object reference not set to an instance of an object.".
NEW: Reporting; Account Application Reports; Now supports "Sub Status" option when grouping and filtering
The Account Application Reports now supports a "Sub Status" option when grouping and filtering.
NEW: Execute shortcut key F5 is now available on; Page Sets, Report Templates, Documents, Queues and Decision Cards
The F5 key executes the script on the following forms:
NEW: Documents; NZ CCCFA Loan Contract has been updated to a "Word Document" file type
The New Zealand Fixed Term Loan Contract Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
NEW: Word Documents; added new standard Bookmarks
Added new standard Bookmarks for Word Documents as follows:
NEW: Auditing; new Client auditing options for Individual and Organisation details
Client auditing options have been improved as follows:
NEW: Page Sets; New function to get a Page Object collection by Group Tag
A new function finPageSetHandler.GetPageObjectsByGroupTag() has been added to Page Sets.
NEW: NZBN; Sample script added to update Client NZBN where Company Number defined
A utility script has been added, for use in New Zealand, to update the NZBN on "Company" Clients that have a Company Number but no NZBN.
NEW: Excel workbooks; add Columns.Autofit method
A new method "Autofit" has been added to ISExcelColumns. This automatically fits all Columns to the minimum width required for all data to be visible.
NEW: Suspense Items wizard; Summary Page updated to Version 2 Summary Page
The Summary below the Suspense Items grid on the Suspense Items wizard has been updated to a version 2 style Summary Page.
NEW: Credit Bureau Helper functions; consolidated and simplified existing Credit Bureau helper functions
The Credit Bureau helper functions found under finBL.CreditBureauFunctions and finBL.WebServiceFunctions.CreditBureau have been consolidated and simplified.
NEW: HTML Widgets; New Loan Application Sample
A sample HTML Widget for Loan Applications has been added.
NEW: Credit Sense Bank Account Enquiry service; Summary Page updated to version 2
The Credit Sense Bank Account Enquiry Report has been updated to a Version 2 Summary Page.
NEW: Account Applications; Applicants now have an ImageFileName property
Account Application Applicants now have an ImageFileName property and a File Name can be specified on the New Applicant wizard from the Applicants page of the Account Applications form.
NEW: Export Information wizard; When choosing an existing file, prompt to use its Parameters
When opting to overwrite an existing file in the Export Information wizard (having selected the file from the 'File Browse' button), you are now prompted to use the Parameters detected in the file being overwritten.
NEW: Veda Credit Enquiry services; Amount Sought validation updated
The VedaConnect Australia, Veda XML Australia, and Veda XML New Zealand Credit Enquiry services have been updated to validate the Enquiry Amount correctly. The Enquiry Amount or Amount Sought validation has been updated to round the value to whole numbers...
NEW: Word Documents; new functions DeleteTable and DeleteTableRow
New ISWordDocumentBookmarks functions have been added to delete the Table and Row within a Table the starting position of the Bookmarks falls in.
FIX: Database Purge; Master Clear fails with error related to the table "TaxCertificate"
During a Database Purge the Master Clear may fail with the error "Failed to Purge Database. Failed to perform a Master clear. PHASE 1 OF CLEAR PASSED. THIS DATABASE CANNOT BE USED IN A PRODUCTION ENVIRONMENT UNLESS A MASTER CLEAR IS SUCCESSFULLY COMPLETED...
FIX: Accounts; failed to Open an Account with message "Cannot delete a Disbursement with a status of 'Cancelled'"
An Account may fail to open with the message "Failed to save Account. Failed to save Account Disbursements. Validation of Account Disbursements failed. Failed to remove item from collection. Cannot delete a Disbursement with a status of 'Cancelled'".
NEW: Security Item List Report; 'Only include if linked to an Open Account' flag split into two options
When the Security Item List Report parameter "Only include if linked to an Open Account?" is checked, it included all Security Statements directly linked to an "Open" Account, as well as where any Client on the Security Statement is linked to an "Open" Ac...
NEW: Login screen; focus may now start on Password field
The Login screen always started by focusing on the User Id field.
NEW: Credit Sense Credit Bureau service; helper functions in the Business Layer updated
Helper functions in the finPOWER Connect Business Layer for Credit Sense Credit Bureau service have been updated as follows.
NEW: Business Layer; GetServiceLog now returns False if serviceLogPk is invalid
The Business Layer function finBL.Database.GetServiceLog now returns False if the serviceLogPk parameter is invalid.
NEW: Account Processes; new Permission Key to allow Interest and Default Interest to be dated prior to an Entity's Transaction Begin date
Entities include an option to prevent Transactions being dated prior to a date. This is used to stop transactions being backdated into Accounting periods that have been closed off.