Release History
finPOWER Connect 3.01.04
NEW: Account form, Files page; can be very slow to load when using the finPOWER 5 compatible folder structure
The Account form, Files page, can be very slow to load when using the finPOWER 5 compatible folder structure.
NEW: Global Settings; Document Manager; shouldn't allow new Files page if using finPOWER 5 compatible folder structure
The new "Files" page in the User Interface does not support the finPOWER 5 compatible folder structure.
NEW: Documents; "Lodgement Schedule" document has been updated to a "Word Document" file type
The "Lodgement Schedule" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
NEW: Documents; "Account Withdrawal Advice" document has been updated to a "Word Document" file type
The "Account Withdrawal Advice" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
NEW: Scripts; Import Special "HTML Widget" re-organised
The selection dialog for the "HTML Widget" Import Special action in the Scripts form has been re-organised.
FIX: HTML Widgets; widget.DownloadFile errors if no file data returned
The widget.DownloadFile has been updated to not error if no file data is returned.
NEW: Documents; "Account Tax Number Invalid" document has been updated to a "Word Document" file type
The "Account Tax Number Invalid" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
FIX: Client Contact Method HTML widget; updated
The sample Client Contact Method HTML widget has been updated as follows:
FIX: Client Contact Address HTML widget; updated
The sample Client Contact Address HTML widget has been updated as follows:
FIX: HTML Widgets; Account Application Accept Decline wizard updated
The Account Application Accept Decline wizard HTML Widget has been updated as follows:
FIX: HTML Widgets; Account Accept Decline wizard updated
The Account Accept Decline wizard HTML Widget has been updated as follows:
FIX: HTML Widgets; Dates incorrect in different time zone
The following HTML Widgets have been updated to better handle time zone variations:
FIX: Account Payment wizard; Account Summary, Credit Limit section, should display "plus Payment" including Fees
In the Account Payment wizard, the Account Summary, Credit Limit section, should display the Payment including Fees. Otherwise the Available Credit is incorrect.
FIX: Account Payment Receipt Document; script code not correctly checking for error
The script code behind the Account Payment Receipt Document did not correctly check the return error when calling BankTransactionView.LoadFromBankTransactionPk().
NEW: Account Settlement Summary Document; updated and renamed Account Close Summary
The Account Settlement Summary document has been updated and renamed Account Close Summary.
FIX: HTML Widget; update Account Close Summary wizard, now Account Close Quotation wizard
Account Close Summary wizard HTML wizard has been updated as follows:
NEW: Account Closing/ Settlement Summary Document; updated warning text
The document includes a warning note at the bottom of the document.
NEW: Veda/ Equifax NZ; added graphical Score to Consumer Enquiry
The Veda/ Equifax NZ Consumer Enquiry Summary Page now displays the Equifax Score in a graphical format.
NEW: Account Close Quotation; now not limited to one year in advance
The Account Close Quotation wizard is no longer limited to one year in advance of today.
NEW: HTML Widgets; MaxValue and MinValue properties added to NumberBox
MaxValue and MinValue properties have been added to the NumberBox HTML Widget controls.
NEW: Documents; "Client Interest Advice" document has been added
A "Client Interest Advice" Document is now supplied with finPOWER Connect as a "Word Document".
FIX: Word Documents; ISSummaryTableRow.WordDocumentOptions.SetBordersCell not working
In a Word Document, setting the borders for a ISSummaryTable row did not work.
FIX: Deposit Tax Certificate Word Document; TaxNumberName bookmark was not resolved
The TaxNumberName bookmark in the Deposit Tax Certificate Word Document, Investor section was not resolved.
NEW: finPOWER Connect Cloud Configuration; Options; New option to display notifications if Time Zones do not match
A new checkbox has been added to the finPOWER Connect Cloud Configuration form, General, Options page to display a notification if the database Time Zone does not match the Time Zone on the User's device.
NEW: HTML Widgets; Centralised styling added
The ability to centrally style HTML Widgets has been added.
NEW: Documents; "Account Quotation" document has been updated to a "Word Document" file type
The "Account Quotation" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
NEW: HTML Widgets; Control and User Interface additions
The following enhancements have been made to HTML Widget Controls and other User Interface functionality:
NEW: Documents; "Account Credit Card Update" document has been updated to a "Word Document" file type
The "Account Credit Card Update" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
NEW: HTML Widgets; List-type Message Box added
A new method, widget.UI.MsgBoxList has been added.
NEW: HTML Widgets; Account Transaction Allocation wizard updated
The Account Transaction Allocation wizard HTML Widget has been updated to handle column scaling better on mobile devices and support pasting of values as per the finPOWER Connect form.
NEW: Clients; Security Statement Summary Page updated to version 2
The standard Summary Page used to show Security Statements on the Client form has been updated to a Summary Page (version 2) script.
NEW: Client Type Change wizard; New Permission Key added
A new permission key has been added: Client.ClientTypeChange
NEW: HTML Widgets; Account Application Monitor Category Change wizard updated
The system-supplied Account Application Monitor Category Change wizard has been updated as follows:
NEW: HTML Widgets; widget.Round method added
A new widget.Round method has been added to simplify rounding numbers.