Release History
finPOWER Connect 3.02.00
FIX: Business Layer; Account Applications; UpdateApplicantFromClient method not loading physical address as expected
The finAccountAppTypeScriptBase.UpdateApplicantFromClient method used in Account Application Type Scripts to pre-load Client information into an Applicant was not always loading address information as expected. The AddressPhysical property was not always...
FIX: HTML Widgets; Accounts Breakdown Report; Dealer not listed
Dealer was not showing in the Basis List for the Accounts Breakdown Report and, if "Dealer" was selected as a startup option for the Widget, no records were shown.
NEW: Addressing; Removed non-supported URL addresses from dropdown in Global Settings
Under Global Settings, Clients group, Addressing page the dropdown lists from Address Map URLs has be tidied up and invalid URLs removed. This now leaves only http://maps.google.com/maps?q=[Address].
FIX: General Ledger Export; "emPOWER 5 Direct" and "emPOWER 5 Save" fail if error and then run a second time
When completing a General Ledger Export using either the "emPOWER 5 Direct" or "emPOWER 5 Save" formats, finPOWER Connect may fail with the message "An unhandled exception has occurred. Object variable or With block variable not set" and then crash.
FIX: Account Details Report; Transaction Audit block showing Default Interest as a percentage
The Account Details Report is incorrectly showing the "Default Interest" value as a percentage in the Audit block.
NEW: Print Documents wizard; new scripting event added
The Process, Print Documents wizard now includes scripting events.
NEW: finClientFunctions new function; GetClientFromPhone
A new function has been added to finClientFunctions to retrieve the best Client related to the specified Phone Number.
NEW: Centrix NZ; new File Transfer service added
Added support for Centrix "File Transfer" service. This includes the "Upload File", "Download File", and "Retrieve List" products.
FIX: New Account wizard HTML Widget; Security Items were lost if not licensed for Security Enquiry
The New Account wizard HTML Widget was losing Security Items if NOT licensed for Security Enquiry.
FIX: Security Statement Item HTML Widget; PPSR shown if not licensed for PPSR Interface
The Security Statement Item HTML Widget was still showing the PPSR page for Australian databases, even when NOT licensed for the PPSR Interface.
FIX: Credit Bureau Defaults wizard; may fail with a Timeout error if built-in script used
The Credit Bureau Defaults wizard may fail with a timeout error if using the built-in script.
FIX: HTML Widgets; Breakdown reports; Dropdown list in table headers not working
HTML Widgets with dropdown lists in their table headers (such as the Basis dropdown in the Workflows Breakdown report) were not working.
FIX: Web Configurations; Search button on form was not working
The Search button on the Web Configurations form was not working.
NEW: MotorWeb; new "Appraisal Tool" product
Added new Motorweb product "Appraisal Tool" which includes Trade Me Valuation data is available.
NEW: .NET Framework Version; updated to support 4.8
The .NET Framework Version, shown in Help, About for example, now supports version 4.8.
FIX: MotorWeb Asset Check; Alerts updated to use Enquiry date
MotorWeb Asset Check alerts have been updated to use the date of the enquiry, rather than today's date when showing alerts for the following:
NEW: finClientFunctions new function; GetClientFromEmail
A new function has been added to finClientFunctions to retrieve the best Client related to the specified Email address.
NEW: HTML Widgets; Account Close wizard now available
A new system supplied HTML Widget "Account Close wizard" is now available.
NEW: Business Layer; finTask; Icon property added
A read-only finTask.Icon property has been added to provide the Resource Id of an icon that can represent this Task Type in a User Interface.
NEW: HTML Widgets; Template Text can now use LESS for better CSS styling
LESS can now be used in place of CSS in HTML Widgets to provide a more stuctured way to define Style Sheets, e.g.:
FIX: HTML Widgets; Test parameters cleared from various system-supplied Widgets
The following HTML Widgets have had data cleared in their test parameters:
NEW: Export Information wizard now supports Web Configurations and Web Subscribers
The Export Information wizard now supports Web Configurations and Web Subscribers.
NEW: Security Statement Items; Insurance Type added to HTML Widget
Security Statement Items now include a new Insurance Type field. The Security Statement Items HTML Widget has been updated to include this new field.
NEW: Account Application Query; Added Preferred fields to Query/ Report
The Account Application List Query currently only included "PreferredLoanAmount".
NEW: Workflow Summary Page; new option to reply to log from Key Details or Workflow Summary Page
The "Summary Script" page of the Workflow Types form now has an option to "Show 'Reply' icon for Logs". This is used when generating the Workflow Logs block in the Summary Page.
FIX: HTML Widget; Account Interest Rate Instruction Change HTML Widget should not have a "CanChange" property
The Account Interest Rate Instruction Change HTML Widget has been updated to remove the property "CanChange". This property was not used, and was therefore confusing.
FIX: Workflows; Version 2; Can now access the finAccountProcesses object from which the Workflow is being executed
When a version 2 Workflow is being executed via the "Run Account Processes" wizard, the finWorkflowExecutor object now exposes an AccountProcesses object which allows the Script code to access any of the properties on the finAccountProcesses object.
NEW: Users; now audits User Data changes
Changes to User Data on a User is now audited.
FIX: HTML Widgets; Addressing; Street Unit being lost when not using the AddressDetails Widget control
The Client Contact Address HTML Widget uses the widget.UI.AddressDetails and, when typing an address containing a unit number such as "4/73 Castor Bay Road", the unit number (4) is preserved.
NEW: Australian BSB list; updated to June 2019
BSB Added
NEW: User Preferences; Tasks & Workflows Sharing has been revamped
Under Tools, User Preferences, Tasks & Workflows group, Sharing page, the entry of Users being shared to has been simplified.
NEW: Workflows; Log type items; New option to not show the Fee page for Account Logs
A new "Show Fee page?" option is available when defining Log type Workflow Type Items.
NEW: HTML Widgets; Account Processes wizard
A new "Run Account Processes" HTML Widget is available.
NEW: finPOWER Connect Cloud Configuration; Menus; New "Processes" system group added
A new "Processes" system group can be added to finPOWER Connect Cloud Menus.
NEW: Scripts; Options; Icon can now be specified for "HTML Widget" Scripts
An Icon can now be specified on the Options page of the Scripts form for HTML Widgets.
NEW: finPOWER Connect Cloud Configuration; New Forms & Actions, Process page
A new "Process" page has been added to the "Forms & Actions" section of the finPOWER Connect Cloud Configuration form.
NEW: Log forms; new Permission Key to stop a User changing Notes
New Permission Keys have been added to stop a User changing Log Notes in the User Interface.
FIX: Electronic Signatures; may fail to update Linked Log
When updating or cancelling an Electronic Signature Service Log, the Linked Log (e.g. Client Log) may fail to be updated. The Electronic Signature is still updated successfully.
NEW: Print Documents; may fail to update "Printed Status" on Log
When printing Documents, finPOWER Connect may fail to update the "Printed Status" on Log - and no error is reported.
FIX: Task Manager; Account Application folders may not correctly refresh items
A folder in the Task Manager that shows Accepted, Declined or Unwanted Account Applications may not correctly refresh items when they are changed.
NEW: MotorWeb Monitoring; updated wizard to better handle stopping monitoring for Security Statements no longer Registered
If a Security Statement is currently being monitored by MotorWeb then monitoring should be stopped if either:
FIX: Equifax AU; Added ability to cancel In Progress requests
The ability to cancel Equifax AU requests that are "In Progress" has been added.
NEW: Account Type Rules; Overdue Conditions now support Business Days
Account Type Rule Overdue Conditions now support Business Days.
NEW: Cost Centres; now supports Equifax AU Credit Bureau
Cost Centres now supports Equifax Australia Credit Bureau for Credit Enquiries.
FIX: Business/ Banking Calendar; incorrectly using Working Calendar
The finPOWER Connect Business Layer function finBL.AccountFunctions.GetOverdueDetailsPk() returns the number of Days Overdue and number of Business Days Overdue.
NEW: Credit Bureau Defaults; Settings (Constants) now defined under Global Settings
Settings for Credit Bureau Defaults are now defined under Global Settings, Credit Bureau group, General page. Previously they were constants under the Credit Bureau Defaults "Object" event script.
NEW: Credit Bureau Defaults; New option added to stop adding new Defaults more than 5 years old
A new option has been added to the Credit Bureau Defaults script to stop adding new Defaults that are more than 5 years old. The new option is defined under Global Settings, Credit Bureaus group, General page and its default value is 5 (years).
NEW: Payment Arrangements; New permission keys to allow via Workflows even when denied from Accounts form
The following Permission Keys have been added (denied by default) to allow Users to add Payment Arrangements and Promises via Workflow Items even in they are denied on the non ".Workflow" suffixed keys:
FIX: HTML Widgets; Incorrect reference to finBL.Settingsuser.CostCentreWarnOnCharge
The following HTML Widgets have been updated to use the correct test mode setting (CostCentreTestModeResolved) rather than finBL.Settingsuser.CostCentreWarnOnCharge:
NEW: New General Ledger Interface; remove "beta" warnings
The New General Ledger Interface has been taken out of beta.