Release History
finPOWER Connect 4.00.03
FIX: Annual AML/CFT Report HTML Widget; Script time-out
The script time-out setting for the AML/CFT Annual Report widget has been set to zero (no time-out).
FIX: HTML Widgets; Background Processes may incorrectly indicate they have "most likely been aborted" if the Script has not added an event entry for 5 minutes
HTML Widgets rely on the Script code continuously notifying the system that it is still running correctly.
FIX: Task Manager 2; Task Groups; Disconnect between "Folder Name" viewed in Task Manager and on the Task Manager Folder Edit form
When creating a Task Group Item (Tools, Tasks Groups), e.g., a "Filter Monitored Accounts" folder, the Folder Name and Description entered may appear differently in the Task Manager 2.
FIX: Bank File Import; "Payment Express Payline Results" file format updated to latest specification
The "PaymentExpress Payline Results" Bank Import file format has been updated to the latest specification.
FIX: Bank File Export; "PaymentExpress Payline" format updated to latest specification
The "PaymentExpress Payline" Bank Export file format has been updated to the latest specification.
FIX: Task Manager 2; Workflow folders; Certain actions below grid do not work if the Workflow Id is numeric
Performing certain Workflows actions via Task Manager 2 such as Holding or Unholding a Workflow were not working for Workflow's with a numeric Workflow Id.
FIX: HTML Widgets; Bank Entry; Imported Batch Enhancements
The Bank Entry HTML Widget has had the following enhancements:
NEW: HTML Widgets; Grid Control; AllowAddRows(value) function added
Previously, whether or not new rows could be added to a grid could only be configured when initialising a new Grid control using:
FIX: Quick Search 2; Deleting records does not remove entries from the ISSearch table
Deleting a record - such as a Client - was not removing the record's Quick Search 2 indexes from the ISSearch database table.
FIX: Credit Enquiries; Centrix Biometrics; Politically Exposed Person (PEP) Business Layer properties incorrectly set
The Centrix Biometrics PEP Business Layer properties were incorrectly set.
FIX: HTML Widgets; Client Contact Method defaulting values incorrectly
The Client Contact Method HTML Widget was incorrectly defaulting the following fields to what was configured on the Contact Method, not what was previously saved against the Client Contact Method:
NEW: HTML Widgets; New "Account Payment PayID Create" Widget added
A new "Account Payment PayID Create" HTML Widget has been added. This implements the functionality provided by the Create PayID wizard in finPOWER Connect desktop.
FIX: Account Applications; Save fails with an error relating to renaming a Document Manager folder
When saving an Account Application, finPOWER Connect fails with an error "Failed to rename Document Manager Folder (AccountApps). Source Id not specified.".
FIX: Client Identification Items; NZ Firearms Licence Validation
NZ Firearms Licence numbers with seven-digits are now correctly validated.
NEW: Publish Documents wizard; Republish now includes Monitor Category ranges
The Publish Documents wizard now includes Account Monitor Category ranges.
NEW: Zepto (formerly Split Payments) Australia; Added PayID integration
The Zepto (formerly Split Payments) Australia Bank Interface service now supports PayID integration.
NEW: Account Withdrawal HTML Widget; Disbursement Payee Type not limited to list
The Disbursement Payee Type dropdown in the Account Withdrawal HTML Widget was not limited to list.
NEW: Quick Search 2; Account Search0 field not being indexed
The Account Search0 field was not being indexed by Quick Search 2.
FIX: "HtmlWidget_AccountDefaultInterestChange" Incorrectly linked to multiple HTML Widgets in finPOWER Connect Cloud Configuration
The following HTML Widgets were incorrectly linked to **HtmlWidget_AccountDefaultInterestChange** in finPOWER Connect Cloud Configuration:
NEW: HTML Widgets; Grids which allow multiple rows to be selected now show a count of selected rows
Many HTML Widget grids allow the User to select multiple rows, e.g., the Task Manager 2, Monitored Accounts grid.
NEW: finResource Business Layer object; New Load methods
The finResource object now includes two new Load methods:
NEW: NumberUtilities.SimplifyBinaryNumber Business Layer function; various enhancements
The SimplifyBinaryNumber function in finBL.Runtime.NumberUtilities has been enhanced as follows:
NEW: HTML Widgets; widget.UI.FileUpload Control; Change event added
The FileUpload HTML Widget Control now has a "Change" event that can be used to detect when files are added to or removed from the control's file list.
FIX: Quick Search 2; Global Setting that, by default, excludes Account Name searches now ONLY applies to Account Name
The Global Settings form, General, Search page has an option (unchecked by default) to "Include Account Name when searching?".
FIX: Audit Search; Various "Activity" ranges not supported
The **Activity** filters listed below were previously not supported by the Audit Search wizard, even though they were included in the list. This has been fixed, and now they filter correctly if selected.
FIX: HTML Widgets; Client Contact Method; "Always include Country Code?" Global Setting not respected
The **Always include Country Code?** Global Setting (General, Formatting, //Always include Country Code?//) was not being respected in the Client Contact Method HTML Widget when entering a phone number.
FIX: Form Overrides; Account Payment Arrangement and Payment Promise functionality enhanced
The way in which the Account Payment Arrangement and Account Payment Promise Form Overrides were behaving were incorrect, and could mean that Promises could not be added as a stand-alone wizard. This functionality has been improved, and now Payment Arrang...
NEW: Task Manager 2; Tasks folders; "Delegated" column now shows bold for the current Task Manager User
Previously, Tasks folders in Task Manager 2 should show the "Delegated" column value in light-grey if the User matched the current Task Manager User.
NEW: Task Manager 2; Special '[TaskManagerUser]' tag now supported for Log type Tasks
The special '[TaskManagerUser]' tag now supported for Log type Tasks.
FIX: Business Layer; ISKeyValueList.GetDate() method; Now handles JSON formatted date strings
Previously, the ISKeyValueList.GetDate() method did not handle JSON formatted date strings. This meant that, when running a 'General' type Script from finPOWER Connect Cloud, you needed to interpret dates differently to when the Script was running under d...
FIX: HTML Widgets; Account Financial control; Error returned if Standard Transaction is removed instead of set to $0
In the Account Financial Control (used in the New Account wizard, for example), if a User selected a Standard Transaction value cell and pressed "Delete" on their keyboard, an error would be returned and all Standard Transactions would be removed.
FIX: HTML Widgets; Security Statement Edit; "NewClientId" Parameter dropdown list incorrectly listed Accounts
The Security Statement Edit HTML Widget accepts a **NewClientId** Parameter. When testing the HTML Widget internally within finPOWER Connect Desktop, the dropdown list for this Parameter incorrectly presented the User with a list of Accounts. This has bee...
NEW: Client Identification Items; added support for MP4 videos
Client Identification Items now support MP4 video files for the main and secondary document images. These videos now display correctly (and can be played) in the Identification Item summary page.
NEW: Task Manager 2; Quick Search folders; New 'Active' state filter
Task Manager 2, 'Quick Search' folders can now specify an 'Active' state filter. This adds the ability to only include/ exclude Active records from the results.
FIX: HTML Widgets; New Client HTML Widgets; Blank Addresses were incorrectly added
In the New Client HTML Widgets (Individual and Organisation), if no address was entered blank addresses were being incorrectly added to the Client.
NEW: Deactivated and Deleted Users are now prevented from continuing working within 10 seconds
A User's Active or Delete state was previously only checked when logging in to finPOWER Connect.
FIX: HTML Widgets; PPSR NZ Search; Drilling down to a previous search would open a blank Service Log form
When viewing previous searches via the PPSR NZ Search HTML Widget in finPOWER Connect Cloud, drilling down to previous searches would open the Service Log form which would appear blank. The User would have to manually click one of the tabs for the informa...
FIX: HTML Widgets; widget.UI.CheckList control; Long values cause overlapping text that is unreadable
If an HTML Widget uses a CheckList control and one of more of the list items are too long to fit on one line, they wrapped to the next line, overlapping the item below and therefore making both unreadable.
NEW: HTML Widgets; Email Message wizard; Now allows a default Subject to be defined for when launched from Account or Client record
A Default Subject can now be defined for Account and Client Emails when the Email Message wizard is launched from the respective record's form in finPOWER Connect Cloud.
NEW: HTML Widgets; New Client wizards; External Id and Cross Reference fields added
The New Client HTML Widgets (Individual and Organisation) have been updated to include the **External Id** and **Cross Reference** fields.
NEW: finBatch and finBatchBank.ExecuteCommit; obsolete ignoreCreditLimit parameter
The finPOWER Connect Business Layer finBatch and finBatchBank objects "ExecuteCommit" methods included a parameter "ignoreCreditLimit" - but this was not used.
NEW: Configuration Security Report; various enhancements
The following enhancements have been made to the Configuration Security Report.
NEW: Quick Search; now supports Client cross reference
Both Quick Search and Quick Search 2 now support searching the Client Cross Reference field.
NEW: HTML Widgets; Client Banking Details; Zepto Contact Id vertical alignment fixed when adding a new Contact
The caption and buttons associated with the **Contact** field of the Client Banking Details HTML Widget, when adding a new Zepto bank account would appear misaligned vertically once the new contact had been added (by using the plus button next to the **Co...
FIX: New Client wizard; Identification images not saving file path correctly if image is selected from a Document Manager Folder location
In the New Client wizard, Identification images were not saving file path correctly if the image is selected from the Document Manager Folder location - e.g. another Client.
FIX: Clients Identification; Notes column not populated
On the Clients form, Identification page, the Notes column was not being populated.
FIX: Task Manager; Manually refreshing folder counts stops "Automatic" folder counts and does not resume them
If, under Global Settings, Tasks & Workflows, General, "Folder Counts" is set to "Automatic" then the Task Manager is constantly fetching folder counts and updating them.
NEW: HTML Widgets; Branch Edit; Zepto PayID options added for Australia
For Australian databases licenced for Zepto, the Payment Method configuration for PayID on the Branch is now available in the Branch Edit HTML Widget on the **Options** page.
FIX: User Log form; Print action is available even if the "Report.User Security.UserLogDetails" permission is denied
The "Print" action on the User Log form was visible, even if the "Report.User Security.UserLogDetails" permission was denied.
FIX: HTML Widgets; Log Edit form; Showing "Print" action even if the relevant Permission Key was denied
The Log Edit was showing "Print" action even if the relevant Permission Key was denied.