finPOWER Connect 4.00.03 Released

Wednesday, 27 September 2023

We are pleased to announce the release of finPOWER Connect version 4.00.03 dated 29 September 2023.

To upgrade to this latest version please contact your authorised Intersoft Reseller or see the Downloads page.

WARNING: Although a database can be opened in version 3.4.x and 4.0.x we only recommend you do so whilst testing changes. New features in version 4.0.x may not be backwards compatible with earlier versions.

Some of the highlights are:

  • Clients
    • Client Identification
      • Added support for secondary image
      • Added support for MP4 videos
      • NZ Firearms Licence Validation updated
    • Client Merge Wizard
      • Now shows items from Main Client for Employment, Identification, Bank Accounts and Files
  • Accounts
    • Account Withdrawal wizard
      • New Permission Key to exclude "None" Disbursement Payee Type
    • Account Payment Transfers
      • Add additional validation to prevent cross Entity transfers
    • Account Transfers
      • New Permission Key to prevent transfers between Entities
  • Banking
    • Bank Suspense Items
      • Added option to retain deleted Items
    • Zepto Australia (formerly Split Payments)
      • Added PayID integration
    • Windcave/ Payment Express
      • "Payment Express Payline" file export updated to latest specifications
      • "Payment Express Payline Results" file import updated to latest specifications
  • Credit Bureaus
    • APLYiD
      • Updated to version 2 specifications
      • Manual Verify product added
      • Verify now includes Flow Type and Biometric-Only options
    • Equifax/ VedaXMLNZ
      • "Consumer Enquiry" Credit Enquiry; better handling of diacritical characters
  • Security Enquiry
    • InfoAgent
      • New option to automatically stop monitoring
  • Workflows
    • Workflow Types
      • Added Mermaid Flowchart export
  • Task Manager 2
    • Folders can now customise the list of columns displayed in the grid
    • Tasks folders
      • Can now filter Logs by a range of Delegated Roles
      • "Delegated" column now shows bold for the current Task Manager User
    • Monitored Accounts folders
      • Account Manager can now be updated for one or more selected rows
      • Added Promotion and Ledger columns
      • New filtering and grouping by Promotion and Ledger
    • Bookmarked Records folder
      • Items can now be deleted
    • Quick Search folders
      • New 'Active' state filter
  • Compliance
    • Configuration Security Report; various enhancements
    • Annual Commerce Commission Report (New Zealand) added
  • Quick Search
    • Now supports Client cross reference
  • Grids
    • New Global Setting to "Sort Grids in Reverse Chronological order"
      • Applied to "Audit" grids
  • HTML Widgets
    • New HTML Widgets
      • Admin, Security Types added
      • Account Payment PayID Create added
      • Cost Centre Edit for ABN Lookup added
      • Database Locks added
    • Updated HTML Widgets
      • Disbursement Account Payments
        • Added single Account support
      • Account Withdrawal HTML Widget
        • New Permission Key to exclude "None" Disbursement Payee Type
        • Disbursement Payee Type not limited to list
      • New Client wizards
        • External Id and Cross Reference fields added
      • Log Edit
        • New options to move Log Severity and Owner and Delegated sections to the "General" tab
      • APLYiD Credit Enquiry
        • Manual Verify product added
      • Security Statement Edit
        • PPSR support added for countries other than Australia and New Zealand
      • Email Message wizard
        • Now allows a default Subject to be defined for when launched from Account or Client record
      • Workflow support added to various HTML Widgets
    • Form Overrides
      • Account Balance Adjustment wizard
      • Account Credit Bureau Default Suspension wizard
      • Account Date Change drilldown
      • Account Direct Debits Stop
      • Account Interest Adjustment wizard
      • Account Refinance wizard
      • Account Minimum Payment wizard
      • Account Payment Transfer wizard
      • Account Transaction View form
      • Account Transaction Reverse wizard
      • Account Transfer wizard
      • Account Bank Transaction Reverse wizard
      • Account Transaction User Details drilldown
      • Client Combine wizard
      • Client Withholding Tax Details Change
      • Edit Bank Transaction wizard
      • Send Email wizard
    • Controls
      • TextBox control
        • Passwords now have a 'passwordRevealOnFocus' option
      • Grid control
        • Group headers now display a count of items in the group
        • Grids which allow multiple rows to be selected now show a count of selected rows
        • "Expand all Groups" and "Collapse all Groups" right-click menu options now available
        • AllowAddRows(value) function added
      • Chart
        • Default chart colours have been updated and can now be customised
  • Scripts
    • DebugPrint; added option to indent messages
    • Script Editor
      • Syntax Errors can be viewed below the code
  • finPOWER Connect Cloud
    • Publish Documents wizard now available
    • Task Manager
      • Bookmarked folder now allows notes to be recorded against bookmarked records
      • Less aggressive fetching folder counts
      • Initial fetching of folder counts no longer blocks the User Interface
      • Button added below grids to temporarily hide the row summary
    • Grids with group headers now display a count of items in that group
    • Search results grid is now sortable and filterable
    • Administration
      • Security Types added
      • Transaction Types added
      • Database Logs can be viewed and cleared
    • Reporting view now shows Scripts configured to 'Show in Report Explorer'
    • Help now has links to Intersoft's Youtube channel for finPOWER Connect Cloud

For a full list of all the release notes click here.