Centrix Client Monitoring Service

Monday, 11 June 2018 by Paul Thompson

What is it?

The Centrix Monitoring service is like having your own staff member in Centrix monitoring your clients. Each time something happens to one of your clients, Centrix sends you an email detailing the changes and alerting you to the change in your client’s status. This is great for keeping track of your clients, getting ahead of the collections process and giving you greater visibility over your client base. You can receive e-mail notifications on a monitored client for the following events:

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Business Layer Training - Electronic Signature Documents

Friday, 8 June 2018 by Martin Elsworth

Electronic Signatures

This blog article demonstrates how to configure an ISWord Document to use Electronic Signatures. It contains code snippets that feature in our sample eSignature Documents. These samples should provide a good base and starting point for anybody looking to develop ISWord Documents with Electronic Signature functionality.

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Business Layer Training - Overriding Summary Page Blocks and Application Shortcuts

Wednesday, 16 May 2018 by Martin Elsworth

Following on from last week's look at Summary Page Scripts, this Business Layer training session demonstrates how to test Summary Page Scripts, override system Summary Page Standard Blocks and create Application Shortcuts via Script Code.

Watch the video here.

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Business Layer Training - Summary Page Scripts

Thursday, 10 May 2018 by Martin Elsworth

This Business Layer training session discusses Summary Page version 2 Scripts. We take a look at how we can modify existing system Summary Pages as well as creating our own using custom and built-in Summary Page Blocks.

Watch the video here.

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Business Layer Training - UI Relationship and debug options

Thursday, 26 April 2018 by Martin Elsworth

This Business Layer training session explores the relationship between the finPOWER Connect User Interface and the Business Layer and demonstrates some helpful User Interface forms and options. We also look at the different ways in which we can debug Scripts and make use of the now context sensitive, Business Layer Help.

Watch the video here.

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Business Layer Training - Business Layer Basics

Wednesday, 18 April 2018 by Martin Elsworth

This Business Layer training session looks at some of the fundamental principles and structure of Scripts and objects in the Business Layer. We look at the concept of Return Values and why it is so important to check them in our Scripts, as well as explaining Global Collections and how they can be used to optimise our code. We also take a look at Global Constants and how they can be used to hold values that can be accessed from multiple Scripts/Workflows/Documents etc..

Watch the video here.

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Business Layer Training - Business Layer Utilities

Wednesday, 11 April 2018 by Martin Elsworth

This Business Layer training session looks at functions and utilities available in the finPOWER Connect Business Layer. Throughout the Business Layer there are a number of functions and methods that can be called from a Script to perform actions against various Business Layer objects. We will demonstrate where to find these functions and how to use them, as well as exploring the Business Layer Runtime library, which contains useful helper methods for handling dates, text, numbers, files etc..

Watch the video here.

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Business Layer Training

Thursday, 29 March 2018 by Martin Elsworth

The Intersoft Support Code Team will be creating weekly training content to help developers create Scripts using the finPOWER Connect Business Layer. Each week we will post a new blog article focused on an area of the Business Layer, along with a video demonstration and associated resources.

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rPPSR Changes - Supporting the G2B

Tuesday, 20 February 2018 by John Rickard

NEWSFLASH: PPSR Go Live Date delayed until 1st October 2018.

For more information see the PPSR website.

Amongst other challenges, finPOWER Connect needs to support the G2B interface until the new rPPSR goes live on the 2nd July 2018, and after this date to continue to support existing G2B Transactions stored in finPOWER Connect.

Some of our goals, therefore, included:

  • It must be simple to switch to the new rPPSR on the go live date.
  • Existing PPSR Transactions created via the existing G2B interface must still be supported.

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rPPSR Changes - Introduction

Monday, 19 February 2018 by John Rickard

NEWSFLASH: PPSR Go Live Date delayed until 1st October 2018.

For more information see the PPSR website.

The existing PPSR in New Zealand is being replaced with a new system, the rPPSR (Replacement PPSR), and is due to go live on 2nd July 2018.

This move is being driven by the Ministry of Business Innovation and Enterprise (MBIE) and is designed to replace the reliable but aging platform that, whilst world leading when it was released in 2002, has increased risks and costs associated with ageing technology.

Here, at Intersoft Systems, we have been working towards this change for the last 12 months, and are committed to developing a state of the art interface to the rPPSR.

In this first Blog article, we will introduce some of the changes made to the rPPSR.

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