finPOWER Connect 2.02.03 Released

We are pleased to announce the release of finPOWER Connect version 2.02.03.

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

Some of the highlights are:

• Clients.
• Client Search summary now displays Mobile Phone number.
• Individual Clients can now use Industry Codes.
• New Company Lookup facility.
• Allows company information to be validated and updated from the NZ Companies Office and Australian ABN Lookup.
• From within the New Client wizard and Client forms, as well as from a Page Set.
• New Account wizard.
• New Permission Keys and settings to make Interest Cycle, Startup Interest Rate and Ongoing Interest Rate read-only per User.
• Loan Accounts.
• Fixed Term Loan Accounts; new option to warn User if a partial early repayment is made in the Account Payment wizard.
• Refinance; new option on Elements to vary the Credit/ Rebate method for an Account Refinance.
• Account Close; new option for Loans to show expected Future Payments.
• Loan Maturity Variance Report; new option and column to highlight Loans with Insufficient Payments.
• Deposit Accounts.
• New option to "Fix" the Interest Rate from a Rate Table when the Deposit is opened.
• Logic for Tiered Rate tables changed.
• Now support "Transfer" Standard Transactions.
• Improved Reporting, including Transaction List
• Security Types.
• User Defined page added.
• Entities.
• Added Logo Filename.
• User Defined page added.
• Workflows.
• New Permission Key to prevent a Workflow's "User Defined Fields" from being updated once it is Closed.
• Recall Date can now be audited.
• New item type "Register Security Statement" added for New Zealand.
• Script can now set the Workflow Item's Source object.
• Log grids, including Clients, External Parties, Accounts, Security Statements, Task Manager and Workflows.
• New scriptable "User" columns added.
• Banking.
• New "ANZ Reply File (Australia)" and "ANZ Reply File (New Zealand)" services added.
• SMS and Email.
• New smart tags added for SMS and Email.
• Email Signature functionality enhancements.
• Entities now include overriding Email Disclaimer.
• Page Sets.
• Grid Columns can now specify a Text Alignment.
• Numeric Grid Columns can now display a Sum.
• Scripting.
• Enhanced Charting functionality.
• New option to collapse Blocks in a Summary Page (version 2) by default.
• New Global Settings to refine what information is shown on Summary Pages.
• New Business Layer functionality added to load records using ExternalId.
• Performance.
• Grids; now load faster, especially if the grid has column totals.
• 64-bit finPOWER Connect.
• Performance issues with 64-bit finPOWER Connect found and addressed in TSB1034.
• Added start-up warning if this issue is detected.

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