finPOWER Connect 3.02.04 Released

Tuesday, 11 February 2020

We are pleased to announce the release of finPOWER Connect version 3.02.04.

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

Some of the highlights include:

  • Accounts
    • Loan Accounts
      • Added option to round-up the Regular Payment
      • Added option to adjust the final Regular Payment before a Balloon Payment
    • Account Calculations
      • New script event added to Validate/ Update properties before a Quotation calculation
    • Standard Transactions
      • New Permission Keys to prevent Adding, Updating or Deleting of Standard Transactions
    • Account Type Rules
      • Updated behaviour of Overdue Days condition where using Business Days
    • Account Processes
      • Statement should not have been generated if Transactions failed to commit
  • Branches/ Entities
    • You can no longer make all Branches/ Entities inactive
  • Payment Arrangement wizard
    • New option to default "Print Advice?" as checked or unchecked
  • Banking
    • Payment Express (Windcave) Payline Bank Export now support Token Payment Methods
  • Task Manager
    • New Account Range filters added
  • Credit Bureaus
    • Defaults
      • New "In Legal" option added
    • Credit Enquiry form
      • New Permission to prevent Individual information from being updated
    • illion (New Zealand)
      • Added support for Consumer Enquiry and Quotation Seeker products, including MOJ and Negative/ Comprehensive Reporting
    • Centrix (New Zealand)
      • Update Commercial Credit Report to version 16.05
    • Equifax (New Zealand)
      • Standard Business Report updated to version 1.4
  • Security Register
    • Updated PPSR NZ Organisation Search
  • Accounting Interface
    • Xero Accounting Interface updated to use OAuth 2.0 authorisation
  • Electronic Signatures
    • Secured Signing; added option to extend the due date
  • Reports
    • Deposit Summary Report; added "Term in Months" column
    • Transaction List Report; added GST columns
  • HTML Widgets
    • New Checklist control added
    • New Widgets
      • Account Minimum Payment Change wizard
      • Approve Disbursements wizard
      • Account Processes wizard
      • Close Tax Period wizard
      • Investment Income Report Export wizard
      • Equifax (Australia) Individual Credit Enquiry
      • Equifax (New Zealand) Organisation Credit Enquiry
    • Updated Widgets
      • Bank Account Enquiry and Credit Enquiry HTML Widgets updated to support Branches and Account Applications
  • Portals
    • Added custom error pages
  • Client Connect Sample Portal
    • Added customisable Broadcast message facility
    • Added Marketing message facility
    • Added "Upcoming" page
    • Added "Close Quotation" function for Loan Accounts
    • Enhanced Documents drilldown
    • New option to allow Users to directly update Contact Addresses and Methods
    • Configuration HTML Widget added
    • finPOWER Client Connect Sample Portal Guide is now available
  • Auditing
    • Admin forms; now include full audit of Constants
    • Workflow Type "Users" page is now audited

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