finPOWER Connect 3.03.03 Released
Thursday, 1 October 2020
We are pleased to announce the release of finPOWER Connect version 3.03.03.
To upgrade to this latest version please contact your authorised Intersoft Reseller or see the Downloads page.
Some of the highlights include:
- Account
- Account Type Promotions
- Added support for filtering by Client Type
- Deposit Accounts
- Added new code generation options when a new Deposit Account is created upon a Reinvestment
- Account Warnings, e.g. as shown in the Account Key Details Summary Page
- Added warning if Account is Open, but its parent Account is NOT Open
- Bank Transactions
- Payment Details can now be edited where the Account is closed
- Disbursements
- Changed Permission Key "Account.Disbursements.ApproveOverpayments" to deny by default
- NZ CCCFR Loss Formula
- Updated restrictions on how the formula can be used
- Account Applications
- New "SaveAudit" event
- Clients
- Key Details Summary Page
- Updated to optionally include invalid Phone Numbers and Email addresses
- Bank Accounts
- Australian BSB now display as a dropdown list
- Bank Accounts
- Payment Methods
- Added Short Description, Icon and Portal Information for use in Client focused portals
- Workflows
- Hold/ Unhold Workflow now updates last updated details
- New option to recall a Workflow if a Reply to an SMS Message is received (using the New Messaging Interface)
- New option to audit a Workflow when immediately recalled
- Task Manager
- Added "Ledger" column to Monitored Account folders
- General Ledger Export
- Entity can now override "Include Branch" and "Include Department" options
- Documents
- Repossession Warning Notice updated to include Expiry section
- Word Documents
- Added new standard Bookmarks
- Statement.BalanceOverdueOrPrepaid
- Reports
- Accounting Ledger List Report
- Added columns for Unearned and Earned Branch, Department and GL Account
- Disbursement Transaction List
- Added option to group by GL Export Id
- Credit Bureaus
- Comprehensive Credit Report Export
- New Validate script event
- illion Australia
- New Service
- Added support for Consumer Enquiry product
- Credit Works
- Added notice that the service will be obsoleted in 2021
- Electronic Signatures
- Add support for Secured Signing "Face to Face"
- SMS Messaging
- SMS Interface Add-On renamed Messaging Add-On
- New Messaging Interface implemented for SMS Services
- New Advanced Messaging Add-On
- Only used in the New Messaging Interface
- Supports Delivery Status updates and Replies - where available
- New Services
- EziTxt
- SMS Fusion
- Twilio
- HTML Widgets
- New HTML Widgets
- Account Credit Bureau Defaults Suspension
- Updated HTML Widgets
- New Client wizard
- Add additional details, including Client Type, Client Group, Branch and Manager
- New Account wizard
- Added "User Defined" page
- Textbox Control
- New option to support Phone Number and Email validation and formatting
- Portals
- Theming enhancements
- Import now supports retaining information if overwriting an existing portal
- Now support a "Landing" page - displayed before the Login page
- Added Password Reset Email customisation options
- Added fall back values for tags
- User Data added to Portals
- Client Connect Portal sample
- Moved Constants to User Data and now managed via the Portal Configuration utility
- Account page
- Transactions shown as a tab
- Added optional Security tab
- Moved Documents and Statements to tabs
- Added option to show/ hide Close Quotation
- Add "My Payments" button with three options
- My Payments
- Shows current Payment details and upcoming Payments
- Allows User to make basic online requests
- Change how you make Payments
- Shows current Payment details and upcoming Payments
- Allows User to update their Payment Method
- Pause Direct Debits
- Allows User to pause upcoming Direct Debits
- finPOWER Connect Cloud
- New "Administration" main view
- Client Form
- Added Web Mail page
- Tab strips
- Added a button to show a vertical menu of tabs in mobile mode
- Logs can now be bookmarked
- Database Upgrade
- Version 3.03 Database upgrade was very slow where there were a large number Account or Client Logs
For a full list of all the release notes click here.