finPOWER Connect 3.03.04 Released

Wednesday, 2 December 2020

We are pleased to announce the release of finPOWER Connect version 3.03.04.

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

Some of the highlights include:

  • Accounts
    • Deposit Accounts
      • Added optional support for Negative Interest Rates
    • Australian Loan Contract
      • Updated for Secure Signing options
    • New Zealand Loan Contract
      • Updated for "Layby Sale Right to Cancel"
  • Account Applications
    • Collateral Item wizard now supports User Defined page
  • Negative Percentages
    • Now shown as -x% rather than (x%)
  • Credit Bureaus
    • Centrix
      • Added new product "Commercial Report"
      • Added default options for Consumer Product Enquiries
    • Credit Sense
      • Added new Service "Credit Sense (Version 2)" - supports version 2.1 of the Credit Sense interface
    • Equifax (VedaXML) NZ
      • Added default options for Consumer Enquiries
    • NZBN
      • Updated for non-company information
  • Reports
    • Account List Query/ Report, added Alert Message column
    • Client Details Report, added Alert Message
    • Client List Report, added Alert Message column
    • Loan Weighted Interest Rate Report, added "Net Balance"
  • NZ Investment Income Report
    • Added support for Resident Withholding Tax on Dividends (RWTD) files
  • NZ PPSR
    • Minor updates for latest release
    • SPG Report now includes By Status and Discharge date ranges
  • General Ledger Interface
    • Xero Interface
      • Removed "beta" status
  • Users
    • Web Access page shows Authorised Devices and allows them to be deleted
  • Portals
    • LOGIN page now supports pasting Template Text code
    • Client Connect Sample Portal
      • Account Transactions can now be ordered in descending date order
    • User Data fields can now be used to restrict Client access
    • A "TERMS" page can now be defined that provides a "Terms & Conditions" link on the login form
  • HTML Widgets
    • Options to override the following forms added:
      • Account Payment Details Change form
      • Account Payment wizard
      • Account Withdrawal wizard
      • Account Refund wizard
    • New HTML Widgets:
      • Client Statistics Set wizard
      • Credit Sense 2 Bank Account Enquiry
      • Credit Bureau Default wizards
    • Update HTML Widgets:
      • New Client wizards
        • Address fields now use the standard Widget Address control
        • Client Group configuration options now respected, including
          • Contact Methods
          • Business, Tax and Company Numbers
          • Image page
        • Added Statistics page
        • Added Banking Information page
        • Added Tax and Other Information page
        • Added Web Access page
        • Added support for User Defined page
  • finPOWER Connect Cloud
    • Multi-Factor Authentication is now supported
    • New "Import" tab on the Admin view to allow importing of records
      • Accounts and Client now have an action to "Export"
    • Clients
      • Statistics can now be added and edited
      • Web Access page now allows locked out Clients to be unlocked
      • New action to "Add New Account" for the Client

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