finPOWER Connect 3.03.05 Released

Thursday, 25 February 2021

We are pleased to announce the release of finPOWER Connect version 3.03.05.

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

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

Some of the highlights include:

finPOWER Connect

  • Calendars
    • Added Matariki public holiday in New Zealand for 2022
  • Accounts
    • Deposit Accounts
      • Can now re-open Matured and Reinvested Deposit Accounts
      • New option to disallow Withdrawals that would place the Account into a negative balance
    • New Disbursement wizard
      • Now updates Due Date from External Party
    • Close Wizard
      • Accrued Interest for Deposit Accounts can now be amended
      • Added option to stop Accrued Interest from being modified
      • Account Close Summary was not showing Withholding Tax for Deposit Accounts
    • Process Direct Debit Payments
      • New script event "ExecuteCommitPost" added
    • Interest Payout wizard
      • Added "Pools" range
      • Added script events
    • New script function to allow the "Date Cleared" for a Bank Transaction to be updated
  • Logs
    • Delete restriction logic updated where linked to Service Logs
    • Added facility to "Cleanse" sensitive data from Service Logs
  • Banking
    • Bank Account Other Party Name; "mandatory" logic updated
    • Added "WBC QuickBatch (Credit Card Refund)" export service
  • Credit Bureaus
    • Credit Sense (Version 2)
      • Added ability to load existing Applications
    • Equifax Australia
      • Added support for "Business Trading History" and "Company Trading History" products
    • Equifax Australia
      • URL endpoints updated
    • MotorWeb
      • Now includes TradeMe valuation data if available
  • General Ledger Interface
    • Added MYOB API interface (BETA)
  • Documents
    • Bookmarks
      • Last Payment bookmark logic updated
      • Added Account.LastPaymentDueDate and Account.LastPaymentDueValue bookmarks
    • "Client Interest Advice" document updated
    • Summary Tables now support HTML in TextBefore and TextAfter
    • Added support for PDF Conformance levels
    • Added options for PDF Security settings
  • Reports
    • Loan Aged Overdue Report
      • Added optional Last Payment Value column
  • HTML Widgets
    • New Client wizards
      • Added support for Identification Items
    • Banking Details entry; "Lookup" button added
    • Document Create wizard added
    • Account Payment
      • Now supports Manual Allocations
    • Account Withdrawal
      • Added "Payment Arrangement" page
    • Run Account Processes
      • Scripts can now be run
      • Events are now reported in more detail
    • New option to added special "Company Number" and "Tax Number" validations to TextBox control added
    • Added "decimals" property to NumberBox control
    • New options to show a visual cue when control automatically updated
  • Portals
    • New special "LANDING" page site map option added
    • Can now force Client or User to change their password
    • New "Data Adaptor" script facility
  • Security
    • Configuration Security Report
      • Various Enhancements
    • Permission Keys
      • Added "Audit Search" permission key
  • Databases
    • Startup warning added if Access database size greater then 200MB or 400MB
    • Microsoft Azure SQL Database provider updated

finPOWER Connect Cloud

  • finPOWER Connect Cloud Configuration (within finPOWER Connect)
    • Scheduled Process; more information displayed about when a process was last run
    • Account Processes Scheduled Process; can now specify Scripts
  • Accounts
    • Send Document changed from a built-in form to an HTML Widget
  • Account Applications
    • Send Document changed from a built-in form to an HTML Widget
  • Clients
    • Send Document changed from a built-in form to an HTML Widget
    • New Client HTML Widget now includes Identification Items
  • Admin
    • Added Information Lists
    • Added Rate Tables
  • Workflows
    • Added Open 'Pending' Workflow action
    • Added Incoming communication action
    • Added Outgoing communication action
    • Added Send Document action
    • Added Send Email action
    • Added Send SMS action
    • Added Payment Arrangement action
    • Added Payment Promise action
  • Account Processes
    • Added post script process
  • Audit Search added
  • Reporting View
    • Added "Utilities" tab
  • Configuration Security Report added
  • Security Permissions Explorer added
  • New "System Information" tool