finPOWER Connect 3.04.00 Released

Wednesday, 30 June 2021

We are pleased to announce the release of finPOWER Connect version 3.04.00.

This is a major release, including updated database and many new features. Please take your time reviewing the changes before upgrading.

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

  • Clients
    • Contact Methods
      • Email and Phone contacts now only support a single Home, Work or Mobile flag
    • Personnel/ Employment
      • Added ability to capture both Individual and Organisations
      • Previously you could only capture Individuals for an Organisation and Organisations for an Individual
    • Statistic Sets
      • Added option to audit changes
    • Client Warnings
      • Now includes expired Identification Items
  • Accounts
    • Account Type Promotions
      • Added ability for a Promotion to override Default Interest and Default Fees
    • Standard Transactions
      • New "Per Annum" option for Percentage basis rates
    • Deposit Accounts
      • New Option to roll Interest Payout dates forward if they fall on a non-Business Day
      • Schedule now adjusts Withdrawal Standard Transaction so not to take Balance into Negative
      • Australian Annual Investment Income Report (AIIR) updated to version 13.0.1 (for 2021 Tax Year)
    • Credit Enquiry Quotation Confirmations
      • Updated matching logic
    • Direct Debits
      • Now processes "reduced to zero" value transactions
    • Refunds
      • Option to set Element to be not Due Immediately
    • Added new fields
      • Added UserDecimal0 to 9 fields; allows easier SQL Query for Sum() etc
      • Search 0 to 4 fields; set via script, used in Quick Search (for SQL Server databases)
      • Account Archives; added Archive Note field
  • Entities
    • Added second Logo and Resource fields
  • Branches
    • Added second Logo and Resource fields
  • Workflows
    • Added new "Send Web Mail" Item Type
  • Credit Bureaus
    • RealAML
      • Identity Verification service added
      • Supports Identity Verification, Biometric Face Match and PEP
    • Centrix (New Zealand)
      • Commercial Report
        • Updated to include Positive Data and Score information
      • Added Positive Commercial Bureau Data Upload and Response File import
    • ABN Lookup (Australia)
      • Configuration moved to Cost Centres
    • Credit Sense (Version 2)
      • Added option to extend Quicklink expiry
      • Added "Refresh" facility
    • CreditWorks (New Zealand)
      • Removed service, as no longer supported
    • GreenId (Australia)
      • Configuration moved to Cost Centres
      • Updated to Version 3 of the API
    • illion/ Dun and Bradstreet Consumer (Australia and New Zealand)
      • Removed service
      • Use "illion Australia" and "illion New Zealand" services instead
    • MotorWeb (New Zealand)
      • New option to use Trade-Me valuations
    • NZ Companies Office
      • Removed service
      • Use "NZ Government" service instead
    • NZ Government
      • Financial Service Providers API removed, as no longer supported by MBIE
      • NZBN Entity Details
        • Updated to include Business Ethnicity Identity information
  • Messaging Interface
    • Removed Beta warning
    • Added support for multi-line text messages
  • Reports
    • Deposit Trial Balance Report
      • Added optional "Withholding Tax Rate" column
    • Security Statement Reports
      • Added filter and exception for Insurance Renewal date
    • Transaction List Report
      • Added "LogPk", i.e. Statement Log, column
    • New PCI DSS Compliance Report
  • Word Documents
    • Added new Branch and Entity Logo and Resource bookmarks
    • Added ability to set a Bookmark to an Image from a byte array
  • HTML Widgets
    • New HTML Widgets
      • GreenId (Australia) Individual Credit Enquiry
      • RealAML Identification Enquiry
      • PPSR New Zealand
        • Amend, Discharge and Renew
        • Search
        • Update
          • Also available as a background process
      • PPSR B2G Australia
        • Search
        • Update
          • Also available as a background process
    • Client Personnel/ Employment HTML Widget
      • Support added for Individual and Organisation
    • New Account HTML Widget
      • Added Financial page, Options
    • Bank Entry HTML Widget
      • Non-Administrator Users unable to save Batch
    • Security Statement Edit HTML Widget
      • Now includes PPSR Page (for both Australia and New Zealand)
    • Default jQuery version updated from 2.1.4 to 3.6.0
  • Portals
    • Added support for Multi-Factor Authentication (MFA)
  • Maps
    • Added support for Google Embedded Maps
  • Service Logs
    • Removed link between Service Log and Audit Log
    • Audit Search updated
      • New options to filter Service Log searches by Chargeable, Windows User, Machine Name and IP Address
  • User Security
    • New option to automatically lock finPOWER Connect if left inactive for a period of time

finPOWER Connect Cloud

  • General
    • File downloads
      • Better handling in iOS when running as a PWA
      • Ability to email the file to yourself instead of downloading to device
      • The Downloads tab on the Reporting and Processes views now allows files to be shared with other Users
    • Administration view is now available to any User who has permission to view Admin forms
    • Visual cue indicates when a custom HTML Widget is being used
    • New "Go" URL supported to allow URL-based Quick Searches
    • The Login form now detects when Web Services are not available and displays a friendly "Unavailable" message
  • Security
    • SMS Multi-Factor Authentication (MFA) method added
    • Multi-Factor Authentication simplified and bought in line with Portal changes
    • Uploading of files can be disabled (more for demonstration installations than a production feature)
    • Subresource Integrity (SRI) can now be applied to external resources where possible
    • Content Security Policy (CSP) can be enabled
    • All main record forms (Accounts, Account Applications, Clients, Security Statements and Workflows) now have a permission key allowing access to be restricted
    • Permission keys added to restrict access to Email Message and SMS Message forms
  • Processes
    • The Processes view now shows HTML Widget Scripts that are configured to show in the Process menu
    • The Processes view icon now spins when a background process is running
    • Running a background or long-running process such as Account Processes will now email the User once the process is complete or has failed
    • New "Downloads" tab to show files generated by background processes or HTML Widgets
  • Clients
    • Web Password can now be updated from the Web Access page
    • Portal Multi-Factor Authentication (MFA) can be reset and and emergency code generated from the Web Access page
  • Workflows
    • "Skip" and "Unskip" item functionality added
    • "Send Web Mail" now supported
    • BankStatements "Bank Account Enquiry" items and other services are now supported correctly