finPOWER Connect 3.04.04 Released

finPOWER Connect

• Account Types
• Standard Transactions; added support for Payment Received Transactions

• Transaction Types
• "Single Transaction Entry allowed?" option added for use in the Account Transaction HTML Widget

• Clients
• Identification
• Australian Driver Licence card number added

• Accounts
• Floating Rate Loan Accounts
• Added option to print an Interest Rate Change Advice
• Accounting Ledgers
• When cancelling an Accounting Ledger you can now specify the date of cancellation

• Account Withdrawal/ Refund wizard
• Deposit Accounts now support manual allocation of the Withdrawal value
• Payment Arrangement page now supports an option to hold the Maturity Date

• Account Payment Transfer wizard
• Extended to Deposit Investment transactions

• Account Payment Arrangement
• Additional information stored to cater for Variation Disclosures under NZ CCCFA Regulations
• Additional functionality added to sample Advice Document for NZ CCCFA Regulations

• Bank Transaction Export
• Zepto (formerly Split Payments)
• New option to mature Transactions at as specific time
• New option to validate Contact details before sending Transactions
• Lodgements handles Aborted and Cancelled transactions differently

• Task Manager
• New System sub-folders added
• New options to exclude or limit Closed Accounts from Monitored Accounts folders

• Documents
• Added ability to add additional Documents to a master Document

• Range Lookups
• Added option to show/ hide inactive records

• Accounting Interface
• MYOB GL API
• Implemented API Rate limit retry

• Bank Account Enquiries
• Credit Sense
• Added support for version 2.2, including new Reports for Equifax New Zealand
• illion BankStatements
• Added support for "Multi Bank" enquiries

• Credit Enquiries
• Equifax (VedaConnect) Australia
• IdMatrix; added support for Australian Centrelink card
• IdMatrix; added support for Driver Licence card number
• GreenID (Australia)
• Background Check; added support for Driver Licence card number

• Electronic Signatures
• Adobe Sign
• Updated list of data centre shards
• Updated to use the improved OAuth version 2 API
• Added option to set Test Credentials on Service
• Callback/ Webhook functionality updated to use standard Web Services endpoint
• DocuSign
• Updated to use OAuth 2.0 authentication flow

• Security Enquiries
• InfoAgent service added
• Supports Australia and New Zealand

• finPOWER Connect Cloud Configuration
• Now available if not licensed for Web Automation and Web Interface to allow form overrides to be specified
• "New Account" wizard can now be overridden by an HTML Widget

• Auditing
• Account Disbursements; now audits when status changes to "Complete"
• External Party Personnel; enhanced auditing

• HTML Widgets
• New HTML Widgets
• Centrix NZ Security Enquiry
• InfoAgent AU Security Enquiry
• InfoAgent NZ Security Enquiry
• MotorWeb NZ Security Enquiry
• PPSR NZ Security Enquiry
• Export General Ledger wizard
• Updated HTML Widgets
• New Individual Client; Added support for Australian Driver Licence Card Number
• New Account wizard; Now supports the ability to duplicate an existing Account
• Account Edit; Mandatory Information List fields now enforced as Mandatory
• Standard Transactions; Add ability to create a "Transfer" for Loan and Disbursement Accounts
• Account Interest Rate Change wizard; New options for printing an Advice Document
• Account Withdrawal/ Refund Form; Payment Arrangement page now supports an option to hold the Maturity Date
• Account Withdrawal/ Refund Form; Deposit Accounts now support manual allocation of the Withdrawal value
• Account Bank Transaction Reverse; Document Generation is now supported
• Equifax (VedaConnect) Australia (IdMatrix); added support for Australian Centrelink card and Driver Licence card number
• GreenID Australia (Background Check); added support for Driver Licence card number
• Centrix (New Zealand) Commercial Data Upload; can now exclude records
• Various HTML Widgets updated to better support Zepto (Split Payments) Bank Service
• Workflow Edit; Recall Date can now be updated
• Control
• widget.UI.Grid; New "noLineBreak" column creation option
• widget.UI.DateBox; Value property can now be set to either "now" or "today"
• widget.UI.NumberBox control; Now clears content if very large or very small value entered that may cause issue

• Scripting
• Script Debugger changed from User Preference to Session based option
• Code Snippets
• Added option to locate in User's Template folder
• New "filter" option
• Added options to Refresh, Open Folder and Create New Snippets

• C# Changes
• Various enhancements have been made to better support C# in scripts
• Addition of Functions as an alternative to Properties with parameters, which C# doesn't support
• E.g. finBL.Error.GetMessage()
• Addition of alternative Functions where the Function includes Optional By Reference parameters
• E>g. ISSelectQueryBuilder.ExecuteDisconnectedDataReader
• Sample Client Interest Advice Document that uses C# script code added
• Account Applications now support C# as a scripting language
• Portals now support C# as a scripting language

finPOWER Connect Cloud

• Security Enquiries can now be performed for InfoAgent, Centrix, MotorWeb and PPSR
• Ad-hoc, from Security Items, Collateral Items and from Workflows
• Accounts
• Can be duplicated
• Reversing of last Statement supported
• Additional columns available for Transactions grid
• Logs can now specify a Fee
• UI changes
• Common form actions (Save, Delete etc) are now shown horizontally to maximise space
• Filtering lists now completely hides filtered out items and also supports alias such as "GL for "General Ledger"
• Range Lookups now hide inactive items by default
• Grids can now toggle visibility of hidden rows
• Tasks view
• Now previews "Workflow Review" tasks
• Processes added
• Export General Ledger

Client Connect Sample Portal

• Messages
• Added ability to attach files during a conversation thread