finPOWER Connect 4.00.01 Released
Thursday, 23 March 2023
We are pleased to announce the release of finPOWER Connect version 4.00.01 dated 20 March 2023.
To upgrade to this latest version please contact your authorised Intersoft Reseller or see the Downloads page.
This is a major release, including updated user interface and many new features. Please take your time reviewing the changes before upgrading.
Some of the highlights are:
- Clients
- Added Date of Death field
- Client Identification
- Added New Zealand Firearms Licence as a special type of Item
- Accounts
- Deposit Accounts
- Now support "Closed (Pending)" status
- Interest Payout Transactions
- Can now be reversed
- Account Credit Limit Change
- Cancel now supports scripting
- Process Direct Debit Payments wizard
- Now allows Value to be updated
- Close Account wizard
- Write-Offs now post a Balance Adjustment to bring Principal/ Interest/ Fee Balances to zero
- Close Accounts wizard
- Now supports automatic closing of "Closed (Pending)" Deposit Accounts
- Transaction Types
- Split Permission Key from one Key to Open and Commit
- Credit Bureaus
- Centrix New Zealand
- Biometric Verification product added
- Birth Certificate Verification added to Smart ID
- FraudShare option removed
- Credit Sense (Version 1)
- Support has been removed
- Banking
- Zepto New Zealand interface added
- Zepto Australia (formerly Split Payments)
- Added option to delete a Client Contact
- Webhooks now support reversing completed successful Transactions
- Security Enquiry
- InfoAgent (Australia)
- Vehicle Code and Kilometres added to Valuation
- InfoAgent (New Zealand)
- Added monitoring facilities
- Previous Report option now available
- General Ledger Interface
- Xero API Interface
- Updated "Reference" created for Bank Transactions
- Task Manager 2
- New "Columns" page allow a "Group By" column to be specified
- Filter Monitored Accounts folder; New 'Managers' range added
- Filter Workflows folder
- New grid action to Add a new Workflow
- New grid actions to update a Workflow's Allocated User
- New grid actions to update a Workflow's Recall Date
- New grid actions for various communications
- Word Documents
- Added "Account Refund Advice" Document
- Added "Australian PPSR Grantor Advice" Document
- Account Documents
- Added option to Client Name and Address to not combine Addressee information if the Last Names are the same
- Added new standard Bookmarks
- Document Manager
- Added startup warning if finPOWER 5 Compatible Folder Structure was being used
- Scripts
- Underlying Actipro SyntaxEditor software component updated to version 23.1.0
- Better intelliense, especially in code blocks
- Added ability to navigate to a method definition
- New "Alternate" Obsolete flag added
- Portals
- Allow Clients to download Account and Client Documents not belonging to the signed-in Client
- Error 503 (Service Unavailable) can now be manually overridden
- Now allows a custom login form message to be defined
- HTML Widgets
- TextBox control
- SpellCheck option now defaults to true for multi-line TextBoxes
- New HTML Widgets
- Equifax XML (New Zealand) Identity Plus product
- NZ Government (NZCO) Individual product
- Admin
- Account Type Promotion added
- Account Type Rule added
- Role Edit added
- Security Statement Groups added
- New Account wizard/ Account Quotation wizard
- Now supports printing of a Quotation
- Account Transaction Entry
- Updated to allow automatic posting of Withholding Tax
- Account Close wizard
- Now allows emailing of Clients other than just the "Main" Client
- Send SMS Message
- Updated to use DateTimeZone widget control
- Account Processes
- Added "Complete 'Pending' Closes?" checkbox for Deposit Accounts
- Permission dropdowns now have a Lookup button to display an "Effective Permissions" form
- finPOWER Connect Cloud Configuration
- Warning now displayed if File Uploads are disabled under General, Security
- Database
- Clearing Database Locks changed from an Administrator only to Permission based function
- Database Purge
- Audit information now includes Timestamp and Error information
- finPOWER Connect Cloud
- Ability to bulk import and export GL Accounts
- Date of Death support added for Clients
- Roles now appear under the Administration view
- Account Quotation can now be printed from the New Account and Account forms
- Effective Permissions can now be viewed for admin libraries such as Elements
- Search updated to
- Retain previous search tab
- Quick Searches added for Accounts, Account Applications and Clients. These show record-specific columns rather than the generic columns displayed in the main Quick Search
- finPOWER Connect Cloud Configuration settings can now be viewed
- Processes view now displays a bullet to indicate files to download
For a full list of all the release notes click here.