finPOWER Connect 4.00.04 Released

We are pleased to announce the release of finPOWER Connect version 4.00.04 dated 5 December 2023.

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

Some of the highlights are:

• Transactions
• Bank Transaction Reverse; default Reversal Date is now the original date of the Bank Transaction

• Record Forms
• Now show Record 'Dirty' indicator

• Bank Account Enquiries
• illion BankStatements service; Automatic purging of old service logs

• Credit Enquiries
• Centrix
• Biometric product updated to v1.04 specification
• Commercial Report URLs updated
• CreditSense
• Supporting Documents status updated
• Added automatic purging of old service logs

• Documents
• New Document Usage Report available
• Australian Loan Contract (Fixed Term) Document; Additional Secured Signing Options

• Quick Search 2
• "Deep" search will now search a Workflow's related record code
• Beta flag removed

• Task Manager 2
• Quick Search folders
• Can now be restricted to only include certain Record Types
• Button added to toggle the summary shown below the grid
• Monitored Accounts folders
• Additional columns for ClientId and DealerId

• Reports
• Loan Aged Overdue Report; "Payment Cycle" and "Payment Cycle (Simple)" Grouping options added
• Client List Report; Add PEP Status
• Bank Transaction List; "Transfer Date" column added
• Security Item List Report, Added columns for VIN and Chassis

• Users
• User form heading background colour changed for deleted Users
• User Policies
• New option to auto-disable Users in Account Processes

• Excel Workbook functions
• Added FreezePanes function to ISExcelWorksheet

• Setup Program
• Now sets the "Start in" Windows folder for the shortcuts it creates

• HTML Widgets
• New HTML Widgets
• Admin, Entity edit
• Admin, Resource edit
• PPSR NZ Pending Request wizard
• User Audit Report
• Updated HTML Widgets
• Client Identification; Secondary Image now supported
• Account Schedule can now show Allocation columns
• Log Edit form
• Other page now allows User Logs to be "Repeated" on a specified cycle upon completion
• Audit page added
• Security Statement Item; "PPSR B2G Transactions" grid added to the PPSR page for Australian databases
• Account Refund HTML Widget is now available as its own form in finPOWER Connect Cloud Configuration
• Account Payment; "Don't adjust Overdue?" checkbox added
• Form Overrides
• Incoming & Outgoing Communication wizards
• Income Distribution wizard
• Security Statement Item forms
• Controls
• Date Boxes not correctly interpreting some dates
• More support for Apex Charts added

• finPOWER Connect Cloud
• Administration Libraries
• Entities
• Resources
• Cost Centres
• Analysis report now available
• Task Manager
• "Default Folder" colouring makes it difficult to see if it is also the "Selected Folder"
• Now shows the full folder path above the selected folder (up to 4 levels)
• Search
• Search view now supports locating Archived Accounts
• Document Manager
• Files can now be dragged over Files grids to upload
• Miscellaneous
• Pressing F1 will now launch Help
• Add Menus can now define a custom Icon and Caption
• Improved notification given if download is blocked by the browser
• Edit forms running in finPOWER Connect Cloud now, where possible, show if the record is "Dirty" in their form header
• Right-clicking on a Tab and selecting "Copy link to Show this Page" now copies directly to the clipboard
• Also, right-clicking a Tab in the Records view now gives the option to "Copy link to show this Record"

• Web Services
• HTTP GET-based Authentication is now disabled by default
• Web Administration
• Log page now shows when the Configuration has been updated

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