finPOWER Connect 4.00.04 Released

Thursday, 7 December 2023

We are pleased to announce the release of finPOWER Connect version 4.00.03 dated 5 December 2023.

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

WARNING: Although a database can be opened in version 3.4.x and 4.0.x we only recommend you do so whilst testing changes. New features in version 4.0.x may not be backwards compatible with earlier versions.

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.