finPOWER Connect 4.01.03 Released

Thursday, 5 December 2024

We are pleased to announce the release of finPOWER Connect version 4.01.03.

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

Some of the highlights are:

  • General
    • Shutdown Warnings; "Show a warning if there are Entities with approaching or past End Dates?" option added to User Preferences.
    • Current User smart tags are now available for the Send SMS and Send Email processes.
    • Database Purge
      • Added options to purge PPSR Search results.
      • Added option to purge Bank Account Suspense Items.
  • Credit Enquiry
    • APLYiD
      • Fraud Analytics option has been added
  • Electronic Signing
    • DocuSign
      • The ability to set an email subject and body for each Recipient has been added.
      • The ability to include custom tabs for each recipient has been added.
      • Signer Initials are now supported.
  • Banking Interfaces
    • Automatic deletion of PayID Contacts added to Account Processes (for Accounts which have closed).
    • Zepto Australia
      • Updated to include the Creditor information when creating a PayTo Agreement.
  • Software Components
    • Actipro Script Editor
      • Updated to version 24.1.1.
    • Gembox
      • Document; Updated to version 35.0.35.1886.
  • HTML Widgets
    • APLYiD
      • Updated to support Verify and Manual Verify.
    • Client Employment
      • New Clients can now be added directly from the HTML Widget.
    • Export Bank Transactions
      • Re-Exporting existing batches was causing issues for databases with a large number of exports, as displaying the grid with all the rows had a severe impact on performance. The default number of items in the grid is now limited, and an option to load all is displayed.
    • Document Create wizard
      • Updated so that when sending an Account Email Document, the User can opt to send to all recipients based on the Document's options.
    • New HTML Widgets
      • Cost Centre Edit (Twilio).
      • Cost Centre Edit (SMS Fusion).
  • Task Manager 2
    • The mouse can now be used to drag-select multiple rows within Grids.
    • Created Date and Opened Date now available in Workflow Folders.
  • finPOWER Connect Cloud
    • Summary text in header now includes the Account's Status for non-open Accounts, e.g. "[CLOSED] Variable Loan".
    • Files grid now shows "Created" and "Modified" date columns.
    • Cost Centres
      • The format of verify reports has been updated and the header now indicates whether the in Test or Production mode.

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