Business Layer Training

Thursday, 29 March 2018 by Martin Elsworth

The Intersoft Support Code Team will be creating weekly training content to help developers create Scripts using the finPOWER Connect Business Layer. Each week we will post a new blog article focused on an area of the Business Layer, along with a video demonstration and associated resources.

rPPSR Changes - Supporting the G2B

Tuesday, 20 February 2018 by John Rickard

NEWSFLASH: PPSR Go Live Date delayed until 1st October 2018.

For more information see the PPSR website.

Amongst other challenges, finPOWER Connect needs to support the G2B interface until the new rPPSR goes live on the 2nd July 2018, and after this date to continue to support existing G2B Transactions stored in finPOWER Connect.

Some of our goals, therefore, included:

  • It must be simple to switch to the new rPPSR on the go live date.
  • Existing PPSR Transactions created via the existing G2B interface must still be supported.

rPPSR Changes - Introduction

Monday, 19 February 2018 by John Rickard

NEWSFLASH: PPSR Go Live Date delayed until 1st October 2018.

For more information see the PPSR website.

The existing PPSR in New Zealand is being replaced with a new system, the rPPSR (Replacement PPSR), and is due to go live on 2nd July 2018.

This move is being driven by the Ministry of Business Innovation and Enterprise (MBIE) and is designed to replace the reliable but aging platform that, whilst world leading when it was released in 2002, has increased risks and costs associated with ageing technology.

Here, at Intersoft Systems, we have been working towards this change for the last 12 months, and are committed to developing a state of the art interface to the rPPSR.

In this first Blog article, we will introduce some of the changes made to the rPPSR.

Account and Client wizards in finPOWER Connect Cloud

Tuesday, 14 November 2017 by Paul Hammond

Certain forms within finPOWER Connect Cloud are fixed, e.g., the Client Log form.

Others forms, however, are implemented as system-supplied HTML Widgets and can be substituted by custom HTML Widgets, thereby allowing an unprecedented level of customisation.

Three new forms are the Account Credit Limit Change, Account Monitor Category Change and Account Statement Change wizards.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

Management Dashboard Reporting in finPOWER Connect Cloud

Monday, 13 November 2017 by Paul Hammond

Management Reports are available to finPOWER Connect Cloud in the form of HTML Widgets and can be viewed in the form of interactive Dashboards.

Several of these reports are supplied with finPOWER Connect and these can be used as-is or as a starting point for creating your own, customised, reports.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

Customising Themes via a Script

Friday, 1 September 2017 by Paul Hammond

The finPOWER Connect Cloud theme can now be customised via a Script.

This allows different colours and/ or logos to be defined based on the signed in User, e.g., a Dealer or Broker-based theme.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

HTML Widget Controls

Monday, 14 August 2017 by Paul Hammond

Controls for HTML Widgets are now provided to make creating HTML Widgets easier and to provide functionality required to implement customisable forms in finPOWER Connect Cloud.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

The Records View in finPOWER Connect Cloud

Wednesday, 5 July 2017 by Paul Hammond

Records, such as Accounts and Clients, can be opened from many sources, e.g., via a Search, or a hyperlink on a summary page.

The "Records" view is where records are displayed and, as such, is where users will likely spend the majority of their time in finPOWER Connect Cloud.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

Reporting in finPOWER Connect Cloud

Monday, 26 June 2017 by Paul Hammond

The ability to run reports and export report data has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

Tasks and Smart Lists in finPOWER Connect Cloud

Tuesday, 20 June 2017 by Paul Hammond

The ability to view and manage tasks has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.