finPOWER Connect Cloud 3.05.01 Enhancements

Overview

finPOWER Connect Cloud has recently been enhanced with the ability to edit Client record pages.

Other enhancements include:

• Adding and editing Client Employment information
• Add an Account Payment Arrangement
• Account Payments
• Account Withdrawals & Refunds
• Updating Transaction notes and flags

In fact, the list of actions available to Accounts in particular has grown hugely:

A Faster Way to Find Records

First-up, version 3.01.05 introduces the "Find Record" button to the header area:

This is the fastest way to view a record if you know either its Code or External Id since you no longer need to go to the "Search View".

If a record is found that matches the code entered, this record is immediately opened. If no record is found then a Quick Search is performed and the "Search View" activated.

Client Editing

The Client form now displays "Edit" buttons on each page or section where information can be edited. Clicking this allows you to edit that information:

NOTE: You can turn off the "Save" prompt under finPOWER Connect Cloud Configuration, General, Options page.

Adding Payment Arrangements

The ability to add Payment Arrangements and Promises has been added for Accounts.

The Account Payment Arrangement wizard includes:

• Adding Promises
• Overriding Payments
• Viewing a schedule of changes

HTML Widget Enhancements

HTML Widgets just got more powerful with the addition of several new controls.

Icon Combo Box

This presents a list of items including the corresponding finPOWER Connect icon, as per the Client Status dropdown.

Document Manager Combo Box

Allows a Document Manager file to be selected or a new file uploaded as per the Image File dropdown.

ButtonStrip

Allows a toolbar like control to be created and buttons defined.

This is also used by the new Buttons property of the TextBox control as shown on the "Name & Details" page (when Company Lookup is available).