What's New in finPOWER Connect v6.00.03

View KB articles for v6.00.03 on the Intersoft support site

Desktop & Business Layer Cloud Web Services

New Features

finPOWER Connect now integrates with Anthropic Claude, Google Vertex/Gemini, Ollama and OpenAI through new Cost Centre AI services. AI summaries can be generated for Document Manager files, and the new Record Insights action lets users query Clients, Accounts and Account Applications using AI. Requires the Artificial Intelligence Add-On.

New Bank Account Enquiry service powered by Akahu (NZ Open Banking). Includes a configurable Sharing Request workflow, automatic Pending Services progression, optional manual PDF statement uploads, and a built-in Summary Page report covering Data Sources, Accounts, Transactions and Insights.

New Experian (NZ) credit bureau integration replacing illion (NZ), which Experian is decommissioning. Supports Consumer Enquiry and Quotation Seeker products with Negative or Comprehensive enquiry types and optional Ministry of Justice fines data. The existing illion (NZ) products now display a replacement warning.

New Experian (Australia) credit bureau integration replacing illion (AU). Supports the Consumer Enquiry product across four standard Product Codes (XAAAB2, XAAAC3, XAAAC5, XAAAE2) covering Comprehensive and Negative enquiries with iCRS, Alt Fi, Geographic Risk Index and Extreme Credit Risk variants.

Account Types can now use the Residual Value calculation method for Balloon Payments, ensuring the balloon amount in the schedule matches the configured value precisely — eliminating the small discrepancies (e.g. $25,949.33 vs $25,950.00) that the legacy method could produce. Important for finance contracts that require exact amounts.

Account Type auditing now tracks ten distinct property categories (Accounting, Close Options, Credit Limit, Documents, New Account, Other, Promotions, Rate Tables, Term, Transactions). Promotions and Standard Transactions track individual item additions, modifications and removals at line level — including Element links, Property Overrides and User Defined data.

Users can now be fully imported and exported as XML, with new FromXmlString and ToXmlString methods on finUser. Available from the Tools menu, the File > Import/Export Information forms, and Cloud's Administration > User Security > Users grid drilldowns. Imported users are set inactive and forced to change password on next login.

The Bank Entry HTML Widget now uses Background Processing for the commit step. Long batches no longer block the user's session — admins can leave the widget and return via the Recent page to check progress. Same workflow as Account Processes and other Background Process-enabled widgets.

Cloud now has a Transaction Entry HTML Widget that mirrors the Desktop Transaction Entry form's bulk Account Transaction processing. Uses Background Processing for unsupervised execution. A new finBL.TransactionTypes.GetDataViewFilter_AllowTransactionBulk function returns the SQL filter used to determine eligible Transaction Types.

When MFA uses an Authenticator App, administrators can now specify the Issuer text shown in the user's app independently of the Portal Description. Previously the Issuer was hard-coded to the Portal Description (e.g. "Client Connect"). Configured on the Multi-Factor Authentication page of the Portals form.

Open Account Financial Summaries now display the Next Process Date — when the account will be picked up by the next Account Processes run. Past dates show as warnings (overdue accounts), future dates as informational. Helps spot accounts that have stopped being processed.

Business Layer Help is now hosted online at help.intersoft.co.nz/finBL6.0.3 rather than shipped as a local CHM.

The legacy finBL.chm and its finBL.topics companion file have been removed from the install. Users typically launch Business Layer Help by pressing Alt+F1 while working in the Script Editor (Desktop only) — this now opens the online help in a new browser window.

Note: at present, each Alt+F1 press opens a new browser window. This is expected to change in a future release.

New databases now have Quick Search 2 enabled out of the box (Global Settings, General, Search). Existing databases retain their current setting.

The "Related by Hashtag" block on Summary Pages (such as Account or Key Details) now displays an additional Status column when the listed records are Accounts or Account Applications.

String columns in editable grids can now mask their displayed values using asterisks via a password: true option.

Example:

grid.AddColumnString("MyPassword", { caption: "Secret", allowEdit: true, password: true });

Note: this is visual obfuscation only and works best with editable columns — the underlying data is still transmitted to the page. The feature is intended to stop over-the-shoulder peeking, not to provide cryptographic protection.

The Microsoft Exchange and SMTP Cost Centre Edit widgets now mask the Credential Client Secret and Credential User Password columns using the new password and passwordRevealOnFocus grid options.

Updated widgets:

HtmlWidget_CostCentreEdit_EmailMicrosoftExchange v1.01 (14/01/2026)
HtmlWidget_CostCentreEdit_EmailSmtp v1.01 (14/01/2026)

The ConvertToDate, ConvertToNullableDate, ConvertToDateTime and ConvertToNullableDateTime functions now resolve dates whose month abbreviations don't exactly match the current locale.

Locale changes affecting .NET applications on Windows Server 2019+ created inconsistencies (e.g. en-AU outputs "Nov." instead of "Nov", en-NZ outputs "Sept" instead of "Sep"). Date strings produced or consumed across systems could fail to parse.

The four finBL.Runtime.DateUtilities functions above now recognise any month abbreviation that begins with Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov or Dec — so a misformatted "10-Novem-2025" still resolves to 10/11/2025.

Portal Scripts can now reference System.Web.HttpContext.Current and other web objects, aligning their capabilities with Web Service (Web API) Scripts.

Five additional DLLs are now available to Portal Scripts:

System.Net.dll
System.Net.Http.dll
System.Net.Requests.dll
Microsoft.AspNetCore.SystemWebAdapters.dll
System.Web.dll

Note: when compiling a Script for testing, two libraries (Microsoft.AspNetCore.SystemWebAdapters and System.Net.Requests) won't appear in the Imports list because they are not directly required by the Script Code that interacts with them.

The Test in Web Browser (Experimental) button on the Portals form's Test page now inlines page styles directly into the test HTML, eliminating cross-origin style loading issues that previously broke the Login page's appearance.

The Test button uses the finPOWER Connect Message Handler to enable Portal testing in external browsers without requiring Web Services. Previously, browser security restrictions prevented CSS files served from the Windows Temp folder from loading correctly — particularly affecting the Login page styling. Inlining the styles eliminates the cross-origin issue.

The "Allow Sesstion State?" checkbox label on the Portals form is now spelled correctly as "Allow Session State?".

The Security Item List Report (Report Explorer > Security Statement Reports) now wraps the Serial Number across multiple lines when it exceeds the column width, rather than truncating it.

NZ Bank Account validation now accepts a wider range of branch numbers for ANZ and HSBC.

ANZ (Bank Prefix 04): branches 2014–2024 (was 2020–2024)
HSBC (Bank Prefix 30): branches 2900–2956 (was 2900–2949)

Both ranges are inclusive.

For Monoova PayTo Agreements, when the Payment Term Type is Variable, validation now requires that one of Amount or Maximum Amount be specified.

Before connecting to Microsoft Exchange or SMTP services, the system now confirms the email service has not been marked obsolete — helping maintain forward compatibility as service definitions evolve.

Previously, any Notification in an illion (AU) Consumer Enquiry response caused the request to fail. The request now only fails if the Notification Severity is Error.

The Summary Page report (SummaryPage2_CreditEnquiryReport_IllionAU v1.02) has also been enhanced to show the Severity of each Notification in the Notifications block.

Selecting the CentrixNZ Biometric product now displays a warning that the product is scheduled for decommissioning and will cease to function in the future.

The Centrix Individual Credit Enquiry HTML Widget (HtmlWidget_CentrixNZ_Individual v1.29) now displays the request Product Warning at the top of the Client Summary section when one exists.

A new HtmlWidget_CostCentreEdit_GreenId widget (v1.00, 12/12/2025) lets the GreenId service Cost Centre be configured from Cloud. Registered via Cloud Configuration, Forms & Actions, Administration.

The Document Create HTML Widget (HtmlWidget_DocumentCreate v1.13) has been updated to use the corrected finDocumentCreate.SmsServiceId property in place of the previously misspelt SmsServciceId.

The New Organisation Client HTML Widget now exposes a "Hide Identification Page" Boolean parameter that suppresses the Identification page even when the Client Group has Identification enabled. This brings parity with the Desktop New Client wizard, which already always omits the Identification page for Organisation Clients.

Updated widget: HtmlWidget_ClientNew_Organisation v1.29 (19/01/2026). The new parameter defaults to False.

Email validation in the Client Contact Method HTML Widget (HtmlWidget_ClientContactMethod v1.19) now uses the GemBox email validation component, performing syntax verification plus supplementary checks on mailboxes and host names.

Note: an email address only needs to satisfy the syntax check to be accepted. Additional validation messages (mailbox / host name) serve informational purposes only and do not block entry.

The notification message dispatched after Account Processes completion previously could fail with "Failed to send Email. Failed to find Email Branch for Cost Centre. Cost Centre not found." This has been resolved.

Messages sent through Portals now respect the email configuration settings established in the relevant Web Configuration, rather than always being dispatched from the Global Cost Centre.

Note: when testing portals from finPOWER Connect Desktop there is no Web Configuration context, so all messages still originate from the Global Cost Centre during testing.

Publishing unattended log items could fail with "Service not defined" when sending email or SMS. Both paths have been resolved.

The Button HTML Template for inserting buttons into Summary Pages now supports a showHtmlElementId parameter. When clicked, the button hides itself and reveals the specified element. Used by the new AI summarisation feature in the Log_Summary Standard Block.

A new ToUrlStringEncrypted method has been added to ISApplicationShortcut. It encrypts parameters to prevent viewing and/or tampering, allowing scripts to embed sensitive parameter data in URLs while preventing unauthorised inspection or modification.

Two shorthand methods have been added to ISSqlWhereBuilder: BlockBeginAnd and BlockBeginOr. They are convenient abbreviated alternatives to the full BlockBegin method for the most common cases.

The GemBox component used by Word Document and Excel Workbook scripts no longer supports the MetafileScaleFactor property. ISPrintOptions and the related Business Layer method parameters that reference it have been marked obsolete and should not be used in new code.

The icons across the Cloud's main views and tab strips have been refreshed to use Font Awesome for a more consistent look.

Updates landed across the Cloud:

Task Manager — main icon and tab icons
Administration view — tab icons
Processes & Procedures view — tab icons
Reporting view — tab icons; Report, Document and Utilities icons
Search view — tab icons

A new General > Security setting on the Cloud Configuration form addresses unexpected sign-outs caused by desktop browsers (most notably Edge and Chrome) freezing or sleeping inactive tabs.

Users can override the Report Title when running a Report from Cloud, without changing the underlying Report definition.

Spacing between tabs in the Cloud Task Manager has been evened up.

Vertical padding on Advanced table rows in HTML Widgets has been adjusted for a tidier, more consistent appearance.

HTML Widget Scripts can now be configured to show their Parameter Entry page when launched from the Reporting view or the Processes view, matching the experience of native Reports/Processes.

Summary Text scripts can now suppress the default header icons and emit complete HTML, giving developers full control over the rendered summary in finPOWER Connect Cloud.

Summary Pages generated for Parameters (e.g. Client, User Defined) now display horizontal rules between rows for clearer scanability.

The Cloud Login form now displays a Microsoft Edge-specific message guiding users to install the Cloud as a web app for the best experience.

By default, tabs in the Records view will no longer be closed automatically to make room for a new tab when the maximum number is open. Users now retain control of which tabs to close.

Editing a Bank Branch from the summary's Edit button now attempts to retain the user's current filter conditions and re-select the edited row when the list refreshes.

Custom Add menu icons no longer have a large "+" symbol overlaid on top, restoring the original icon design.

The Web Service now produces a clearer warning when it cannot access the Addressing Database, instead of a generic failure response.

Web Services now emits a richer set of security-related HTTP response headers, hardening Cloud and integrator deployments by default.

Web Services has a new AI background processor that consumes queued AI actions (used by AI features such as Document Manager file summaries and Record Insights). Visible on the Processes view of Web Administration.

The Total Requests indicator on the Web Administration Status page is no longer rendered as a gauge.

Bug Fixes

The Workflow Actions form crashed with "Object reference not set to an instance of an object" before fully displaying when manually actioning a single Log, Outgoing Communication or WebMail Workflow Item. Resolved.

This was specific to actions initiated from the Workflows form Items page or from the Items Summary for a Workflow accessible via Task Manager.

Modifying only the Reference field of a Direct Credit Maturity Payment via the Maturity Instruction Change wizard incorrectly produced "You must revise the Maturity Instructions". The Reference field has been added to the change-detection mechanism, so it can now be amended on its own.

The Bank Entry wizard could replace customised grid layout settings (including the Balance column) with defaults when the user closed or left the selection page without first viewing the transactions page. Grid layout defaults are now only updated when the transactions page has been viewed.

The NumberBox control's simple expression evaluator (entered by typing = first) now correctly evaluates expressions involving subtraction. Previously, =20-2 would clear the value instead of returning 18; =12*52 already worked.

Editable HTML Widget grids with an "Add Row" feature (such as Bank Entry's data entry grid) once again show the asterisk in the row selector to identify the new row. Earlier styling changes had inadvertently hidden it.

HTML Widgets with drag-and-drop functionality (such as the Send Email widget) once again support drag-and-drop when running inside finPOWER Connect Desktop. Drag-and-drop already worked in Cloud.

Messages such as "userinterface.Grid.GetRetainableCacheKeyDetails: mVirtualClass does not have a value" no longer pop up as message boxes when navigating between Task Manager folders. They are now logged to the browser developer console only.

A "finPOWER Connect Cloud Actions" Script can supply alternate grid layouts to specific grids (e.g. Account Transactions). Although the Script could override the default layout, the default was not being applied until another layout was selected and then "DEFAULT" was reselected. Now applies on first load.

A visual rendering issue affecting the Account Interest Adjustment wizard (HtmlWidget_AccountInterestAdjustment v1.04) on initial load has been resolved.

The back button has been disabled on the AML/CFT Report widget's Progress page (HtmlWidget_AMLCFT_Report_NZ v1.05), bringing it in line with other Background Process widgets. To start a new instance, close and reopen the widget or navigate to the Recent page and restart.

The Account Interest Payment Type Change widget (HtmlWidget_AccountInterestPaymentTypeChange v1.08) previously only allowed commit when the selected Direct Credit Payment Method was linked to an Export Service. The widget now matches the Desktop form's broader behaviour and adds a confirmation warning before the transaction completes.

The Document Create HTML Widget previously bypassed the Parameters page entirely if parameters were added via the AfterParametersInitialise Document Script Event. The widget now displays the Parameters page and accepts user input for these custom parameters.

The Information column on the "Documents to Publish" page of the Publish Documents widget (HtmlWidget_DocumentsPublish v1.08) has been removed for Email Documents. Recent email-service changes had made the column potentially confusing and redundant.

Logs with an Extended Type of "HTML" now render their HTML content properly rather than displaying raw text. Both the Extended Data button on the Audit page and the Log Edit HTML Widget itself (HtmlWidget_LogEdit v1.09) have been updated.

As part of the removal of Document Manager licensing, the deprecated DocumentManger.IsAvailableResolved property has been removed and replaced with DocumentManger.IsAvailable. Updated widgets: HtmlWidget_ClientNew_Individual v1.30, HtmlWidget_ClientNew_Organisation v1.29, HtmlWidget_LogEdit v1.09.

Several Cost Centre Edit widgets referenced functions marked System Use Only. Those references have been replaced with safe equivalents that are not marked System Use Only. A new finBL.Scripts.GetDataViewFilter_BankInterface_ObjectEvents function was added.

Updated widgets:

HtmlWidget_CostCentreEdit_CreditSense v1.01
HtmlWidget_CostCentreEdit_Ezidebit v1.01
HtmlWidget_CostCentreEdit_Monoova v1.01
HtmlWidget_CostCentreEdit_Split v1.02 (note: Split is now branded Zepto)

The GreenId (Australia) Individual Enquiry widget (HtmlWidget_GreenId_Individual v1.08) now correctly displays the Driver Licence Number in the client summary section for the Background Check process.

Email validation in the Desktop Client Contact Method wizard now uses the GemBox email validation component, performing syntax verification plus mailbox and host name checks. Companion Cloud change is the HtmlWidget_ClientContactMethod v1.19 update listed above.

Cloud Configuration Theme settings using the Public1 or SemUI HTML Widget styles produced unreadable input fields (white text on white background) in Dark Mode. Text visibility has been improved, though neither of these styles fully supports Dark Mode and they are not recommended for general use.

With Cloud Configuration Theme's "Style to look more like Desktop forms" enabled, colour-coded buttons (e.g. red Unlock/Delete and green Save buttons on the Bank Entry wizard) failed to display their intended background colours. The styling has been restored.

The Generate 9-Scale button on the Theme/Colours section's Secondary colour was only populating the theme-secondary-50 value rather than the full scale. Both Generate 9-Scale buttons now also work when the colour field is empty, using the default colour as the foundation.

Mobile and Work phone numbers from Client Contact Methods are now used precisely as entered when populating ID Verification requests. Previously, the system filtered Mobile/Work numbers if they matched the Home number, populating only Home in those cases.

Affected integrations:

APLYiD Verify
Centrix Biometric Verification
GreenId Background Check
GreenId BiometricSendSms
RealAML Verify
RealAML Instant Verify

URL-based logos defined on Entity or Branch records (e.g. https://www.intersoft.co.nz/logo.png) no longer fail to render in documents like statements. Caused by .NET 6+ changes to Path.GetFullPath() exception handling; finBL.Runtime.FileUtilities.GetFileNameResolved() now identifies HTTP(S) URLs and processes them correctly.

finBL.AccountAppFunctions.CreateEmailDocumentLog, finBL.AccountAppFunctions.CreateSmsDocumentLog, finBL.ClientFunctions.CreateEmailDocumentLog and finBL.ClientFunctions.CreateSmsDocumentLog previously only set Extended Data when a Workflow Item was supplied; without one, the resulting log lacked Extended Data and could not publish. They now set Extended Data correctly in all cases.

Breaking change: these functions now return errors when an email address or phone number is missing — calls that previously succeeded silently in such cases will now fail.

The misspelt finDocumentCreate.SmsServciceId property has been deprecated in favour of the correctly-spelt SmsServiceId. Update scripts and widgets accordingly.

finWarnings.GetSummaryNumbered previously generated lists with duplicated numbering prefixes ("1. 1. ItemA", "2. 2. ItemB"). It now produces correctly-formatted "1. ItemA", "2. ItemB".

The Xero Accounting Interface authorisation scope has been updated to align with Xero's recent changes.

Xero's transition timeline:

2 March 2026: new applications must use the updated scopes
End of April 2026: existing applications can opt in to the new scopes
September 2027: all applications must transition to the new scopes

See Xero's developer documentation on Organisation Scopes for full details.

A pass over Dark Mode tightens contrast and visibility across forms, wizards, reports and HTML Widgets that were previously hard to read.

Resolved Dark Mode visibility issues:

Reporting — Templated Reports were hard to read
Import Information wizard — theme not respected
File Upload control — file name text unreadable
HTML Widgets — Mandatory Checklist control not displaying correctly when not focused
HTML Widgets — Grid right-click menu now uses Dark Mode styling
Tips and modal window titles too dark to read
Audit Search wizard — first-page headings difficult to read
Cloud Configuration form — display issues
PCI DSS Compliance Report — heading text unreadable
Configuration Security Report — dark blue header on black
Information Lists form — non-system lists unreadable (white text on light yellow)
Summary Pages — links were difficult to identify
New Workflow wizard — header and body were the wrong colour

On the Cloud Configuration form's Theme > Colours page, choosing the HTML colour name "RebeccaPurple" previously corrupted the Cloud's styling. Resolved.

Security Item Logs and the Print Report from a PPSR B2G Search now display the full search results inline in finPOWER Connect Cloud rather than truncating.

The browser console error relating to FileNameWithCategoryAndExtension when deleting a file from the Files page has been resolved.

A regression that prevented Monoova PayTo Agreements and Payment Instructions from being created in Cloud has been resolved.

When a user changed their password on a forced-change login, they were being signed out with an unexpected error message. The change-password flow now completes cleanly.

A corrupt entry in the Downloads grid could throw a deserialisation error that prevented the Reporting tab from loading. The view now skips the bad entry and keeps loading.

When the previously-selected Log was not for a Security Item, refreshing the Security Statement form's Logs page would highlight the wrong grid row. The selection is now retained correctly.

When a Workflow was closed and a new one was created from a Questions item, the user was not prompted and the new Workflow was not displayed. The new Workflow is now opened automatically.

Icons in form headers had begun rendering on a row above the summary text on certain viewport widths. They now sit alongside the summary as designed.

On smaller devices, long Summary Text on a record header would wrap and the very top of the second line would be visible above the cut-off. The clip is now clean.

On Summary Pages that scroll horizontally to fit the browser window, the background colour could be truncated past the visible viewport. The background now fills the full scrollable width.

The icon on the main Processes view now spins while a process is running, providing the same visual feedback as other in-progress indicators in Cloud.

Read-only users who had MFA enabled previously could not sign in to the Cloud. Resolved.

The MFA Login form would occasionally render the "Skip this step for <n> days?" prompt with a value of 0. The prompt is now hidden when the configured skip duration is zero.

Web Services could crash if no Web Configuration was configured, due to the v6.00.02 email-service changes. Resolved.

Web Service (Web API) Scripts that returned an XML response were not serialising correctly. The serialiser now produces well-formed XML for these endpoints.

The Web Administration Homepage previously tried to display email details even when no database was open, which could cause errors. The block is now hidden until a database is connected.

When a request reached Web Services through a proxy such as finPOWER Connect Cloud or the Portal Host application, the end user's IP address was not being captured for auditing. The forwarded IP is now correctly logged.

Other Changes

Australian BSB List — updated to February 2026: ten new BSBs added (NTA, LCH, CMA, ABC, BAR, RBB, RBC, SBI, CLS, ADY) and three updated (ASL, ABA × 2). Earlier December 2025 update for WCU (Warwick Credit Union, trading as Darling Downs Bank) is also included.
Actipro SyntaxEditor — upgraded to version 25.1.1 (used by Script Editors). Includes various .NET Language updates.
Business Layer Help — the legacy finBL.chm and finBL.topics files have been removed from the install (replaced by online help — see New Features above).