finPOWER Connect - 4.01.03 - released 5 December 2024
Intersoft Systems has announced their release of finPOWER Connect version
4.01.03 dated 5 December 2024
Review a comprehensive list of the release notes →
mbsl recommend that you contact us in the first instance if you are considering upgrading to this latest version.
Some of the highlights include:
finPOWER Connect
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.
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.
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.
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).
Software Components
- Actipro Script Editor
- Updated to version 24.1.1.
- Gembox
- Document; Updated to version 35.0.35.1886.
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
Features
- 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.
Need further information and/or assistance to upgrade to finPOWER Connect
4.01.02 ?
Reporting of Annual Interest Rate Charges on Continuing Disclosure Statements (Loan Statements) by Creditors
Utilising Dropbox to store Documents in the cloud, affords the ability to synchronize a network folder to Dropbox and use it as the main Document Manager folder. Effectively using Dropbox as a Document Manager within the finPOWER Connect platform.
Utilising OneDrive to store Documents in the cloud, affords the ability to synchronize a network folder to OneDrive and use it as the main Document Manager folder. Effectively using OneDrive as a Document Manager within the finPOWER Connect platform.