finPOWER Connect - 4.01.03 - released 5 December 2024

finPOWER Connect release summary

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 

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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 ?

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