finPOWER Connect - 4.00.03 - released 27 September 2023

Intersoft Systems has announced their release of finPOWER Connect version 4.00.03 dated 27 September 2023. This release includes several new features.

Version 4 of finPOWER Connect does not include any database changes, therefore there is no database upgrade.

Review a comprehensive list of the release notes →

f inPOWER Connect - Release History

Note: mbsl recommend that you contact us in the first instance if you are considering upgrading to this latest version.

Warning: Although a database can be opened in version 3.4.x and 4.0.0 it is strongly recommend that you only do so when testing changes. New features may not be backward compatible with earlier versions.

Some of the highlights include:

finPOWER Connect

Clients

Client Identification
Added support for secondary image
Added support for MP4 videos
NZ Firearms Licence Validation updated
Client Merge Wizard
Now shows items from Main Client for Employment, Identification, Bank Accounts and Files

Accounts

Account Withdrawal wizard
New Permission Key to exclude "None" Disbursement Payee Type
Account Payment Transfers
Add additional validation to prevent cross Entity transfers
Account Transfers
New Permission Key to prevent transfers between Entities

Banking

Bank Suspense Items
Added option to retain deleted Items
Zepto Australia (formerly Split Payments)
Added PayID integration
Windcave/ Payment Express
"Payment Express Payline" file export updated to latest specifications
"Payment Express Payline Results" file import updated to latest specifications

Credit Bureaus

APLYiD
Updated to version 2 specifications
Manual Verify product added
Verify now includes Flow Type and Biometric-Only options
Equifax/ VedaXMLNZ
"Consumer Enquiry" Credit Enquiry; better handling of diacritical characters

Security Enquiry

InfoAgent
New option to automatically stop monitoring

Workflows

Workflow Types
Added Mermaid Flowchart export

Task Manager 2

Folders can now customise the list of columns displayed in the grid
Tasks folders
Can now filter Logs by a range of Delegated Roles
"Delegated" column now shows bold for the current Task Manager User
Monitored Accounts folders
Account Manager can now be updated for one or more selected rows
Added Promotion and Ledger columns
New filtering and grouping by Promotion and Ledger
Bookmarked Records folder
Items can now be deleted
Quick Search folders
New 'Active' state filter

Compliance

Configuration Security Report; various enhancements
Annual Commerce Commission Report (New Zealand) added

Quick Search

Now supports Client cross reference

Grids

New Global Setting to "Sort Grids in Reverse Chronological order"
Applied to "Audit" grids

HTML Widgets

New HTML Widgets
Admin, Security Types added
Account Payment PayID Create added
Cost Centre Edit for ABN Lookup added
Database Locks added
Updated HTML Widgets
Disbursement Account Payments
Added single Account support
Account Withdrawal HTML Widget
New Permission Key to exclude "None" Disbursement Payee Type
Disbursement Payee Type not limited to list
New Client wizards
External Id and Cross Reference fields added
Log Edit
New options to move Log Severity and Owner and Delegated sections to the "General" tab
APLYiD Credit Enquiry
Manual Verify product added
Security Statement Edit
PPSR support added for countries other than Australia and New Zealand
Email Message wizard
Now allows a default Subject to be defined for when launched from Account or Client record
Workflow support added to various HTML Widgets
Form Overrides
Account Balance Adjustment wizard
Account Credit Bureau Default Suspension wizard
Account Date Change drilldown
Account Direct Debits Stop
Account Interest Adjustment wizard
Account Refinance wizard
Account Minimum Payment wizard
Account Payment Transfer wizard
Account Transaction View form
Account Transaction Reverse wizard
Account Transfer wizard
Account Bank Transaction Reverse wizard
Account Transaction User Details drilldown
Client Combine wizard
Client Withholding Tax Details Change
Edit Bank Transaction wizard
Send Email wizard
Controls
TextBox control
Passwords now have a 'passwordRevealOnFocus' option
Grid control
Group headers now display a count of items in the group
Grids which allow multiple rows to be selected now show a count of selected rows
"Expand all Groups" and "Collapse all Groups" right-click menu options now available
AllowAddRows(value) function added
Chart
Default chart colours have been updated and can now be customised

Scripts

DebugPrint; added option to indent messages
Script Editor
Syntax Errors can be viewed below the code

finPOWER Connect Cloud

Cost Centres can now be viewed and maintained via the Administration view
Web Services can be made unavailable via the "Configuration" tab on the Web Services Administration facility
A "Stopped Message" to indicate why Web Services are unavailable can be specified
A "Publish Documents" wizard is now available from the Processes view under the "Process" tab
The grid in the "Bookmarked" folder in Task Manager 2 now has a Notes column
Under Global Settings, Tasks & Workflows, General page, you can configure how Task Manager 2 Folder Counts are fetched
"General (User Interface)" type Scripts are able to display a DataTable in a form that the User can view
Task Manager now retrieves folder counts a little slower to alleviate pause when automatic folder counts are enabled.