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finPOWER Connect - 3.04.02 - released 2 December 2021
With an extensively maintained Knowledge Base of over 10,000 articles version 3.040.02 heralds the 100th release of finPOWER Connect. mbsl congratulate Intersoft Systems on their remarkable achievements in the continued development of finPOWER Connect, which continues to rate highly in the market place and rises to the challenges required to meet worldwide changing standards in the finance sector.
Review a comprehensive list of the release notes →
Note: We recommend that you contact MBSL in the first instance if you are considering upgrading to this latest version.
Some of the highlights include:
finPOWER Connect
Clients
- Identification
- Drivers Licence Type, e.g., Learners, Full, added for Australia and New Zealand
- Auditing
- Added option to audit AKAs, Identification and Employment/ Personnel information
Accounts
- Loan Accounts
- New "Other Interest" type of "Credit Limit"
- Revolving Credit Loan Accounts
- New Minimum Payment basis of "Interest Balance" and "Interest/Fees Balance
- Minimum payment, added logic to factor in Refunds allocated to Interest
- Added option to apply Direct Debit Stop To date to Minimum Payments only
- Deposit Accounts
- Updated rules for Transferring Interest
- Account Payment Arrangement
- Updated for New Zealand CCCFA HCCCC Rate of Charge
- Loan Account Overdues
- Added ability to override Account Type "Limit the Overdue Balance to the balance of the Account?" via scripting
- Account Transactions
- Refund Bank Transactions can now be reversed
- Account transactions grid; added new column "Log Pk"
- Summary Page
- Added date to Cleared funds warning
- Added actions to open Statement and Bank Transaction
- Account Processes
- New options to process Client and Account Application Workflows
- Account Statements
- Optimised loading of Account Schedule
Refund Elements
- Transactions can now be allocated to Interest
Direct Debits
- Additional, Promise and Other Payments are no longer are combined with each other
- Process Direct Debit Payments; expose more information for scripting
Suspense Items
- Allocation now allows an overriding Element to be specified
Banking Interface
- Split Payments; rebranded as Zepto
Credit Bureaus
Added support for Credit and Data Bureau (Papua New Guinea)
- Consumer Reports
- Company Reports
- Centrix
- Added support for Quotation Credit Enquiries being confirmed via CCR data
- RealAML
- Updated to latest specification including:
- FaceMatch ID + QuickID + FaceMatch Liveness
- Bank Match
- Quotation Credit Enquiries
- New option to "void" pending Credit Enquiries
Electronic Signatures
- Secured Signing
- Implemented webhook Callback functionality
Documents
- Various Documents updated for NZ Financial Mentoring Service (commencing 1/12/2021)
- Added new standard Bookmarks for UserData
Resources
- New flag to "Allow use as an Email attachment"
- Log forms, Email page; Now shows details of any file attachments
- SMTP Email Message Provider will now retry if message fails to send with Mailbox Busy or Unavailable errors
SMS
-New SMS Messaging Interface
- Added more "Smart Tags"
PPSR (Australia)
- Added "Powered By PPSR" logo
- Financing Statement Summary Page updated to Version 2
- Search Result Summary Page can now be overridden with Version 2 Summary Pages
Securitisation
- Allocations
- Form simplified to be more intuitive
- Added four Custom columns
- New Permission Keys added for Sale, Transfer and Buyback
General Ledger
- MYOB API
- Removed beta warning for "MYOB API" General Ledger Interface
- Added validation if Bank Account is a Header or Inactive
Task Manager
- Optimise Workflows to ignore Overdues for Deposit and Disbursement Accounts
Reports
- Client List Report; Added "Web Access" filter and column
- Loan Trial Balance Report; new option to include expected Payments
- Security Statement Item List Report; added Columns selection
HTML Widgets
- New Widgets
- Combine Client wizard HTML Widget added
- Account Payment Transfer HTML Widget added
- Process Direct Debit Payments HTML Widget added
- Send Email Message wizard HTML Widget added
- Document Execute wizard HTML Widget added
- illion (Australia) Credit Enquiry for Individuals added
- Updated Widgets
- Account Direct Debit Stop; Added option to apply Direct Debit Stop To date to Minimum Payments only for Revolving Credit Accounts
- Account Close; "Reinvested" Close Method now available for Deposit Accounts
- Incoming & Outgoing Communication HTML Widgets can now be run as standalone Workflow Items
- Securitisation Allocation HTML Widget now fully featured
- New Functionality
- widget.UI.DBCombo
- New ShowDropdown property
- widget.UI.Grid
- Add 'Toggle' to show / hide hidden rows
- New "wrap" option for text columns
- widget.UI.InformationListComboBox control
- New option to 'hideAdminFormButton'
- widget.UI.Label control
- Added "onClick" event
- New widget.UI.CompareItemsGrid control
- New widget.UI.DateTimeZone, VisibleRow property
- New widget.UI.FileUpload control
- New widget.UI.HtmlEditor control
- New widget.UI.SelectDocumentManagerFile method
- New widget.UI.SelectResource method
Portals
- New Logo URL for Login form added to allow hyperlinking of the Logo
- Portals form; Multi-Factor page; New "Defer by default on Sign-In form" option
User Groups
- New option to prevent a User posting Transactions to filtered out Accounts
Message Queue
- Implement functions for scripting to use Message Queue facilities
WebView2 control
- HTML Viewer form now supports Save function
Temporary Files
- Various enhancements, including fixing an issue where files not removed
Obsoleted Functionality
- Help, Support, Support Information; updated "Future Compatibility Information" section
- Business Layer help now includes an "Obsolete Members" topic
- Critical and Imminent flags for obsoleted members added
- Documents; warning shown if using Word and Excel VBA Documents
- Document Manager; warning shown if using finPOWER 5 folder structure or old 'Files' page
- General Ledger; warning given if not using the New General Ledger interface
- Messaging (SMS); warning shown if not using the new Messaging interface
- Page Sets; warning shown and suggestion to use an HTML Widget instead
- Script Editor; Compile button now warns User if compiler returned warnings
- Scripts; warning shown if using 'Summary Page' and 'Web Summary Page' type Scripts
- Workflows; warning shown if using 'Version 1' Workflow Types
finPOWER Connect Cloud
User Interface
- Document Manager now allows download and delete of multiple files at once and allows a ZIP archive to be emailed
- HTML Viewer used to show Service Reports and other HTML content now has a 'Print' button
- Notifications can now easily be copied to the clipboard
- Reporting view now represents what were previously numerous tabs as 'filter' categories
- Tabs within a record can now be pinned
Document Execute
- Now supported under Reporting view allowing bulk documents to be generated
Logs
- Email and SMS pages are now available
- Mark as Read' shortcut added for Web Mail
Processes added
- Disbursement Account Payments wizard
- Process Direct Debit Payments wizard
- Securitisation Allocations wizard
- Send Email Message wizard
- This also allows files to be attached from the file system, Document Manager or Resources library
External services
- Credit and Data Bureau Individual and Organisation Credit Enquiries can now be performed for Clients and Applicants
- Illion (Australia) Individual Credit Enquiries can now be performed for Clients and Applicants
- RealAML and Aply Identification Enquiries now support enquiries on Person Acting for Organisations
Source: Intersoft Systems Limited - "Release History" - https://finPOWER Connect - Release History
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