finPOWER Connect - 4.00.00 - released 21 December 2022

Clients

• Added options for "Non-Binary" and "Other" Genders
• New Client Class "Corporate Collective Investment Vehicle (CCIV)" added for Australia
• New Client wizard now includes AKAs and Preferred Name for Person Acting for an Organisation
• Contact Methods

- Can no longer change the Contact Type under Admin, Contact Methods

• Identification Items

- Now support encrypting details on the database

- Australian Medicare Expiry date updated to be month/ year only if Green card

Accounts

• Deposit and Revolving Credit Loan Account Types; Interest on Interest and other properties are no longer overridden on an individual Account
• Other Interest Type

- New options for Account Utilisation Rate to specify the Rate on each Account rather than Account Type

• Bank Transaction Reverse now automatically reopens "Closed (Pending)" Accounts
• Account Document Logs; new Permission Key to prevent Users updating the standard Document Fee
• Scripting; added script events for Account Withdrawals, Credit Limit changes and Interest Rate changes
  

Quick Search 2

• NEW
• Much improved and optimised searching

Task Manager 2

• NEW
• Much improved and optimised Task Manager
• New Script Type "Task Manager 2 Folder" to customise folders, including folder count and content

Web Browser Control

• Original Internet Explorer-based control removed
• All Web Browser controls have been replaced with the new Microsoft Edge WebView Control

External Parties

• New option to auto-sequence External Party codes
• Updating related Client now amends the External Party

General Ledger Interface

• Default Export Id can now be customised
• The General Ledger Export (New Interface) has been updated to include better Auditing information.
• MYOB -Added optional "Memo" properties to Bank Transactions to customise information sent to MYOB
• Xero -  Added optional Reference" properties to Bank Transactions to customise information sent to Xero

Reports

• Report Templates; Default Printer Settings can now be specified for a Report Template
• External Party List Report; added new columns for BDM
• Deposit Trial Balance Report; added option to specify Decimal Places in Interest Rate columns
• Tax Period Reconciliation Report; added ability to export Data

Bank Interface

• Zepto (formerly Split Payments)

- Updated to include more information in the Description sent to Zepto

- New option to automatically send Bank Transactions when an Account is Closed

- Direct Debit Payments now include additional validation

- Direct Debit Payments now handle 422 Unprocessable Entity errors better

Credit Bureaus

• Credit Bureau Defaults

- New closing status of "ARCHIVE" added to handle NZ defaults older than 5 years

• APLYiD

- Reference field added to override the standard Reference used

- New information included in the Report, including:

• Device data such as Browser, Device Type, ISP and location with map
• Australian Drivers Licence Card Number

- Added ability to download Verification results without using Webhooks

- Added option to create or update the Client's image from the verification results

- Added option to create a Client Identification Item from Verification results including ID document image

• Centrix

- Name Match Insolvencies product replaces Name Only Insolvencies

• Credit Sense

- Bank Account Enquiries for Credit Sense Version 1 can no longer be started - you should move to using Credit Sense Version 2

• RealAML

-Updated to latest specifications, including date/time completed, IP Addresses and Australian Drivers Licence Card Number

- Added option to create or update the Client's image from the verification results

- Added option to create a Client Identification Item from Verification results including ID document image

• NZ Government

- Support for new cloud based API added and old API interface removed for NZBN and NZCO

- NZCO Entity Role Search Summary Page updated to make it clearer where the associated company is Removed

Electronic Signatures

• Secured Signing

- Added ID Check Smart Tag

- Added Custom Options for Smart Tags

Security Enquiry

• InfoAgent

- Added "Rego plus Valuation" product

Security Register

• Australian PPSR

- Add default options for Security Statement Items

• New Zealand PPSR

- Support for new cloud based API added and old API interface removed