finPOWER Connect - 4.00.01 - released 20 March 2023

Clients

• Added Date of Death field
• Client Identification
• Added New Zealand Firearms Licence as a special type of item
  

Accounts

• Deposit Accounts
• Now support "Closed (Pending)" status
• Interest Payout Transactions
• Can now be reversed
• Account Credit Limit Change
• Cancel now supports scripting
• Process Direct Debit Payments wizard
• Now allows Value to be updated
• Close Account wizard
• Write-Offs now post a Balance Adjustment to bring Principal/ Interest/ Fee Balances to zero
• Close Accounts wizard
• Now supports automatic closing of "Closed (Pending)" Deposit Accounts
  

Transaction Types

• Split Permission Key from one Key to Open and Commit

Credit Bureaus

• Centrix New Zealand
• Biometric Verification product added
• Birth Certificate Verification added to Smart ID
• FraudShare option removed
• Credit Sense (Version 1)
• Support has been removed

Banking

• Zepto New Zealand interface added
• Zepto Australia (formerly Split Payments)
• Added option to delete a Client Contact
• Webhooks now support reversing completed successful Transactions

Security Enquiry

• InfoAgent (Australia)
• Vehicle Code and Kilometres added to Valuation
• InfoAgent (New Zealand)
• Added monitoring facilities
• Previous Report option now available

General Ledger Interface

• Xero API Interface
• Updated "Reference" created for Bank Transactions

Task Manager 2

• New "Columns" page allow a "Group By" column to be specified
• Filter Monitored Accounts folder; New 'Managers' range added
• Filter Workflows folder
• New grid action to Add a new Workflow
• New grid actions to update a Workflow's Allocated User
• New grid actions to update a Workflow's Recall Date
• New grid actions for various communications

 Word Documents

• Added "Account Refund Advice" Document
• Added "Australian PPSR Grantor Advice" Document
• Account Documents
• Added option to Client Name and Address to not combine Addressee information if the Last Names are the same
• Added new standard Bookmarks

Document Manager

• Added startup warning if finPOWER 5 Compatible Folder Structure was being used

Scripts

• Underlying Actipro SyntaxEditor software component updated to version 23.1.0
• Better intelliense, especially in code blocks
• Added ability to navigate to a method definition
• New "Alternate" Obsolete flag added

Portals

• Allow Clients to download Account and Client Documents not belonging to the signed-in Client
• Error 503 (Service Unavailable) can now be manually overridden
• Now allows a custom login form message to be defined

HTML Widgets

• TextBox control
• SpellCheck option now defaults to true for multi-line TextBoxes
• New HTML Widgets
• Equifax XML (New Zealand) Identity Plus product
• NZ Government (NZCO) Individual product
• Admin
• Account Type Promotion added
• Account Type Rule added
• Role Edit added
• Security Statement Groups added
• New Account wizard/ Account Quotation wizard
• Now supports printing of a Quotation
• Account Transaction Entry
• Updated to allow automatic posting of Withholding Tax
• Account Close wizard
• Now allows emailing of Clients other than just the "Main" Client
• Send SMS Message
• Updated to use DateTimeZone widget control
• Account Processes
• Added "Complete 'Pending' Closes?" checkbox for Deposit Accounts
• Permission dropdowns now have a Lookup button to display an "Effective Permissions" form