finPOWER Connect - 4.00.04 - released 5 December 2023

Intersoft Systems has announced their release of finPOWER Connect version 4.00.04 dated 5 December 2023.

Review a comprehensive list of the release notes →

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

Bank Transactions

Bank Transaction Reverse; default Reversal Date is now the original date of the Bank Transaction

Record Forms

Now show Record 'Dirty' indicator

Bank Account Enquiries

illion BankStatements service; Automatic purging of old service logs

Credit Enquiries

Centrix
Biometric product updated to v1.04 specification
Commercial Report URLs updated
CreditSense
Supporting Documents status updated
Added automatic purging of old service logs

Documents

New Document Usage Report available
Australian Loan Contract (Fixed Term) Document; Additional Secured Signing Options

Quick Search 2

"Deep" search will now search a Workflow's related record code
Beta flag removed

Task Manager 2

Quick Search folders
Can now be restricted to only include certain Record Types
Button added to toggle the summary shown below the grid
Monitored Accounts folders
Additional columns for ClientId and DealerId

Reports

Loan Aged Overdue Report; "Payment Cycle" and "Payment Cycle (Simple)" Grouping options added
Client List Report; Add PEP Status
Bank Transaction List; "Transfer Date" column added
Security Item List Report, Added columns for VIN and Chassis

Users

User Form
Heading background colour changed for deleted Users
User Policies
New option to auto-disable Users in Account Processes

Excel Workbook Functions

Added FreezePanes function to ISExcelWorksheet

Setup Program

Now sets the "Start in" Windows folder for the shortcuts it creates

HTML Widgets

New HTML Widgets
Admin, Entity edit
Admin, Resource edit
PPSR NZ Pending Request wizard
User Audit Report
Updated HTML Widgets
Client Identification; Secondary Image now supported
Account Schedule can now show Allocation columns
Log Edit form
Other page now allows User Logs to be "Repeated" on a specified cycle upon completion
Audit page added
Security Statement Item; "PPSR B2G Transactions" grid added to the PPSR page for Australian databases
Account Refund HTML Widget is now available as its own form in finPOWER Connect Cloud Configuration
Account Payment; "Don't adjust Overdue?" checkbox added
Form Overrides
Incoming & Outgoing Communication wizards
Income Distribution wizard
Security Statement Item forms
Controls
Date Boxes not correctly interpreting some dates
More support for Apex Charts added

finPOWER Connect Cloud

Administration Libraries
Entities
Resources
Cost Centres
Analysis report now available
Task Manager
"Default Folder" colouring makes it difficult to see if it is also the "Selected Folder"
Now shows the full folder path above the selected folder (up to 4 levels)
Search
Search view now supports locating Archived Accounts
Document Manager
Files can now be dragged over Files grids to upload
Miscellaneous
Pressing F1 will now launch Help
Add Menus can now define a custom Icon and Caption
Improved notification given if download is blocked by the browser
Edit forms running in finPOWER Connect Cloud now, where possible, show if the record is "Dirty" in their form header
Right-clicking on a Tab and selecting "Copy link to Show this Page" now copies directly to the clipboard
Also, right-clicking a Tab in the Records view now gives the option to "Copy link to show this Record"