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finPOWER Connect - 4.01.00 - released 29 April 2024

Intersoft Systems has announced their release of finPOWER Connect version 4.01.00 dated 29 April 2024

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: This marks a significant update, encompassing refreshed database content alongside numerous additional features. Prior to upgrading, we advise thoroughly reviewing the modifications before upgrading.

Some of the highlights include:

finPOWER Connect

Accounts

Account User Data
Columns on the database increased from 10 to 20 fields.
Floating Rate Loans
Contractual Overdue is now restricted to the Loan Balance.
Payment Arrangements
Quote Document can now be downloaded or emailed from the "Payment Details" page.
"Missed Regular Payments" functionality has been added.
Process Payment Arrangement Promise Transactions Script "AP.PAPROM" has been updated to support this. It is essential that the latest version is being used if switching on the "Missed Regular Payments" functionality.

Account Processes

Removed "Allow Optimisation?" option from the User Interface.
Added option to Automatically Disable Users.

Branches

A standard built-in Key Details Summary Page for Branches has been added.

Business Layer

Ability to Add/Update/Delete records in Custom database tables has been added.
Debug Window
Usability enhancements
finPOWER Connect Cloud Actions
Prompt messages can now be configured to show prior to a Script running.

Clients

Client User Data
columns on the database increased from 10 to 20 fields.
Web Password
"Expiry Days" and "History Length" options are now supported. Similar settings as User Policies for Users.
Preferred Multi-Factor Authentication for Portals can now be specified.

Client Connect Sample Portal

Removed from the finPOWER Connect installer. For new installations, please contact your Intersoft Dealer.
Theme Overhaul

Credit Bureaus

InfoAgent
Updated to the latest specifications. This introduces information about Electric Vehicles and Road User Charges in the Fuel Economy section.
CentrixNZ
Biometric product updated to v1.043 specification.

Documents

Utility function
Added to publish an ad-hoc Document and return it's binary file data.

Gembox

Document software component
Updated to version 35.0.35.1673
Email software component
updated to version 17.0.35.1194
Spreadsheet software component
updated to version 49.0.35.1623

HTML Widgets

New Calendar control
Calendar Edit HTML Widget is now available.
Client Group Edit HTML Widget is now available.
Can now be used as Summary Pages for Accounts and Clients in finPOWER Connect Cloud.

Permissions

Standardised, i.e. renamed, Permission Keys. This includes adding a new "Alias" Key.

Portals

Multi-Factor Authentication
New option to "Prevent User from changing" the defaulted "Defer Days".
Password Reset
Procedure now allows a Client to enter their Client Id / Web User Id to cater for databases where more than one Client has the same email address.
Page can now be overridden with a custom Page.

Process Direct Debits

Alternative Commit process added to better handle database concurrency issues.

Quick Search 2

Now supports indexing and searching of Bank Account and Credit Card Numbers.
Reporting
Many Account reports can now be pre-filtered using Quick Search

Script Editors

Actipro Software Component
Updated to version 24.1
Multi-part Export and Import
Now supported for Scripts & Portals.
Scripts
can be automatically saved when run.
Template Text
Can now use "#include" directives to include a "Function Library" Script's Template Text

Summary Pages

Standard Summary Page blocks
A new block to include a static Google Map has been added.

Task Manager 2

"Filter Monitored Accounts" type folders
Additional advanced option now available to all Users.
Quick Search folders
Columns are now sortable.

Users

Deactivated and Deleted Users
Are now prevented from continuing working within 30 seconds (was 10 seconds).

Workflows

Item Groups
Can now have automatic outcomes of [All Skipped] or [Any Skipped].

finPOWER Connect Cloud

Accounts

Transactions page
New system views added.

Administration

Calendars added in finPOWER Connect Cloud.
Client Groups added in finPOWER Connect Cloud

Clients

Web Access
Password can now be cleared for a Client in finPOWER Connect Cloud.
Now shows new "Preferred" MFA Method details
Statistics page
Adding a new Statistics Set now prompts to default from the last "Approved" set.

finPOWER Connect Cloud Configuration

Security page
CSP entries added to cater for Microsoft Power BI.
Multi-Factor
You can now specify an "Issuer" for "Authenticator App" Multi-Factor Authentication to better support multiple sites.

Reporting

Filter boxes
Added for "My List", "Utilities", and "Scripts" tabs.
Reporting view
The "Downloads" grid now displays a "Visualise" option when supporting Reports have been run, allowing Report data to be viewed independently of the PDF.

Security Statements

Files page
Now shows Security Item files.
New "Add Log for Security Item" button below grid.

Task Manager 2

User Preference
To show Task Manager upon sign-in is now respected.

Features

Device option
To allow 'NEW User Interface' to be trialed.
Dropdown Calendar
Styling has been updated.
Grids with custom layouts (such as Account Transactions)
Now display available layouts in a bar above the grid.
Search in the header
Can now be used even if a minimised modal form exists.
On Mobile devices
setting "Device Options" to use "Desktop" will now show dropdowns by default, rather than "picker panels".