finPOWER Connect - 4.01.03 - released 5 December 2024

Intersoft Systems has announced their release of finPOWER Connect version 4.01.03 dated 5 December 2024

Review a comprehensive list of the release notes →

mbsl recommend that you contact us in the first instance if you are considering upgrading to this latest version.

Some of the highlights include:

finPOWER Connect

Automatic deletion of PayID Contacts added to Account Processes (for Accounts which have closed).
Zepto Australia
Updated to include the Creditor information when creating a PayTo Agreement.

Shutdown Warnings
"Show a warning if there are Entities with approaching or past End Dates?" option added to User Preferences.
Current User Smart Tags
are now available for the Send SMS and Send Email processes.
Database Purge
Added options to purge PPSR Search results.
Added option to purge Bank Account Suspense Items.

APLYiD
Updated to support Verify and Manual Verify.
Client Employment
New Clients can now be added directly from the HTML Widget.
Export Bank Transactions
Re-Exporting existing batches was causing issues for databases with a large number of exports, as displaying the grid with all the rows had a severe impact on performance. The default number of items in the grid is now limited, and an option to load all is displayed.
Document Create Wizard
Updated so that when sending an Account Email Document, the User can opt to send to all recipients based on the Document's options.
New HTML Widgets
Cost Centre Edit (Twilio).
Cost Centre Edit (SMS Fusion).

Summary text in header now includes the Account's Status for non-open Accounts, e.g. "[CLOSED] Variable Loan".
Files grid now shows "Created" and "Modified" date columns.
Cost Centres
The format of verify reports has been updated and the header now indicates whether the in Test or Production mode.