We are pleased to announce the release of finPOWER Connect version 3.00.06.

To upgrade to the latest version please contact your authorised Intersoft Reseller or see the Downloads page.

Some of the highlights are:

  • Quick Search.
    • Inactive Accounts now prioritised lower in search results.
  • Clients.
    • "Sole Trader" clients now support Personnel, i.e. Employees.
    • Several grids updated to support a filter row.
  • Accounts.
    • Account Suspension; a new restart from date can be applied when clearing a suspension.
    • Account Restructure; new option to set the Final Payment date based upon a Number of Payments.
    • Comparison Rate, new types "Finance Rate" and "Custom" added.
    • New option to define a Refund Advice.
  • Account Applications.
    • Added various "hub-centric" interface options.
  • External Parties.
    • New option to make Employees available to sub-External Parties.
  • Pools.
    • Added User Defined data.
  • Workflows.
    • New "HTML Widget" type Workflow Items.
    • New Permission Key to prevent Users manually updating a Workflow's Recall date.
  • Bank Statements (Proviso) interface.
    • Updated to version 20170401, including new "Decision Metric" data elements.
    • Added option to specify the number of days of data to retrieve.
  • Centrix interface.
    • Added "Driver Check" product.
    • "Consumer Credit Check" product no longer available.
  • Equifax (Veda) NZ.
    • New "MOJ Overdue Fines" product added.
  • MotorWeb interface.
    • Additional Monitoring alerts added.
    • Monitoring automatically stopped when Security Statement discharged from the PPSR.
    • Added Security Statement warning if Vehicle is being monitored when it shouldn't be.
    • Updated Monitoring importance and subject defaults for Alerts.
  • NZ Government interface.
    • Added Registration Date to NZBN Entity Details search results.
    • New Entity Types added for searching, e.g. Limited Partnerships.
  • Secured Signing interface.
    • Added Document Field data functions.
  • HTML Widgets.
    • New "Promise Management Summary" widget added.
    • New widget.UI.MsgBox function.
  • IS Word Documents.
    • Updated standard Bookmarks to use Summary Tables.
    • Added new standard bookmarks.
      • Client.Title, FirstName, MiddleNames and LastName.
      • "Compact" Electronic Signature.
  • Reports.
    • Account List based Reports; now include grouping levels for Broker, Bulk Funder, Dealer and Insurer hierarchies.
    • Loan Weighted Average Interest Rate Report; added "Comparison rate" option.
  • Audit Search.
    • Additional search parameters added for Service Logs.
  • Script Editor.
    • Changed default font to "Consolas 10pt" - which is easier to read on most screens.
    • Font used in the Editor change now be set in User Preferences.

For a full list of all the release notes click here.

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