Finance software, Loans, Lending, finPOWER Connect

We are pleased to announce the release of finPOWER Connect version 3.00.04.

To upgrade to the latest version please contact Full Circle or see the Downloads page.

Some of the highlights are:

  • Clients.
    • New auditing options for Individual and Organisation details.
    • New Client wizard; enhanced existing Client matching to include Business and Company Number checks.
    • New Client wizard; updated to use NZ Government NZBN rather than NZ Companies Office service.
  • Account Applications.
    • Added Applicant Image.
    • Enhanced Drivers Licence Identification.
    • HTML Widgets can now be used instead of Page Sets.
    • Reports now support “Sub Status” option for Grouping and Filtering.
  • Loan Accounts.
    • Account Restructure revamped to better handle transactions on the date of the Restructure.
  • Deposit Accounts.
    • New Investment Value change wizard allows the Investment Value to be altered.
    • Interest Cycle change wizard now allows a Next Date to be specified.
  • Banking.
    • Process Direct Debits wizard; performance improvements.
    • New “HSBC Swift MT940” import service added.
    • New “Flo2Cash Australia” export and import services added.
  • Documents.
    • NZ CCCFA Loan Contract updated to a “Word Document” file type (beta).
    • Account Payment Advice updated to a “Word Document” file type.
    • New functions and standard Bookmarks added for “Word Documents”.
  • Reporting.
    • Unearned Income Report; now supports Sum option when grouping.
  • Credit Bureau.
    • New NZ Government service.
      • Replaces NZ Companies Office service.
      • “NZBN Entity Details” returns details of a NZ Business/ Entity.
    • Added MotorWeb “Driver Check”.
    • Veda Australia; removed Beta flag on IDMatrix product.
    • Centrix; default Enquiry Reason and Product Type added to Global Settings.
    • Added sample script to update Client NZBN where Company Number defined.
  • Electronic Signatures Add-On.
    • Beta flag removed.
  • Comprehensive Credit Reporting Add-On.
    • Beta flag removed.

Click here for a full list of release notes