Forced Test Mode

Along with the introduction of “Cost Centres”, finPOWER Connect version 3.2 also adds a new “Forced Test Mode” option.This forces finPOWER Connect to use third party service “Test” environments, rather than the...

Cost Centres

finPOWER Connect version 3.2 introduces the concept of Cost Centres for tracking calls made to third party interfaces such as Credit Bureaus. In other words, finPOWER Connect now better supports users that want third party credentials and other settings to vary based...

Rebate Processing – Recommended Procedures

BackgroundAccounts with Elements setup with rebates on them will be automatically rebated when using the individual Account Close wizard.The screen below shows an Element setup with a rebate, as per Admin, Elements, “Credit/ Rebates” page:An Account with...

Client Type Change

The Client Type Change wizard allows a Client that has been added with the incorrect Client Type to be changed. I.e. from Individual Client to an Organisation Client. The Client Type cannot be changed if the client is a Special Client i.e. linked to a Branch or...

Combining Client Records

The Combine Clients wizard allows one Client to be merged into another typically where a Client has been accidentally duplicated.From the ‘Client’ menu, select ‘Combine Client’. Select the main client to merge another client intoTick the...

User Administration in finPOWER Connect Cloud

finPOWER Connect Cloud has the ability to add and edit Users.This includes re-enabling locked out Users and duplicating an existing User to create a new User.The online demo lets you check out the latest build of finPOWER Connect Cloud.This is regularly updated to...