Finance software, Loans, Lending, finPOWER Connect

We are pleased to announce the release of finPOWER Connect version 3.00.08.

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

Some of the highlights are:

  • Accounts.
    • New, optional, “Events” block in Key Details Summary page.
      • Shows recent “Events” such as Documents sent, Transactions, Logs, Audit Logs etc in chronological order.
      • Applies to other Key Details Summary Pages including Account Applications and Clients.
  • New Account wizard.
    • New option to enter Ledger in wizard.
  • Documents.
    • Loan Thank You letter; updated to a “Word Document” file type.
    • Deposit Certificate; updated to a “Word Document” file type.
    • Deposit Tax Certificate; updated to a “Word Document” file type.
    • Deposit Maturity Advice; updated to a “Word Document” file type.
  • Publish Documents wizard.
    • Added range for Monitor Categories.
  • Security Enquiry Add-On.
    • CarHistory.
      • Option to add Sales Comparison details in HTML and PDF Reports added.
      • Now supports Dealer Trade-In Valuation Price in Security Item differences grid (where Price is found).
  • Electronic Signatures Add-On.
    • Secured Signing.
      • Now support TextLink option, i.e. send an SMS invitation to sign.
      • New option for “micro” wiki text to support longer Smart Tags without wrapping details over multiple lines.
  • Reports.
    • Loan Trial Balance Report; optional column added for “Unearned Balance”.
    • Account List based Reports; now includes Grouping and Filter by Client Industry Codes.
  • Fiji.
    • Added support for Company Number for Clients.
  • Email.
    • New Verification button/ function added to Global Settings and User Preferences to test configuration.
  • Auditing.
    • Added auditing for Bank Accounts and Elements.
  • OCR Add-On.
    • OCR Add-On added (for beta testing only).

Click here for a full list of all the release notes.