We are pleased to announce the release of finPOWER Connect version 3.01.00.

This is a major release, including updated database and many new features. Please take your time reviewing the changes before upgrading.

To upgrade to this latest version please contact Full Circle.

This version supports the new PPSR Interface for New Zealand.

This is a beta release that supports the sandbox/ test PPSR system only.
This version does NOT support the production PPSR system. You will need to update to a later version of finPOWER Connect before 2nd July 2018 to use in Production.
The existing G2B interface is still in operation, and you must continue using this until the rPPSR goes live on the 2nd July 2018.


Some of the highlights include:

  • Clients.
    • New “Residency Status” added for Individual Clients.
    • “MMS” Contact Method logic changed to “Show” rather than “Supports”.
    • Client Merge wizard; now copies addresses and contact method from both Clients, and allows them to be marked as “Current” or “Historic”.
  • Account Applications.
    • Can now be accepted to a “Quote” Account.
  • Accounts.
    • New Permission Keys added to prevent User editing the Account.
    • The Pool can now be defined in the New Account wizard.
    • Account Transfers; new option to limit “To Account” to those Accounts with a common Client.
    • Loan Accounts now have an option to “Close” Disbursement Payouts.
    • Commissions
      • New “Present Value (Amount Financed)” basis added to match finPOWER 5.
      • Commissions now support “Interest” elements.
  • Security Statements.
    • Boats; added “Boat Name” field.
  • Bank Export.
    • HSBC Batch Payment Direct Debit/ Credit; added separately defined HSBCnet Account Number.
  • Bank Account Enquiry Add-On.
    • Bank Statements (Proviso).
      • New data points added.
  • Credit Enquiry Add-On.
    • NZ Government service.
      • NZBN Entity Details; updated to include additional information.
      • NZCO Disqualified Directors Search; updated to include additional information.
      • Change Events mailbox added. This downloads and matches changes made in the NZBN Register to Client information.
    • Equifax (Veda)
      • Rebrand completed.
      • Vedascore Apply; special Genesis Data values now catered for.
    • Dun and Bradstreet rebranded as Illion.
  • Comprehensive Credit Reporting Add-On.
    • Added separate “Suspend” flag for an Account.
  • Document Manager Add-On.
    • Files page enhancements (beta).
      • Supports one level of sub-folder.
      • Now shows Read-Only status and other file information.
  • Security Enquiry Add-On.
    • MotorWeb.
      • New product “Asset Check” added. This replaces the existing VIR Report, but includes Valuation data.
      • New product “Rego Check” added. This replaces the BVI report.
    • New PPSR NZ Service (beta, available after new PPSR NZ goes live).
      • Added “Get Vehicle Data” product.
  • HTML Widgets
    • New and updated Reports.
      • New Account Applications Breakdown sample.
      • New Workflows Breakdown sample.
      • Other samples have been updated and enhanced.
    • User Interface HTML Widgets.
      • Can now override the built-in forms used within finPOWER Connect.
        • E.g. Account Credit Limit Change and Monitor Category Change.
      • New HTML Widgets:
        • Account Accept/ Decline HTML widget.
        • Account Suspension HTML widget.
        • Account Transaction Allocation Adjustment HTML widget.
  • Branches.
    • Email Disclaimer added (if licensed for the Entities Add-On).
  • Queues.
    • Added User Defined Data.
  • Reporting.
    • Most Account Reports can now be grouped by “Maturity Month”.
    • Deposit Control Report; enhanced to split Maturity Reinvestments from Transfers.
    • New “Deposit New Business Report”.
    • Account Exception List Report; added “First Payment Date” exception.
  • Word Documents.
    • New standard Bookmarks:
      • AccountLog.BalanceOverdueContractual
      • AccountLog.OverdueContractualBlock
    • New scripting event to handle centralised custom Bookmarks.
    • ISSummaryTable border helper functions updated.
  • Excel Workbooks.
    • ISExcel object; now supports a basic calculation engine.
  • Telephone Number dialing.
    • Now uses the “tel:” URL protocol which provides a better handler for VoIP calls.
  • New Portals module.
    • Beta release only.
  • Enterprise Edition.
    • Removed support for SQL Server 2005.
    • SQL Server “TEXT” columns (deprecated by Microsoft) updated to “VARCHAR(MAX)” columns.

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