We are pleased to announce the release of finPOWER Connect version 3.02.04.

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

  • Accounts
    • Loan Accounts
      • Added option to round-up the Regular Payment
      • Added option to adjust the final Regular Payment before a Balloon Payment
    • Account Calculations
      • New script event added to Validate/ Update properties before a Quotation calculation
    • Standard Transactions
      • New Permission Keys to prevent Adding, Updating or Deleting of Standard Transactions
    • Account Type Rules
      • Updated behaviour of Overdue Days condition where using Business Days
    • Account Processes
      • Statement should not have been generated if Transactions failed to commit
  • Branches/ Entities
    • You can no longer make all Branches/ Entities inactive
  • Payment Arrangement wizard
    • New option to default “Print Advice?” as checked or unchecked
  • Banking
    • Payment Express (Windcave) Payline Bank Export now support Token Payment Methods
  • Task Manager
    • New Account Range filters added
  • Credit Bureaus
    • Defaults
      • New “In Legal” option added
    • Credit Enquiry form
      • New Permission to prevent Individual information from being updated
    • illion (New Zealand)
      • Added support for Consumer Enquiry and Quotation Seeker products, including MOJ and Negative/ Comprehensive ReportingCentrix (New Zealand)
    • Update Commercial Credit Report to version 16.05
      • Equifax (New Zealand)
    • Standard Business Report updated to version 1.4
  • Security Register
    • Updated PPSR NZ Organisation Search
  • Accounting Interface
    • Xero Accounting Interface updated to use OAuth 2.0 authorisation
  • Electronic Signatures
    • Secured Signing; added option to extend the due date
  • Reports
    • Deposit Summary Report; added “Term in Months” column
    • Transaction List Report; added GST columns
  • HTML Widgets
    • New Checklist control added
    • New Widgets
      • Account Minimum Payment Change wizard
      • Approve Disbursements wizard
      • Account Processes wizard
      • Close Tax Period wizard
      • Investment Income Report Export wizard
      • Equifax (Australia) Individual Credit Enquiry
      • Equifax (New Zealand) Organisation Credit Enquiry
    • Updated Widgets
      • Bank Account Enquiry and Credit Enquiry HTML Widgets updated to support Branches and Account Applications
  • Portals
    • Added custom error pages
  • Client Connect Sample Portal
    • Added customisable Broadcast message facility
    • Added Marketing message facility
    • Added “Upcoming” page
    • Added “Close Quotation” function for Loan Accounts
    • Enhanced Documents drilldown
    • New option to allow Users to directly update Contact Addresses and Methods
    • Configuration HTML Widget added
    • finPOWER Client Connect Sample Portal Guide is now available
  • Auditing
    • Admin forms; now include full audit of Constants
    • Workflow Type “Users” page is now audited

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