We are pleased to announce the release of finPOWER Connect version 3.03.05.

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

finPOWER Connect

  • Calendars
    • Added Matariki public holiday in New Zealand for 2022
  • Accounts
    • Deposit Accounts
      • Can now re-open Matured and Reinvested Deposit Accounts
      • New option to disallow Withdrawals that would place the Account into a negative balance
    • New Disbursement wizard
      • Now updates Due Date from External Party
    • Close Wizard
      • Accrued Interest for Deposit Accounts can now be amended
      • Added option to stop Accrued Interest from being modified
      • Account Close Summary was not showing Withholding Tax for Deposit Accounts
    • Process Direct Debit Payments
      • New script event “ExecuteCommitPost” added
    • Interest Payout wizard
      • Added “Pools” range
      • Added script events
    • New script function to allow the “Date Cleared” for a Bank Transaction to be updated
  • Logs
    • Delete restriction logic updated where linked to Service Logs
    • Added facility to “Cleanse” sensitive data from Service Logs
  • Banking
    • Bank Account Other Party Name; “mandatory” logic updated
    • Added “WBC QuickBatch (Credit Card Refund)” export service
  • Credit Bureaus
    • Credit Sense (Version 2)
      • Added ability to load existing Applications
    • Equifax Australia
      • Added support for “Business Trading History” and “Company Trading History” products
    • Equifax Australia
      • URL endpoints updated
    • MotorWeb
      • Now includes TradeMe valuation data if available
  • General Ledger Interface
    • Added MYOB API interface (BETA)
  • Documents
    • Bookmarks
      • Last Payment bookmark logic updated
      • Added Account.LastPaymentDueDate and Account.LastPaymentDueValue bookmarks
    • “Client Interest Advice” document updated
    • Summary Tables now support HTML in TextBefore and TextAfter
    • Added support for PDF Conformance levels
    • Added options for PDF Security settings
  • Reports
    • Loan Aged Overdue Report
      • Added optional Last Payment Value column
  • HTML Widgets
    • New Client wizards
      • Added support for Identification Items
    • Banking Details entry; “Lookup” button added
    • Document Create wizard added
    • Account Payment
      • Now supports Manual Allocations
    • Account Withdrawal
      • Added “Payment Arrangement” page
    • Run Account Processes
      • Scripts can now be run
      • Events are now reported in more detail
    • New option to added special “Company Number” and “Tax Number” validations to TextBox control added
    • Added “decimals” property to NumberBox control
    • New options to show a visual cue when control automatically updated
  • Portals
    • New special “LANDING” page site map option added
    • Can now force Client or User to change their password
    • New “Data Adaptor” script facility
  • Security
    • Configuration Security Report
      • Various Enhancements
    • Permission Keys
      • Added “Audit Search” permission key
  • Databases
    • Startup warning added if Access database size greater then 200MB or 400MB
    • Microsoft Azure SQL Database provider updated

finPOWER Connect Cloud

  • finPOWER Connect Cloud Configuration (within finPOWER Connect)
    • Scheduled Process; more information displayed about when a process was last run
    • Account Processes Scheduled Process; can now specify Scripts
  • Accounts
    • Send Document changed from a built-in form to an HTML Widget
  • Account Applications
    • Send Document changed from a built-in form to an HTML Widget
  • Clients
    • Send Document changed from a built-in form to an HTML Widget
    • New Client HTML Widget now includes Identification Items
  • Admin
    • Added Information Lists
    • Added Rate Tables
  • Workflows
    • Added Open ‘Pending’ Workflow action
    • Added Incoming communication action
    • Added Outgoing communication action
    • Added Send Document action
    • Added Send Email action
    • Added Send SMS action
    • Added Payment Arrangement action
    • Added Payment Promise action
  • Account Processes
    • Added post script process
  • Audit Search added
  • Reporting View
    • Added “Utilities” tab
  • Configuration Security Report added
  • Security Permissions Explorer added
  • New “System Information” tool

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