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...

Reports

Rerun a report with the same ParametersTo rerun a Report with the same parameters as previously used, click on the “Rerun” Report button from the Report button strip. Merge two reports togetherPreview both of the reports you want to merge. Click on the...