version 3.02.04

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.