Version 3.04.00

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We are pleased to announce the release of finPOWER Connect version 3.04.00.

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

finPOWER Connect

  • Clients
    • Contact Methods
      • Email and Phone contacts now only support a single Home, Work or Mobile flag
    • Personnel/ Employment
      • Added ability to capture both Individual and Organisations
      • Previously you could only capture Individuals for an Organisation and Organisations for an Individual
    • Statistic Sets
      • Added option to audit changes
    • Client Warnings
      • Now includes expired Identification Items
  • Accounts
    • Account Type Promotions
      • Added ability for a Promotion to override Default Interest and Default Fees
    • Standard Transactions
      • New “Per Annum” option for Percentage basis rates
    • Deposit Accounts
      • New Option to roll Interest Payout dates forward if they fall on a non-Business Day
      • Schedule now adjusts Withdrawal Standard Transaction so not to take Balance into Negative
      • Australian Annual Investment Income Report (AIIR) updated to version 13.0.1 (for 2021 Tax Year)
    • Credit Enquiry Quotation Confirmations
      • Updated matching logic
    • Direct Debits
      • Now processes “reduced to zero” value transactions
    • Refunds
      • Option to set Element to be not Due Immediately
    • Added new fields
      • Added UserDecimal0 to 9 fields; allows easier SQL Query for Sum() etc
      • Search 0 to 4 fields; set via script, used in Quick Search (for SQL Server databases)
      • Account Archives; added Archive Note field
  • Entities
    • Added second Logo and Resource fields
  • Branches
    • Added second Logo and Resource fields
  • Workflows
    • Added new “Send Web Mail” Item Type
  • Credit Bureaus
    • RealAML
    • Identity Verification service added
    • Supports Identity Verification, Biometric Face Match and PEP
    • Centrix (New Zealand)
      • Commercial Report
        • Updated to include Positive Data and Score information
      • Added Positive Commercial Bureau Data Upload and Response File import
    • ABN Lookup (Australia)
      • Configuration moved to Cost Centres
    • Credit Sense (Version 2)
      • Added option to extend Quicklink expiry
      • Added “Refresh” facility
    • CreditWorks (New Zealand)
      • Removed service, as no longer supported
    • GreenId (Australia)
      • Configuration moved to Cost Centres
      • Updated to Version 3 of the API
    • illion/ Dun and Bradstreet Consumer (Australia and New Zealand)
      • Removed service
      • Use “illion Australia” and “illion New Zealand” services instead
    • MotorWeb (New Zealand)
      • New option to use Trade-Me valuations
    • NZ Companies Office
      • Removed service
      • Use “NZ Government” service instead
    • NZ Government
      • Financial Service Providers API removed, as no longer supported by MBIE
      • NZBN Entity Details
        • Updated to include Business Ethnicity Identity information
  • Messaging Interface
    • Removed Beta warning
    • Added support for multi-line text messages
  • Reports
    • Deposit Trial Balance Report
      • Added optional “Withholding Tax Rate” column
    • Security Statement Reports
      • Added filter and exception for Insurance Renewal date
    • Transaction List Report
      • Added “LogPk”, i.e. Statement Log, column
    • New PCI DSS Compliance Report
  • Word Documents
    • Added new Branch and Entity Logo and Resource bookmarks
    • Added ability to set a Bookmark to an Image from a byte array
  • HTML Widgets
    • New HTML Widgets
      • GreenId (Australia) Individual Credit Enquiry
      • RealAML Identification Enquiry
      • PPSR New Zealand
        • Amend, Discharge and Renew
        • Search
        • Update
          • Also available as a background process
    • PPSR B2G Australia
      • Search
      • Update
        • Also available as a background process
    • Client Personnel/ Employment HTML Widget
      • Support added for Individual and Organisation
    • New Account HTML Widget
      • Added Financial page, Options
    • Bank Entry HTML Widget
      • Non-Administrator Users unable to save Batch
    • Security Statement Edit HTML Widget
      • Now includes PPSR Page (for both Australia and New Zealand)
    • Default jQuery version updated from 2.1.4 to 3.6.0
  • Portals
    • Added support for Multi-Factor Authentication (MFA)
  • Maps
    • Added support for Google Embedded Maps
  • Service Logs
    • Removed link between Service Log and Audit Log
    • Audit Search updated
      • New options to filter Service Log searches by Chargeable, Windows User, Machine Name and IP Address
  • User Security
    • New option to automatically lock finPOWER Connect if left inactive for a period of time

finPOWER Connect Cloud

  • General
    • File downloads
      • Better handling in iOS when running as a PWA
      • Ability to email the file to yourself instead of downloading to device
      • The Downloads tab on the Reporting and Processes views now allows files to be shared with other Users
    • Administration view is now available to any User who has permission to view Admin forms
    • Visual cue indicates when a custom HTML Widget is being used
    • New “Go” URL supported to allow URL-based Quick Searches
    • The Login form now detects when Web Services are not available and displays a friendly “Unavailable” message
  • Security
    • SMS Multi-Factor Authentication (MFA) method added
    • Multi-Factor Authentication simplified and bought in line with Portal changes
    • Uploading of files can be disabled (more for demonstration installations than a production feature)
    • Subresource Integrity (SRI) can now be applied to external resources where possible
    • Content Security Policy (CSP) can be enabled
    • All main record forms (Accounts, Account Applications, Clients, Security Statements and Workflows) now have a permission key allowing access to be restricted
    • Permission keys added to restrict access to Email Message and SMS Message forms
  • Processes
    • The Processes view now shows HTML Widget Scripts that are configured to show in the Process menu
    • The Processes view icon now spins when a background process is running
    • Running a background or long-running process such as Account Processes will now email the User once the process is complete or has failed
    • New “Downloads” tab to show files generated by background processes or HTML Widgets
  • Clients
    • Web Password can now be updated from the Web Access page
    • Portal Multi-Factor Authentication (MFA) can be reset and and emergency code generated from the Web Access page
  • Workflows
    • “Skip” and “Unskip” item functionality added
    • “Send Web Mail” now supported
    • BankStatements “Bank Account Enquiry” items and other services are now supported correctly

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