finPOWER Connect 3.01 Help
Welcome
System Requirements
finPOWERConnect Add Ons
Orientation
Toolbars & Taskpanes
Overview
Toolbars Form
Overview
Customising the Toolbar
Toolbar Items
Add Menu Item
Add Show Form
Add External Link/Application
Add Phone Dial
Add Print a Document
Add Run Queue Command
Add Run Script Command
Add Schedule a Script
Add Run a Page Set
Add Show a Help Topic
Add Show an HTML Widget
Add Show a Portal
Add an Action Command for a Form
Add Workspace
Taskpane Form
Overview
Customising the Taskpane
Taskpane Group
Taskpane Items
Add Menu Item
Add Show a Form
Add External Link/Application
Add Phone Dial
Add Run a Queue Command
Add Run a Script Command
Add Show a Help Topic
Add an Action Command for a Form
Add Workspace
Edit this Application Shortcut directly
Form Editing
Overview
Adding a new Record
Duplicating Existing Records
Editing Existing Records
Grids
Overview
Showing Columns
Changing Row Height
Changing Column Width
Re-ordering Columns
Sorting Rows
Selecting Rows
Grouping Rows
Filtering Rows
Saving Settings
Printing
Windows Calculator
Overview
Calculator
Companies
Overview
Import/Export
Overview
Export
Import
Screen Modes
Touch Mode Overview
Full Screen, Overview
Searching
Overview
Dropdown Lists
Search Facility
Quick Search Facility
Getting Started
User Preferences
User Preferences Overview
General
Database Page
Documents and Templates Page
External Party Page
Formatting Page
Internet Page
Message Handler Page
Performance Page
Reporting Page
Search Page
Spelling Page
User Interface Page
Constants Page
Accounts
General Page
Import Page
Account Applications
General Page
Clients
General Page
Addressing Page
Credit Bureau Page
BankStatements Page
Centrix (NZ) Page
Dun and Bradstreet Consumer (AU) Page
Dun and Bradstreet Consumer (NZ) Page
Green Id Page
Veda XML (AU) Page
Veda XML (NZ) Page
Messaging
Email Page
Phone Dial Page
SMS Page
SMS Overview
ClickSend (Intelligent Technologies)
TxTStream New Zealand (.NET V2 interface)
TxTStream New Zealand (XML over HTTP interface)
Securities
General Page
Security Enquiry Page
MotorWeb Page
PPSR B2G (AU) Page
PPSR NZ Page
Tasks & Workflows
General Page
Sharing Page
Start Up/Shut Down Page
Start Up/Shut Down Page (AU)
Scripts Page
Global Settings
General
Database Page
Documents and Templates Page
Formatting Page
GL and Accounting Page
Internet Page
Message Handler Page
Performance Page
Reporting Page
Search Page
Spelling Page
Summary Page
Time Zones Page
User Interface Page
Constants Page
Accounts
General Page
New Accounts Page
Pools Page
User Defined Page
Scripts Page
Account Applications
General Page
Account Types
General Page
User Defined Page
Scripts Page
Auditing
Chargeable Activities Page
Non-chargeable Activities Page
Accounts Page
Account Applications Page
Admin Page
Clients Page
External Parties Page
Security Statements Page
Workflows Page
Audit Page
Branches
General Page
Scripts Page
Clients
General Page
New Clients Page
Addressing Page
User Defined Page
Web Access Page
ABN Lookup (AU) Page
Bank Statements (Proviso) Page
Centrix (NZ) Page
Companies Office (NZ) Page
Credit Sense Page
CreditWorks (NZ) Page
illion / Dun and Bradstreet Consumer (AU) Page
illion / Dun and Bradstreet Consumer (NZ) Page
greenIDâ„¢ Page
NZ Government Page
Equifax (AU) Page
Equifax (NZ) Page
Scripts Page
Departments
User Defined Page
Documents
General Page
Document Manager
General Page
User Defined Page
Electronic Signature
General Page
Adobe Sign Page
Docusign
Secured Signing Page
Elements
General Page
Entities
General Page
External Parties
General Page
User Defined Page
Scripts Page
Messaging
Email Page
SMS Page Overview
ClickSend (Intelligent Technologies) (AU)
TxTStream Australia (.NET V2 interface)
TxTStream Australia (XML over HTTP interface)
TxTStream New Zealand (.NET V2 interface)
TxTStream New Zealand (XML over HTTP interface)
Queues
Queues General Page
Securities
General Page (NZ)
New Statements Page
User Defined Page
Item User Defined Page
Centrix (NZ) Page
MotorWeb (NZ) Page
PPSR NZ Page
PPSR B2G (AU) Page
Scripts Page
Item Scripts Page
Tasks & Workflows
General Page
User Defined Page
Scripts
Users
General Page
Roles Page
User Defined Page
Web
General Page
Web Interface Page
Admin Libraries
Account Roles
Account Roles Overview
General Page
Options Page
Account Types
Fixed Term Loan Account Type
Fixed Term Loan Type Overview
General Page
New Accounts Page
Term Page
Payments Page
Interest Page
Interest Options
Comparison Rate Information
Overdues & Defaults Page
Credit Limit Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Add Transaction
Documents Page
Rules
Add New Rule Overview
Add Status Change Rule
Add Status Change Rule Type
Status Change Rule
Status Change Actions
Status Change Monitor Categories
Add Overdue Rule
Add Overdue Rule Type
Overdue Rule
Other Overdue Checks
Overdue Rule Actions
Overdue Monitor Categories
Accounting Page
Scripts Page
User Defined Page
Audit Page
Revolving Credit Loan Account Type
Revolving Credit Loan Type Overview
General Page
New Accounts Page
Term Page
Payments Page
Interest Page
Interest Options
Rate Tables Page
Overdues & Defaults Page
Credit Limit Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Documents Page
Rules
Overview
Add Status Change Rule
Rule Type
Status Change Rule
Actions
Monitor Categories
Add Overdue Rule
Rule Type
Overdue Rule
Other Overdue Checks
Actions
Monitor Categories
Accounting Page
Scripts Page
User Defined Page
Audit Page
Floating Rate Loan Account Type
Floating Rate Loan Type Overview
General Page
New Accounts Page
Term Page
Payments Page
Interest Page
Interest Options
Rate Tables Page
Overdues & Defaults Page
Credit Limit Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Documents Page
Rules
Overview
Add Status Change Rule
Rule Type
Status Change Rule
Actions
Monitor Categories
Add Overdue Rule
Rule Type
Overdue Rule
Other Overdue Checks
Actions
Monitor Categories
Accounting Page
Scripts Page
Audit Page
Fixed Term Deposit Account Type
Fixed Term Deposit Overview
General Page
New Accounts Page
Term Page
Interest Page
Interest Options Page
Rate Tables Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Add Transaction
Documents Page
Rules Page
Rules Overview
Rule Type
Status Change Rule
Actions
Monitor Categories
Accounting Page
Scripts Page
User Defined Page
Audit Page
On Call Deposit Account Type
On Call Deposit Overview
General Page
New Accounts Page
Term Page
Interest Page
Rate Tables Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Add Transaction
Documents Page
Rules Page
Rules Overview
Rule Type
Status Change Rule
Actions
Monitor Categories
Accounting Page
Scripts Page
User Defined Page
Audit Page
Bank Accounts
Bank Accounts Overview
General Page
Options Page
Payment Methods Page
Add A Payment Method, General
Add a Payment Method, Other - Incoming
Add a Payment Method, Other - Outgoing
Add a Payment Method, Direct Debit
Import Services Page
Export Services Page
Bank Import Service Type
Bank Export Service Type
Bank Branches
Bank Branches Overview
General Page
Other Page
Branches
Branches Overview
General Page
Contact Methods Page
Options Page
Employees Page
User Defined Page
Audit Page
Calendars
Calendars Overview
General Page
Weekday Details
Non Working Day Details
Default Holidays
Overview
Country
Date Range
Cash Registers
Cash Registers Overview
General Page
Contact Methods
Contact Methods Overview
General Page
Options Page
Usage Page
Decision Cards
Decision Cards Overview
General Page
Options Page
Rules Page
Add Rule
Rule Condition Builder Overview
Property or Method
Comparison
Value
Script Page
Test Page
Permission Page
Usage Page
Departments
Departments Overview
General Page
User Defined Page
Documents
Overview
Document Form
Overview
General Page
Document Page
Overview
Word VBA
Excel VBA
Email
SMS Message
Script
Log
HTML
Options Page
Script Code Page
Constant Page
Parameters Page
Fee Page
External Party Page
Permission Page
Usage Page
Sending a Document
Select
Document
Notes
Elements
Elements Overview
General Page
Options Page
Defaults Page
Disbursements Page
Credit/Rebate Page
GL Accounts Page
Authorisation Page
Usage Page
Audit Page
Entities
Entities Overview
General Page
Calendar Page
Options Page
Branches Page
Account Type Page
Bank Accounts Page
Accounts Page
Messaging Page
User Defined Page
GL Accounts
GL Accounts Overview
General Page
Identification Types
Identification Types Overview
General Page
Data Entry Page
AU and NZ DL or Passport (Special Type)
Medicare Card AU
Information Lists
Information Lists Overview
General Page
List Page
Usage Page
Log Severities
Log Severities Overview
General Page
Monitor Categories
Monitor Categories Overview
General Page
Parameter Sets
Parameter Sets Overview
General Page
Parameters Page
Preview Tab
Add Parameter
Parameter Details
Boolean
Check List
Date
Date Range
Grouping List
List
Number
Number Range
Range
Text
Include Standard Parameters
Expression
Tooltip
Permission
Usage Page
Queues
Queues Overview
General Page
Defaults Page
Items Page
Parameters Page
Script Code Page
Constants Page
Permission Page
Adding Date Expressions
Rate Tables
Rate Tables Overview
General Page
Usage Page
Report Templates
Report Templates Overview
General Page
Query Page
Parameters Page
Layout Page
Report Template Column Wizard
Column Details
Layout Details
Formatting
Boolean
Code
Currency
Date
Date Time
Number
Text
Image
Script Code Page
Constants Page
Permission Page
Scripts
Scripts Overview
General Page
Options Page
Script Code Page
Constants Page
Parameters Page
Test Page
Debug Page
Permission Page
Usage Page
Script Types
Summary Text
Object Events
Wizard Validator
Secured Party Groups
Overview
General Page
Service Page (AU)
Security Statement Groups
Overview
General Page
Security Types
Security Types Overview
General Page
Other Page
Statistic Types
Statistic Type Overview
General Page
Tax Categories
Tax Categories Overview
General Page
Transaction Types
Transaction Types Overview
General Page
Other Page
Defaults Page
Account Types Page
Permission Page
Users & Responsibilities
Overview
General Page
Responsibilities Page
Mailbox Page
Workflow Page
External User Page
User Defined Page
Clients
Overview
Configuration
Overview
Client Types
Overview
General Page
Tax Categories Page
Client Groups
Overview
Client Group Form
Overview
General
New Client Wizard
Statistics Individual
Statistics Organisation
Identification
Documents
User Defined
Code Sequencing
Colour Cautions
New Client Wizard
Overview
New Client Page
Client Type
Individual
Joint
Sole Trader
Organisation
Company Lookup
Matches
Postal Address Page
Physical Address Page
Contact Methods Page
Contacts Page
Image Page
Identification Page
Adding New Identification Items
Employment/Personnel Pages
Individual
Organisation
Statistics Page
Adding/Editing New Statistics Sets Overview
Income and Expenses
Assets and Liabilities
Notes and Approval
Banking Details Page
Tax and Other Page
User Defined Page
Confirm Page
Client Form
Overview
General Page
Name & Details Page
Individual
Sole Trader
Organisation
Profile Page
Contacts Page
Employment/Personnel Page
Individual
New Client Employment Page
Organisation
Employment Details Page
Identification Page
Adding/Editing Identification Items
Verification & Approval
Tax & Banking Page
Client Withholding Tax Details Change
Log
Accounts to update
Tax Certificates for Client
Adding/Editing New Banking Details
Statistics Page
Adding a New/Editing Statistic Set
Overview
Income and Expenses
Assets and Liabilities
Notes and Approval
Logs Page
File Page
Accounts Page
Security Page
Transactions Page
User Defined Page
Web Access
Audit Page
Client Logs
Overview
Adding Logs
Overview
General
Document
Other
Replying to a Log
Combine Clients
Overview
Combining Clients
Client Type Change
Overview
Change Client Type
Create Log
Searching for Clients
Client Search
Overview
Client Search
Client List
Overview
Client List
Accounts
Accounts (Deposits)
Deposit Account Overview
Deposit Type Configuration
Deposit Account Roles
Deposit Account Role, Overview
Deposit Account Role, General Page
Deposit Account Role, Options Page
Product Types
Overview
General Page
Other Page
Account Roles Page
Security Types Page
Documents Page
Account Types Page
Account Classes
Deposit Account Type Overview
Fixed Term Deposit
Fixed Term Deposit Overview
General Page
New Accounts Page
Term Page
Interest Page
Interest Options Page
Rate Tables Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Add Transaction
Documents Page
Rules Page
Rules Overview
Rule Type
Status Change Rule
Actions
Monitor Categories
Accounting Page
Scripts Page
User Defined Page
Audit Page
Deposit Account Quotation
Deposit Account Quotation Overview
Deposit Account Quotation Details Page
Deposit Account Quotation Financial Page
Deposit Account Search
Deposit Account Search Overview
Account Search
Account List
Deposit Account New Account Wizard
Deposit Account, New Account Wizard, Overview
Deposit Account, New Account Wizard, Product Type
Deposit Account, New Account Wizard, Clients Page
Deposit Account, New Account Wizard, Account Type Page
Deposit Account, New Account Wizard, Name Page
Deposit Account, New Account Wizard, Financial Page
Deposit Account, New Account Wizard, Opening and Ongoing Transactions
Deposit Account, New Account Wizard, Transaction, Payment Details.
Deposit Account, New Account Wizard, Other Details
Deposit Account, New Account Wizard, Interest Payment Details.
Deposit Account New Account Wizard, Maturity Instructions
Deposit Account, New Account Wizard, User Defined Page
Deposit Account, New Account Wizard, Account Warnings Page
Deposit Account, New Account Wizard, Finalise Page
Deposit Account Form
Deposit Account Form Overview
Pages
Deposit Account General Page
Deposit Account Details Page
Deposit Account Clients Page
Deposit Account Security Page
Deposit Account Financial Page
Deposit Account Status Page
Deposit Account Status Tab
Deposit Account History Tab
Deposit Account Workflows Page
Deposit Account Payments Page
Deposit Account Standard Transactions Page
Deposit Account Standard Transactions Add or Edit
Deposit Account Transactions Page
Deposit Account Disbursements Page
Deposit Account Accounting Ledgers Page
Deposit Account Logs Page
Deposit Account Files Page
Deposit Account User Defined Page
Deposit Account Audit Page
Actions
Accept or Decline
Re-Open Account
Archive Account
Payment Received
Payment Received Overview
Select Account Page
Payment Page
Log Page
Refund
Refund Overview
Select Account
Specify Refund details
Refund Log
Withdrawal
Withdrawal Overview
Select Account
Specify Withdrawal details
Withdrawal Log
Transfer
Transfer Overview
Select Account
Transfer Details
Create a Log
Close Account
Close Account, Overview
Close Account, Select Account to Close
Close Account, Enter Rebates
Close Account, Update Accruals
Close Account, Transaction Details
Communication
Deposit Account Logs
Deposit Account Log Add, Overview
Deposit Account Logs General
Deposit Account Document
Deposit Account Log Account Details
Deposit Account Log Add, Other
Deposit Account Statement Logs
Deposit Account Logs Account Statement
Deposit Account Statement Logs Account Details
Deposit Account Statement Logs Audit
Send Document
Send Email
Send SMS
Reports
Print
List
Utilities
Export
Deposit Account Suspension
Deposit Account Suspension
Deposit Account Suspension Log
Deposit Account Interest Adjustment
Deposit Interest Adjustment Overview
Deposit Interest Adjusment
Deposit Interest Adjustment Create Log
Deposit Account Income Distribution
Deposit Account Income Distribution Overview
Deposit Account Income Distribution Options
Deposit Account Income Distribution Filters
Deposit Account Income Distribution
Deposit Account Income Distribution Transaction Details
Deposit Maturity Options
Deposit Maturity Instruction Overview
Deposit Maturity Instruction History
Deposit Maturity Instruction Select Account
Deposit Maturity Instruction Change
Deposit Maturity Instruction Payout All
Deposit Maturity Instruction Reinvest All
Deposit Maturity Instruction Reinvest Amount
Deposit Maturity Instruction Reinvest Principal
Deposit Maturity Instruction To Be Advised
Deposit Maturity Instruction Create Log
Deposit Interest Rate Change
Deposit Interest Rate Change Overview
Deposit Interest Rate Change History
Deposit Interest Rate Change
Deposit Interest Rate Change Create Log
Deposit Interest Cycle Review
Deposit Interest Cycle Overview
Deposit Interest Cycle History
Deposit Interest Cycle Change
Deposit Interest Cycle Create Log
Deposit Monitor Categories
Deposit Monitor Categories Overview
Deposit Monitor Category History
Deposit Monitor Category Review
Deposit Monitor Category Create Log
Deposit Change Dates
Deposit Date Change Overview
Deposit Date Change form
Deposit Balance Adjustments
Deposit Balance Adjustment Overview
Deposit Balance Adjustment Select Account
Deposit Balance Adjustment Adjust
Deposit Balance Adjustment Create Log
Deposit Statements
Deposit Account Statements Overview
Importing Deposit Accounts
Importing Deposit Accounts Overview
Importing Deposit Accounts, Configuration
Accounts (Loans)
Overview
Loan Type Configuration
Account Roles
Overview
Account Role Form
Overview
General Page
Options Page
Product Types
Overview
Product Type Form
Overview
General Page
Other Page
Account Roles Page
Security Types Page
Documents Page
Account Types Page
Account Classes
Overview
Fixed Term Account Type
Overview
General Page
New Accounts Page
Term Page
Payments Page
Interest Page
Interest Options
Overdues & Defaults Page
Credit Limit Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Add Transaction
Documents Page
Rules
Rules Overview
Add Status Change Rule
Rule Type
Status Change Rule
Actions
Monitor Categories
Add Overdue Rule
Rule Type
Overdue Rule
Other Overdue Checks
Actions
Monitor Categories
Accounting Page
Scripts Page
User Defined Page
Audit Page
Revolving Credit Account Type
Overview
General Page
New Accounts Page
Term Page
Payments Page
Interest Page
Interest Options
Rate Tables Page
Overdues & Defaults Page
Credit Limit Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Documents Page
Rules
Overview
Add Status Change Rule
Rule Type
Status Change Rule
Actions
Monitor Categories
Add Overdue Rule
Rule Type
Overdue Rule
Other Overdue Checks
Actions
Monitor Categories
Accounting Page
Scripts Page
User Defined Page
Audit Page
Floating Rate Account Type
Overview
General Page
New Accounts Page
Term Page
Payments Page
Interest Page
Interest Options
Rate Tables Page
Overdues & Defaults Page
Credit Limit Page
Close Options Page
Other Page
Promotions Page
Transactions Page
Documents Page
Rules
Overview
Add Status Change Rule
Rule Type
Status Change Rule
Actions
Monitor Categories
Add Overdue Rule
Rule Type
Overdue Rule
Other Overdue Checks
Actions
Monitor Categories
Accounting Page
Scripts Page
Audit Page
Account Warnings
Account Quotation
Account Quotation Overview
Account Quotation Details Page
Account Quotation Financial Page
Account Search
Overview
Account Search
Account List
New Account Wizard
Overview
Product Type Page
Clients Page
Account Client
Insurance Details
Security Page
Account Type Page
Name Page
Financial Page
Overriding Payments Tab
Options Tab
Date/Term Formatting
Other Page
User Defined Page
Account Warnings Page
Finalise Page
Account Form
Overview
General Page
Details Page
Clients Page
Security Page
Financial Page
Status Page
Status Tab
History Tab
Workflows Page
Payments Page
Details Tab
Payment Arrangements Tab
Standard Transactions Page
Transactions Page
Disbursements Page
Account Disbursement Add, General
Account Disbursement Add, Payment
Account Disbursement Add, External Party
Accounting Ledgers Page
Accounting Ledger Add, General
Accounting Ledger Add, Amortisation
Accounting Ledger Add, Journals
Accounting Ledger Add, General Ledger
Logs Page
Files Page
User Defined Page
Audit Page
Account Actions
Accept or Decline
Accept or Decline Account
Payment Received
Overview
Select Account Page
Payment Page
Allocation
Log Page
Refund
Overview
Select Account
Specify Refund details
Select future schedule options
Log
Withdrawal
Overview
Select Account
Specify Withdrawal details
Select future schedule options
Log
Transfer
Overview
Select Account
Transfer Details
Create a Log
Payment Arrangements
Overview
Select Account
New Payments
Add Promise
Overriding Payments
Payment Schedule
Log
Close Account
Overview
Close Account Wizard
Overview
Select Account to Close
Enter Rebates
Update Acruals
Transaction Details
Closed (Pending) Status
Refinance Account
Overview
Refinance Account Wizard
Overview
Select Account to Refinance
Enter Rebates
Update Accruals
Transaction Details to New Account
Transaction Details to existing Account
Specify how to handle Security Statements
Select the Product Type
Enter Clients
Security
Enter Account Type
Enter Name and details
Enter Financial details
Enter Other details
Finalise
Restructure Account
Loan Account, Restructure Account, Overview
Loan Account, Restructure Account, Select Account to Restructure
Loan Account, Restructure Account, Update Accruals
Loan Account, Restructure Account, Balance Allocations
Loan Account, Restructure Account, Enter Financial details
Loan Account, Restructure Account, Log
Archive Account
Archive Account
Account Logs
Overview
Adding Logs
Overview
General
Account Statement
Document
Account Details
New Account Log
Account Statement Log
Other
Audit
Minimum Payment Change
Overview
Minimum Payment Change History
Select Account
Enter Minimum Payment Details
Log Changes
Account Suspension
Account Suspension
Log
Interest Adjustment
Interest Adjustment, Overview
Interest Adjustment, Information
Interest Adjustment, Create a Log
Credit Limits
Credit Limits, Overview
Credit Limits
Account Credit Limit, Overview
Account Credit Limit, History
Account Credit Limit, Change
Account Credit Limit, Log
Pending Withdrawals
Pending Withdrawal, Overview
Pending Withdrawal, History
Pending Withdrawal, Add
Change Interest Rate
Change Interest Rate (Fixed Term Floating Rate Loan)
Overview
Account Interest Rate History
Review Interest Rate
Adjust Maturity Date or Future Regular Payments
Create a Log
Change Interest Rate (Revolving Credit Loan)
Overview
Review Interest Rate
Create a Log
Account Interest Rate History
Account Interest Rate Instruction Change
Overview
Select Account
Create a Log
Default Interest
Overview
Review Default Interest Rate
Create a Log
Default Interest Rate History
Interest Cycle Review
Overview
Account Interest Cycle History
Review Interest Cycle
Create a Log
Monitor Categories
Overview
Review Monitor Category
Create a Log
Monitor Category History
Change Dates
Overview
Account Date Change form
Balance Adjustments
Overview
Select Account to adjust
Enter Adjustments
Create a Log
Statements
Overview
Importing Accounts
Overview
Configuration
Promotions
Overview
Account Type Promotions
Promotion Details
Overrides
Transactions
Close Accounts
Overview
Close Options Page
Override Small Balance Write-Offs/Refunds
Filters Page
Write-Offs and Refunds
Transactions
Overview
Transaction Entry
Transaction Entry Overview
Transaction Entry, Select Batch
Transaction Entry, Transactions
Bank Entry
Bank Entry, Overview
Bank Entry, Bank Batch
Bank Entry, Transactions
Import Bank Transactions
Overview
Import Bank Transaction Wizard
Overview
General
Options
Summary
Suspense Items
Suspense Items, Overview
Suspense Items, Filters
Suspense Items, Suspense Items
Suspense Items, Allocation Details
Account Payment
Overview
Select Account Page
Payment Page
Log Page
Account Refund
Overview
Select Account
Specify Refund details
Select future schedule options
Log
Account Withdrawal
Overview
Select Account
Specify Withdrawal details
Select future schedule options
Log
Account Transfer
Overview
Select Account
Transfer Details
Create a Log
Bank Lodgements
Overview
General
Options
Lodgements
Process Direct Debits
Overview
Processing Direct Debits
Processing Options
Filters
Payments
Stopping Direct Debits
Stop Direct Debits
Approve Disbursements
Overview
Disbursement Options Page
Filters Page
Disbursements Page
Disbursement Account Payments
Overview
Payment Options Page
Filters Page
Accounts Page
Distribute Income
Income Distribution Overview
Income Distribution Options
Income Distribution Filters
Income Distribution
Income Distribution Transaction Details
Process Interest Payouts
Process Interest Payouts Overview
Process Interest Payouts Options
Process Interest Payouts Filters
Process Interest Payouts Payments
Export Bank Transactions
Overview
General Page
Options Page
Bank Transactions Page
Export Details Page
Suspense Items
Overview
Filters
Suspense Items
Allocation Details
Process
Task Manager
Overview
Explorer
Recent Actions
Tasks
Workflows
Current Item
Utilities
User Logs
User Files
Folder Filters
Overview
Configuring Folders
Folder Type
Filter Mailbox Items
Filter Monitored Accounts
Filter Tasks
Filter Workflows
HTML Report
Other Account Filters
Filter Script
Publish Documents
Publish Documents Overview
Publish Type
Document Options
Document Selection
Documents
Send Email Message
Send SMS Message
Credit Bureau Defaults
Centrix (NZ) Credit Bureau Defaults
Overview
Configuration
Default Status
Updating / Exporting Account Defaults
Account Form
Floating Interest Rate Change
Processing Options Page
Filters Page
Results
Review Pending Floating Interest Rates
Processing Options Page
Filters Page
Results
Floating Rate Loan Payment Review
Overview
Processing Options Page
Filters Page
Results
Close Tax Period
Generate Tax Certificates
Export Tax Certificates
Activate Accounting Ledgers
Run Account Processes
Run Account Processes Overview
Processing Options
Account Processes Filters
Task Manager
Overview
Explorer
Recent Actions
Tasks
Workflows
Current Item
Utilities
User Logs
User Files
Folder Filters
Overview
Configuring Folders
Folder Type
Filter Mailbox Items
Filter Monitored Accounts
Filter Tasks
Filter Workflows
HTML Report
Other Account Filters
Filter Script
Workflows
Overview
Closing a Workflow
Workflow Permission Keys
Accounting Ledgers
Overview
Element Configuration
Adding an Accounting Ledger
Accounting Ledger Add, General
Accounting Ledger Add, Amortisation
Accounting Ledger Add, Journals
Accounting Ledger Add, General Ledger
Activate Accounting Ledgers
Close Accounting Period
Credit Bureau
Overview
Bank Enquiries
Bank Enquiries Overview
Credit Sense
Credit Sense, Overview
Creating an Account Credit Sense
Configuration
Email Document Configuration
SMS Document Configuration
Global Settings Configuration
Creating a Bank Account Enquiry
Overview
Service Page
Request
Credit Sense Request
Bank Statements Request
Pending Service Requests
Overview
Filters
Pending Service Requests
FAQ
Credit Enquires
Credit Enquiries (Australia)
ABN Lookup
Overview
Business Enquiry
Veda (AU)
Overview
Consumer Enquiry
Commercial Enquiry
Company Enquiry
VedaConnectAU
Overview
VedaScore Apply
GreenID
GreenID, Overview
Background Check (Australia)
Credit Enquiries (New Zealand)
Centrix (NZ)
Consumer Credit Check
Consumer Product Enquiry
NZBN (NZ)
Overview
Obtaining API Credentials (NZBN)
Configuration
NZBN Entity Details
NZCO Entity Role Search
NZCO Disqualified Directors Search
CreditWorks (NZ)
Overview
Company Enquiry
Veda (NZ)
Overview
Commercial Check
Company Enquiry
Identity Plus
Consumer Enquiry
Credit Bureau Defaults
Centrix (NZ) Credit Bureau Defaults
Overview
Configuration
Default Status
Updating / Exporting Account Defaults
Account Form
Trouble Shooting
Document Manager
Overview
Configuration
Electronic Documents
External Parties
Overview
External Party Form
Overview
General Page
Contacts Page
Personnel Page
Employment Details
Other Details
External Party Employee
Account Types Page
Options Page
Commission Page
Commission Rule
Logs Page
Files Page
User Defined Page
Audit Page
External Party Organiser
Overview
Organiser
Advanced External Parties
Overview
Configuration
Overview
Account Roles
Overview
General
Product Type
Overview
General Page
Other Page
Account Roles Page
Document Page
Account Type
Disbursement Account Type
Overview
General Page
New Accounts Page
Payments Page
Close Options Page
Other Page
Transactions Page
Documents Page
Rules
Add New Rule
Overview
Add Status Change Rule
Rule Type
Status Change Rule
Actions
Monitor Categories
Accounting Page
Scripts Page
Audit Page
Elements
Overview
Defaults
Disbursement
External Parties
Options
Commission
Adding a New Commission Rule
General Ledger Disbursement Journals
Disbursements & Commissions
Overview
Account Disbursements
Payee Disbursements
Approval Disbursements Wizard
Overview
Disbursement Options Page
Filters Page
Disbursements Page
Disbursement Account Payments
Overview
Payment Options Page
Filters Page
Accounts Page
Disbursement General Ledger Journals
Commission & Disbursement Permission Keys
General Ledger Interface
Overview
GL Account Form
Overview
General Page
Configuration & Export Types
Configuration
Export Types
Export General Ledger Wizard
Overview
General Ledger Export, General
General Ledger Export, Options
General Ledger Export, File Name
Re-Export a General Ledger Batch, General
Re-Export a General Ledger Batch, File Name
GL Journals & Transactions
Postcodes And Addressing (NZ)
Overview
Configuration
Overview
Create New Address Database
Addressing
Address Interface
Postcodes
Address Short
Address Lookup
Overview
Urban
PO Box & Private Bag
Rural
Unspecified
Full Verification
Postcodes
Address Full
Address Lookup
Overview
Urban
PO Box & Private Bag
Rural
Unspecified
Security Register
Security Register Overview
Security Search
Security Statements
Security Statements Overview
General Page
Security Items
General Page
Security Item Type page Overview
Aircraft Page
Boat
Insurance
Investment
Land
Motor Vehicle
Serial Numbered Good
Standard
Valuation
Insurance
Owner/Location
Logs
Files
PPSR (AU)
Mailbox
Communication
Add Log, General
Add Log, Document
Add Log, Other
PPSR B2G (AU Databases)
View Registration
Register Collateral
Amend Registration
Renew Registration
Discharge Registration
Registration History
PPSR (NZ)
Reports
Print
Policies Page
Accounts & Clients Page
Logs Page
Files Page
User Defined Page
PPSR Page (AU)
View Registration
Register Collateral
Amend Registration
Renew Registration
Discharge Registration
Registration History
PPSR Page (NZ)
PPSR Transactions Page (NZ)
Audit Page
Communication
Add Log, General
Add Log, Document
Add Log, Other
PPSR B2G (AU)
Perform B2G Updates
PPSR (NZ)
PPSR (NZ), Actions Overview
View FInancing Statement
Financing Statement Versions
Register Financing Statement
Amend Financing Statement
Renew Financing Statement
Discharge Financing Statement
Reports
Print
List
PPSR Collateral Registration Details (AU)
Utilities
Export
Security Enquiry Add On
Security Enquiry Add On Overview
Car History (AU)
Car History Overview
Car History Enquiry
Car History Dealer Report
Car History Previous Dealer Report
Car History Dealer Report Results
MotorWeb (NZ)
MotorWeb Overview
MotorWeb, Enquiry
Retrieving an Existing VIR
MotorWeb Configuration
MotorWeb, Global Settings Configuration
MotorWeb, User Preferences Configuration
PPSR Add-In
PPSR Interface (NZ)
PPSR Interface (NZ) Overview
Getting Started
Getting Started Overview
Obtaining a RealMe Login
Obtaining API Credentials
Create an Organisation
Add Users to an Organisation
Obtaining SPG Credentials
Claiming SPG Credentials
Setup Direct Debit Authority
Configuration
Configuration Overview
Secured Party Groups
Secured Party Groups Overview
General Page
Security Statement Groups
Security Statement Groups Overview
General Page
Security Types
Security Types Overview
Security Type General Page
Security Type Other Page
Global Settings, Securities, PPSR NZ Page
User Preferences, Securities, PPSR NZ Page
PPSR Search
PPSR Search Overview
Select Search Type
PPSR NZ Search, Previous Search
PPSR NZ Search, Aircraft
PPSR NZ Search, Debtor Organisation
PPSR NZ Search, Debtor Person
PPSR NZ Search, Financing Statements
PPSR NZ Search, Motor Vehicle
PPSR Update Wizard
PPSR NZ, Overview
PPSR NZ, Options
PPSR NZ, Filters
PPSR NZ, Update Items
PPSR SPG Report
PPSR Transaction Report
PPSR Interface (AU)
Overview
Getting Started
Overview
Creating a Customer Account on the PPSR
Creating a Secured Party Group
Configuration
Overview
Initialise B2G Account
Renewing a Password
Copying and Restoring a Password
User Preferences, PPSR B2G Page
Global Settings, PPSR B2G Page
Secured Party Group, Service Page
Security Types
Security Types Overview
General Page
Other Page
PPSR B2G Search
Overview
B2G Search Page
PPSR B2G Update
Overview
B2G Update
Update Items
PPSR B2G Mailbox
Overview
Configuration
User Mailbox Configuration
Tasks and Workflows Configuration
Download B2G Mailbox Messages
Task Manager View Mailbox
Security Statement Actions
Overview
View Registration
Register Collateral
Amend Registration
Renew Registration
Discharge Registration
Registration History
SMS
Overview
Configuration
Creating Mobile (SMS) Contact Methods
Sending an Ad-hoc Message
Sending an SMS to a Client, Account or External Party
Report Explorer
Report Explorer Overview
Report Options
Report Options Overview
Pages
General Page
Filter Pages
Account Filters Page
Application Filters Page
Bank Filters
Client Filters Page
Deposit Filters Page
Loan Filters Page
Log Filters Page
Security Statement Filters
Payee Filters
PPSR Filters
Ranges Pages
Grouping Pages
Printer Page
Data Export Page
Settings
Settings Overview
Clear
Load
Save as Defaults
Save
Sharing
Organise
User Data Item
Saved Settings
Running a report
Previewing Reports
Previewing Reports
Table Of Contents
Searching
Saving and Loading Reports
Email Report
Exporting Reports
Reports
Reports Overview
Admin Reports
Admin Reports Overview
Account Application Type Details
Account Application Type List
Account Role List
Account Type Details
Account Type List
Bank Account Details
Bank Account List
Bank Branch List
Branch Details
Branch List
Calendar Details
Calendar List
Cash Register List
Client Group Details
Client Group List
Client Type Details
Client Type List
Contact Method Details
Contact Method List
Decision Card Details
Decision Card List
Department Details
Department List
Document Details
Document List
Element Details
Element List
Entity Details
Entity List
External Party Details
External Party List
External Party Organiser
GL Account List
Identification Type Details
Identification Type List
Information List Details
Information List List
Log Severity List
Monitor Category Details
Monitor Category List
Parameter Set Details
Parameter Set List
Product Type Details
Product Type List
Queue Details
Queue List
Rate Table List
Report Template Details
Report Template List
Script Details
Script List
Secured Party Group List
Security Statement Group List
Security Type Details
Security Type List
Statistic Type List
Tax Category List
Transaction Type Details
Transaction Type List
Workflow Type Details
Workflow Type List
Account Reports
Account Reports Overview
Account Backdated Interest Report
Account Control Report
Account Correspondence Exception List
Account Credit Card Expiry List
Account Details
Account Exception List
Account History List
Account Income and Forecast Report
Account List
Account Log Details
Account Log List
Account Trend Report
Account Trial Balance Report
Account Unearned Income Report
Account Application Reports
Account Application Reports Overview
Account Application List
Account Application Log Details
Account Application Log List
Account Application Summary
Client Reports
Client Reports Overview
Client Details
Client List
Client Equity Report
Client Log Details
Client Log List
Client Invalid Address List
Deposit Reports
Deposit Reports Overview
Deposit Cash Flow Report
Deposit Control Report
Deposit Interest Rate Variance List
Deposit Maturity List
Deposit New Business Report
Deposit Summary Report
Deposit Trial Balance Report
Deposit Weighted Interest Rate Report
Pool Details
Pool List
End of Year Tax Exception List
Tax Cerificate Reconciliation
Tax Period Reconciliation
Withholding Tax Annual Reconciliation Statement
Loan Reports
Loan Reports Overview
Loan Aged Overdue Report
Loan Cash Flow Report
Loan Control Report
Loan Disbursement Payout Reconciliation
Loan Interest Rate Variance List
Loan Maturity Variance Report
Loan New Business Report
Loan Overdue Report
Loan Contractual Overdue Report
Loan Summary Report
Loan Trial Balance Report
Loan Weighted Interest Rate Report
Security Statement Reports
Security Statement Reports Overview
Account Security Analysis Report
Security Statement Details (NZ)
Security Statement Details (AU)
Security Statement List
Security Statement Exception List
Security Item List
Security Item Log Details
Security Item Log List
Security Statement Log Details
Security Statement Log List
PPSR NZ Transaction List
PPSR B2G Transaction List (AU)
PPSR Collateral Registration Details (AU)
Transaction Reports
Transaction Reports Overview
Accounting Ledger List
Account Ledger
Bank Account Suspense Item List
Bank Transaction List
Disbursement Transaction List
Transaction List
User Security Reports
User Security Reports Overview
Role Details
Role List
User Details
User Group Details
User Group List
User List
User Log Details
User Log List
User Policy Details
User Policy List
Workflow Reports
Workflow Reports Overview
Workflow Details
Workflow List
Other Reports
Other Reports Overview
Audit Log List
Permission List
Permission Usage Report
Service Log List
Templated Reports
Templated Reports Overview
Templated Reports
HTML Reports
HTML Reports Overview
HTML Reports
Documents
Queues
Report Queue Overview
Adding a Report to a Queue
Queue
Item Details
Parameters
Finish
Running a Queue
Running a Queue via Drilldown Button
Running a Queue via Run Unlisted Button
Queue Options, Change Button
Maintaining Queues
Adding Date Expressions
Run Query
Overview
Run Query
Load Query
Running A Selected Query
Audit Search
User Security
Overview
Users
Overview
User Login
Application Window Lock
Adding a New User
Adding a New User, Overview
New User Page
Login Page
Contact Details Page
Role Page
Web Access Page
Responsibilities Page
Workflows
External Page
Copy Settings Page
Edit an Existing User
Disable or Enable an Existing User
Delete an Existing User
Changing Passwords
Forgotten Passwords
Users & Responsibilities
Overview
General Page
Responsibilities Page
Mailbox Page
Workflow Page
External User Page
User Defined Page
Usage
User Groups
Overview
General
Filters
User Policies
Overview
General
Password Policy
Event Logging
Roles
Overview
General
Users
Permissions
User Defined
Effective Permissions
Permissions
Overview
Maintaining Permissions
User Defined Tab
Exporting and Importing Permissions
Menu Permission Keys
Account Permission Keys
Account Application Permission Keys
Admin Permission Keys
Banking Permission Keys
Client Permission Keys
Commission & Disbursement Permission Keys
General Permission Keys
Report Permission Keys
Security Permission Keys
User Settings Permission Keys
Workflow Permission Keys
Certificates
Overview
General Page
Other Procedures
Debug Window
Debug Trace
Information
Database Purge
Overview
Select Details to Purge
Purge Bank Transactions
Purge Accounts
Purge Archive Options
Purge Audit Logs
Purge Service Logs
Rebuild Database Indexes
Overview
Enter Source Database
Select Indexes to Rebuild
Copy Database
Overview
Specify the Source Database
Select Database Type
Enter Destination Database
Specify any Other Options
Upgrade from an earlier finPOWER Connect Database
Overview
Reset Accounts
Overview
Reset Options
Filters
Accounts to Reset
Reset Database Permissions
Run Patch Script
Overview
Document Database
Overview
Specify the Database
Access Database
SQL Server Database
Select Document Options
Report
Compare Databases
Overview
First Database
First Access Database
First MS SQL Server Database
Second Database
Compare Databases Results
Other Facilities
Start-up Options
Message Handler
Overview
Configuration
Backup
Overview
Dos and Don'ts
Why Backup
Backup Generations
When to Backup
What to Backup
Restoring from a Backup
Support
Guide to Support
Knowledgebase