These general modules add advanced functionality to a number of areas within finPOWER Connect.
The finPOWER Connect Accounting Interface Add-On allows you to export bank, cash and accounting transactions such as payments, accruals and journals to third party accounting systems you already use.
Some of current Export Files formats included are:
finPOWER Connect includes integration to emPOWER without the need for this Add-On.
The finPOWER Connect Branches Add On allows you to segment your business into "Branches". Each Branch can have its own:
All reporting can then be completed "by Branch" to assess the Branch's overall performance.
The finPOWER Connect Entities Add-On allows you to maintain separate Entities in the one database. Each Entity can be a separate legal entity as details are recorded for:
All reporting can be segmented or grouped by the Entities allowing for improved analysis of your data.
Doing battle in the Paper War just got easier.
The finPOWER Connect Document Manager Add On allows electronic documents and files to be displayed in either the Client, Account or Security Statement screens. Possible uses will include storing scanned images of Drivers Licenses, Pay Slips and Bank Statements on the Client File, signed Contracts and Direct Debit forms on the Loan File and even photographs of collateral items in the Security Statement File.
Any outward bound documents generated from within finPOWER Connect can also have an electronic copy of them saved in the relevant file for easy retrieval and regeneration.
Files can be accessed by a simple click of the mouse, either previewing the file or opening the document itself.
The finPOWER Connect Page Sets Add On allows for the creation of custom User Interface forms within finPOWER Connect.
The application of Page Sets is potentially limitless and can be used wherever there is the need for a custom form or interface within finPOWER Connect. For example, Page Sets can be used to create custom Loan Application forms, process forms such as Cheque Cashing functionality and reporting forms which can drive targeted marketing campaigns.
The Page Set Designer is used to create Page Sets. The designer includes many drag and drop controls such as Textboxes, Comboboxes, HTML frames, images, buttons etc. available. Custom functionality and page objects are enabled by the use of script code, making Page Sets a very powerful tool.
When you are using the Revolving Credit Module, the finPOWER Connect Rate Tables Add-On allows you to change the Interest Rates in accordance with a schedule of Rates.
Rate Tables are very flexible and can be used in a number of ways:
The finPOWER Connect SMS Services Add-On provides the ability to send SMS TXT messages directly from finPOWER Connect. Any replies from the client are sent directly to the finPOWER Connect User's e-mail address and replies to the e-mail are reconverted to a SMS TXT message.
Sending TXT messages offers a number of advantages over conventional communications:
Within finPOWER Connect there are two methods for sending TXT messages.
This Module allows the access to the suite of Web Services offered by finPOWER Connect. The Web Services Suite allows third party applications to read and write to the finPOWER Connect database and can be used by custom applications running on a Microsoft IIS Web Server. This is essential where you wish to develop a web portal for clients or External Parties to offer the ease and convenience of web based services.
The Client Connect Web Portal is an example of how the Web Services and Automation Add-On can be used.
The finPOWER Connect Web Interface recognises the importance of being on the Web, whether it be a secure site for Dealers and Brokers to review Accounts they are associated with or an online quoting and Application form.
The finPOWER Connect Web Interface is a portal to the main finPOWER Connect database but limits the functionality and features to those that might be required by External Users such as Dealer or Brokers. These include such features as:
For more information and a demonstration of the finPOWER Connect Web Interface please click here.
The finPOWER Connect Workflows Add-On adds functionality to implement Workflows processing. Whether it is Overdue Monitoring, Collections, Application Processing or Documentation checks, any process that follows a set process of rules and steps can be modelled into a workflow that can be initialised from different triggers within finPOWER Connect. The power of Workflows comes from the logical recording and definition of company processes and policies into simple, user driven steps.