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FinPower Connect 101

Course
61 Lessons

Designed to help you overcome any lack of FinPower Connect experience (or support your existing knowledge) by teaching the core, out of the box Loan functions to enable you to become a more confident user.

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Welcome!

Welcome to FinConnect 101

Video speed & screen size

Open the FinConnect database

Navigate like a pro

Orientation

Quick Search

Add Shortcuts to the Task Pane

What type of Form am I on?

History of recently viewed items

Blue quick links are gold

Drill down using 3 dots...

Column Chooser

Client form

Overview of Client menu

Display an existing Client record

Add a new Client record

Edit an existing Client record

Update a Client address or Contact Details

Drag and drop Files

Preview

Perform an Action

Account form

Overview of Account menu

Display an existing Account record

Add a new Account record

Edit an existing Account record

Edit existing Security

Create Disbursements

Account Workflows

Drag and drop Files

Preview

Account Communication - Logs, Letters, Emails & SMS

Create a Settlement Quote

Close an Account

Restructure an Account

Suspension

Security Statement form

Overview of Security Statement menu

Display an existing Security Statement

Add Security

Replace or Defunct Security

PPSR updates

Payments

Receipt a Manual Payment

Reverse a Payment

Transfer a Payment

Issue a Refund

Edit Payment Details

Stop Direct Debits

Payment arrangement - change pay frequency, payment date or amount

Payment arrangement - collect arrears

Payment arrangement - overriding Payments

Suspense Items Account

Transactions

Import Bank Transactions

Bank Entry

Transaction Entry

Process Direct Debits

Export Bank Transactions

Direct Debit Batch - Identifying Errors

Processes

Run Account Processes

Publish Documents

Task Manager

Reporting

Loan Trial Balance

User Security

Create a new User

Create a user Role

Entities

Open/Close the Calendar/Transaction Dates

External Parties

Create a new External Party