FinPower Connect 101
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Welcome!

Welcome to FinConnect 101
Video speed & screen size
Open the FinConnect database

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
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
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

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
Update your License

Update your License

Update your License

1 Lesson