Канал: Intersoft Support

How to add an Individual Client

How to add an Individual Client

How to Add an Account

How to Add an Account

How to Search

How to Search

How to Navigate the User Dashboard

How to Navigate the User Dashboard

How to Change Device Options

How to Change Device Options

How to Change User Preferences

How to Change User Preferences

49. Document Manager

49. Document Manager

48. HTML Widgets (Code Session)

48. HTML Widgets (Code Session)

Advanced Banking with Zepto

Advanced Banking with Zepto

Credit & Security Enquiries with InfoAgent

Credit & Security Enquiries with InfoAgent

47. Task Manager 2

47. Task Manager 2

ID Verification - Centrix SmartID with Biometrics

ID Verification - Centrix SmartID with Biometrics

46. HTML Widgets and Form Overrides

46. HTML Widgets and Form Overrides

45. Introduction to finPOWER Connect Cloud and the Client Connect Portal

45. Introduction to finPOWER Connect Cloud and the Client Connect Portal

44. Workflow Types (Scripted Solutions)

44. Workflow Types (Scripted Solutions)

Credit Enquiries using Credit and Data Bureau - Papua New Guinea

Credit Enquiries using Credit and Data Bureau - Papua New Guinea

43. Workflow Type Configuration

43. Workflow Type Configuration

42. Introduction to Workflows

42. Introduction to Workflows

41. Decision Cards - Scripting

41. Decision Cards - Scripting

40. Decision Cards

40. Decision Cards

39. Comprehensive Credit Reporting (CCR)

39. Comprehensive Credit Reporting (CCR)

38. Accounting Ledgers

38. Accounting Ledgers

37. GL Accounts & Exports

37. GL Accounts & Exports

36. Web Services Initial Configuration

36. Web Services Initial Configuration

35. Deposit Accounts - Income Distribution, Pools & Pending Investments

35. Deposit Accounts - Income Distribution, Pools & Pending Investments

34. Deposit Account Types

34. Deposit Account Types

33. Security Register - PPSR AU and NZ

33. Security Register - PPSR AU and NZ

32. Web Services Scripting

32. Web Services Scripting

31. Promotions

31. Promotions

30. Contractual vs Current Overdue

30. Contractual vs Current Overdue

29. Withdrawals vs. Refunds (and Transfers)

29. Withdrawals vs. Refunds (and Transfers)

28. Scripting Events for Account Payment Arrangements via the Business Layer

28. Scripting Events for Account Payment Arrangements via the Business Layer

27. Restructures

27. Restructures

26. Refinances

26. Refinances

25. Payment Arrangements, Promises and Additional Payments

25. Payment Arrangements, Promises and Additional Payments

24. Scripting Events for Account Disbursements via the Business Layer

24. Scripting Events for Account Disbursements via the Business Layer

23. Fixed Term Floating Rate Loans

23. Fixed Term Floating Rate Loans

22. Revolving Credit Loans

22. Revolving Credit Loans

21. Fixed Term Loan Accounts

21. Fixed Term Loan Accounts

19. Disbursements

19. Disbursements

18. Elements and Transaction Types

18. Elements and Transaction Types

17. Parameter Sets and User Defined Fields

17. Parameter Sets and User Defined Fields

16. Custom Report Templates

16. Custom Report Templates

15. Reports, Ranges, Filters, Merge Results and Saved Settings

15. Reports, Ranges, Filters, Merge Results and Saved Settings

14. Bank Accounts, Payment Methods, DDs & DCs

14. Bank Accounts, Payment Methods, DDs & DCs

13. Documents

13. Documents

12. Business Layer Runtime Utilities

12. Business Layer Runtime Utilities

11. Combine Clients and Changing Client Types

11. Combine Clients and Changing Client Types

10. Searching, Quick Searches and related settings.

10. Searching, Quick Searches and related settings.

9. Cost Centres

9. Cost Centres

8. Client Groups, Client Types & Statistics

8. Client Groups, Client Types & Statistics

7. Business Layer "Do's" and "Don'ts".

7. Business Layer "Do's" and "Don'ts".

6. Permissions, Roles, User Groups & User Policies

6. Permissions, Roles, User Groups & User Policies

5. New Company Wizard, Calendars & Entity Dates

5. New Company Wizard, Calendars & Entity Dates

4. Script Debugging and Power Tools

4. Script Debugging and Power Tools

3. Testing Modes & Understanding Error Messages

3. Testing Modes & Understanding Error Messages

2. Licence Modules

2. Licence Modules

1. Navigating finPOWER Connect

1. Navigating finPOWER Connect

Training Video 9 - Wizard Validator Scripts

Training Video 9 - Wizard Validator Scripts

Training Video 8 - finPOWER Connect Web Services

Training Video 8 - finPOWER Connect Web Services

Training Video 6 - Querying the finPOWER Connect Database (Part 1)

Training Video 6 - Querying the finPOWER Connect Database (Part 1)

Training Video 7 - Querying the finPOWER Connect Database (Part 2)

Training Video 7 - Querying the finPOWER Connect Database (Part 2)

Training Video 5 - Summary Block Overriding and Application Shortcuts

Training Video 5 - Summary Block Overriding and Application Shortcuts

Training Video 4 - Summary Page Scripts

Training Video 4 - Summary Page Scripts

Training Video 3 - UI Relationship and debug options

Training Video 3 - UI Relationship and debug options

Training Video 2 - Business Layer Basics

Training Video 2 - Business Layer Basics

Training Video 1 - Business Layer Utilities

Training Video 1 - Business Layer Utilities