Tinus Burger, Author at FINWorks

16 Jun Release June 2026 – User Permission Groups for Global Permissions

Posted at 11:05h in Recent Updates by Tinus Burger

User Permission Groups for Global Permissions In this release we created functionality to enable a user administrator to setup and assign permission groups to users. User permission groups can be setup once and then assigned to users dependent on the function/role of the user. The administrator can...

22 Jul Release July 2025 – Import Historical Transactions

Posted at 17:13h in Recent Updates by Tinus Burger

Import Historical Transactions Improved Historical Transaction Import (Investors > Import Historical Transactions): We've enhanced the historical transaction import process to give the user more control. The user can now specify the "Transaction Descriptions" that will be visible on the statements and throughout the system. Previously, the "Transaction Description"...