Id: | 13437 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 2.03.04 |
Opened: | 29/10/2015 |
Closed: | 23/12/2015 |
Released: | 03/02/2016 |
Job: | J016456 |
Income Distribution; new options to edit values and to save as a Transaction batch
New options have been added to the Income Distribution wizard to edit values and to save as a Transaction batch.
To edit Distribution values you must first allow the Permission Key "Account.IncomeDistribution.AllowEdit" - this is denied by default. This allows the user to edit the "Distribution" column in the wizard.
Note, to aid scripting and reviewing changes made, there is a new column "Original" - this is the original Distribution value calculated. This is available on the finIncomeDistributionItem object, DistributionOriginal property.
To save the Distribution values to a Transaction Batch for further editing you must first allow the Permission Key "Account.IncomeDistribution.SaveToBatch". Once enabled there is a new option on the final "Transaction Details" page of the wizard to "Save Batch". If checked this will save the Transaction Batch, rather than immediately committing the Transactions.
Note; if you wish to deduct Withholding Tax from the saved Transaction batch, please see knowledgebase article 13433
WARNING: Changing values will invalidate the calculated Distribution, so please use with care.