Id: | 13510 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 2.03.04 |
Opened: | 21/10/2015 |
Closed: | 21/12/2015 |
Released: | 03/02/2016 |
Job: | J016424 |
Client Ranges; review use of "Main" versus "All Owner" Clients
Currently only the "Main", i.e. first, Client for an Account is factored into Client range filtering in a number of places.
Compare to Account Reports, where there is an option to filter by Main Client or All Clients (Owner, Guarantor and Other roles).
A change has been made to optionally include any Client who is an Owner of an Account.
Next to the "Clients" range field, and to the left of the Lookup button a new "Include all Owner Clients?" option has been added. By default this is unchecked and only those Accounts where the Main Client is in the range will be included. However, when checked, any Account that includes an "Owner" Client in the range will be included.
Changes have been made to the following wizards:
Account, Close Accounts
Transaction, Process Direct Debit Payments
Transaction, Print Cheques
Transaction, Void Cheques
Transaction, Export Bank Transactions
In addition the list of Bank Transactions for Clients has been changed to include all Transactions where the Client is an owner of the Account.