Article Details
Id: | 14262 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.00.04 |
Opened: | 20/12/2016 |
Closed: | 20/12/2016 |
Released: | 01/03/2017 |
Job: | J018426 |
New Client wizard; enhanced existing Client match to check Business and Company Numbers
The New Client wizard "existing match" function now also matches on Business Number (ABN/ NZBN) and Organisation Number (ACN/ NZ Company Number) - not just the Name.
This means, for example, where using the Company Lookup to find the NZBN in the New Client wizard, when clicking Next from the Organisation page a list of possible existing Clients will include any Client with the same NZBN.