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.