Article Details
Id: | 14744 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.00.07 |
Opened: | 27/07/2017 |
Closed: | 27/07/2017 |
Released: | 18/08/2017 |
Job: | J019371 |
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Account Type, New Accounts page; added more flexibility to the default Review Period
The default "Review Period" for New Accounts, defined under Admin, Account Types, New Accounts page has been enhanced with new options including:
- <Blank>. If left blank the default Review Date will now default no date. NOTE: Previously this would default the Account's Opening date.
- Opening. Will default the Account's Opening date.
- Today. Will default the current date.
Note, Account Type Promotions allow the Review Period to be overridden.