Documents; "Account Tax Number Invalid" document has been updated to a "Word Document" file type

The "Account Tax Number Invalid" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.

It also has been moved to a Client Document. This means a Client will receive a letter/ email rather than each Deposit Account they have open.

What this means is:

• "Account_Tax_Number_Invalid_NZ.dot" Word VBA Document has been removed from the installation of finPOWER Connect.
• The following files are now supplied:
• "Client_TaxNumberInvalid_NZ.docx"
• "Client_TaxNumberInvalid_NZ.xml"
• There is no longer any requirement for Microsoft Word to be installed on the PC publishing this document.
• By default a PDF file is created instead of a Word file.

To set up the Document in finPOWER Connect:

• From the Admin menu, select Documents.
• Click the "Import" action.
• Locate and import the "Client_TaxNumberInvalid_NZ.xml" file in the Templates folder.
• Save the new Document record.

Of course, as with any sample document, you must ensure it is fit for your purpose before using.

Note, the code for this Document is "CTNI".