Documents; "Account Withdrawal Advice" document has been updated to a "Word Document" file type

The "Account Withdrawal Advice" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.

What this means is:

• "AccountWithdrawalAdvice.dot" Word VBA Document has been removed from the installation of finPOWER Connect.
• The following files are now supplied:
• "AccountWithdrawalAdvice.docx"
• "AccountWithdrawalAdvice.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:

1. From the Admin menu, select Documents.
2. Click the "Import" action.
3. Locate and import the "AccountWithdrawalAdvice.xml" file in the Templates folder.
4. Save the new Document record.
5. Update your Account Type(s) to use this new Document.

Note, the New Company wizard will now add this document and link it to Account Types.

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 "AWA".