Article Details
Id:19005
Product:finPOWER Connect
Type:NEW
Version:3.04.04
Opened:23/12/2021
Closed:18/02/2022
Released:09/06/2022
Job: J028094

Account Payment Transfer wizard; extend to Deposit Investment transactions

The Account Payment Transfer wizard has been extended to handle Deposit Investment and Additional Investment transactions.

A new Permission Key, "Account.InvestmentTransfer" has been added to control access to this facility. This complements the existing "Account.PaymentTransfer" Permission Key for transferring Payment transactions.

Note, you can Transfer a Payment (Loan) or Investment (Deposit) to another Loan or Deposit. If a Payment (Loan) is transferred to a Deposit the Element used will be that defined on the Deposit Account Type for Additional Investments. Conversely, if an Investment (Deposit) is transferred to a Loan the Element used will be that defined on the Loan Account Type for Payments.

The following Business Layer function has been obsoleted:

  • finBankTransactionView.CanTransferPayment
    • You should use the function "CanTransfer" instead.