Article Details
Id:20059
Product:finPOWER Connect
Type:NEW
Version:4.00.02
Opened:05/09/2022
Closed:20/03/2023
Released:27/06/2023
Job: J029520

External Parties; new option to only show related Accounts in dropdowns

A new option has been added to External Parties to only show related Accounts in Disbursement, Commission and Securitisation dropdowns.

The new option has been added under Tools, Global Settings, External Parties group, General page under "Other options". If checked, Disbursement, Commission and Securitisation Account dropdowns in the External Parties form will only include Accounts where the External Party Client is an owner Client listed on the Account.

NOTE: The default is checked, so is a change in the existing behaviour.