Article Details
Id:21330
Product:finPOWER Connect
Type:NEW
Version:4.01.01
Opened:08/11/2022
Closed:01/05/2024
Released:24/06/2024
Job: J029975

Close Accounts wizard; add option to include Deposits with a zero balance

There is a new option in the Close Accounts wizard to include Deposits with a zero balance.

The wizard allows you to define a Dormant Date; the Date that Deposit Accounts must not have had non-zero, non-reversed Transactions from, i.e. be dormant since this date.

NOTE: A Fixed Term Deposit with a Maturity Date dated after the Dormant Date will be shown, but the Include checkbox will default as unchecked.

The following built-in Summary Page has been updated:

  • SummaryPage2_AccountAutomaticClose_CloseSummary
    • Version: 2.01 (01/05/2024)