Article Details
Id:21754
Product:finPOWER Connect
Type:NEW
Version:4.01.02
Opened:02/08/2024
Closed:05/08/2024
Released:12/09/2024
Job: J034019

Create PayTo Agreement drilldown wizard and HTML Widget; dropdown list for Name enhanced

The Name dropdown in the Create PayTo Agreement drilldown wizard and HTML Widget has been enhanced and now includes the following items:

  • If the Account's current Payment Details Payment Method is "Split" or "Monoova".
    • The Name defined for the Payment Detail.
  • All "Owner" Clients are included.
    • For Individuals:
      • The full Name of the Client.
    • For Sole Traders:
      • The Name of the Client.
      • The full Name of the Client.
    • For Organisations:
      • The Legal Name of the Client if defined.
      • The Name of the Client.

Note, the first item in the list will be defaulted.

The following HTML Widget has ben updated:

  • HtmlWidget_AccountPaymentPayToCreateAmend
    • Version: 1.02 (05/08/2024)