NEW1.06.05 · Released 26 November 2012

NEWfinPOWER Connect

Released in

1.06.05

26 November 2012

1. Opened16 Oct
2. Closed25 Oct
3. Released26 Nov

Article 10623 Job J010556

Account Menu, Import Accounts; Allow importing of a Quote Account that has simple financial details

Quote Accounts can now be imported with a limited amount of financial details.

The finAccountCalc element is not required.

See document " finPOWER Connect XML" for the Import file XML format. This document is available from the finPOWER Connect Downloads section of the Intersoft website.

NOTE: For the Import Accounts menu item to appear on the Accounts menu, the Import Folder must be defined under User Preferences, Accounts, Import page.