NEW1.06.07 · Released 27 March 2013
NEWfinPOWER Connect
Released in
1.06.07
27 March 2013
  1. Opened22 Feb
  2. Closed26 Feb
  3. Released27 Mar
Article 10939 Job J011157

Disbursements; new option to re-date Disbursement if the Account's date opened has been moved forward

In the New Account wizard, if the date of a Disbursement is prior to the Account's opening date you are now asked if you wish to re-date Disbursements to the Account's opening date.

This makes the following scenario easier to handle. Open an Account with Disbursements, then change back to a Quote. Edit the Account via the New Account wizard, moving the opening date on a few days. When moving through the Disbursements page you can now use this option to quickly redate all Disbursements.