Documents; "Account Settlement Summary" has been updated to a "Word Document" file type

The "Account Settlement Summary" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.

What this means is:

• "Account_SettlementSummary.dot" Word VBA Document has been removed from the installation of finPOWER Connect.
• The following files are now supplied:
• "Account_SettlementSummary.docx"
• "Account_SettlementSummary.xml"
• There is no longer any requirement for Microsoft Word to be installed on the PC publishing this document.
• By default a PDF file is created instead of a Word file.

To set up the Document in finPOWER Connect:

• From the Admin menu, select Documents.
• Click the "Import" action.
• Locate and import the "Account_SettlementSummary.xml" file in the Templates folder.
• Save the new Document record.

NOTE: The New Company wizard has been updated to use the above mechanism to configure the "ASQ" Document.