NEW3.00.02 · Released 7 October 2016
NEWfinPOWER Connect
Released in
3.00.02
7 October 2016
  1. Opened8 Aug
  2. Closed8 Aug
  3. Released7 Oct
Article 14088 Job J017840

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.