NEW3.00.04 · Released 1 March 2017

NEWfinPOWER Connect

Released in

3.00.04

1 March 2017

1. Opened20 Dec 2016
2. Closed20 Dec 2016
3. Released1 Mar

Article 14262 Job J018426

New Client wizard; enhanced existing Client match to check Business and Company Numbers

The New Client wizard "existing match" function now also matches on Business Number (ABN/ NZBN) and Organisation Number (ACN/ NZ Company Number) - not just the Name.

This means, for example, where using the Company Lookup to find the NZBN in the New Client wizard, when clicking Next from the Organisation page a list of possible existing Clients will include any Client with the same NZBN.