Article Details
Id:14744
Product:finPOWER Connect
Type:NEW
Version:3.00.07
Opened:27/07/2017
Closed:27/07/2017
Released:18/08/2017
Job: J019371
Breaking Change

Account Type, New Accounts page; added more flexibility to the default Review Period

The default "Review Period" for New Accounts, defined under Admin, Account Types, New Accounts page has been enhanced with new options including:

  • <Blank>. If left blank the default Review Date will now default no date. NOTE: Previously this would default the Account's Opening date.
  • Opening. Will default the Account's Opening date.
  • Today. Will default the current date.

Note, Account Type Promotions allow the Review Period to be overridden.