NEW3.00.08 · Released 21 September 2017
NEWfinPOWER Connect
Released in
3.00.08
21 September 2017
- Opened16 Aug
- Closed21 Aug
- Released21 Sep
Article 14833
Job J019477
Documents; "Deposit Tax Certificate" document has been updated to a "Word Document" file type
The "Deposit Tax Certificate" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
What this means is:
- "Deposit_TaxCertificate.dot" Word VBA Document has been removed from the installation of finPOWER Connect.
- The following files are now supplied:
- "Deposit_TaxCertificate.docx"
- "Deposit_TaxCertificate.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 "Deposit_TaxCertificate.xml" file in the Templates folder.
- Save the new Document record.
- Update your Account Type(s) to use this new Document.
Of course, as with any sample document, you must ensure it is fit for your purpose before using.