NEW3.01.04 · Released 25 June 2018
NEWfinPOWER Connect
Released in
3.01.04
25 June 2018
  1. Opened14 May
  2. Closed25 Jun
  3. Released25 Jun
Article 15328 Job J020731

Documents; "Client Interest Advice" document has been added

A "Client Interest Advice" Document is now supplied with finPOWER Connect as a "Word Document".

What this means is:

  • The following files are now supplied:
    • "Client_InterestAdvice.docx"
    • "Client_InterestAdvice.xml"
  • There is no requirement for Microsoft Word to be installed on the PC publishing this document.
  • By default a PDF file is created.

To set up the Document in finPOWER Connect:

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

Of course, as with any sample document, you must ensure it is fit for your purpose before using.

WARNING: In New Zealand this not a replacement for the IR15 Tax Certificate - which is setup to comply with IRD requirements.

Note, the code for this Document is "CIA".