Article Details
Id:18680
Product:finPOWER Connect
Type:NEW
Version:3.04.02
Opened:12/10/2021
Closed:13/10/2021
Released:02/12/2021
Job: J027561

Account Payment Transfer wizard Improvements

The below improvements have been made to the Account Payment Transfer wizard:

  • Centralised the use of "To Account". A new property "ToAccount" has been added to finAccountPaymentTransfer - this prevents having to load the To Account manually from the Id or Pk.
  • Added finAccountPaymentTransfer.ValidateToAccount(). Previously, this validation was performed in the Account Payment Transfer form however has now been moved to the Class so it can be accessed via Scripts and HTML Widgets.
  • BankTransactionPk can now be referenced in the From and To References as a tag (accessible by right-click). Instead of displaying the Pk in the default References, the tag is now used instead.
  • Added finAccountPaymentTransfer.SetDefaultReferenceAndNotes which sets the default Reference and Notes. Previously, this was done by the form but has been moved to the Class so it can be accessed via Scripts and HTML Widgets.
    • From Notes: "Transferred to [AccountIdTo], reversing Bank Transaction #[BankTransactionPk]"
    • From Reference: Transaction Reference
    • To Notes: "Transferred from [AccountIdFrom], Bank Transaction #[BankTransactionPk]"
      • If there are Transaction Notes, these are prepended to the above.
    • To Reference: Transaction Reference