NEW3.04.04 · Released 9 June 2022
- Opened23 Dec 2021
- Closed18 Feb
- Released9 Jun
Account Payment Transfer wizard; extend to Deposit Investment transactions
The Account Payment Transfer wizard has been extended to handle Deposit Investment and Additional Investment transactions.
A new Permission Key, "Account.InvestmentTransfer" has been added to control access to this facility. This complements the existing "Account.PaymentTransfer" Permission Key for transferring Payment transactions.
Note, you can Transfer a Payment (Loan) or Investment (Deposit) to another Loan or Deposit. If a Payment (Loan) is transferred to a Deposit the Element used will be that defined on the Deposit Account Type for Additional Investments. Conversely, if an Investment (Deposit) is transferred to a Loan the Element used will be that defined on the Loan Account Type for Payments.
The following Business Layer function has been obsoleted:
- finBankTransactionView.CanTransferPayment
- You should use the function "CanTransfer" instead.