NEW4.01.00 · Released 29 April 2024
NEWfinPOWER Connect
Released in
4.01.00
29 April 2024
  1. Opened13 Oct 2023
  2. Closed18 Dec 2023
  3. Released29 Apr
Article 20946 Job J032234

HTML Widgets; Client Edit; Duplicating a Client now allows more Tax & Banking details to be entered

When a Client is Duplicated, the "Tax & Banking" page now allows the same Withholding Tax details to be entered as the New Individual and New Organisation Client wizards.

Whether these details are available depends on whether the selected Client Group allows the "Tax Information" page in the New Client wizards.

NOTE: When updating an existing Client, these new fields are not available since the "Client Withholding Tax Details Change" wizard must be used instead.

The following HTML Widget has been updated:

  • HtmlWidget_ClientEdit
    • Version: 1.23 (18/12/2023)