Client Connect Sample Portal; Upcoming Page; Method of displaying "Payment Due" items updated

The way in which Payment Due Upcoming items are calculated and displayed in the Client Connect Sample Portal has been updated.

Previously, the value displayed against a Payment Due item was calculated based upon the overdue amount. This was incorrect, especially for Accounts which had their overdue limited to the balance of the Account; this would have resulted in a lower payment value being presented to the Client in the Portal.

This has been updated, and now the method used to calculate which Payment Due items appear in the Upcoming items list has been derived from the Payment Schedule on the Payments page of an Account in finPOWER Connect.

The following Portal has been updated:

• CC (Client Connect)
• Version 1.16 (12/02/2024)