NEW4.01.02 · Released 12 September 2024
NEWfinPOWER Connect
Released in
4.01.02
12 September 2024
  1. Opened2 Aug
  2. Closed5 Aug
  3. Released12 Sep
Article 21754 Job J034019

Create PayTo Agreement drilldown wizard and HTML Widget; dropdown list for Name enhanced

The Name dropdown in the Create PayTo Agreement drilldown wizard and HTML Widget has been enhanced and now includes the following items:

  • If the Account's current Payment Details Payment Method is "Split" or "Monoova".
    • The Name defined for the Payment Detail.
  • All "Owner" Clients are included.
    • For Individuals:
      • The full Name of the Client.
    • For Sole Traders:
      • The Name of the Client.
      • The full Name of the Client.
    • For Organisations:
      • The Legal Name of the Client if defined.
      • The Name of the Client.

Note, the first item in the list will be defaulted.

The following HTML Widget has ben updated:

  • HtmlWidget_AccountPaymentPayToCreateAmend
    • Version: 1.02 (05/08/2024)