Introduction

Credit Hound can only view documents (e.g. Invoices, Credit Notes, etc.) if these are archived in a location that Credit Hound has access to and are in a PDF format.

Applies to

Credit Hound, Credit Hound Express for Sage 50

Problem

The user attempts to view a document but cannot. They see a warning that the Invoice (Credit Note etc.) cannot be found.

Solution

Ensure that invoices are being archived in an ordered manner into a PDF archive using Spindle Document Distribution (or any other method) from the accounting system. If this is the case, ensure that the destination is reachable from the workstation.

Open Credit Hound Manager and navigate to 

Companies>[Select Company]>Connect>Archives

The path to the invoices can be specified using variables to replace the Company name, Account no, invoice/credit note number etc. These work in the same way as Spindle Document Distribution ##COMMAND##s but have their own names and definitions.

For example, if the invoices are saved in a folder such as :

\\server\archives\AB001\Invoices\Inv0000234.pdf

where AB001 is the account number, 0000234 is the invoice number

Credit Hound Manager would be configured as follows:

Invoice Folder: \\server\archives\##AccountInfo.AccountRef##\Invoices

Invoice File: Inv##TransactionInfo.ReferenceNo##.pdf

Below is a full list of the possible variables:

Knowledge Base Article Details