Introduction
If Invoices have been archived into a logical folder structure on a file server, whether using Spindle Professional's PDF archive functionality or using any other method, Credit Hound can display the invoice from with the Credit Hound Application.
To configure Credit Hound to use this functionality, let's imagine the invoices are archived via Spindle Professional (or any other method) to a folder such as :
\\server\archives\AB001\Invoices\Inv0000234.pdf
(where AB001 is the account number and 0000234 is the invoice number)
Process
Open Credit Hound Manager, Click Configuration, select the company and click Connect.
With the company connected, open the Archives tab. Here you can configure the path to the folder and the filename. This path will accept a number of placeholder values that will be replaced with the valuers from the account or the transaction as specified. For the example above we will use the following:
We can build the path and/or the filename using any of the commands in the table below enclosed within ## characters:
| Object/Field | Definition |
| Company Object | |
| CompanyInfo.CompanyCode | The Credit Hound code given to the company |
| CompanyInfo.Name | The name of the company |
| CompanyInfo.ShortName | The short name of the company |
| Account Object | |
| AccountInfo.AccountRef | The Account Reference |
| AccountInfo.Name | The name of the account |
| AccountInfo.ShortName | The short name of the account |
| AccountInfo.Balance | The balance on the account |
| AccountInfo.CreditLimit | The credit Limit on the account |
| AccountInfo. ForeignCreditLimit | The Foreign credit Limit on the account |
| Transaction Object | |
| TransactionInfo.ReferenceNo | The reference number of the transaction |
| TransactionInfo.SecondReference | The second reference of the transaction |
| TransactionInfo.URN | The unique reference number of the transaction |
| TransactionInfo.TransactionDate | The date of the transaction |
| TransactionInfo.DueDate | The due date of the transaction |
| System Object | |
| SystemInfo. MainWindowHandle | The window handle of the main mdi. |
| Related Product | Credit Hound |
| Ref Number | KBA-03-02-015 |
| Document Date | 07/11/2016 |
| Original Author | Zak Rangara |
| Document Version | v1.1 |
| Last updated | 14/05/2018 |
| Update Author | Vince Hodgson |