How to set-up Financial Documents History and pdf copies Print
Created by: Angelos Soulidis
Modified on: Fri, 22 Feb, 2019 at 8:46 PM
This is possible via the Financial Documents grid in Classter Manager, using the right click and the option: "Reissue History"
This option will open a list of saved pdf files associated with this transaction.
Like that we can keep and access a copy of an older pdf document and its association with a particular transaction. This is an important feature if payers data or other data change after a transaction has been committed
The above feature will work only if you set-up the automated pdf creation during a financial transaction or re-issuing of a financial document. In order to enable this feature you need to go to the Configuration Wizard , enable the issuing of pdf in all 4 cases and provide a network or a local folder where the pdf documents will be saved (if you have multiple users accessing this feature , you need a shared network driver).
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