Hi,
From customer card you can go to document layouts. And from there you can choose "Copy from Report Selection" so you don't have to add every report that are the most common one.
But, finance charge memos we always had to add manually so our developers created a code so finance charge memos came automatically. But we needed to remove that before version 25 because microsft had a solution for this.
But we still don't get finance charg memos when we use "copy from report selection".
Is there some settings I need to do or does anyone know why it's not working for us? we have version 25,5 and 26,0
