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Setting up accounting advices

Updated on March 4, 2022

In addition to financial documents, you can include a correspondence advice to a work party as part of an accounting step. This would be useful when reversing a debit and credit while simultaneously notifying the inquirer of your actions.

Advices are added using the Add a Document flow action at the end of an accounting step.

For an advice template to appear in the list of available templates at run time, the template must follow a naming convention and begin with the characters ADV.

Pega Smart Investigate for Payments Implementation Guide

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