Reviewing Existing Investor Invoice Guidelines

Use this feature to search for and review existing investor invoice guidelines.

1. On the toolbar, point to Client Maintenance, Guideline Maintenance and click Configure Guidelines.

   The Configure Guidelines screen appears with the Investor Invoice tab.

2. Select the search options.
3. To include deactivated guidelines, select Show Deactivated.
4. To include expired guidelines, select Show Expired.
5. Click Search.

   The Configure Guidelines screen refreshes with the search results.

6. To view the history of an investor guideline, click the Manage button corresponding to the line item you want to view.

   The Manage Guideline window displays the history content within the Investor Guideline History section.

7. In the Published Date/Comment column, click the View Details link.

   The Investor Published Date Information window appears.