Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Overview

The administration of Auto numbers allows you to set (or re-set) the sequence of the numbers for invoices etc. Very useful when transferring from another system to Actionstep.

The ability to "Mask" a number is done here too you may want to start your invoice sequences on an annual basis so you would be able to put the year as the mask, reset the number back to 1 and start again for the year.

e.g.

Image Removed

to...

Image Removed

Masking can be used to add any other information within your invoice number. Just put the extra information before or after the X and it will appear as part of the invoice #.

Info
titleGo to

Admin > Accounting > Auto numbers

 

...

Info

See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360055722573