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Auto incrementing Ref No.

On a bill you can have the ref number generated for you, this is great for recurring transactions or subscriptions that don't have a defined ref number. This allows you to have a consistent naming convention for those bills. These settings are Property/Company and vendor specific. meaning you can set different settings for the same vendor for different Properties/Companies.

  1. Once you have selected the Company and the Vendor, click the gear. attachment

  2. Click the Disabled label to enable the feature.

    attachment

  3. You can set the toggle to "Generate" or "Increment"

    Increment: When increment is toggled on the ref number will increase by 1 from the previous number entered. example: If you enter cb-001 as a ref no, the next time you enter a bill for that vendor the ref no. will be cb-002

    Generate: Generate is setting the ref number to text, dates or other information. When you click save there will be a preview. attachment