Setting Up Auto-Numbering for Accounting (Admin)

You can configure (either by setting or resetting) the sequence of numbers for various accounting and supplier invoices. For example, you may want the numbering on your invoice or supplier invoices to start from a certain number, especially if you are transferring to Actionstep from another system.

To do this:

1. In Actionstep, go to Admin > Accounting. The Accounting page appears.
2. Click Edit for the Auto-numbers section. The Auto Numbers page appears.
3. Click the link for the type of invoice you want to adjust. The Edit Auto Numbers window appears.
4. In the Next number to use field, enter the number you want to start with.
5. Optionally, in the Custom mask field, enter the text you want to appear before or after the invoice number:
   INV-[X] will create an invoice number that is formatted like this: INV-1234. 
   [X]-INV will create an invoice number that is formatted like this: 1234-INV.
   
   You can use any text you choose. Just make sure you identify where the invoice number should appear by using [X].
6. Click Save to save your changes.
   

Related Articles:

• Accessing Actionstep Accounting Preferences (Admin)
• Setting Your Main Accounting Preferences (Admin)