Tip of the Week: Managing Numbering in WorkflowMax

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Did you know that you can manually allocate custom numbers to your jobs, invoices, quotes and purchase orders?

WorkflowMax automatically generates numbers for jobs, invoices, quotes and purchase orders, however you can also edit the default prefixes and number sequencing to suit your own requirements.

The 1-minute video below demonstrates how you can:

  • Change numbering sequence
  • Manually enter job numbers
  • Manage your number sequence when importing

Remember - if you choose to manually allocate numbers to new jobs, you'll have to enter a new number each time you start a job. 

Did you find this video helpful? Then keep an eye out WorkflowMax TV, launching soon! WorkflowMax TV features tutorials and case studies to help you understand everything you need to know about WorkflowMax!

Genny Stevens
Genny is responsible for creating all WorkflowMax educational content. Before joining Xero, she had a digital publishing business, wrestled small business accounts into submission, managed restaurants, & cooked in professional kitchens. Although her background seems disparate, the underlying thread is communication - be it an educational video, an engaging article, or working with big teams.

Genny Stevens

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