Generate Custom Numbering

Posted by Genny Stevens on Dec 1, 2014 2:00:00 AM

Find me on:

Although WorkflowMax automatically generates numbers for jobs, invoices, purchase orders, and quotes, you can over-ride this, either manually or through the import process.

We’ll look here at how to: change the number sequence, how to set up so you can manually enter your own job numbers each time, and how to manage number sequencing when importing jobs or quotes.

For further details, go to the Editing organisation number sequences topic in the WorkflowMax help centre.

Topics: Settings and account

More in 'Using WorkflowMax'