Working with Jobs Numbering
Jobs in acclux accounting can be numbered automatically or manually.
Jobs can be automatically numbered in many ways, based on Job Numbering Format you select to work with. Job numbers can be comprised of the year, a client number, a sequential number (which is automatically incremented), and a separator.
Generally, you can’t mix automatic job numbers with manually-entered job numbers. Automatic job numbering is a system-wide setting. This means all jobs will be numbered automatically, or not. When you make an automatic numbering setting, it applies to all users who open new jobs.
The most important part of the automatic job number is the sequential number. This number identifies one job from another, so it must be unique. The sequential number can be calculated using a system number or a client number, for flexibility. The automatic job numbering settings can be changed as needed, without changing existing job numbers.
If you’ve set your automatic job numbering to number sequentially by client, then each client needs to have a client code.
To change your job numbering settings
1. Go to Settings -> Projects & Jobs Settings -> Jobs Numbering.
2.Change your job numbering settings as you prefer. When you are finished, Click Save.
Note: The Number format determines how the automatic job number is assembled:
To number your jobs Aromatically:
1. Choose System from the Aromatically number by select box.
2. Select the Number Format:
- Number: to Include numbers only
- Client + Number: to include the client code with number
- Year + Number: to include the year with number. Also you can select Year + Number + Client., which will add the client code beside the year and the number
3.Write your separator which is a single character that separates the different parts (i.e., year, client, sequential number) of the job number. You can use any character, such as a dash, colon, or slash. Or, you can leave it blank .
To number your jobs manually
While automatic job numbering is practical and efficient, you may decide to use your manual numbering system instead. To do so, select the option None from the Aromatically number by select box.