tologo Codes

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In TO3000, Version 9.0 "global" codes are used to identify projects, clients, and invoices. These codes are generated automatically each time the new project, client or invoice is created, and cannot be edited by users.

 

Setting Next Codes

 

Click Next Codes button to forcefully set the next Global Code which will be assigned to the next Project created and next Invoice issued.

 

 

Note: Next code cannot be less than last code of this type in the database. Thus if you already have project with code 010, next project code cannot be set 10 or less (even if some projects were deleted).

 

 

Editing Global Invoice Code display format

 

Also you can customize the prefix and suffix of Global Invoice Codes and enable annual numbering resets.

To add prefix or suffix to invoice code, type it into Prefix or Suffix fields directly. If you wish to add date or year as prefix, use common Windows date code to specify the format in which date must be added to global invoice code:

 

Example:

YYYY - will render four digit year, while YY will result in two digit year;

MM - will result in month number;

DD - will add date to template.

 

Regulations in some countries may require resetting invoice counters each year. TO3000, Version 9.0 can be configured to start  invoice counting anew each year, starting with the first invoice issued in a new year. Select Enable annual numbering resets checkbox to enable annual invoice code resets.

Note: After Enable annual numbering resets is selected, these resets cannot be rolled back.

 

 

Codes in naming RTF files

 

Codes in naming of .RTF files options determine what code will be used when automatically generating names for invoice files, saved by TO3000, Version 9.0 in your Business folder. Either Client–Specific or Global code can be used.

 

 

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See also:

Business Settings

Personal settings

Database settings