Each source document, containing details of a transaction
should be numbered. Document numbers identifies the specific source document for
a transaction and will reflect on the reference fields in reports and screens in
TurboCASH. Document numbers should only be changed before you start with the
processing of documents. Document numbers are eight character alphanumeric
numbers. TurboCASH default all document numbers to begin with -
However, you may change this to suit your numbering system. If you have already used similar documents, you may change the document numbers to the last number for each of your documents that were issued on your previous accounting system. TurboCASH will generate the next number for each of these documents generated for the first time. Thereafter TurboCASH will automatically allocate the document numbers in the numerical sequence they were generated.
To Change a Document Number:
Click on Setup - System Parameters - Documents menu option or press the
and 
and and 
keys on your keyboard. The
Documents screen will be displayed.
Select the Document Type (Invoices, Credit Notes, Purchases, Goods
Returned, Orders) and over type the displayed number with your own number.
TurboCASH will display the following confirmation message:
Click on the 
button and the Next Document Number for the selected
document will be changed. Should you click on the 
button, the document number
will not be changed.
Repeat this process for all your document numbers. Once you have changed
all your other document numbers and / or settings, click on the 
button or
press the 
key on your keyboard to exit this screen.
| Document | Number |
| Invoices - | IN000001 |
| Credit Notes - | CR00001 |
| Quotes - | QU00001 |
| Purchases - | PU00001 |
| Goods Returned - | GR00001 |
| Orders - | OR00001 |
However, you may change this to suit your numbering system. If you have already used similar documents, you may change the document numbers to the last number for each of your documents that were issued on your previous accounting system. TurboCASH will generate the next number for each of these documents generated for the first time. Thereafter TurboCASH will automatically allocate the document numbers in the numerical sequence they were generated.
To Change a Document Number:
Click on Setup - System Parameters - Documents menu option or press the
and
and and
keys on your keyboard. The
Documents screen will be displayed. Select the Document Type (Invoices, Credit Notes, Purchases, Goods
Returned, Orders) and over type the displayed number with your own number.
TurboCASH will display the following confirmation message:
Click on the button and the Next Document Number for the selected
document will be changed. Should you click on the button, the document number
will not be changed.Repeat this process for all your document numbers. Once you have changed
all your other document numbers and / or settings, click on the button or
press the key on your keyboard to exit this screen.
-
Use all eight characters of the document number. If you only
use for example 3 or 4 numerical characters for your documents you may find
that the document numbers may be repeated in an accounting period or financial
year.
-
Assign unique two or three alphabetical-character prefixes to
each document. For example, invoices could be ''IN'', credit notes ''CN'',
quotes "QU", Purchase "PU", Goods Returned "GR" and Orders "OR".
- Enter numeric characters for the rest of the document number. For example, if your last invoice number on your previous accounting system was 56, enter the number as last invoice number, as IN000056. TurboCASH will automatically generate the next invoice number as IN000057 when you generate your first Invoice.
