Setup

To assign an ID number to a transaction

1. When you create a transaction, the transaction number field will display Auto # when that field is highlighted. This text indicates that the transaction will be automatically given a number when it's recorded in the company file.



2. You can choose to:

• Leave Auto #. The assigned number will appear again when you leave this field.
  --or --

• Delete Auto # and enter a new number for the transaction.

3. Complete the remaining entries and selections for the transaction. When you're ready, click the Record button to record the transaction.

Note: What transaction ID number will be assigned to the next transaction?

Related topics

• Assigning ID numbers to transactions