Administration help

Numbering and fiscal year

Document numbering series and fiscal years from the administrator's side: creating them and what each field does.

Create and manage numbering series A series gives one kind of document its numbers for one branch and one fiscal year. This article is the administrator's view: how to create a series, what each field…
Fiscal years: create, activate and prepare the next one One fiscal year is active at a time. This is the administrator's view: how to add a year, what each field does, how to prepare the next one with its numbering, and what…