Automatic receipt numbering

Simplified menu - Click Settings, System Settings

Standard menu - Click  Settings, System Settings

Classic menu - Click System, System Settings

Enable this option if you want the program to automatically generate receipt numbers when entering receipts, retainers and trust receipts.  This feature helps ensure that transactions entered in the program correspond to entries in your receipt books.  Also, when this option is enabled a warning message displays if a receipt is entered with a duplicate number.  

Enabling Automatic receipt numbering:

1. Click the Systems Settings tab and click Edit .

2. Under Receipts, click Automatic Numbering.  

3. To maintain separate numbering series by bank, select Number Receipts by Bank.  Set the last receipt number used for each bank in the G/L Accounts and Budgets screen (see below).  For a single numbering series, enter the last number used in the space provided.  

4. Click Save , then click Exit .

Setting the last receipt number when numbering by bank:

1. On the G/L Accounts and Budgets screen, click Search to locate the bank account, then click Edit .

2. Under Bank Account Settings, refer to your receipt book to enter the last receipt number used in the Last Receipt No. field.

3. Click Save , then click Exit .