Editing Organisation Number Sequences

WorkflowMax automatically generates numbers for new jobsA job is the overall project that you or your organisation works on for a client., invoices, purchase orders and quotes. In each case, the number generated is based on a prefix and starting number value that you can change if required.

You can also control whether the job number is generated automatically (or you need to enter your own job numbers) for each new job.

Make sure that you review and, if necessary, change your organisation's numbering sequences before importing data into WorkflowMax from other systems.

Working with numbering sequences

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Setting up WorkflowMax