Backdating running number.
If you need to get back dated running numbers, you can do the following.
E.g.
Current date is Jan 2020.
I need to enter documents in Dec 2019.
This is my current running number set.
Notice the "[YY]"? This is the year portion; currently in the example row, it displays as "20"
Step 1. Duplicate the running number you want to change.
Step 2. Give it a meaningful name
step 3. Change the "[YY]" to the 2 digit year you want. In this example, I changed it to "19"
You should always verify your format setting by looking the example row.
Step 4. When you create a new invoice, the system will prompt which running number to select.
If the wrong running number was selected, you still can change it before saving the entry.
You can click on the "running #" button and choose another running number set.
The running number set name will be displayed until the document is saved. At which point, it will display the document number.
Step 5.
Once the backdated documents have been entered into the system, the old running number set can be deleted.
It is not necessary to keep the old running number set.
Related Articles
Opening Entry Overview
Opening entries are crucial for accurately transitioning your company's financial data into the new system, ensuring balances, outstanding documents, and inventory align with your previous records as of a specific date. This process, performed after ...Setup/ Setting Up Company
This document outlines essential company setup procedures within the software, covering company information entry (address, contact details, financial settings like accounting currency and default accounts, and GST registration), financial period ...Setup/Setting Up Multiple Running Number
How do I setup Multiple Running Number Series? This is useful if you need more than one set of running number series. Let’s say if you have 2 sales departments, each needed to have their own set of running numbers, you can create them as follows. ...How to do Year End Closing?
Preparation The main purpose of Year End Closing process is to move the Profit/Loss amount incurred over the Financial Year (stored in Expense, Cost & Income accounts) to the Retained Earnings account. Ensure that all previous Financial Periods have ...How to list Year End Closings?
The Year End Closing (YEC) module will generate GL entries. you can view these entries using the GL module. Assumption. I have only 1 retained earnings account In GL module. Set date range to Balance. Set account to retained earnings account. Set ...