Numbering Schemes

Set the default numbering schemes on creation of a Projector entity. Supported for:

• Client

• Engagement

• Contract

• Project

• Invoices

  • Draft invoice

  • Credit memo

  • Invoice

• Expense Documents

  • Expense Report

  • Vendor Invoice

  • Subcontractor Invoice (SUB00123, SUB00124, SUB00125...)

  • Soft Cost Batch (SC00123, SC00124, SC00125...)

  • Payment Voucher (PV00123, PV00124, PV00125...)

• Accounting

  • Transaction Batches (1, 2, 3...)

  • Transaction Numbers (1, 2, 3...)

You can set the following on each entity:

• Prefix

• Suffix

• Number of Digits

• Start Value

• Increment Value

For example, you might not want your first invoice out of Projector to start as INV00001. You could format it as Invoice01002 instead.