{"id":30710,"date":"2020-03-30T15:15:12","date_gmt":"2020-03-30T15:15:12","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=30710"},"modified":"2020-04-22T12:58:06","modified_gmt":"2020-04-22T12:58:06","slug":"set-numbering-sequence-for-financial-documents","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/onboarding\/set-numbering-sequence-for-financial-documents\/","title":{"rendered":"Set numbering sequence for financial documents"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_margin=&#8221;|auto|-51px|121px||&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.26.5&#8243;][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/02_Setup_Green_06.png&#8221; _builder_version=&#8221;3.26.5&#8243; width=&#8221;88%&#8221; custom_margin=&#8221;||0px|||&#8221; custom_padding=&#8221;||60px|||&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3>Set numbering sequence for financial documents<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p>Of course Teamogy is ready to be used immediately without need to set up anything with our default numbering for all documents.<\/p>\n<p>But in case of need or special requirements is possible to change the numbering sequence for follwing entries<\/p>\n<p><b>Client invoices<\/b><\/p>\n<ul>\n<ul>\n<li>Client invoice (Teamogy default is CI-YY-0001)<\/li>\n<li>Client invoice &#8220;Proforma&#8221; (Teamogy default is ????)<\/li>\n<li>Client invoice &#8220;Tax Invoice&#8221; (Teamogy default is ????)<\/li>\n<li>Client invoice &#8220;Correction invoice&#8221; (Teamogy default is ????)<\/li>\n<\/ul>\n<\/ul>\n<p><strong>Supplier Inovoices<\/strong><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<ul>\n<li>Supplier invoice (Teamogy default is SI-YY-0001)<\/li>\n<li>Supplier invoice &#8220;Proforma&#8221; (Teamogy default is ????)<\/li>\n<li>Supplier invoice &#8220;Tax Invoice&#8221; (Teamogy default is ????)<\/li>\n<li>Supplier invoice &#8220;Correction invoice&#8221; (Teamogy default is ????)<\/li>\n<\/ul>\n<\/ul>\n<p><strong>Internal doucuments<\/strong><\/p>\n<ul>\n<li>Internal billings (Teamogy default is ????)<\/li>\n<li>Internal costs (Teamogy default is ????)<\/li>\n<\/ul>\n<p><strong>Cashbox documents<\/strong><\/p>\n<ul>\n<li>Repayment request (Teamogy default is ????)<\/li>\n<li>Money income (Teamogy default is ????)<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Is possible to set up the numbering based on the different logic, than Teamogy default. For example Inland inovice or foreign might have different prefix. Also the numbering may vary based on the month of invoice or year etc.<br \/>For advanced set up and complicated numbering formula please contact Teamogy Headquarters support\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p>How to set up numbering is described <a href=\"https:\/\/www.teamogy.com\/en\/setup\/numbering-sequence-setup\/\"><span style=\"text-decoration: underline;\"><span style=\"color: #0c71c3; text-decoration: underline;\">here<\/span><\/span><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul><\/ul>\n<p style=\"text-align: justify;\"><em><\/em><\/p>\n<div class=\"et_pb_module et_pb_text et_pb_text_2 et_pb_bg_layout_light  et_pb_text_align_left\">\n<div class=\"et_pb_text_inner\">\n<blockquote><\/blockquote>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.26.5&#8243;][et_pb_sidebar area=&#8221;et_pb_widget_area_2&#8243; _builder_version=&#8221;3.26.5&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Set numbering sequence for financial documentsOf course Teamogy is ready to be used immediately without need to set up anything with our default numbering for all documents. But in case of need or special requirements is possible to change the numbering sequence for follwing entries Client invoices Client invoice (Teamogy default is CI-YY-0001) Client invoice [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[67],"tags":[],"class_list":["post-30710","post","type-post","status-publish","format-standard","hentry","category-onboarding"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/30710","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/comments?post=30710"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/30710\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/media?parent=30710"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/categories?post=30710"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/tags?post=30710"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}