Overview:

Maintaining consistency and continuity in your transactional document numbers is crucial for effective financial management and reporting. When transitioning to a new accounting system, ensure that your document numbering aligns with your previous accounting framework. This helps in maintaining a seamless flow of information and minimises confusion among team members, clients, and vendors.

You can customise the numbering of your transactional documents to ensure continuity with your existing accounting system. The transactional documents that you can set your numbering convention for are Sales Orders, Sales Invoices or Purchase Orders.

Customise Your Document Numbers

For example, to set your current Purchase Order number do the following:

1. Navigate to the Setup tab, 
2. Select General Setup  
3. Click PO 
4. Click Edit  
5. Enter the required details and hit Save to update your new record.

Ensuring continuity in your transactional document numbers is essential for smooth financial management, especially when transitioning to a new accounting system. By aligning document numbering with your previous system, you maintain consistency and avoid confusion among team members, clients, and vendors. You can customize document numbers for Sales Orders, Sales Invoices, and Purchase Orders within the system to match your existing conventions, helping to maintain a seamless workflow. Learn more about configuring Zumzum Financials to suit your business requirements.