Automatic Numbering for Transactions

You can use the Transaction Auto Numbering feature to set up automatic numbering for your transactions.

When auto numbering is enabled, Vision automatically generates a reference number for each transaction. These reference numbers can be sequential as you add transactions to your database, and you can define the structure of these identification numbers to match your firm's business requirements.

You use the Transaction Auto Numbering tab of Accounting System Settings to set up auto numbering for your Vision transactions.

Auto numbers can be set up by company and/or by bank. When automatic numbers are in use and you create a new record, [AUTONUMBER] displays in the following field types for the record: Reference or Check.

When You Cannot Use Transaction Auto Numbering

You cannot set up auto numbering for A/P Vouchers when the Require Entry of Voucher Numbers option is selected in System A/P configuration for A/P Vouchers.

You should not set up auto numbering when transactions contain open transaction files for the transaction type and designated company/bank.

The following situations will result in transaction auto numbers displaying out of sequence:

• A posting fails for a transaction, or a user unposts a transaction file.
• Transactions are posted for different periods at the same time. You must update the next reference number prior to and after posting data in a prior period.
• A payment run is deleted after Process Checks has occurred.
• Process Checks is run, but not posted. Another payment using the same bank code is processed and posted, which will cause the first process to be out of sequence.