Codes

In Projetex 7.0 "global" codes are used to identify projects, clients, experts, invoices and Pos. These codes are generated automatically upon creation of respective item and cannot be edited by users.

To open Codes section click Codes in the left part of the Corporate Settings window.

Setting Next Codes

Click Next Codes button to set the Global Code which will be assigned to the:

Note: Next code cannot be less than last code of this type in the database. Thus if you already have project with code 010, next Project code cannot be set 10 or less (even if some projects were deleted).

Editing Global Invoice Code display format

Also you can customize the prefix and suffix of Global Invoice Codes and enable annual numbering resets. Regulations in some countries may require resetting invoice counters each year.

Note: After Enable annual numbering resets is selected, these resets cannot be rolled back.

Codes in naming RTF files

Codes in naming of .RTF files options determine what code will be used when automatically generating file names for Pos and invoices (it can be Client/Expert-Specific or Global).

See also:

Corporate Settings