|Voucher number series are used to allocate numbers to all posts in Uniconta.||Go to|
Go into General Ledger/Maintenance/Voucher number series using the navigation panel.
This screen shows an overview of all current voucher number series.
Voucher number series can be added and edited here. Several voucher number series are recommended for the various types of transactions that are created in Uniconta. For example, several journal series should be created if several journals of the same type are being used at the same time. .
Click on the ‘Add’ button in the toolbar/ribbon as shown in the screenshot above. The detail form below will appear.
The detail form above should be filled out as follows:
‘Series’: A short name for the series must be included here.
‘Name’: A longer description can be added here.
‘Usage’: There are two options on this dropdown menu. If it is set to ‘Voucher number’ as shown above, then the voucher number will be incremented as each voucher is added. The other option in this dropdown menu is ‘Generate key’. This option is used for auto numbering, for example, debtor numbers, creditor numbers and project numbers. This can be used in groups.
‘First number’, ‘Last number’, Next number’: Add the first and last number in the series. If the series is already being used (for example upon conversion) then insert the ‘Next number’. The system will automatically count up from this ‘Next number’ when the next voucher is posted.
‘Prefix’: Under ‘Options’ a prefix can be added to include some text before the voucher number starts. For example: ‘Inv.’ for Invoice.
‘Length’: Add the voucher number length.
‘Blocked’, ‘Manual’, ‘In use’: check off the appropriate box(es)
The resulting voucher number can be viewed by adding the ‘Voucher Prefix’ field for each transaction. Read about adding fields here.