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  • Section: General
  • Last updated: Nov. 23, 2021, 9:55 a.m.

Custom Transaction IDs Now Available in AccountEdge

AccountEdge Pro 2022 Introduces New Feature: Custom Transaction IDs

What changed?

• You can now have a 12-character transaction ID for most sales and purchases transactions. This includes an optional 4-character alphanumeric prefix and an 8-digit main number.

What transactions can I customize transactions IDs for?

• Sales Quotes, Progress Billing Quotes, Sales Orders, Sales Invoices & Credit Memos.

• Purchase Quotes, Purchase Orders, Receive Items & Bills

Do I have to customize each transaction type?

• No, you can determine which transaction IDs you want to customize.

Can I just use a default transaction ID for all my transactions?

• Yes, you can define a 4-character prefix (optional) and up to an 8-digit main number, which will be shared with all transactions without a customization.

What if I just want to customize the main sequence?

• You can do that by only using the main number and not using the prefix.

Can I change the 'next' transaction ID for a particular transaction type?

• Yes, you can now override the next transaction number in the new Setup> Transaction IDs window

Can I password-protect my Transaction IDs?

• Yes, you can lock the ability to customize your transaction IDs and provide password-protected access via Preferences>Security>User IDs> and restrict access via the Setup function by checking/unchecking the Transaction IDs item.

What do the Locked and Warn checkboxes do?

• Locked allows you to password-protect (via User IDs) the ability to make any changes to your custom transaction setup.

• Warn will check for duplicate IDs and fill in missing transaction IDs starting at the Next Number.

What happened to the "Warn for Duplicate Invoice Numbers in Recorded Sales" option (in Setup>Preferences>Sales) in AccountEdge?

• The preference was modified to check for duplicate Customer PO Numbers, and the check for Duplicate Invoice Numbers was moved to the new Setup>Transaction ID window in the Sales tab.

What happened to the "Warn for Duplicate Purchase Order Numbers in Recorded Purchases" (Setup>Preferences>Purchases) in AccountEdge?

• The preference was modified to check for duplicate Vendor Invoice Numbers, and the check for Duplicate Purchase Order Numbers was moved to the new Setup>Transaction ID window in the Purchases tab.

Am I able to use my Shopify order number in AccountEdge now?

• Yes, by selecting the "Use Shopify Order Number when processing Web Orders" checkbox, AccountEdge will use your Shopify order number as your sales transaction ID.