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.