I am a new user of Manager and am used to having transaction numbers automatically generated for all types of entries. Is this possible in this program? I understand reference numbers refer to suppliers invoice numbers but cannot find any reference to “transaction numbers”.
Hello @robynt,
Welcome to the forum.
As far as manager terminology, there is a single Reference field which is also the transaction number.
To increment the reference automatically, from within each tab, you should go to Form defaults > check the Reference field > Update
As for supplier reference, you have three options:
-
Use
Referencefield to store your supplier reference. I don’t like this because it creates duplicate but it can still work. -
Use the
Descriptionfield and that is the best option, imo, since this works out-of-the box in the tab queries and built in reports. -
Create a Custom Field which is neater for entry but a bit more difficult to query right now.