For audit trail purposes, it would be very helpful if the system generated an consecutive (internal) transaction number, irrespective of source (bank, sales, purchases etc), and which would then allow reports to be generated of all transactions by that number.
See Quickbooks Pro, at least on the old desktop version I am parallel running with Manager for now. Also Pandle (online) although it is rather difficult to extract the transaction list by number.
You can generate sequential, internally assigned reference numbers by setting the reference field to “Automatic.” When this option is enabled, each new document or transaction increments by +1. For example, if the last sales invoice was numbered 122, the next invoice entered into the database will automatically be assigned reference number 123.
Here’s the trick: Manager has a Form Default option. Just go to the Sales tab, open Form Default for the Sales Invoice section, and set the reference field to “Automatic.” Once enabled, all new sales invoices will be assigned sequential reference numbers automatically.
You can create a custom field and use it to capture external data, for example, purchase invoice numbers.
The only disadvantage is that Manager still allows the reference field to be edited. I’ve made a request in the past for the reference field to be lockable. But hey it works great.
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