I would like to know how can the reference number been filled automatically
By setting it to automatic.
See for more details:
https://www2.manager.io/guides/18764
Specifically:
Automatic numbering
Manager can also assign sequential reference numbers for you. Just check the box within the
Reference
field:When the form is created (or updated if automatic sequencing is selected during editing), Manager will find the highest number among existing forms of the same type and add 1 to its reference number. Automatic reference numbering can also be set under Form Defaults. In that case, the
Reference
field will show the checkbox ticked and Automatic. Manager will assign the number when you click Create. Afterwards, only the assigned number shows if the transaction is edited. Regardless of how references are originally set, they can be overridden by editing a transaction.Warnings
When searching for existing reference numbers, Manager ignores alphabetic content and punctuation marks. For example, if the highest-numbered sales invoice includes a prefix, such as INV2018-45, the next automatically assigned number will be 201846.If a form with an existing reference number is edited to assign an automatic sequence number, that form is included in Manager’s search. So, if sales quote 347 is edited to include an automatic reference number, it will become 348 when Update is clicked.
Because of these features, mixing free text and automatic reference numbers is seldom advisable. Your free-text entries will become the criteria for determining automatic number assignments. However, the search process for each transaction type is separate from all others. So using free-text invoice numbers on purchase invoices and automatic ones on sales invoices would be perfectly acceptable.
each transaction i have to set it to automatic no possible way to make it automatic without ticking on it each transaction ??
@KhaderA
please follow this guide.
https://www.manager.io/guides/form-defaults
If you read the information I gave you then you would have found:
@Syed_Salman_Ali provided the link how to do that but you could have figured that out from the guides yourself. Please note FAQ - Manager Forum that:
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