Job Numbering

To set the Job number format or the next Job number navigate to Settings. You must be an Administrator to access the Settings window.

In Settings, click the Company tab. Scroll down to Job Defaults.

Briefcase can number Jobs by Job or by Company.

Numbering by Job means jobs are numbered incrementally - 1001, 1002, 1003 and so on. If you are numbering by Job enter the next Job number in the Number Start field as required.

Numbering by Company means each client has its own numbering system. For example client ABC may start at ABC001 and client XYZ may start at XYZ001. If you are numbering by Company enter the starting Job number for new clients in the Number Start field as required.

 

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