Document Settings

Modified on Fri, 2 Dec, 2022 at 2:32 PM

This page allows you to define the default WorkGuru prefix and number sequences for all the transactions it is generating.

You  can customise the prefix and/or the starting number to suit or match your existing workflow.    An example of this setting the numbers to match your existing quote or project number when you start using WorkGuru. You could also start each calendar or financial period with a fresh number sequence, eg add the year to the prefix and zero the index to get a count of the number of POs issued each year.


You can also set the default client credit days.

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