The "General numbers" option will only be available and displayed in a multi-user environment. Once users have been set up, in Setup → Access control (Setup ribbon). the "General numbers" option can be assigned specific users.


To set the General numbers:

  1. Once users are add in Setup → Access control (Setup ribbon), select Setup → Documents setup on the Setup ribbon.

  1. Select (tick) the "General numbers" option. A list of the users will be displayed. Select the user from  the drop-down list; which osFinancials will use to generate document numbers.
  2. Click OK.

If the "General numbers" field is not selected (ticked), osFinancials will generate the document numbers numerically.

You may also select the user from the "Doc no" field on the Documents tab in Setup → Access control (Setup ribbon).