Codes

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Codes

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Codes are used to identify documents, can contain different information and have different view.

You can customize Global Codes on the Codes page of the Corporate Settings window.

To open Codes page click Codes in the left part of the Corporate Settings window.

codes

Click Next Codes button to set the Global Code which will be assigned to the:

·	next Project;

·	next Invoice issued to clients;

next global

Also you can customize the prefix and suffix of Global Invoice Codes and enable annual numbering resets:

pref_suf

Note: After Enable annual numbering resets is selected, these resets cannot be disabled back!

Codes in naming of .RTF files options determine what code will be used when automatically generating filenames for POs and Invoices (it can be Client/Expert-Specific or Global).

rtf codes