Entering a Transaction - Header
- No.
- The Transaction Number of a new Transaction is provided automatically by FirstOffice following on from the Number of the last Transaction entered.
- When you start using FirstOffice, the Transaction Number sequence will start at 1 and continue consecutively. If you want the sequence to start from another number, change the Number of the first Transaction: FirstOffice will then continue the sequence from there. You can then change the Number of any subsequent Transaction if you want to use another number sequence. Note that you must change the Transaction Number before you save the Transaction: it cannot be changed afterwards.
- Trans. Date
- Paste Special
Choose date
- The date of the Transaction does not have to coincide with the date when the Transaction was recorded. The last used Transaction Date is offered as a default.
- Text
- A short description of the Transaction.
