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Number your documents across companies and branches

For the whole-system operator — you run the books. Level 2 — operate.

By the end you can say where every running number on a document comes from, tell the tenant, company and branch numbers apart and when each is stamped, explain the pool, the million and the numbers out of date order, recognise a TEMP document, decide which number your bank, auditor, customers and LHDN see, put a prefix on the printout, get the starting numbers and code prefixes to support before the first record, and run a month-end check that separates design from a fault only support can repair.

Before this series: Set up a new company end to end

Presentations

  1. Where every document number comes from — about 9 minutes, narrated
  2. Choose the numbers people see, before the first document — about 11 minutes, narrated

Modules this series draws on

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

All presentations · Presentations for the whole-system operator