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jprichardson86-o
June 26, 2022
Question

Automatic ref numbers on expences

  • June 26, 2022
  • 1 reply
  • 0 views
id like quick books online to give me a automatic expense or ref number) for every receipt or expense i enter for example my old system would tell me the each expenses number such as exp001, exp002 , and so on we then wrote on the receipt the same code to match them up paper and online.this also helped to limit duplicates as the receipt would have a expence number written on it therefore wouldnt be entered twice. unlike now i have no way of telling if i have allready entered a expence or not without manually checking 1st.

1 reply

M
mv32
June 26, 2022

Thanks for joining the Community, @jprichardson86-o.

 

At this time, there's no way to include a reference number on expenses automatically. This would need to be added each time manually. I know how important automation can be for a business, and if you'd like to submit feedback about this you can do so by clicking the Gear icon on the top right, then selecting Feedback.

 

 

On the other hand, this feature is available on sales forms where you can activate and set your own preference to use the Custom transaction numbers.

 

Let me know in the comment if you have more questions. I'll make sure to answer them. Have a great day ahead.

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