Define your file references by default

Define your file references by default

This setting is only available to users with administrator rights.

When configuring your Jarvis space, you will need to define the references of your files by default.

If you want to add current files that already have a reference, you will first need to enter all your current files and manually change the reference during thecreation of the file. You can then change the reference by default of the file.

Once these files are added, follow these steps to change the reference by default.

Appointments to yourparameters, in the menuNumber of referencesthen click onReference file.



Two options are available to you: use the recommended format or custom format


1. 1. Use a recommended format


As a result, the reference will be a self-generated number from 1. By clicking on the first fieldRecommended format, deficiency formats are offered:



Select the format that suits you. In the fieldstart the counting to, fill in the number of the last file entered: the following number will be taken into account. You can seethe wayto verify that the selected format and the number entered correctly match your expectations.
For example, if you select YYYMMDD-# and the numbering begins at 029, the reference for a record created on 24/8/2018 will be 20180824-30.

Warning: once the number has returned, if you need to return to it, you will only be able to put a number higher than the number originally entered.

Once the changes are made, click Save.


2. Use a custom format

If the recommended format is not suitable for you, you can choose the order of elements that will form your file number. For this, check Utilize a custom format:



When you click in the fieldCustomized format, a list of elements is proposed. This allows you to choose the order of elements in your file references.


Select the format that suits you by clicking on the different elements in the order you want.Please note: the self-generated number must be included in the reference.

If you want to add a hyphen or mention type "DOS", type it and clickAdd the text:



In the fieldstart the counting to, fill in the number of the last file entered: the following number will be taken into account. You can seethe wayto verify that the selected format and the number entered correctly match your expectations.

Warning: once the number has returned, if you need to return to it, you will only be able to put a number higher than the number originally entered.

3.Reset reference to zerro file reference at the beginning of the year

The two proposed reference formats allow you to choose tore-initiate the zero reference at the beginning of each year, and theprovided that the year is mentioned in the invoice statement statement.

Abuttonallows you toactivate reset on January 1stthat you use acustomised format:



Or arecommended format:



Once the reset is activated,the self-generated number included in your file references will return to zeal on January 1.

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