When an accounting period ends, you can do the following:
- Go to Settings - General - Other settings view.
- Remove automatic document numbering by selecting No automatic numbering in the Default document type fields.
- Save changes by clicking Save.
- Go to Settings - Document types view.
- Create needed document types for the new accounting period.
- Save the information by clicking Save.
Please keep in mind: the old document type from the previous accounting period should not be deleted but it should be left in the document type settings.
Workflow
You rename a document type from the previous accounting period.
- For example Purchase Invoices 2014, if you have previously used Purchase Invoices 2013.
Number of a document type can in this case be the same as of the document type of the previous accounting period. Additionally, document numbering can start with the same number as it did in the previous accounting period, for example with number one. A new document type for invoices should be manually selected.