Transaction Reference tab
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The tab controls the default settings for printing and reprinting the document, and specifying the Transaction Reference Format that the system should use when generating transactions that use this Document Format.

Next Number Override
Allows a new sequence number to be entered at run time. For example, this can be used to enter the first cheque number to be printed on payment documents.

This tab is used to control the Allocation Marker on transactions and the stage at which the update of various financial markers takes place.

It is possible to update the allocation marker of transactions that appear on this report or document automatically as soon as it has been printed.

The number or character entered here updates the allocation marker in a variety of user controllable ways: -

The ability to automatically update the allocation marker of transactions is useful for a variety of reasons. One of the most common uses of this feature is the ability to track the level of reminder letters sent to your Debtors.

You may have three levels of reminder letter (although you could have nine) with an increased level of penalty depending on the length of time an invoice has been outstanding. Each of the letters may be set up as a document format that selects transactions for inclusion on the report depending on the allocation marker associated with them. The ability to automatically update the allocation marker on a transaction would, therefore, allow you to automatically track which letter had been sent to which Debtor and aid in any control process.