The steps to set up the document number are as follows:

Step 1: Navigate to the "Settings" menu, then choose "Document Setting," and click on "Running Number Document"

Step 2: Click the "Edit" button.

In the "Revenue" and "Expense" menus, you can customize the document numbers for each type as follows:

Field 1: It is the initial letter. You can change the letter and add new ones according to the specified number of characters in the top right corner of the field.

Field 2: It is a special character field. You can input various symbols such as "-", "/", or leave it blank.

Field 3: It is the date field for the document. The year field can be selected in 4 formats, including both Christian Era (AD) and Buddhist Era (BE) years. You can choose between a 4-digit format or a 2-digit format.

Field 4: It is used to set the document's running numbers, which can range from 2 to 9 digits.

For documents related to taxes, such as invoices and receipts, if you want to separate the numbering sequence for tax invoices, you can check the option "Separate Running Tax invoice"

Step 3: Once you have entered the desired details for setting up the document numbering in both the "Income" and "Expense" menus, click the "Save" button.

You can watch the video tutorial for setting up document numbering at the following link. PEAK Account คลิปเดียวจบ ครบทุกการตั้งค่า seconds 18:04.