File Numbers

Setup > Practice > File Numbers

The File Number Setup section of Bluechip allows you to manage the format of file numbers are generated throughout Bluechip. In some cases you can also specify whether a File Number is required, and if so, whether it must be generated manually. For example, you may want all receipts relating to a particular bank account to have a receipt number format of KON413, where;

  • KON is the prefix you use to indicate that it is the Kong Pty Ltd account,
  • 413 is the incremented receipt number.

    You can also manage File Number Policies, which dictate whether or not a file number is a requirement, and if so, whether it is generated manually.