vtiger 5.0.3 Video: Customize your Invoice No.
May 10th, 2007 by Gopal
You may be aware of that v5.0.3 release core focus remains on stability of the product than new features. However, we were unable to resist ourselves adding some new features and enhancements over the existing functionality.
One of the features (or call it enhancement) is Customize Invoice No. as per your business process:
Till v5.0.2: we were generating Invoice numbers randomly (internally), which is not acceptable by authorities in some countries.
In v 5.0.3: Periodically customize Invoice number according to your accounting process. For example, I would like to have invoice number as 2007-2008- <Seq. No> for the financial year 2007-2008 ((In India financial year starts from April 1 st and ends on March 31st of the succeeding year). Now it is very simple, add your prefix and starting number in the Invoice No. Customization page.
For more information, Watch this video!
(Duration: 1.17 min, .m4v format) OR Adobe Flash
Please do keep posting your views on this video. In coming days, I will be adding many more videos to our library, which helps our end-users in a better way.
Cheers,
Gopal
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Video does not work for me. Seems to be offline
The video seems to be offline. Anyway, its a good idea to support end users by showing them how well the UI works in practise.
By the way, the new invoice numbering function has been explained in the latest Online manual release and the new vtiger book also.
Hello,
Sorry for the inconvenience. I’m looking into the issue. Kindly bear with me in the meantime.
Regards,
Gopal
Brought back to online!
Kindly check it now and let me know your feedback. FYI, this is my first experiment with Video recording. For creating 1.17 min video it took about 8 hrs time (starting from recording to publishing).
Cheers
Gopal
Well done. For better results you may consider to add a voice to it for providing additional information. However, this will add to the workload substancially. I know that from our training videos for openCRX. You may have a look at http://www.crm-now.de/Training/crm_online_einfuehrung.html
This generated a 2 man weeks workload.
Gopal, you are allowed 6 hours for the voice support integration. Not anything more than that ;-)!
Richie