Automatic creation of PIN and SIN ID's when using the bulk import tool

Idea suggested by Kevin Doran 8 years ago

Having to manually create ID's when doing bulk imports of PIN/SIN is a real pain. I'm also finding that it will still duplicate the numbers, even if you try to make them run consecutively. Example:

Last bill ID is PUR000050

I import 100 bills, manually setting the ID's at PUR000051 onwards

I then go to create my next bill through the system as normal but instead of it being PUR000151 it duplicates PUR000051 and so on. End result is ID's will end up getting used twice.

1 Reply

Yep agreed there is definitely a lot of room for improvement when it comes to importing invoices/bills especially the numbering sequence used. Thanks for adding this as an idea, the development team will be reviewing in future.

Reply to this idea

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are