Problem reported by David Heath 11 years ago
When more that one person is trying to create an invoice the invoice number is being duplicated. This is very annoying and waste a lot of time as no one knows what the correct number to use is.
Please can someone advise me how I can make this stop happening or advise me how the system should be used if we are doing it incorrectly.
Thank you.
SolvedHello David,
The invoice # box will look like this if the invoice is being saved after you get an error.
http://prntscr.com/2w0cni
Apologies, you are right, the same problem will be appearing when you create a draft also. This could just be an alternative that your company can do to prevent problems.
Regards,
Vanish
Thank you for your response however I'm still unclear.
You mention that I can use the invoice # box to see if the other use has saved the invoice, however I'm unclear as to what you mean by this. Could you elaborate a bit more on this please.
Also you mention about using a draft invoice first, will this not just result in the same problem if more than one person is adding a draft invoice at the same time?
Thank you.
Hello David,
There no method to prevent this from happening. You can however use the Invoice # box to see if the other user has saved the invoices. If the invoice number is taken, it will give you an error which is what you are seeing, but that box can be filled until the number is available.
Alternatively, you can get your users to save the invoices/bills as a draft as soon as they have input the basic information and then edit them to prevent the duplication of invoice numbers.
There is no method on the system to have it so 2 users will be able to access Clearbooks and do the same task at the same time without it giving some sort of error.
Regards,
Vanish.
Accounting 
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