Create a register
- Open ☰ → Settings → Registers and click
.
- Enter the Name, the Code and optionally a Prefix/Suffix (can include
{Year}).
- Choose the Entries table view (for example Extended for incoming/outgoing mail).
- Select Manual entry of records if users will add entries manually.
- Click Save.
- Click
next to the register.
- In Ranges, add at least one active numbering range.
- In Modules, add the modules that will add entries automatically.
- In Access to register entries, add the employees and their permissions.
See Register setup, “Register” dialog.