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The File Number field in Journal Vouchers now shows a tooltip explaining how it affects account listing reports and JV grouping. Business Value
  • Understand what File Number does — no guesswork, no need to ask.
  • Know that File Number overrides the serial number in account listing reports.
  • Group related JVs together in reports by assigning the same File Number.
Use Cases
  • Accountant creating a new JV hovers over the tooltip to decide whether to fill in a File Number.
  • Finance team assigns the same File Number to multiple JVs to consolidate them in account listing reports.
  • User reads the tooltip and understands why two JVs appear grouped in the account listing.
How It Works Journal Voucher — File Number Field A tooltip icon appears under the File Number field. Hovering over it shows:
  • When a File Number is entered on a JV, it replaces the serial number in account listing reports.
  • JVs that share the same File Number are grouped together in account listing reports.
  • If left empty, the JV uses its default serial number in reports as usual.