Workfacta

There are five options to customise when setting up Numbers on Workfacta:

<a href="https://help.workfacta.com/en/articles/6239979-customise-number-reporting-entering-running-totals">"Entering Running Totals?"</a>

<a href="https://help.workfacta.com/en/articles/12889014-customise-number-auto-create-discussion">"Auto-Create Discussion"</a>

<a href="https://help.workfacta.com/en/articles/12897204-customise-number-require-note">"Require Note"</a>

- <a href="https://help.workfacta.com/en/articles/6239849-customise-number-reporting-set-for-each-week">"Set For Each Week"</a>
- <a href="https://help.workfacta.com/en/articles/6239979-customise-number-reporting-entering-running-totals">"Entering Running Totals?"</a>
- "Recurring Number"
- <a href="https://help.workfacta.com/en/articles/12889014-customise-number-auto-create-discussion">"Auto-Create Discussion"</a>
- <a href="https://help.workfacta.com/en/articles/12897204-customise-number-require-note">"Require Note"</a>

This article will explain the option "Recurring Number".

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By default, the option "Recurring Number" is ticked when you create a new Number. This means that the system creates the same Number for you in the next quarter. 

By unticking "Recurring Number", you're setting the Number up for the current quarter only.

<a href="https://app.intercom.com/a/apps/emb0lmek/articles/articles/5587700/show" target="_blank" rel="nofollow noopener noreferrer">Step-by-step on how to create a Number</a>

- <a href="https://app.intercom.com/a/apps/emb0lmek/articles/articles/5587700/show" target="_blank" rel="nofollow noopener noreferrer">Step-by-step on how to create a Number</a>

Rollover your Numbers to the next quarter automatically

Customise KPI - "Recurring Number"

Find answers and get help from Intercom Support and Community Experts

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