All Collections
Platform features and how-to
Quarterly Planning - Numbers
Customise your Numbers reporting - "Recurring Number"
Customise your Numbers reporting - "Recurring Number"

Rollover your Numbers to the next quarter automatically

Workfacta Support Team avatar
Written by Workfacta Support Team
Updated over a week ago

There are three options to customise when setting up Numbers on the Platform,

  • "Set For Each Week"

  • "Entering Running Totals?"

  • "Recurring Number"

This article will explain the option "Recurring Number".

Recurring Number

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.

Recurring Number

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

Not recurring Number

See also -

Did this answer your question?