How are new IDs or numbers automatically generated for customers and transactions?

The correct choice is the Document Sequencer, which is a feature in Sage Intacct that automatically generates unique identifiers for various entities such as customers, invoices, and transactions. This system ensures that every new record is assigned a distinct ID that follows a predefined sequence, eliminating the risk of duplication and maintaining consistent organization within the database.

The Document Sequencer can often be customized to fit specific business needs, allowing users to set prefixes, suffixes, and formats according to their requirements. This level of customization can make it easier to categorize and retrieve information quickly, which is crucial for effective data management.

While Auto-Numbering Systems and ID Generators may sound similar, they generally refer to broader concepts or may not encompass the full range of features provided by the Document Sequencer within Sage Intacct. Transaction Codes typically refer to specific designations used to categorize transactions for reporting and analysis, rather than a systematic method for generating unique IDs for records. Therefore, the Document Sequencer is precisely designed for the task at hand, ensuring a reliable and efficient approach to ID generation.