What is a Number?

A Number is a way of entering numerical data for the clients in Control Centre.

There are two stages in the creation of a Number:

You create a Number category and assign it to your clients via the Add Number Wizard

then you fill in the details for any client that it has been assigned to using the Number form.

Example

You could create the Number category Tax liability, apply it to all clients who are Individuals, choose Tax year as the period type and make Clear the default value. Mr. Paul Barton, an individual, now has the Number category Tax liability available when a Tax year is selected in the Show for box. When you first open the Number form no value is set (because Clear is the default). Mr. Barton's tax liability is £1,500, so you enter that amount in the Change to box.