Create a new type of document at the EMDI funds

To create a new document type in EMDI (beyond the ones already there), follow these steps:

1. Go to the gray EMDI settings icon ⚙️.
2. In settings, go to Purchases/Sales 🔴-> Documents in the left column.
3. In Documents, click the padlock 🔒 at the top left to unlock create and edit.
4. Press Add with the ➕ symbol. If the document you want is similar or the same as an existing one, select it and press Copy. (Important! If you copy a document, make sure the Number column is set to 1, and in the Series column — if the Document Correspondences* in myDATA are the same — use a different series from the one you copied, e.g. if it had no series, enter A).
5. A new document line is created at the bottom of the list.
6. In the Title column, type the document title, e.g. Invoice, Delivery Note, Retail Receipt, etc.
7. In the Cash Register column, choose which cash register the new document belongs to, e.g. Cash Register for sales and Incoming for purchases.
8. In the Movement column, choose which movement should happen when the document is saved:
   1. Purchase/Import of goods
   2. Sell/Export of goods
   3. None
   4. Purchase/Without movement
   5. Sell/Without movement
   6. Receive money
   7. Payment
9. In the following columns, choose whether the document is printed, which printer to use, and which print form to use.
10. When you finish, press Save 💾 at the top of the menu to store your changes.
11. The new document is now available under Purchases/Sales 🔴 in the program, in the cash register you assigned in the previous steps.