Document numbering
Number formats of purchase requests, orders, bills, letters, employees and other documents, with yearly or monthly reset.
Menu Settings → Numbering. Each document type has its own format. A number is taken when the document is created, so two people never get the same number.
Format tokens
| Token | Example (5 October 2026) |
|---|---|
{PREFIX} |
The document type prefix, for example PO |
{COMPANY} |
The company code |
{YEAR} / {YY} |
2026 / 26 |
{MONTH} / {ROMAN_MONTH} |
10 / X |
{DAY} |
05 |
{SEQ} |
The running number with leading zeros. Required, exactly once |
Allowed separators: / - . _.
Examples
| Format | Result |
|---|---|
{PREFIX}/{YEAR}/{MONTH}/{SEQ} |
PO/2026/10/00001 |
{SEQ}/{PREFIX}/{ROMAN_MONTH}/{YEAR} |
001/SK/X/2026 |
{COMPANY}/{PREFIX}/{YEAR}/{SEQ} |
ACME/PO/2026/00001 |
Rules
- Reset: never, yearly or monthly. A yearly reset needs a year token; a monthly reset needs year and month tokens.
- Continuing a paper register: set the next number. It can only go up, never down.
- Not retroactive: a new format applies to new documents only.
- Use Preview to see the result before saving.
Last updated 28 Oct 2026