You can set custom sequences (invoice numbers) for each legal entity.
Navigate to 'Workspace Settings' by clicking on your profile icon and selecting 'Settings'.
Go to the 'Companies' tab
Choose the Company you want to edit
Scroll down to "Sequences"
Insert the required format, starting number, and type of financial document
FORMAT:
Enter the required invoice number format. Letters are allowed. Use placeholders to represent dynamic elements. For example:
YYYY: Current year
MM: Month (is used based on selected Date of supply on invoice, and based on create date in Expenses)
YY: Ending of the current year
#: Symbolizes the number Example: OI-YY-MM-#### = OI-24-10-0001
Note: When you change the invoice number sequence and add "MM" (representing the month), this will only apply to new invoices going forward. Existing invoices will retain their original numbering, and their numbers cannot be changed to the new format.
NEXT NUMBER:
This number will be the first sequence number used for the selected financial document type. It represents the starting point for generating sequential numbers according to the specified format.
TYPE:
The type of financial document
When you don't use separate numbers for different types of Expenses, choose "Expenses (fallback)" as the document type. If you are using different sequences just for a couple of expense types, "Expenses (fallback)" will be used as the default format for all the expense types that haven't specified invoice numbers.
