Document Numbering
Overview
Section titled “Overview”Document Numbering allows Tenant Admins to define the automatic sequence rules applied to documents generated within the portal (e.g., invoices, purchase orders, goods receipts). Consistent and predictable numbering is essential for audit compliance and document retrieval.
Access & Permissions
Section titled “Access & Permissions”| Role | Access Level |
|---|---|
| Tenant Admin | Full access |
| Account Admin | No access |
| Super User | No access |
Visibility Conditions
Section titled “Visibility Conditions”Hidden for System Admins. Only available in standard tenants.
Key Features
Section titled “Key Features”- Sequence Configuration — Define a prefix, suffix, starting number, increment step, and padding (zero-fill) for each document type.
- Document Type Assignment — Assign separate numbering sequences to different document types (invoices, credit notes, POs, etc.).
- Account-Level Sequences — Optionally configure different sequences per account when multi-entity numbering isolation is required.
- Reset Rules — Configure whether sequences reset at the start of each fiscal year or run continuously.
- Current Counter View — Inspect the current counter value for any active sequence without generating a document.
:::tip TODO
- Provide examples of common numbering formats (e.g.,
INV-2025-0001). - Document the impact of changing an active sequence mid-year.
- Add screenshots of the document numbering configuration form. :::