Number series

Number series explained and how to create news and edit existing series.

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

Reviso offers you a unique number series for all transactions, these can be edited should you wish, for example, continue using a sales invoice numbering series.

Just watch the following video tutorial...

Setting up number series

Reviso provides you by default with a preset configuration of number series consisting of a nominal prefix and a numerical suffix. Just go to Settings > All Settings > Categories and Units > Number Series.

number series

The nominal prefix is associated with the type of operation, such as I that stands for customer invoice, S for supplier invoice and P for customer payment.

The numerical suffix by default always starts with the number one and will continue correspondingly. These number series can be edited, or you can even create new ones. However, you must know the following:

  1. Once you start using number series, it can not be removed from your list of series.

  2. Once you start using number series, you will not be able to edit the prefix of it.

  3. You can edit the suffix of the numerical code, in order to start working on the number we want. Once you change the number in the suffix, you can not redefine a lower number than that. For example, you can edit the number series of your sales and define to start from the number 142. If you want to edit the same number series again, you can never use a smaller number than 142.

  4. The prefix can contain numbers or letters. Reviso, in its standard configuration, uses letters but it is possible to change it. The prefix supports up to a maximum of 4 characters.

  5. The numerical suffix supports up to 10 digits. We recommend using a bit less than that, so you have enough space to enter invoices and entries within the series.

  6. Once you change the accounting year, your number series will start again at number one. Keep this in mind, as it would not make much sense to use, for example, the accounting year in the prefix of the number series. The prefix does not change from year to year so try to use a generic nomenclature.

Create new number series

To create a new series, go to Settings > All Settings > Categories and Units > Number Series. Click on New series and you can define all the necessary information regarding your new number series including its typology. Read the following, so you create your new number series correctly.

create a new number series

  • Prefix: As already mentioned, the prefix can contain letters and numbers up to a maximum of 4 characters.

  • Type: it is possible to create new number series only for the generic entries such as invoices issued and received. We have single series created by default regarding the rest of entries. We can edit the nomenclature of those series before creating entries.

  • Name: define the name of your series as you wish.

Once you fill in the information, click on Save and the number series will be created. Now you can also edit the starting number of your number series. Click on the icon on the right called “Save”. Now you can enter the next number you want to use in your series.

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