Prefixes

A Prefix is a string of characters added automatically at the beginning of specific values - such as IDs, codes, or names - to help organise, categorise, or identify data more easily. 

By placing these Prefixes before the ID number, each item will have a distinct identifier. 

Note: It's highly advisable to keep Prefix codes as they are, especially financial ones connected to Xero Accounting

 

To configure the Prefix codes go to Settings > General 

Then click Prefixes from the left side menu.

In this area you can customize how each item is coded at the start and then the system will automatically generate the unique reference number that follows.

Tip - Changing prefixes will only affect new data added to the system - existing data will be unchanged. If you wish to change existing prefixes please contact us for assistance.

Examples 

Quotes

Invoices

Credit Notes 

Bookings

 Suppliers & Purchase Orders

Once edited press the Green Save button bottom right  .