Configure Document Series

Set reliable numbering for each document type and fiscal year before publication.

Document series control official codes. Drafts may display temporary codes; publishing resolves the active series and prevents duplicates.

Prospect document-series list with document types, prefixes, counters, and active states — Maintain an active series for every document type used by the company.

Open Settings → Document Series and choose New.

Select the exact document type and fiscal year.

Set the prefix, next number, padding, and active state; preview the resulting code.

Save and repeat for sales, purchase, stock, and finance documents your company publishes.

Document series form for invoices with name, document type, prefix, suffix, separators, sequence digits, year, month and sequence reset, and a format preview with the next number — Format Preview shows the code the next document will get. Next number can be set when you continue an existing sequence.

If a user manually changes an official code, Prospect requires confirmation. A duplicate code is rejected. If a document type has no active series, its new-document page says so and links to Settings → Document series; create or activate the correct series there rather than reusing another document type's sequence. Members without access to settings are asked to contact an administrator.

See Fiscal years and locked periods and Document numbering reference.