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1. Invoicing - Unique Reference Number for Transactions

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   5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here 

   
   

   The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon. 

   
   

   Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented. 

   
   

   Alternatively, in terms of recording any transaction there is a journal number that will be associated to every line recorded in your org - while this isn't widely seen it can be used as another way to look up items within the Journal report. We released a new version of this report not long ago where you can search by Journal ID and many other details of your transaction. 

   Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here 

   
   

   The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon. 

   
   

   Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented. 

   
   

   Alternatively, in terms… more

   Prachin Harakh supported this idea  ·  14 April, 2023
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   Prachin Harakh commented  ·  14 April, 2023  ·  Edit…  ·  delete…

   It is extremely important in my workspace to have a unique reference number for every transaction. A lot of my work relates to preparing special reports for various cost centres.
   I am sure there must be unique references in the background

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