Settings
Voucher Prefix Master
Set pledge and voucher number prefixes — Settings → Master → Voucher Prefix Master.
What is this page?
Voucher Prefix Master controls number series — how pledge numbers and other vouchers start (branch code, year, sequence).
Settings → Master → Voucher Prefix Master (/settings/masters/prefix-master).
Why you use this page
- Each branch may need its own prefix (e.g.
BR1-GL-). - Auto-number on Add Pledge comes from here.
What you see on the screen
What you will see on the screen
- Prefix list — voucher types and prefix patterns.
- Add / edit — define prefix, next number, financial year link.
Step-by-step: add pledge prefix
Open Voucher Prefix Master
Settings → Master → Voucher Prefix Master.
Add or edit pledge type
Select pledge/voucher type your deployment uses.
Set prefix and sequence
Example prefix + starting number — match old book if migrating.
Save
Test with one test pledge — number should auto-fill on Add Pledge.
What happens after save?
- Next pledge gets next number in series.
- Staff should not change pledge number unless shop policy allows.
Tips
| Tip | Why |
|---|---|
| Plan before go-live | Renumbering old pledges is painful |
| Separate series per branch | Avoid duplicate numbers company-wide |
| Align with physical books | Easier audit |
If something goes wrong
| Problem | What to do |
|---|---|
| Duplicate pledge number | Prefix clash — admin adjusts sequence |
| Number skipped | Normal if draft cancelled — document policy |
| Manual number rejected | Prefix rules — ask admin |