Custom Auto-numbering prefix for Projects/ vendor bills/ expenses (per project)

We want Billdr to automatically generate the Ref # for bills/expenses using a configurable format, ideally per project, similar to invoice numbering.

Example: For project P26_0011 – Garage, automatically assign:
BUR-GAR-B-0020, BUR-GAR-B-0021, BUR-GAR-B-0022

Why:

  • reduces manual entry errors/duplicates during high-volume data entry and migrations

  • makes reconciliation against outside systems (e.g., BT exports) easier

  • keeps references consistent across the job (especially when bills aren’t tied to POs)

Nice-to-have options:

  • configurable prefix (BUR-GAR-B-) + zero-padded sequence length (0020)

  • ability to set the starting number

  • uniqueness enforced within a project (or globally)

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

💡 Feature Request

Tags

Project List

Date

About 4 hours ago

Author

Aleasha Johnson

Subscribe to post

Get notified by email when there are changes.