Does Manager.io Support Automated Numbering for BRV, BPV, CRV, CPV, and JV?

1

Hi team,

I would like to know whether Manager.io supports automated reference numbering for the following voucher types:

  • BRV (Bank Receipt Voucher)

  • BPV (Bank Payment Voucher)

  • CRV (Cash Receipt Voucher)

  • CPV (Cash Payment Voucher)

  • JV (Journal Voucher)

I understand that Manager uses reference numbers for transactions, but I’m specifically asking:

  1. Does Manager automatically assign reference numbers per each of these types?

  2. Can we set prefixes like BRV-001, BPV-001, etc., and have Manager continue numbering automatically?

  3. Is there a way to distinguish between cash and bank transactions in numbering?

Appreciate your clarification on this. Thanks!

2

You can create a drop-down custom field on Payments and Receipts with options Bank and other one Cash. Then use Theme Enhancer to put BRV or CRV prefix before the reference number based on the value of custom field.
But you cannot have separate sequence of numbering for Bank and Cash transactions.

1 Like
3

Thanks for the suggestion about using a custom field with options like “Bank” and “Cash”, and combining it with Theme Enhancer to label vouchers as BRV, CRV, etc.

However, this approach seems mostly cosmetic, and doesn’t provide real automation or control over reference numbers. The concerns I have are:

  • There’s no separate numbering per voucher type (e.g., BRV vs CRV).

  • Duplicates are possible, since the reference field is global.

  • Numbering isn’t automatically structured unless entered manually every time.

In actual company usage — even in simple setups — vouchers are numbered like:

  • BRV-0825-001 → Bank Receipt Voucher, August 2025, 1st entry

  • CRV-0825-023 → Cash Receipt Voucher, August 2025, 23rd entry

  • BPV-0725-110 → Bank Payment Voucher, July 2025, 110th entry

  • JV-0825-005 → Journal Voucher, August 2025, 5th entry

Each type has its own monthly sequence, making tracking, auditing, and reporting much easier.

Yes, I know we can enter these manually and Manager will continue the sequence if the format is consistent, but that’s still:

  • Not automated by type

  • Not validated for duplicates

  • Not very safe in multi-user environments

:red_question_mark:So my questions are:

  1. Can Manager.io support automated numbering per voucher type (BRV, CRV, etc.), ideally with month/year in the format?

  2. Can it prevent duplicate references, especially when users input similar formats manually?

  3. If not currently supported, could this be a feature request for better voucher control?

Thanks in advance!

4

No.

Duplicate reference warning is given on Invoices and some other Tab but not yet supported on Payments and Receipts Tab.

I think the prefix issue has already been discussed on the forum you can check those discussions. And other than prefix what you are asking is separating Tabs for Cash and Bank which i dont think will be implemented.

5

Thanks for explaining how it works now. I get that the numbering is global and separate sequences per voucher type aren’t available yet.

Using custom fields and Theme Enhancer helps a bit, but in real business use, having automated numbering by voucher type with duplicate checks would be super helpful and save a lot of headaches.

Is there any chance this could be added in the future? If not, I’d love to suggest it as a feature request.

Thanks again for your help!

6

The duplicate warning is already available on other tabs so Receipts and Payments should also support this. Maybe a moderator can add this to ideas.