Receipt Number Format

Last updated: July 4, 2021 by BAS

This setting gives users an additional layer of security when recording payments by requiring users to follow a format for both AR and OR numbers. This setting is applied in all transactions: Online and Manual recorded payments for assessment and payments for Other Fees.

To get to this screen, click on the Finance Setup menu found under the Finance menu group. The Receipt Number Format tab can be found here.

Updating the OR and AR Number Format

1) To update the OR and AR Number formatting, hover over the respective fields and double click to edit.

2) Set the formatting requirements with the available formatting tools and legends. Press the enter key or click anywhere else on the screen to save.

• X - Will require a capital letter in the receipt number.

• x - Will require a small letter in the receipt number.

• 0 - Will require a number in the receipt number.

• - (Dash) - Will require a dash in the receipt number.

3) A success notification will appear once you've successfully saved the OR or AR Number Format you've set and users will be required to follow the format set when recording payments.

Resetting and Disabling OR/AR Number Formatting requirements

Simply clear out the set format to disable and reset the OR and AR Number Formatting requirements.

1) Hover over the OR or AR fields and double click to edit.

2) Remove or clear out what was set and Press the enter key or click anywhere else on the screen to save.

3) A success notification will appear once you've successfully saved the OR/AR Number format.