References numbers are used to identify and track shareholder activity. You can use reference numbers to search for various items and activities.
You can optionally change reference number default prefixes and starting numbers. Prefixes are optional but starting numbers are required to auto-generate. When you generate reference numbers automatically the default settings apply. If you enter reference numbers manually, they override the default settings.
Any changes that you make to reference number settings affect future reference numbers only; past reference numbers (already created in the system) are not affected.
Note
Starting numbers represent the next sequential reference number to use for various transactions, and they display after the specified prefixes. When the starting number is used for an item or transaction, the next consecutive number appears in the Starting Number box for that item automatically. For example, if the Prefix for shareholders is "SHR" and the starting number is 01, then the reference number for the first shareholder created would have a shareholder reference number of SHR01. The Starting Number box would then display 02 as the new starting number since 01 has been used.
You cannot have duplicate reference numbers for the same transaction type. If you change the starting number to a number that already exists for an item, such as a dividend number, agrē allows you to save your changes; however, agrē then automatically updates the starting number to be the next consecutive number so that duplicate reference numbers do not exist.
To edit a Shares reference number
Navigate to File > Manage > Reference Numbers > Shares.
The Manage Shares Reference Numbers window opens.
(optional but recommended) In the Prefix column, add prefixes (max 5 characters) for the various transactions. Prefixes display in front of all reference numbers.
Use whatever prefix (and numbering) system that makes sense for your business, which may be no prefix at all.
In the Starting Number box, change the starting numbers (max 10 characters) for the various items/transactions.
Click Save.
Changes made affect future reference numbers only.