---
title: Setting up transaction prefixes
description: When transactions are created in Paragon, the transaction number is listed. However, you may choose to have a prefix next to the transaction number to easily and quickly identify the type of transacti
---

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May 27, 2025

# Setting up transaction prefixes

### Introduction

When [transactions](https://support.paragon-erp.com/how-do-transaction-screens-work?hsLang=en) are created in Paragon, the transaction number is listed. However, you may choose to have a prefix next to the transaction number to easily and quickly identify the type of transaction that has been created. As an example, you may want *IN* to identify your invoices, or *CR* to identify your credits.

The following document explains how to add these prefixes.

#### Select your transaction screen

From any screen in Paragon, click the **settings** button at the top right corner of the screen.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-37-23-6673-PM-1-1-3-1.png)

Select the **screen setup** option from the **system** card.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screen%20Setup-jpg-1.jpeg?width=688&height=320&name=Screen%20Setup-jpg-1.jpeg)

Select your transaction screen from those listed below screen setup. In this example we are using the **invoice** setup screen. The same steps can be followed for all transaction screens in the screen setup module.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-37-22-7634-PM-1-1-3-1.png)

#### Edit the transaction screen

At the top right corner of the screen, click the **edit** button.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-37-21-8636-PM-1-1-3-1.png)

You will have the option to create, modify or delete a prefix. Type in the prefix of your choice.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-37-25-8306-PM-1-1-3-1.png)

#### Save the changes you made

Save any edits you made by clicking the **save** button at the bottom right corner.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-37-26-4165-PM-1-1-3-1.png)

Once you click save, the following notification will appear prompting you to log out and back into Paragon to complete the change.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-05-22%20090851-png.png?width=304&height=92&name=Screenshot%202025-05-22%20090851-png.png)

#### Log out and back into Paragon

Click the **log out** button at the top right corner of the screen.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-37-21-0175-PM-1-1-3-1.png)

You will be taken back to the login page, where you can enter your credentials to log back in.

![](https://support.paragon-erp.com/hs-fs/hubfs/Paragon%20Login%20Screen-png.png?width=688&height=333&name=Paragon%20Login%20Screen-png.png)

#### What's next?

Now that you know how to add prefixes to your transaction numbers, you can proceed to change the numbers for any transactions that you want to identify with a specific prefix.

 

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