Account number preferences

Open System → Account number preferences (or Ctrl+K and type "account number"). You need READ_ACCOUNTNUMBERFORMAT to view the list. CREATE_ACCOUNTNUMBERFORMAT, UPDATE_ACCOUNTNUMBERFORMAT, and DELETE_ACCOUNTNUMBERFORMAT control the buttons. Superusers with ALL_FUNCTIONS see everything.

Each preference is one account type (client, loan, savings, center, group, shares, or working capital loan — membership comes from GET /accountnumberformats/template). Fineract allows only one preference per type. New accounts of that type get a number built from the preference; numbers already issued do not change.

What you can do

• Browse preferences by account type, with optional search.
• Create a preference: pick an unused account type and an optional prefix. Prefix choices come from the template for that type (office name, product short name, client type, or a custom prefix). Shares have no prefix options.
• Edit the prefix. The account type cannot change after create. Fineract cannot clear a prefix back to none — delete and recreate if you need that.
• Delete a preference from the row menu. Existing account numbers stay as they are.
• Export the filtered list as CSV or Excel.

Prefix and number body

The prefix is prepended to a numeric body. The body is either a zero-padded generated id or a random number when random-account-number is on in Configurations. Length follows custom-account-number-length when that flag is enabled. This screen does not toggle those flags.

A custom prefix (Fineract PREFIX_SHORT_NAME) also needs the prefix characters themselves (up to 50). Fineract trims prefixes to 10 characters when it builds the number.

Maker-checker

When maker-checker is enabled on the tenant, preference changes may queue for approval in the Checker Inbox instead of applying immediately.