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Allow Payment Types to use same reference numbers

Payments types should be able to use the same reference numbers because they are distinguished by type, then reference number. Example, we had a EFT from 2021 with the reference 33321, this year 11/2022 we had that check number but were unable to use it because over a year ago we had and EFT with that reference number.

  • Guest
  • Nov 30 2022
  • Already exists
AP - Accounts Payable
Company Haas Sons Inc
Job Title / Role Accounts Payable
I need it... 3 months
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  • Guest commented
    December 16, 2022 20:48

    When I reached out I was advised that the CM Reference number could be the same as long as the CM Sequence number is different. I am not able to find how to change the CM Sequence number when printing checks.

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  • Admin
    Gary Gilmore commented
    November 30, 2022 20:43

    CM Reference #s are unique by CM Company, Account, and CM Transaction Type (adjustment, check, deposit, transfer, and EFT (including credit service payment)). You should be able to use the same CM Ref# for both a check and EFT within the same company and account - if not this should be reported to Support so they can help diagnose the issue.

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