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
| Company | Haas Sons Inc |
| Job Title / Role | Accounts Payable |
| I need it... | 3 months |
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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.
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.