All our receipts on bank feed, the ID has change to EFT when it should be a CR number generated by the system.

Hi Dono, 

Thank you for your post. Generally speaking, CR numbers in AccountRight are automatically assigned to a recorded payment in the file. On the other hand, EFT numbers are typically used as descriptors for bank transactions. As far as I understand, AccountRight does not automatically generate numbers that start with EFT. To provide a more accurate response to your question, could you please provide more details about your query?

We look forward to hearing from you.

Thanks,
Genreve

Hi see above

Hi Genreve_S, I have the same issue, which is.....The payment/receipt ID numbers which have Rules in the Bank Feeds are ALL allocated EFT as the ID No. Please see attached Bank Feed Auto ID Applied when opening Bank Feeds and Bank Feed Approved after approval of 2nd transaction.

How can this be changed to reflect the next consecutive cheque/receipt number rather than EFT?

Kind regards 

Pam

Hi Pam5, 

I noticed you're having trouble with the ID number on automatched transactions in your bank feed. If the rule was set up to create an invoice, it should auto-fill the next CR number for a payment. The transactions might have been created with the EFT ID number. I'd recommend checking the Journal Security Audit to see when and how it was created.

For more help, try reaching out to our virtual assistant MOCA in any help article window. If MOCA can't assist, you'll be directed to live chat support for deeper troubleshooting.

Feel free to post again in the forum if you need anything else.

Thanks,
Genreve