My Post to GL reference field doesn't show anything but a Deposit Template name.

You may notice that, for a period of time within the Post to GL Report, most transactions just display the name of a deposit template. You may see that many transactions that got posted don't include an Order number in the reference field.

We are currently evaluating this issue and will update this article when we have more information.
 

In the meantime, we should check to make sure our Post to GL settings are correctly set.

  1. Go to Revenue>Post Revenue to GL
  2. Click the arrows next to the appropriate process, and click Edit.
  3. Click the Posting Details tab.
  4. Check each transaction type for the proper Post Method. Detail gives the most information.
  5. Check the Override box if you'd like all of a certain Transaction Type to contain the same Reference.

Steps to Duplicate

  1. Go to Financials>Post Revenue to GL and click the Process name.
  2. Go to the History tab and click the arrows next to the posting in question
  3. Click the Post Report.
  4. Notice that the majority of transactions for the specific dates are listed as just the Deposit Template name, even though they shouldn't be in that template.

Environment

 Altru Arts & Cultural

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