Hi Colleen,
For the 2 questions asked:
1) BankRec has an option in the company profile to disallow duplicate references. If this is enabled, then you cannot post multiple transactions with the same reference. This would be Check numbers for the A/P side, and either Deposit or Receipt numbers for the A/R side, depending on whether the batch is Deposit only. From the description of the issue, I presume that the issue is a duplicate Deposit number, which can be made unique by highlighting the batch and clicking the Rename button to get at the deposit information.
2) There are two possibilities here, for not editing a batch retrieved from A/R. One is that the BankRec company profile option to not allow editing retrieved batches is enabled. The other is that this is a Deposit batch and thus the individual receipt numbers in the Bank Reference field cannot be edited – because the Deposit number is displayed here instead.
Neither of these processes have changed from earlier versions of BankRec.
_________________________
Regards,
Softrak Tech Support