# Problems with new bank transaction reference field

**URL:** <https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551>\
**Category:** Uncategorized\
**Created:** [August 23, 2018, 1:30pm UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551 "2018-08-23T13:30:25Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [August 23, 2018, 1:30pm UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/1 "2018-08-23T13:30:25Z")

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1. @lubos, the new automatic `Reference` field on bank transactions presents problems. The advice given previously was that this field was meant for a bank-assigned reference or transaction number. Those who used it that way could have a wide range of alphanumeric content already in the field on existing transactions.

2. For those who were not entering anything in the `Reference` field, another problem arises. Every time an existing transaction is opened, Manager will automatically apply a current sequence number, even though the transaction is old. This will present audit problems when current-period transactions are not sequentially numbered because a number was assigned to an old transaction.

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**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\
**Post date:** [August 23, 2018, 2:11pm UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/2 "2018-08-23T14:11:40Z")

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Oops, when did that happen? - I might stay with my current version 18.8.19 until this is resolved 🙂

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [August 23, 2018, 11:26pm UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/3 "2018-08-23T23:26:29Z")

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So I guess the only option would be to downgrade the current `Reference` number into custom field and introduce new one which would automatically assign new reference numbers retrospectively?

I made it work that way in the latest version (18.8.32) so you can test and see what happens.

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**Author:** ![VACUUMDOG](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/vacuumdog/32/7101_2.png) [@VACUUMDOG](https://forum.manager.io/u/VACUUMDOG)\
**Post date:** [August 24, 2018, 12:13am UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/4 "2018-08-24T00:13:41Z")

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18.8.34

All my reference numbers have been reset, starting at number 1. I can now no longer refer transactions back to my store (paypal reference number entered manually),

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [August 24, 2018, 12:15am UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/5 "2018-08-24T00:15:00Z")

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The old reference number is a custom field which you can rename to `PayPal reference` and show it as a column. Can you check?

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**Author:** ![VACUUMDOG](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/vacuumdog/32/7101_2.png) [@VACUUMDOG](https://forum.manager.io/u/VACUUMDOG)\
**Post date:** [August 24, 2018, 12:23am UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/6 "2018-08-24T00:23:49Z")

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Yes, that works. Will take a bit of getting used to.😉

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**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\
**Post date:** [August 24, 2018, 4:19pm UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/7 "2018-08-24T16:19:19Z")

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On the **_Receipts & Payments_** tab, the new Bank Reference custom field is displayed as a column - as expected, as the “Show custom field as a column” box is ticked in **_Settings / Custom Fields / Bank Transaction / Bank Reference_**

Would it be possible to show it as a column when you drill down to a bank statement balance using the **_Bank Account_** tab?

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 2:49pm UTC](https://forum.manager.io/t/problems-with-new-bank-transaction-reference-field/17551/8 "2023-01-18T14:49:47Z")

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