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Quick Allocation Options

Datafile Software

Quick Allocation Options

Two new features have been added to the allocations process to speed processing when entering payments.This applies when pre-allocating whilst entering the payment or on allocation immediately after update.

When you enter a receipt (payment) and the amount paid matches the account balance you will be prompted

Select to allocate all outstanding transactions.

If the payment doesn’t match the balance but does match the total of the first n outstanding invoices then you will be prompted:

Select to allocate the receipt/payment against the invoices.

 

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  • Release ID: 5.7
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