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.
Article ID: 334
Created On: Wed, Jun 13, 2012 at 2:53 PM
Last Updated On: Mon, Jun 19, 2023 at 7:12 PM
Online URL: https://kb.datafile.co.uk/article/quick-allocation-options-334.html