1. Increased Number of Entries in Allocations Datafile Software Increased Number of Entries in Allocations When allocating payments and credits against invoices the system limited the number of entries within an allocation to 500 records – from Release 6.4 this has been increased to 1000 ... Read More
2. Multi-Period Allocations Datafile Software Multi-Period Allocations A long-time restriction in allocations has been removed. Previously you have been unable to allocate transactions when the debits (or credits) contained both current and forward transactions giving the ... Read More
3. Sales Allocations, Purchase Allocations - Cashbook Datafile Software Sales Allocations, Purchase Allocations - Cashbook You can use either of these options to allocate invoice, payment and credit note transactions together in the sales ledger and in the purchase ledger respectively. When you tak... Read More
4. Allocations by Account - Sales Ledger Datafile Software Allocations by Account - Sales Ledger When you post payments and credit notes to open-item accounts, you will usually allocate them at the same time. against the invoices being paid as described in detail during the payment ent... Read More
5. Allocations (Sales Ledger) Datafile Software Allocations (Sales Ledger) The sales allocation options allow you to allocate transactions, change status flags, and handle bad debts, as shown below. (On Compactsystems only the ‘Allocate’ option is available and... Read More
6. Allocations (Purchase Ledger) Datafile Software Allocations (Purchase Ledger) The purchase ledger allocation options allow you to allocate transactions, generate payments for individual accounts, change status flags, generate and post ledger payments automatically as shown... Read More
7. Allocation Actions – Omit Exclusive File Locks Datafile 2019 and above, Diamond and Premier Only When allocating transactions, the system will exclusively lock the account, blocking the options to post invoices or enter orders for the account.  This new feature allows you to omit the exclu... Read More