View Unallocated Payments or Credits
Overview
It is possible to view all unallocated payments and credits for customers and suppliers. This video explains how you can do this. There are step by step instructions below the video.
Steps
- Go to [Accounts | Unallocated Transactions].
- This screen will display all transactions that are unallocated payments and credits for customers and suppliers including those that are part allocated to invoices.
- The grid includes the amount owed and any amount that has already been allocated.
- By clicking on the Filter button you can filter the screen as required.