Allocation balance

Question asked by Ray Ansell 6 years ago

Can anybody tell me if there is a way I can see the unallocated balance of a sales ledger receipt as and when I am allocating a large remittance advice?

1 Reply

Hi Ray,

I would suggest heading to Money > Unallocated Cash, which will display all unallocated receipts/ payments which you can then click Allocate, which will bring up all outstanding invoices for that particular customer or supplier.

Tommy

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