WIthin Debtor/Creditor Payment Allocation menus, after a Debtor/Creditor has been keyed in, the system will automatically perform the ‘Alloc’ function and load the pre-allocation records to the ‘Allocations’ section ready for the user to Accept. For situations where you need to allocate as much as possible from a receipt or payment to invoices, starting from oldest to newest, the menu item Options -> Bulk is available to use. Should this be of interest to you, please refer to the relevant self help item (Debtor Payment Allocation / Creditor Payment Allocation), or call the ACR Training team to discuss.
