Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page explains how to unallocate funds that have already been allocated.


1. Unallocate receipt

From the ledger where the funds that need allocating exist:

  • Right-click the credit and check allocations

  • Right-click the credit and select Unallocate receipt



2. Finalise the unallocation

All related transactions for the funds initial allocation are shown:

  • Click Post to finalise


3. Review the ledger 

The funds are now back to being unallocated and are ready to be allocated to other invoices/fees



Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "kb-how-to-article" and type = "page" and space = "RW"
labelskb-how-to-article

Page Properties
hiddentrue


Related issues