Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

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

There are no items with the selected labels at this time.

  • No labels