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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


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