Allocations Help
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Allocating a receipt to a specific invoice
General Tab
| Creditor Code | to select a creditor |
| Currency | currency used by the creditor comes up when the creditor is selected |
| Date From and Date To | select the date from and the date to which the invoices will be running from |
| Status | select the allocation status from the drop down arrow |
| Grid View | select the grid view from the drop down arrow |
| Credit Lines Tab | shows the payments lines according to the selection made on General tab |
| Associated Debit Lines Tab | shows the invoice associated with the payment |
| Debit Lines Tab | shows the invoice lines according to the selection made on General tab |
| Associated Credit Lines Tab | the payment associated with the invoice |
| Notes Tab | allows a user to make notes on allocations |
| Contact | Select the contact from the drop down arrow |
| Date from | enter the date from which the allocation will run from |
| Sort By | select from the drop down arrow |
| Show Complete | select from the drop down arrow |
| Date To | enter the date to |
| Insert button | to insert a reminder |
| Amend | to make changes on the reminder |
| Delete button | delete the reminder |
| View button | view the reminder |
| Send button | send the reminder to a selected contact person |