Allocate Credit

Using the Journal existing credit can be allocated automatically or against chosen bills.

 

To automatically apply the credit use the allocate button at the top of the page.

To allocate credit to specific bills, enter the amount you would like to assign by typing in the Allocate column.

Then, enter an Audit note if needed.

Once you have entered the required details on the relevant screen, click [Account] to post the Journal.

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