Each transaction has a set of transaction options that control the way you enter and process a transaction. You can find these options on the Save Options screen after clicking Save on any transaction.
The Allocate Transaction Now options is available for all transaction types. If you select this, the allocation window opens prepopulated with the customer or supplier and their defaults.
This saves you time, so you don't have to go through the navigation process and locate the relevant customer or supplier record.
This article takes you through accessing the Allocations screen from an Invoice in the Sales and Purchase Ledgers.
To access the Allocate Transaction Now option
Click Debtors or Creditors then click Transactions.
Enter the sales ledger invoice or purchase ledger invoice details then click Save.
Note: Don't worry, your transaction is not going to be posted just yet. Saving on the transaction screen takes you to the Save Options screen first where you can select from different options.
Select Allocate Transaction Now.
Click Save and you're taken to the Allocation screen where your receipt or payment will be selected for you for processing and you can select any other transaction types to allocate o the invoice.
Click Process to finish the cycle and for your selected transactions to be allocated against each other.
For more information on how to use Enter Receipt Now and Allocate Transaction Now together, follow our article on accessing receipt and allocation directly from a transaction.
For more information on how to use the Enter Payment and Allocate Transactions Now together, follow our article on accessing payment and allocation directly from a transaction.