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Show invoice numbers on allocation session drilldown

When looking an allocation within the SL module you can only see the invoice number and the date of the allocation. It would be very helpful if you could also see the invoice date in this view. Thanks
Guest over 2 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Ability to amend allocation date on corrections

Hi, I cannot amend the allocation date on corrections, this effect the aged reports and creates a problem when reconciling to nominal. I have to do the correction manually to avoid this. Thanks Robert
Robert Burke over 2 years ago in Allocate 1 Already Exists

In Sage200, can the auto-allocation pick up the VAT element of the settlement and write it off correctly

currently if you auto-allocate a payment, it only allocates the discounted invoice total and the goods discount amount, leaving the VAT element outstanding. Can this be amended as it is very time-consuming to then try to deal with the outstanding ...
Guest over 7 years ago in Allocate 0 Idea Accepted - Gauging Support

Sales and purchase allocation on Sage 200 should the same as Sage50

Sales and purchase allocation on Sage 200 should the same as Sage50 instead of credits and debits being in 2 separate boxes,these should be in the same box it makes it easier to find and match off, less time consuming.
Guest over 8 years ago in Allocate 0 Idea Accepted - Gauging Support

Short Key For Allocating Mass Payment (PRESS ENTER FOR SHORT KEY)

Maybe this post will help someone else avoid repetitive strain injury on there index finger!!!! When allocating payments and receipts to invoices. No Short key is provided however if you press ENTER it will allocate the full payment. F3 was the sh...
Guest about 5 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Sales Ledger - Customer Allocations

we have customers who pay monthly a batch of 40 plus invoices / credit notes....it would be really handy to highlight the selected payments which they have paid to then press the allocate key on one occasion oppose to the 40 occasions you currentl...
Guest over 5 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation

When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...
Guest over 5 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Sales Ledger & Purchase Ledger Allocation - Add Column for URN

It would be most helpful to have a column for the URN Its almost impossible to allocate the right transaction when they both have the same transaction date, reference and amount ! This is quite critical when foreign currency involved eg transactio...
Saeed Malik over 3 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Allocation transfer to another customer/supplier account:

When in customer or supplier allocation, allocating debits to credits etc. there may at times be differences between the debits and credits for valid reasons and to be able to have the option to transfer the difference to another customer or suppl...
Guest over 8 years ago in Allocate 0 Idea Accepted - Gauging Support

Customer Allocation Screen

A customer has requested a method of selecting multiple transactions during an allocation session - perhaps using tick box or Ctrl button. They often do large allocation sessions and are unable to utilize the auto allocation function as it is. thi...
Guest about 6 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support