On allocating invoices/credits to payments/receipts, the auto allocation option works by looking at the first items on the sort eg if you sort by reference and press auto allocate, it runs this on the first reference first. If you always want to sort the form by Reference, close the form and go back in, the arrow is still in the reference field header. If you then select an account, it changes the sort back to default on the date. Can the sort be retained for the header you sort it in the next time you open the form please?
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