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changes.mady.by.user Diane Partridge

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changes.mady.by.user Diane Partridge

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  • The 'FINALISE & ALLOCATE'' Button works the same way in every module.
  • Once a transaction has been entered you have the choice to 'Finalise' or 'Finalise & Allocate'.
  • The 'Finalise & Allocate' Button allows you to finalise the transaction and Allocate outstanding open items against this transaction for that card.
  • Finalising a transactions updates the General LedgerThe Finalise & Allocate' button, finalises , creates and open item and writes it to the General Leger and opens another window to allow you to allocate it.
  • The Finalise & Allocate button is available in all modules where transactions are being entered and need to ONLY be 'FINALISED & ALLOCATED' no Shipment or Invoicing Required.

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