Overview
This application automatically matches paid invoices from debtors with the correct matching transactions.
Function
Generate Allocation
Select the following information:
•Class Range - select the available classes from the grid.
•Debtor - select the debtor range using the pickers, the Use Account Range option must be selected.
•Date - select the date range using the pickers, the Use Transaction Dates Range must be selected.
•Transaction type - select the type of transaction.
Select the 
button to generate the information. The data will appear under the grid.
In the left hand grid select the debtor for which transactions must be allocated. The system will highlight the lines to be allocated in green.
Select the 
button to start the allocation process. The system will prompt the following message to confirm if the user would like to effect the matching process. Select 
to continue.
The 
button will allow you to view the ageing for a selected debtor.
Click on the 
button to continue.
The 
button allows you to return to the selection screen:
