System Parameters - Allocation

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System Parameters

Setting up Allocations allows regular reports to be run on client payments to produce information on what is assumed to have been covered by these payments. For example, you may wish to report on Management Fees that were paid after an invoice run. 

Once enabled, charges on invoices will be marked as paid by either priority or date order.

To access the Allocation settings:

1. Select System from the toolbar.
   
   
2. From the dropdown, select System Parameter.
   
   
3. Finally, select Allocation.
   
   

This will open the Allocation Settings window.

To use the Allocations system, tick the box next to Use Allocations.

To allocate charges based on the Priority set against the Charge Headings, select Allocate by Priority.

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