How do I manually allocate a payment?

Payments

When you enter a payment, you can use the default allocation payment method or you can manually allocate it. The default allocation payment method uses the default setting in the Organization table. While manual allocation lets you choose what to pay first and how much.

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How do I manually allocate a payment?
1. Manually allocating a payment

Manually allocating a payment

1. Open Connect Business Tax Collection > Businesses > Enter Payments.

2. After you enter the amount, click Manual Allocation Mode (SHIFT+F11).

Manual Allocation Mode button

3. Now, you can use the allocation grid to allocate the payment.

The Allocation grid shows the items that have not been paid.

Allocation grid

Updated 03Jul2018