Auto-Allocating Cash

Before auto-allocation, a customer and item amount must be entered:

Entering a Customer and Item Image

Right click in the allocate_to range, select Auto Allocate and the following screen will be displayed:

Auto Allocate Screen

This lists open sales items, and auto-allocates by oldest first You can remove the allocations selected by clicking Remove Allocations Clicking on a column header will reorder the data by that column (click twice to reverse that order) Auto Allocate will then auto-allocate in the order the items are listed in.

This allows auto-allocation by other criteria such as open amount You can select which items are displayed on the list (see Options). Clicking OK will return the allocations to the spreadsheet.

Returning to the Spreadsheet