Allocating unallocated entries in SFM

Allocating unallocated entries before running the End Of Year

Overview

After running the end of year in SFM, all outstanding entries including unallocated entries are brought forward to the new financial year. To minimise the number of these outstanding entries we suggest that one goes through all the entities that have unallocated entries and allocate them (when possible) before running the end of year.

SFM has a tool (available both in the sales and purchase ledger) that cycles through all the entities that have unallocated entries and enable you to allocate them. Below are instructions on how this is done.












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