Allocating unallocated entries in SFM

Allocating unallocated entries before running the End Of Year

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.







    • Related Articles

    • How do I process an End Of Year in SFM?

      Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2021 before starting to post entries into 2022. The end of year procedure will move the “Current Year” data into the "Previous Year". ...

    • How do I update the opening balances after posting in the previous year?

      After the end of year run, SFM provides the option to authorised users to keep on posting into the Previous Year for the next 12 months. When users post in the previous year, SFM will trap this and makes available a function, 'Update Opening ...

    • Do I need to Process an End-of-Year in SIMS?

      SIMS does not require an end of year procedures to be run.   However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...

    • How do I allocate unallocated entries in SFM?

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

    • Error: "Allocation in Progress for Entity" when allocating entries in SFM

      Problem Error: "Allocation in Progress for Entity"  Environment SFM Purchase or Sales Unallocated Entries Solution Go to Client or Supplier List Highlight Client or Supplier Select the 'Secondary Details' tab Press Edit Untick 'Allocation in ...