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.
Problem Error: "Allocation in Progress for Entity" Environment SFM Purchase or Sales Unallocated Entries Solution Go to Client (Current Year > Sales > Client Maintenance ) or Supplier List (Current Year > Purchases > Supplier Maintenance) Highlight ...
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 ...
Can I get the current amount of deposits/unallocated payments on accounts in SFM VAT reports? Answer: From version 2.0.10.24 of SFM, you have the option to include the unallocated payments in the VAT report. The option to run a VAT Unallocated ...
When a transaction is Allocated, a reversal cannot be done unless the entry is fully De-Allocated. To reverse an allocated transaction in Client or Supplier Maintenance, follow these steps below: Go on the Client or Supplier List. Select the Client ...
How to Update SFM 16th April 2024 | v.2.0.11.195 Improvements with Charge Bearer in APS SEPA. Improvements in Jobs Module when using Access Levels. 15th April 2024 | v.2.0.11.194 Improvement with Charge Bearer in APS SEPA. 5th January 2024 | ...