How to allocate unallocated entries in SFM

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.







    • Related Articles

    • 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 (Current Year > Sales > Client Maintenance ) or Supplier List (Current Year > Purchases > Supplier Maintenance) Highlight ...
    • 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 ...
    • Deposits Unallocated payments on account in the SFM VAT reports

      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 ...
    • How to Reverse an Allocated Transaction in SFM

      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 ...
    • SFM Release Notes

      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 | ...