Set preferred allocations

You can set preferred allocations for different entries.

To set preferred allocations:

  1. Go to: Financial / Management / Administration settings.
  2. Go to the tab: Payment differences.
  3. Complete the fields.
  4. Go to the tab: Exchange rate.
  5. Complete the fields.
  6. Go to the tab: Budget.
  7. Complete the fields.
  8. Go to the tab: Balance sheet.
  9. Complete the fields.
  10. Click on: OK.

Directly to

  1. Configure the allocation
  2. Activate the Allocation functionality
  3. Specify settings
  4. Configure allocation axes
  5. Add allocation codes
  6. Link allocation codes to ledger accounts
  7. Collectively delete allocation assignments
  8. Set preferred allocations
  9. Renumber allocation codes
  10. Allocation dependencies
  11. Configure the allocation breakdown