Naming the Allocation Markers

An allocation marker is a flag that is set on a transaction to indicate its particular status or processing requirement. You can use Ledger Allocation Indicators (LAI) to alter the name and short heading code for any of these markers.

This is particularly useful if you are using the numeric markers to indicate the processing status of a transaction, for example for bills of exchange.

Note: You cannot change the use of a marker using this form. You are only changing the descriptive information held for each marker.

See 'What are Allocation Markers?' for a list of valid allocation markers.

Ledger Allocation Indicators (LAI)

Allocation Indicator: Select the allocation marker you want to maintain. These are the internal codes for each allocation marker, as listed above.

Name: The allocation marker name.

Short Heading: The allocation marker short heading.

Exclude From Overdue Inv Check: Check this check box if all transactions with this allocation marker are to be excluded from Overdue Invoice Checking. See 'Credit Checking Customers' for more information about how this is used.

Note: The following markers are normally excluded: Paid, Paid Unmatched, Allocated, Reconciled and Correction.