Changing the Allocation Marker on a Range of Transactions in Account Allocation

The Range Allocate option in Account Allocations (ACA) enables you to change the allocation marker on a range of transactions that fulfil criteria you specify.

For example, you might use Range Allocate to:

release or withhold a group of transactions for payment based on their reference numbers
allocate a group of transactions for payment, up to a selected total amount.

Note: If you have changed the allocation markers on the wrong transactions, click Cancel to reset the markers (and reset any other allocations you have made but not posted).

Select Extract to identify all the transactions you wish to review on the account.
Select Action > Range Allocate to display the Selection Criteria for Range Allocate form.
Enter the selection criteria required to identify all of the transactions to which the new allocation marker applies.

Note: The allocation markers are only changed on the transactions that meet all of the selection criteria entered.
In New Allocation Marker, select the new allocation marker to apply to the chosen transactions.
Click OK.

The number of transactions that have been updated is displayed and these transactions appear on the Search Results - Account Allocation form in a different colour.