Changing the Allocation Marker on All Transactions in Account Allocation

The Action All option on Account Allocations (ACA) enables you to change the allocation marker on several transactions at once. It changes the marker from one indicator to another, on all of the extracted transactions that currently contain the 'from' allocation marker.

For example, you might use Action All to:

  • change Unallocated markers to To Be Allocated to allocate all of the unallocated transactions.

  • change Withhold markers to spaces to release the transactions for payment.

  • change transactions with a 3 Marker to a 4 Marker to indicate the next stage of processing for bills of exchange.

Note: If you wish to change the marker on a subset of the extracted transactions you may be able to use the Range Allocation option.
  1. Select Extract to identify the transactions you require. You could use the Allocation Marker selection option to only select transactions with the marker you want to change.
  2. Select Action > Action All to display the Account Allocation Allocate All dialog.
  3. In From, select an allocation marker. Any transactions extracted for allocation that have this marker are changed.
  4. In To, select the new allocation marker to apply to the chosen transactions.
  5. Click OK to find all of the extracted transactions with the From marker, and change the marker to the To marker chosen.