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Unallocate a transaction

Updated over a week ago

The Allocation Corrections window will allow the user to unallocate any allocated transaction in the debtors or creditors tab for a single client.
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To unallocate a transaction:

  1. Click Allocation, Correction

  2. Select the transactions that are to be unallocated. The Allocated Balance field at the foot of the window must be zero before the correction can be processed.

  3. Click Save. The transactions should now be unallocated.

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