Auto-Allocating Cash

Before auto-allocation, a customer and item amount must be entered:

Right click in the allocate_to range, select Auto Allocate and the following screen will be displayed:

This lists open sales items, and auto-allocates by oldest first

You can remove the allocations selected by clicking Remove Allocations

Clicking on a column header will reorder the data by that column (click twice to reverse that order)

Auto Allocate will then auto-allocate in the order the items are listed in.

This allows auto-allocation by other criteria such as open amount

You can select which items are displayed on the list (see Options).

Clicking OK will return the allocations to the spreadsheet.