|Unallocating unallocated receipts with incorrect tax levels|
Practice Manager only
If an error is made in the tax rate for entry of an unallocated cash receipt, you can reallocate the receipt and correct the tax level.
|title||To unallocate an unallocated receipt with incorrect tax level|
Access the Debtors Ledger in Ledger mode for the client.
All transactions for the selected client are displayed.
Select the receipt which was allocated incorrectly.
Tax Rate window opens.
Select the correct tax level from the Select Tax Rate field drop-down.
The unallocated receipt shows the correct tax level.
Allocating receipts against multiple client bills
Entering unallocated receipts to clients
Reallocating receipts against client bills
Unallocating receipts allocated to incorrect bills
Exporting client’s debtors ledger to Microsoft Excel
Adjustments to print
Finding the client associated with an invoice