PS Help: Practice Manager
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Practice Manager only

In some instances you may have clients paying in advance in MYOB Practice Manager (MYOB PM), which leave an unallocated amount on their debtors ledger and appear as unallocated cash entries on debtor reports.

Once the invoice has been posted, the unallocated receipt entry can be allocated against the relevant invoice.

To allocate against an invoice
  1. In MYOB PM, open the client. The Client page appears.
  2. On the TASKS bar, click Debtors ledger. The Debtors Ledger screen appears displaying all outstanding invoices.
  3. Highlight the unallocated receipt.
  4. Press the Ctrl key and highlight invoices to allocate the receipt against. The receipt and invoice are highlighted.
  5. Click Allocate. The entries are allocated.
 
Related topics

Debtors

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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