Having to click the box to enter a payables or receivables allocation to projects

I have been using my Sage 50 for 10 years and have gotten an annual update to the newest version every year since.  The issue this has caused is that in the original version I had to click in the box that opens for Project allocations in Payables and Receivables.  By simply downloading updates this has not been changed.  I started using the allocation feature in G/L recently and I don't have to click in that box, it opens with a blinking line ready for an entry..  My IT guy says I have to have an entire new program installed to fix my problem.  We pay a lot for these updates. - why should I have to pay for a new program to install, when your updates could surely fix this?

  • Mjmc:

    Are you using Sage 50 Accounting 2019.2? If you are, you can still click on the project to allocate in the G/L as long as the account is set up to allocations with projects. In settings under projects someone may have clicked on the box to allocate using the "Tab" key. In this case you can tab or click on the area for project allocation. I am not sure if this answers your question or not! Please reply!

  • in reply to Agate

    I'm sorry, maybe i wasn't clear enough.  in the invoice i click on the check mark to allocate - this opens a box to enter the project and the amount to allocate to that project.  in Payable and Receivables I have to click in the space where i enter the project to be able to type anything in that box.  In the G/L using the same process the box to enter the project opens up but I just have to type, not click first.

  • You have probably hit the tab button or clicked the allocate field which brings you into the project allocation. In the setup settings projects section you may have the box ticked off to use the tab key to go to project allocation field. Otherwise it would skip the allocation if you moved through the journal entry line by line. Hope this helps!

  • in reply to Mjmc

    If you wish to allocate from all modules go to Setup/Settings/Projects/Allocations and the bottom box in this window should be checked. This will make it so that the Project Allocations box will be accessed when you tab from the field immediately prior, provided the account is set up to allow project allocations,