Auto allocation of FC customers

SOLVED

Good day

Is there an easier way to run allocation against FC customers than going into each customer and allocating line by line. Our customer payments are allocated to the oldest outstanding item (balance brought forward) or based on the reference field (for foreign denominated clearing accounts). The transaction volume requires an automated way (similar to the Allocation Utilities function available in local currency).

Thanks

Rikus

  • +1
    verified answer

    Good day Rikus

    Thanks for your question. Unfortunately this is the only was to allocate transactions on FC customers. We understand that it can be a bit time consuming, however we have changed functionality here yet. Perhaps sometime in the future we will optimize this function.