Sage 50 UKI Ideas Portal

Batch Auto allocation of SA to SI

Currently can auto allocate SA to SI but only on an individual customer or supplier basis

Would be useful if could do these in batch for all or selection of customer/suppliers with unallocated transactions. 

At moment, we have to run a report to show all accounts with unallocated and then do each one individually. 

Looses some of the time saving gained by posting/importing bank items as SA. 

  • Guest
  • Jul 13 2023