📝 I am unable to allocate an invoice off my Purchase Ledger as it is not showing to be Allocated?

Ellie
Ellie
  • Updated

Question

 I am unable to allocate an invoice off my Purchase Ledger as it is not showing to be allocated? How do I resolve this?

Answer

In order for the invoice to show to be allocated, you must ensure that you are posting within the correct period in line with when the invoice was posted.

For example, if you are in Period 12 but the invoice was posted in Period 1, you will not be able to see the invoice to allocate. You can't allocate in a previous period for an invoice that was posted after.