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Posted April 26, 2021

Unallocated AR Receipt/Credit is an AR Receipt or an AR Credit that has not been fully allocated to an AR Invoice. FinanceAR Full role is required to allocate AR Receipt/Credit.

To find unallocated AR Receipts/Credits:

1. Navigate to Finance AR > Receipts/Credits.
2. In the search bar, search for Amount Remaining > 0. The unallocated amount is shown in the UnAllocated column.

There are two main ways to allocate AR Receipts and Credits:

1. Allocating AR Receipt/Credit - Individual.
2. Allocating AR Receipt/Credit - Bulk.

Note: Unallocated AR Receipts/Credits are highlighted in pink.