Debtors > Processing Eliminations
- Kat Grinter
- Kye Hush
When you put a credit note on a debtor or receive a payment which hasn’t been allocated to invoices, you’ll be left with an elimination to allocate.
ON THIS PAGE YOU WILL FIND: |
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IDENTIFYING AN ELIMINATION
Go to the finance & administration module > debtors sub-tab > debtors list
Scroll down the list, until you see a yellow triangle with an ! on the debtor
ALLOCATING THE ELIMINATION
Staying in the debtor list > select the debtor with the elimination > go to the elimination tab
Here you’ll see the list of items to be eliminated
In this example, we’ll eliminate the credit note:
Click on the credit note to be eliminated > in the elimination box (at the bottom of the screen), you’ll see all the transactions available to allocate this elimination to
Tick the checkbox of the item you wish to allocate the elimination to
Click the finalise pending eliminations button
Click yes to proceed
The same process can be used to allocate a payment. Multiple invoices can be selected if required.
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