How do I allocate a debit card transaction which do not appear in the unallocated list?

November 3rd, 2023

1. Select underlined dollar value balance beneath the Debit Account heading
2. Select “Allocation” button
3. When in the allocation area. Then select “Create allocation” and then select “create allocation” in pull-down menu below. Then enter invoice amount in “amount” dialog box.
Video Instruction:

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.