Tips & Tricks

Intsys provide regular Pegasus Software updates via our monthly support bulletins and Newsletters.Within our Intsys Tips & Tricks section we also publish advise and guides to help our customers deal with the most common practices

Rectify Allocations and Removing Allocated Receipts o Refunds

Did you know you can use the Rectify Allocation routine in Pegasus Opera 3 to remove allocated  transactions as receipts and refunds from your Sales or Purchase Ledger?

 

We have provided an example below on how you might use this feature to save valuable processing time:

  1. You have posted some receipts via the Cashbook and have allocated the amounts, only to find that one of the entries was not actually received

  2. Navigate to Sales > Action > Processing > Rectify Allocation

  3. Highlight the relevant entry and press F5 or double-click to select.

 

 

 

4.  Tick Remove Allocated Transactions [...]

 

You can find the full version of this article in our Support Portal. Click here

 

If you are not an Intsys Client you can ask for a 1 month free trial of the Support Portal and get immediate access to hundreds of help guides, training videos and frequent resolved issues. Read more

 

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