Summary
How to unallocate purchase transactions in Sage Accounting.
Description
Unallocating purchase transactions in Sage Accounting lets you unlink a supplier payment or credit note from a purchase invoice.
This is helpful when you need to make adjustments or corrections in your supplier accounts.
When to unallocate
- Correcting a payment allocated to the wrong invoice
- Reallocating a credit note to a different invoice
- Undoing a quick entry transaction allocation
Unallocate supplier payments
- Unallocate a Supplier Payment from a Purchase Invoice
- Unallocate a Supplier Payment from a Purchases Quick Entry Invoice
Credit notes
- Unallocate a Credit Note from a Purchase Invoice
- Unallocate a Credit Note from a Purchases Quick Entry Invoice
- Unallocate a Purchases Quick Entry Credit Note from a Purchases Quick Entry Invoice