Allocate Vendor Payment and Vendor Credit Transactions

Allocating vendor payments (VP) and vendor credits (VC) ensures accurate reconciliation. The following will guide you through the allocation process in SapphireOne.

1. Navigate to Accounts > Payables > Transactions.
2. Select the transaction you wish to allocate.
3. Go to Tools > Allocate > Allocation.
4. Select the transaction you want to allocate against and click the green tick button to save it.

Alternate Process

1. Navigate to Accounts > Payables > Allocation.
2. Select the transaction and go to Tools > Allocate > Allocation.
3. Select the transaction you want to allocate against and click the green tick button to save it.

For more detailed information, refer to the Accounts > Payables > Transactions and the Accounts > Payables > Allocations articles.