The Allocations dashboard displays all allocations made to invoices from Credit Notes and Overpayments within the selected allocation date range.
Before you start
Dashboard overview
The four widgets at the top of the dashboard display a summarized overview of the allocated amounts and the amount yet to be allocated. You can see:
The total allocated amount
The total allocated amount from credit notes
The total allocated amount from overpayments
The total credit amount that is not yet allocated
Allocations (table)
This table lists all allocations made during the selected period, including the associated credit document and invoice numbers.