Allocating Funds

Allocating Funds










Allocating Funds

Once funds have been receipted onto your trip we will generally allocate the funds to the appropriate lines. However sometimes you may have a payment that we aren't sure which lines we should allocate to. For example you may have asked your client for a flight payment, a cruise deposit and an instant purchase hotel. You can always allocate the funds yourself.

To save you having to send through a ticket for this to be un-allocated and then re-allocated, we will receipt the payment but not allocated it to any sectors.

You can then allocated the funds to the lines you need:

Go to the Client Payments tab and click on the Allocate to Sector button





Then you can either click the allocate button on the right hand side to allocate the full amount to the line;



Or you can allocate part of the funds by typing the amount in the box;




***Please note***

If a Supplier payment has been made you cannot un-allocate the funds as they have been used.



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