Allocat

Allocate credits

• Credits matched first based on amounts, and then in date order (oldest to newest).

• Assign credits to multiple invoices with a single click or...

• ...Fully-automate and never manually allocate again.

Save time

Allocating credits to invoices can be very time consuming. Add multiple invoices, credits and suppliers to the mix, and it can quickly become complex.

It should be simple - we all want to just pay or receive the correct amount. Allocat automatically matches credit notes to invoices within Xero.

Treat customers and suppliers like 'accounts', looking at overall balances rather than individual transactions.

Setup is easy - and takes minutes

1. Connect to Xero: Connect Allocat to Xero. The application works seamlessly alongside any other apps you may be using.

2. Scan and review: Allocat will automatically suggest allocations first based on equal amounts, and then in date order (oldest to newest).

3. Allocate: Quickly adjust the allocation if needed and accept with one click, or fully automate.