Payables Allocate

If a user has created a declaration they are taken to the 'Payables Allocate' screen to select individual items for declaration.

On this screen the user will be presented with all payables for the payee. The items are grouped per allocated transaction, per settlement due date. At group level the user is shown the amount outstanding and how many items are in the payable group. To view the details within a group the user must select the 'View Transactions' item on the row.

On the payables allocate screen the user must select whole groups to settle.

Once the user has made all appropriate selections they must click 'Save Selections' to select the items to pay to the payee.

Once the item is ready to be marked as paid the user must select 'Process Declaration' against the individual declaration.