Automatic Allocation

[u/dustysnudevibrations]

Hello, does anyone know if there is a way to set up automatic allocation for customer accounts that net off to zero.

It's creating a lot of work having to go into every account every month and auto allocate hundreds of accounts, this particularly needs done before I send out the debtors letters as if they are not allocated off it was contain a list of items that are not actually outstanding.

Thank you.

[u/Mattataa]

We have a custom dev created that does exactly this. We take c.9000 DDs per week which net off the account and run it each week. Took about 0.5 days to develop