Click on the "Allowances" tab and then select "Allocate" from the menu options list.
The "Allocate Allowances" screen will appear.
To start entering transactions, first select the required resident by clicking the "Search" button next to the "Resident" label at the top of the screen.
The "Search Residents" screen will appear.
Highlight the required resident and then click the "OK" button to continue.
The selected name will now be displayed at the top of the screen.
Select the required date from the calendar or type it into the "Date" box. Then type your reference into the next field.
Now move on to the "Allowance Type" field and select the required option from the drop-down list.
Now move on to the "Allowance Account" field and select the account you wish to update.
Now move on to the "Amount" field and enter the value of the transaction. You may also add a description of the transaction in the "Notes" field.
There is also the option of attaching a document to the transaction. N.B. This must be a file which has been saved on your system. To do this, click on the button at the bottom of the screen.
You will then see the "Choose File to Attach" screen.
Select the relevant file and click the "Open" button.
Finally, click on the "OK" button to save the transaction.
You will be asked to confirm your choice.
Click on "Yes" to save or "No" to cancel.
If the transaction that you are entering would result in the resident's personal account going overdrawn you will see a warning screen.
If you want to continue anyway, click "Yes" or if not click on "No" to cancel the transaction.
If you clicked "Yes", you will then see the following confirmation screen.
If you have further to transactions to post for the same resident, click on the "Yes" button, otherwise click on "No" to finish.
