I am trying to set up automatic reallocation for a couple of my accounts. I ticked the reallocation box on the edit accounts page and set up an allocation totalling 100%. When I try a test post to the account nothing reallocates. Is there something I should be doing to get it to automatically reallocate?

Thanks, Brenda

Hi Brenda,

You need to create a reallocation batch (Maintenance | Create reallocation batch) for the account. This automatically generates a batch that will move the posted amounts to the reallocation accounts you've set up.

Thanks for your quick reply.