How to perform a re-allocation

How to perform a re-allocation

A re-allocation is performed when a receipt was issued to the wrong family. The entire receipt amount must be moved — partial re-allocations are not supported.

Finance > Debtors: Re-allocations

How do I perform a re-allocation?

  1. Click Perform a re-allocation.

  2. Select the From family (the incorrect recipient) and click Continue.

  3. Select the receipt to re-allocate and the To family (the correct recipient).

  4. Once the full amount is allocated, click Continue to save.

Frequently asked questions

Can I re-allocate only part of a receipt?

No. The entire receipt must be re-allocated. The system will show an error if the full amount has not been allocated.

Can a re-allocation be reversed?

No. Re-allocations are financial transactions and cannot be reversed.

Last updated: April 2026 | Version 3.0

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