Client Allocation Audit - Swiftly Identify And Resolve Allocation Errors

Client Allocation Audit Overview

The Client Allocation Audit will report any errors that occur within Client Allocations and output them to a spreadsheet.

The client Allocation Audit may be found by going to Utilities > Utilities > Sapphire Functions. Then select the Financials Tab, and from the list select the Client Allocation Audit option.

If there are any errors go to Utilities > Utilities > Sapphire Tools.

  • You will receive a warning that it must be only one user using the data file.
  • Select the AllocationRebuildA option from the list.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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