Integrate Allocations with Accounts Receivable

Integrating the Allocations module with the Accounts Receivable module allows invoices to be created directly from premium charges and journal entries from asset changes.  Invoice creation preferences can be edited from the Accounting tab when adding a new allocation.

1. Access Client Settings in Administration.
2. Scroll down to the Allocations section.
3. Click Yes for Integrate A/R into Allocations.
4. Click Edit Client at the bottom.