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Reallocate Transactions in Ardex Essentials

How to reallocate transactions in Ardex Essentials

Adam Steiber avatar
Written by Adam Steiber
Updated over 3 years ago

Reallocating Transactions

On the Horse details window, navigate to the Transactions section.

  • Click Reallocate transaction

  • Select the date range and the transaction(s) to reallocate

  • Select the owner to credit from the drop down menu and then click Next

  • Select owner to charge from the drop down menu and then click Next

  • Select Preview Reallocation to check details of the reallocation

If a tax invoice needs to be created from the bulk journal, select the check box “Create a tax invoice on process”.

  • Finally, process the bulk journal.

Re-issuing Invoices

To re-issue the invoices with the applied changes from the reallocation:

  • Go to the Transactions page of the horse

  • Click Create Invoices to ensure invoices are created

  • Go to each of the old and new owner(s)

  • Go to Statements

  • Click Statement Preview

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