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