Since 2021, SoEasy has used the new GIII allocation system.
To produce an allocation report from 2021:
1. Locate the customer in the database or accounts screen and select the "Allocation History" button.
2. Select 'Exp[ort"
3. Choose the file type and the report will download to your C:\BANK directory
4. Go to your local pc, locate the file, and open it
Here we have opened the file in the free spreadsheet program 'Open Office'
If dates are not shown, select the column and change the format to 'date'
5. Modify and save the file in a format that suits.
End