To streamline the process of accessing paid allocation data, a new enhancement has been introduced to the Deals module. Previously, viewing paid allocations required admin users to conduct advanced searches in the Receivables module and manually gather relevant data. This update simplifies that process by introducing a dedicated “Paid Allocation” tab within each deal.
A new tab labeled “Paid Allocation” has been added to the deal view interface. This tab allows for quick and direct access to allocation records that have already been paid.
The new tab is automatically visible to users with admin roles, ensuring easy access to relevant financial data pertaining to the deal.
By default, the tab is not visible to users without admin permissions, maintaining appropriate access control and data confidentiality.
Clicking on an Allocation ID within the table opens the Split Allocation Table, providing a detailed view of how the allocation was distributed.