To manage your receipts, you will need to select a single supplier in your search criteria on the payment allocation page, and then click on the Unallocated receipts button to display a list of your currently unallocated receipts.
Next, select an unallocated receipt from the list and, as long as you have edit access to the selected supplier, you will be able to click on the following options in the bottom right-hand corner of the page, depending on the desired task:
Remove · Click this button to delete the unallocated receipt record from DealTrack. Depending on your DealTrack configuration, this option may be disabled.
Edit · Click this button to create notes and / or add attachments linked to the unallocated receipt.
Allocate · Click this button to display a ‘read-only’ Receipt details panel to review the receipt’s information. Clicking Continue will allow you to allocate the receipt across one or more deal lines.