Allocation Management

Deborah McPartlan

Hello everyone - does anyone know when Allocation Management is moving from the database to NXT? Thanks

Nikki Baldwin

@Deborah McPartlan, we should start seeing Allocations in webview in the coming weeks. May be as early as late this month, but most items will be coming in May. Look out for The Financial Post this week, Thursday, for an extension notification about Total Web Solution (TWS) to give users time to adopt.

Deborah McPartlan

@Nikki Baldwin Thank you

Matt Evans 3

@Nikki Baldwin Hi - we have a similar issue - is there any current way to extract allocations via the API? We're using the Query API, and while we can see some information if we use a “Payment” query it doesn't seem possible to identify, for example, how much of any payment has been allocated to any invoice.

Nikki Baldwin

@Matt Evans, the Allocation endpoints are not available yet but will be released with Allocations moving into webview in the coming weeks. You can see the available endpoints here so you can stay on top of that.