I'd imported all the open sales invoices and credit notes from an old desktop accounts package into Xero rather than the balance per customer to get the aging right, but that left me with thousands of unmatched items. Allocat whistled through matching them up, so that now I have a tidy detailed aged receivables report and the history intact. This would have taken days, if not weeks, to accomplish manually. It'll be very useful to keep things in order as we often receive payments in advance of invoicing. Support was super-speedy too.

Allocated almost 10,000 unreconciled receipts within a couple of hours, resulting from a migration from Sage. Would recommend highly for anyone with the same issue. Had an issue with getting connected, was able to speak to Alastair on the phone who was able to resolve the issue within a few minutes. This saved approximately 20 hours of manual work.

Easy to use and saves time!!

An unforeseen consequence of migrating from Sage to Xero left us with over 17,500 unallocated over-payments/credit notes/invoices. Which was, at best, a pain to work around. After losing the will to live trying to fix the issue within Xero I stumbled upon Allocat. Within a week (only due to the 3000 per day limit imposed by Xero) the whole mess was tidied up. Cannot recommend highly enough.

I had hundreds of unallocated sales invoices, POA and credit notes on a customer account and Allocat enabled me to automate the whole process of allocating these items against each other. As this functionality is not in the core Xero product, this saved me so much time!

The minute I learned of Allocat I had to try it out. Allocating individual credit notes against invoices has been a huge time waster. Allocat came up with an elegant solution. And when I had a question, mgmt answered it quickly. In addition to helping me today save 50-60 hours of expensive bookkeeping time a year, I have every confidence that the company will continue to develop the product and help make Xero even more useful. I consider them a partner for life.