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Allocate costs by department

This guide explains how to automatically apply expense allocation percentages for streamlined financial management.

Step by Step Guide: 

    1. Navigate to ACCOUNTING > General Ledger > General Ledger Accounts

    2. Select the Department Allocations hyperlink

    3. Select or Enter the range for each allocation

    Department /GL Account Allocations:

    • Select or Enter the From GL Account
    • Select or Enter the To GL Account
    • Select or Enter the Department
    • Enter the Percentage

    4. Click Save.

    Tip: When you run the Departmental Profit & Loss Report the % of the actual expenses posted to that range of GL Accounts will be allocated accordingly.