Allocate costs by department

Overview:

This function allows automatic dissection/allocation of expenses by department for specific GL accounts. When creating a Departmental Profit & Loss Report, the system will automatically allocate expenses to departments based on saved definitions.

Steps:

Starting from the main screen

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
a	Select or Enter the From GL Account
b	Select or Enter the To GL Account
c	Select or Enter the Department
d	Enter the Percentage

4. Select SAVE

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

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Allocate costs by department

Automatically apply expense allocation percent

Overview:

Steps:

Video Tutorial