Allocations

Features Include:

• Allocate transactions using direct allocations at 'point of entry.'
• Direct allocations work in all transaction screens across all accounting modules.
• Utilize fixed percentage, units of measure, direct amounts or a combination of methods.
• Allocate admin or overhead expenses at period-end with indirect allocations.
• Select one or more chart of accounts levels to be used in the allocation, and disable irrelevant levels to simplify allocation instructions.
• Supports up to 999 'from/to' transfers within each indirect allocation group.
• Allocate using fixed percentage, units of measure, weighted average of direct costs, weighted average of selected accounts or its inverse (ratio value method).
• Allocation targets can differ from source accounts to maintain pre-allocated amounts.
• Use up to 12 different allocation groups within one allocation - one for each month of the year.
• Allocate to new department levels not used in transaction entry, to create a 'new-view' of the organization.
• Allocate budgets along with actual dollars and print allocated budget comparisons with an option to include budget revisions.
• Print allocated financial statement and allocation distribution reports that display generated percentages to 10 decimal places.