Shared Transactions Help

Welcome to Shared Transactions with Netgain! 

We are excited to share this product with you and hope you find it a useful tool to improve the overall effectiveness and effeciency of your Suite. Below you will find an index of our Shared Transactions knowledge base that can help guide you through the use of the  product. If after reviewing the knowledge base you still have questions, please submit a support ticket by clicking "Submit a Support Request" at the bottom left of this page. 

Thank you for choosing Shared Transactions with Netgain. 

Setting up Shared Transactions

• System Setup  
• Creating a New Template
• Mass uploading Allocation Templates
• Intercompany Setup in Shared Transaction
• Shared Transaction Sourcing
• Shared Transaction Tiers
• Transaction Allocation Body Field
• Sourcing Custom Columns

Operations Within Shared Transactions

• Operations Overview
• Apply a single template to an entire bill
• Apply a template to individual expense items on a bill
• Allocation Worksheet: Allocating with a Template
• Allocation Worksheet: Allocating without a Template
• 1:1 Allocations for Intercompany Allocations
• Allocation GL Impact Summary