Shared Transactions 1:1 Allocations
Overview
This article explains how to allocate directly on the transaction line without using a template or the Allocation Worksheet. This only is available when the entire line goes to one destination, typically a different subsidiary.
Step by Step Process:
While editing the bill, the shared transaction fields will be on the far right side of the transaction lines. By selecting a subsidiary, department, class, location and/or custom segment here, the entire amount on that line will be allocated accordingly, with no division of the amount. If the amount needs to be split, use a pre-build template or use the allocation worksheet.
When expense lines have been allocated successfully, select Save. Navigate to the Shared Transaction tab, to view the resulting GL Impact.