anyone here used allocation schedules? need for bo...
# accounting
c
anyone here used allocation schedules? need for both expense and income. just wondering how long it takes to implement
b
What do you mean by how long to implement? I know it's part of the Advanced Financials module. Function wise it's pretty simple to setup and execute you just create the template, define the allocation and execute it.
k
@cashtexas - need to know the exact criteria. This is probably the biggest piece of the implementation. once you have them just type them in. ytou will create schedules, and then from schedules - actual journals. If they want dynamic allocations it is a bit more work on creating the search according to this dynamic criteria first
c
@Karina is there a way to do allocation schedules fro income? i tried testing against income accounts and it didn’t seem to work
@blue thanks it does seem fairly straightforward but i’m still not sure on the income side
k
@cashtexas - sure you can do for income.
c
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k
yes, smg like that
or you can do dynamic..
c
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ok but it failed
i tried an invoice in last month and this month 🤷
just not sure what i’m missing
k
Can you add an expense line to this allocation?
you can have an EXPENSE allocation with income as long as you have some expenses to allocate on the same allocation
c
ahh. hmm. interesting let me try
1
ha! wrong subsidiary
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did not need expense
(btw this is a testdrv account)
thank you @Karina!
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k
super, glad it was resolved…. yes, sub matters! LOL