Allocations Manager

The Allocations Manager allows you to establish a default chart of accounts so that all payments of a designated type can carry a defined allocation code.

Add an allocation:

1. Navigate to the Admin page.

2. In the Applications pane, click Allocations Manager.

3. On the Allocations Manager page, click Add.

   The pane expands to display a form.

4. Select a value using the Payment Type drop-down menu.

5. Select an allocation type using the Type drop-down menu.

6. Enter a percentage in the Percent field.

7. Enter a description in the Description field.

8. When complete, click Save.

To edit an allocation, click the menu stacks button. Then, click Edit.