Allocation Tables

An allocation table allows you to allocate an expense across services and accounts according to percentages set within the table. Allocation tables are often utilized for overhead expenses such as rent and utilities.

Add an Allocation Table

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click Allocation Tables.
   
   
3. Click Add Allocation Table.
   
   
4. Enter the applicable Create Allocation Table information, and then click Create. Asterisks indicate required fields.
   
   

Edit an Allocation Table

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click Allocation Tables.
   
   
3. Click the pencil icon.
   
   
4. Make the necessary edits, and then click Edit Allocation Table.