Create and Edit an Allocation Table

An allocation table allows you to allocate an expense across services and accounts according to percentages set within the table. Follow the instructions below to create and edit an allocation table. 

Create an Allocation Table

1. Navigate to Accounting and then click Expenses.
2. Click Allocation Tables.
   
   
3. Click Add Allocation Table.
   
   
4. Enter the applicable information and then click Create. Asterisks indicate a required field.
   
   

Edit an Allocation Table

1. Navigate to Accounting and then click Expenses.
2. Click Allocation Tables.
   
   
3. Click the pencil icon.
   
   
4. Make the necessary changes and then click Edit Allocation Table.