Allocation Management Module

The Allocation Management module performs your complicated allocations with a single mouse click. Calculate, review, and generate allocation entries using a flexible, easy-to-use tool set. Create allocation codes to store your setup for reuse, ensuring consistent, accurate results every time. Flexible reporting allows you to view the impact of your allocations prior to accepting them into your general ledger.

 

Tailor allocations to your organization

Allocate direct or indirect costs, interest, dividends, and more. Define allocation codes & calculation rules and reuse them to save time and ensure consistency. Perform allocations on virtually any account balance at the program level, department level, grant level, or across multiple segments simultaneously.

Calculate your distributions dynamically

Choose from multiple methods - fixed percentages, account balances, transaction counts, labor hours, and more. Perform allocations based on actuals or budgets for any date range, with built-in controls to stay within grant or contract limits.

Review and refine before posting

Preview results using built-in or custom reports to verify your allocations before posting.

 

Select a help topic below to get started.

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