Setting Up Allocation Rules

An allocation rule is used to assign different percentages or points to different departments, offices, or people. These rules can then be applied to expenses in order to allocate the expenses accordingly. You can determine a default rule or a default rule set (depending on the level of rule complexity) for direct expenses and for overhead expenses.

On the General Ledger tab, set up allocation rules for one or more accounts.

To set up an allocation rule for one or more accounts:

Select the checkbox to the left of each account and click the Allocation Rule button. An Assign Allocation Rule pop-up window displays.
Select a Rule/Ruleset.
Enter the date range for which this allocation rule should be effective in the From Date and To Date fields, and click Save.

To add a new account:

Click the Account button at the top of the list. A New Account pop-up window displays.
Enter an Account Name and an Account Code.
Click the Account Category drop-down to expand a tree view of account categories and sub-categories, and select the one to which this account should be assigned.
If this is a sub-account for a particular office, department, or person, make the appropriate selection from the corresponding drop-down menu.
If this account will be mapped to an account in your time and billing system, select the source system from the System drop-down and select your system account from the Mapped Account field.
Click Save.