Importing Allocations

[cvmike]

Hi,

Is there a way to import allocations in the Expenses like you can in the Invoices (distribustions)? My company uses this a lot and frequently changes the allocations. It's very time consuming to update and enter manually instead of importing from an Excel spreadsheet.

Thanks

[KevinD]

@cvmike unfortunately this is not possible. However to save some time for future allocating you can save allocations to Favorites. So, if you have a certain way you allocate quite often, you can save this and then apply the favorite to future allocations. 

Kevin

[dschissler]

I am having the same issue.  Using overhead allocation accounts with multiple cost centers getting a different percentage.  Using the "Manage Allocation" template, is there a way for me to do this? 

[leedau]

@dschissler I am not sure I understand the question. Perhaps you can add a screen shot to provide clarification. Thanks!

[dschissler]

Hi leedau:

Thank you for responding.  Below is the info I am trying to set up using a templete.

Any help would be greatly appreciated.

Dave

[KevinD]

@dschissler where did you download that template from? I don't remember having ever seen it before? Could you take a screenshot of where you accessed this from, please?

[dschissler]

Understand, that was just my data to be input into the below template. 

[dschissler]

So my main question is how do I enter the percentages for the receivers if they have multiple percentages.  See below:

[leedau]

@dschissler As Kevin already asked, where did you get this template from? Is this for Expense or Invoice? Usually, there is allocation favorites.