Allocations

Use this feature to allocate income and expense entries to an enterprise this fiscal year or another accounting year without affecting this year’s financial records.

1)   Click Enterprise: Allocations.

2)   Select the Enterprise you wish to update and then click the Allocations button.

3)   When the Allocations window opens, drill-down to the selection you want (depending on if you are entering a sales or expenses) and then click Add.

4)   When the Add ATIG Allocation for Enterprise window opens, select the Qty Code, enter the number of Units, the Weight/Unit and the Price/Unit.  Once completed, click Add.