Expense Allocation Assignment to Projects and Entities
You can account for expenses by allocating costs into accounts and assigning the expenses to specific projects, customers, vendors, or employees. You can also transfer costs by entering an allocation from one project or customer to another.
When you create an allocation schedule, set up schedules to transfer balances from expense accounts into one or more other accounts.
-
On the Source subtab, in the Name field, associate a project or entity with the account from which the allocation sources.
-
On the Destination subtab, in the Name field, associate a project or entity with a destination account.
For more details about creating allocation schedules, see Creating Expense Allocation Schedules.