Setup Questions Allocations

Questions in this section are intended to help you make decisions about your setup. These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

Instructions

Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
Confirm that you have read the setup details on the topic.
Answer each of the questions on this page.
Use your answers to set up the system.

Questions for Allocations

Allocation ID

What ID do I want to use for this allocation?

Enter an ID: _____________________________________

Description

What description do I want to use for this allocation?

Enter a description: _______________________________

Allocation Grid Line 1

PropertyCompany

With what PropertyCompany do I want to associate this allocation?

Enter an ID: _____________________________________

Expense Code

What expense code do I want to use for this allocation?

Enter a code: ____________________________________

Description

What description is associated with the expense code for this allocation?

Enter a description: _______________________________

Percent

What percentage do I want to use for this allocation detail?

Enter a description: _______________________________

When all details have been entered, the percentages should total 100%.

Allocation Grid Line 2

PropertyCompany

With what PropertyCompany do I want to associate this allocation?

Enter an ID: _____________________________________

Expense Code

What expense code do I want to use for this allocation?

Enter a code: ____________________________________

Description

What description is associated with the expense code for this allocation?

Enter a description: _______________________________

Percent

What percentage do I want to use for this allocation detail?

Enter a description: _______________________________

When all details have been entered, the percentages should total 100%.

Navigation

Allocation Overview