Skip to main content

Hi,

 

Would anyone be able to help me with a quick guide to setting up a periodical cost allocation that would allow us to move a % of the total balance of an account and cost centre to two different cost centres? 

for example

  Account CC balance
From  50163 750 100
to  50163 130 45
to  50163 620 10

I have tried following the help page notes and seem to get stuck in a loop as it doesn’t seem to allow me to add percentages in the factors screen if it is set up as automatic and it won’t allow me to get through the steps when the factors are set up as manual. 

 

Thanks,

 Georgina 

Dear Georgina,

I might be able to help as I have set up e few procedures including the type of transaction you describe.

But it would be a great help if we could set up a teams meeting to work our way through this.

Would that be OK?

 

Reply


Terms & ConditionsCookie settings