How to Allocate a Transaction for Accounting

Modified on Tue, Aug 10, 2021 at 6:34 PM

Navigate to the 'Transactions' tab

Click the transaction you wish to allocate for accounting.

You can quickly find transactions that need to be mapped by clicking GL pending on the left side. 

GL Mapping can be done in this side view

 Location can be changed and a single GL and/or department can be mapped (splits are done in expanded view)

Remember Allocation - mapping will be remembered and applied to the next transaction from the same merchant

Click this button to open the expanded view

You can even split the amount into different GL Accounts by selecting Add Split.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article