Allocate Window
Follow the guidelines provided below to complete the Allocate window.
Items in this window
| Item | Notes |
|---|---|
| Enter New Account and Percent | Select a G/L account and enter an allocation percentage, and then click the Add (or Replace) button. Enter the percentage in XX.XXX format. For example, to enter an allocation percentage of 40%, you would enter 40.000. |
| [Add] | Click this button to add the new G/L account and allocation percentage to the list box. |
| G/L Account | Enter (or select) the G/L account to which you are assigning an allocation percentage. You can enter up to |
| Percent | Enter the percentage that you are assigning to the G/L account. Enter the percentages in XX.XXX format. For example, to enter an allocation percentage of 40%, you would enter 40.000. The percentage that you enter for each G/L account must be greater than zero. The total of all percentages that you enter must equal 100.000. |
| [Replace] | Click this button to replace the selected G/L account and percentage in the list box with a different G/L account or percentage. Select the G/L account and percentage that you want to change, make the desired changes in the Enter New Account and Percent field, and then click the Replace button. |
| [Delete] | Click this button to delete a selected G/L account and percent from the list box. |
| [Delete All] | Click this button to clear the list box of all G/L accounts and percentages. |
| Total Percentage | This field displays the sum of the percentages entered in the Percent fields. |
| Remaining Percentage | This field displays the difference between 100 percent and the total percentages entered in the Percent fields. |