Allocation Examples
Allocation Examples
This is where you set up bill to allow you the ability to run billing reports that are related directly to the specific allocation.
In the example below we have set up this T&M Bill for (3) Allocations. (Structure | Contents | Mold)
The Job Numbers are set up to allow us to identify each allocation - We also set up for Progress Billing - We named this Billing Period One
Structure - 13-9870-S - We added the S to the end of the Actual Job Number for Structure
Structure Mold - 13-9870-SM - We added the SM to the end of the Actual Job Number for Structure Mold
Contents - 13-9871-C - We added the C to the end of the Actual Job Number for Contents
Below is how we set up the Allocations - This table is found on the Project Settings
Now that we have this set up we can now choose the correct allocation during the input of EVERY item in the bill - These will now be in Allocation Drop Downs found on each of the Input Dialogs. see image below
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