Multiple Job and Department Allocations

New Features > Multiple Job and Department Allocations

Multiple Job and Department Allocations

You can now assign one or more jobs and departments to each line item in a transaction. You can easily divide the total amount of the line item between multiple jobs and departments by either an amount or percentage.

You must select the system preference I Use Departments; if Departments Are Not Assigned to All P&L Accounts... to have the option to assign one or more departments to each line item in a transaction.

Allocating jobs or departments by an amount and/or percentage is available in the following windows:

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■	Record Journal Entry

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■	Spend Money

■	Receive Money

■	Bank Register

■	Bank and Deposit Adjustments

■	Prepare Bank Deposit

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■	Enter Sales

■	Receive Retainer

■	Spend Retainer

■	Historical Sale

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■	Enter Purchases

■	Historical Purchase

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■	Build Items

■	Adjust Inventory

■	Receive Items

Allocating jobs or departments by percentage only is available for the following windows:

■	Time Billing

■	Enter Activity Slip

■	Enter Mileage Slip

■	Enter Timesheet

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■	Employee - Recurring Paycheck

To allocate amounts/percentages for multiple jobs or departments

1	Click in the Job or Dept column for a line item in a transaction. The Allocate Jobs or Allocate Departments window appears.

2	Click in the select column adjacent to the job or department names you want to enter the amount/percentage to.

3	In the Amount/Percentage column enter the amount/percentage for each job or department selected.

4	Click OK to accept the changes and close the window.

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