AP Vendor Allocations

Modified on Tue, 18 Jun at 5:00 PM


This article will cover how to setup a Vendor with Allocations and how to use those Allocations when creating an AP Invoice to that Vendor.  

AP Allocation can be used to quickly distribute the amount of an AP Invoice across multiple departments via GL Account Numbers.  

Setting up Allocations on a Vendor

On the Accounting Section, select the Vendor Option and select the Vendor you want to add Allocations to.  

Choose Edit on the Vendor and in the lower right hand corner add the GL Accounts and Allocation Percentages using the Allocated Expenses Dropdown.  

Applying Allocations on an AP Invoice

After you have setup a Vendor to have allocated expenses, when you create the AP Invoice for the Vendor and have entered the AP Invoice, you can choose the Allocation button to create the AP Distribution and the amounts will be populated per GL Account based on the percentage against the amount of the AP Invoice.  

Once you have selected the Allocation button the AP Invoice Distribution will be added and you can post the AP Invoice.

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