{"id":2050,"date":"2021-01-11T09:32:00","date_gmt":"2021-01-11T09:32:00","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2050"},"modified":"2021-01-28T20:42:38","modified_gmt":"2021-01-28T20:42:38","slug":"tips-how-to-use-gp-allocation-accounts","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2021\/01\/11\/tips-how-to-use-gp-allocation-accounts\/","title":{"rendered":"How to use GP Allocation Accounts"},"content":{"rendered":"\n

Using GP Allocation Accounts<\/h2>\n\n\n\n

In GP, you can use a Fixed or Variable Allocation account to automatically distribute fixed or variable percentages of a transaction among several distribution accounts.<\/p>\n\n\n\n

1. Fixed Allocation<\/h3>\n\n\n\n
  1. Go to Financial > Cards > Fixed Allocation<\/li>
  2. Enter an account number and description<\/li>
  3. Enter each Distribution Account and its percentages<\/li>
  4. Click on Save<\/li><\/ol>\n\n\n\n
    \"how<\/figure>\n\n\n\n

    2. Variable Allocation<\/h3>\n\n\n\n
    1. Go to Financial > Cards > Variable Allocation<\/li>
    2. Indicate whether you want to calculate the percentages based on the year-to-date balance or on the transaction period balance of each breakdown account<\/li>
    3. Select the series where you expect to use this allocation account; the allocation account will appear in all lookup windows in the selected series<\/li>
    4. Enter the distribution account (the account that will be posted to)<\/li>
    5. Enter breakdown accounts by selecting a distribution account then enter the corresponding breakdown account on the right. (The balances of the breakdown accounts determine the percentage that will be posted to each distribution account.)<\/li><\/ol>\n\n\n\n
      \"how<\/figure>\n\n\n\n

      3. Using GP Allocation Accounts<\/h3>\n\n\n\n
      1. When you use an allocation account in a transaction, you won’t see the breakdown of the distributions until the transaction is posted to general ledger<\/li>
      2. An allocation account cannot be assigned as a distribution account for another allocation account<\/li>
      3. You CAN assign an allocation accounts to a vendor as a default purchasing account<\/li>
      4. Allocation accounts do not carry a balance<\/li><\/ol>\n\n\n\n

        Need support with GP allocation accounts or any other GP topic such as management reporter<\/a>, or GP upgrades<\/a>? CSSI’s team of friendly experts is ready to help. Contact us to get started today.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

        Using GP Allocation Accounts In GP, you can use a Fixed or Variable Allocation account to automatically distribute fixed or variable percentages of a transaction among several distribution accounts. 1. Fixed Allocation Go to Financial > Cards > Fixed Allocation Enter an account number and description Enter each Distribution Account.<\/p>\n","protected":false},"author":4,"featured_media":2054,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[230,229],"class_list":["post-2050","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-gp-allocation-accounts","tag-gp-tips"],"acf":[],"yoast_head":"\nHow to use GP Allocation Accounts - CSSI Technologies<\/title>\n<meta name=\"description\" content=\"Here's how to use GP Allocation accounts to automatically distribute fixed or variable percentages of a transaction among several distribution accounts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cssi.com\/gp\/2021\/01\/11\/tips-how-to-use-gp-allocation-accounts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to use GP Allocation Accounts - 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