Description
Attend this live interactive webcast to learn how to create and process allocations, and print pre-allocation financial reports. Participants will also learn how to utilize the various calculation methods available and how to create sequential allocation calculations. Various allocation reports will be discussed.
By the end of the session, you will be able to:
- Understand the options for allocations
- Understand pool versus create recipients
- Understand various ways to leverage the Chart of Accounts to maximize reporting
- Create an allocation code
- Create an allocation calculation
- Process an allocation calculation
- Check the allocation by running appropriate reports
- Look at unposted transactions in financial statements to confirm allocations