š¹ Overview
Allocations allow you to split a Matterās charges across different entities, departments, or accounting codes. This ensures that costs are properly distributed.
Allocations can be set individually or in bulk within the Matter settings.
š ļø How to Set Allocations on a Matter in Bulk
Use the Bulk Matter Update feature on the Matter Overview Page.
Follow Steps 1-8 in the help article: Updating Matters in Bulk.
Select "Allocations" from the dropdown list of bulk update options.
Complete each field and click "Apply for Matters".
To add multiple allocations, click "Add New Allocation +" at the bottom right of the pop-up window.
š All allocations must total 100%. If you receive an error message, adjust the percentages accordingly.
š Bulk updates apply to all selected Matters but do not affect existing invoices.
ā ļø Important Notes
š Updating allocations on a Matter will not affect existing invoices. If there are pending invoices in the Matter, they must be adjusted separately if needed.
š Changes only apply to newly submitted invoices.