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Update or Add Allocations on a Matter (Client Article)

To update Allocation parameters/Add additional Options   Navigate to Menu > Admin Settings > Allocations  Click on existing Alloca...

To update Allocation parameters/Add additional Options

  1. Navigate to Menu > Admin Settings > Allocations

  2. Click on existing Allocation Name
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  3. Click on the green plus icon '+'to add a new option to the existing Allocation.

  4. You can deactivate an allocation or allocation value at any point in time.
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Allocations can now be set on a matter.

Allocation entries will then track through into the AP export spreadsheet. They can also be included in reporting.

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