Setting Allocations on an Invoice (Client Article)

Allocations allow you to split an invoice's charges among varying entities, departments, or any other accounting code. You can divide an invoice's charges across multiple accounting codes.

For more information on setting allocations at a matter level, please see this article: Setting Allocations on a Matter: for Brightflag Customers (Clients)

You can define the parameters of allocations in the admin settings.

Set Allocations on an Invoice:

  1. Find the relevant invoice on the Invoices page.

  2. Navigate to the Allocations tab on the Invoice Analysis page (tabs above the extracted narrative lines):

  3. Click Add to increase the number of allocation lines, populate each field as needed, and click Set Allocations when finished to confirm the updates:
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