Setting Allocations on a Matter - Individually

🔹 Overview

Allocations allow you to split a Matter’s 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.

🛠️ How to Set Allocations on a Matter Individually 

🔹 Option 1: Set Allocations Individually

1. Find the relevant Matter and open the Matter Overview Page.
2. Navigate to the "Matter Details" tab.
3. Scroll to the bottom of the page to find "Matter Allocations".
4. Click "Add".
5. Enter the required values using the dropdowns.
6. Click "Set Allocations".

📌 Once set, these allocations will apply by default to every invoice submitted for this Matter.
📌 You can change allocations for individual invoices by going to the "Allocations" tab on the Invoice Analysis Page.

⚠️ Important Notes

📌 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.
📌 Changes only apply to newly submitted invoices.