Setting Allocations on a Matter - In Bulk

🔹 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 in Bulk

1. Use the Bulk Matter Update feature on the Matter Overview Page.
2. Follow Steps 1-8 in the help article: Updating Matters in Bulk.
3. Select "Allocations" from the dropdown list of bulk update options.
4. Complete each field and click "Apply for Matters".
5. To add multiple allocations, click "Add New Allocation +" at the bottom right of the pop-up window.

📌 All allocations must total 100%. If you receive an error message, adjust the percentages accordingly.

📌 Bulk updates apply to all selected Matters but do not affect existing invoices.

⚠️ 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.