🔹 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
- 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.
📌 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.
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