Allocations

Note: The ability to work with allocations is in Limited Availability (LA) for some of our customers. Currently, you can view and run existing allocations, and view settings. Look for full support and general availability in a future release.

As your organization's financial needs grow, you'll likely need to move — or allocate — amounts from one set of accounts, projects, classes, or grants to another. From Allocations, you can create and run simple or complex allocations based on statistical units, and customize settings to ensure consistent and accurate accounting.