On occasion, you may need to allocate invoices to multiple Schedules and Expense Types. This can be for several reasons – sometimes you may need to allocate them to multiple blocks in a development, or to multiple expense types if the invoice for example has both cleaning and gardening on it.
When you Click the Multiple Allocation radial button
the following window will appear
This allows you the following functionality:
Template group schedules
- Type the name of a saved split, when you tab of the filed it will then fill in the table below.
In the Table
You can:
- Select the recoverability of your cost assignments:
- Click the drop-down button
to access the available schedules, and expense types for the property - Alternatively, click the plus icon
To view a pop-out window of all available schedules
Amount or fraction
In this field you can enter either:
- A percentage – a number followed by a % symbol
- A fraction – a number plus the “/” character and another number e.g. 1/2, 4/5, 12/32, ...
- “r” for remaining, to allocate the remaining amount.
- We STRONGLY recommend using r at the end of any fractional/percentile allocation
Here is an example of assigning 25%, 1/2 and leaving the remainder as r
As you add each line, the Remaining amount will be displayed as a fraction below the table,
you can save this split once remaining is zero.
You can combine any of these options.
New group schedule – allows you to save the split you have just created with a name you will remember, which means for invoices you get regularly, you can save and reuse these group/split allocations.
Please ensure that group schedules use fractions or percentages. If you put in actual values, these may not be correct with future invoices that are expensive.