Allocate

Accounts Payable & Spend Management

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An expense allocation solution designed for multi-division, multi-location organizations that seamlessly connects to accounting software to automate the calculation and posting of shared expense journal entries based on customizable rules. Its key features include an intelligent allocation engine that respects existing expense assignments, flexible split rules using revenue percentages or fixed amounts, templates for rapid month-end processing, detailed audit trails with locking capabilities to prevent unauthorized amendments, and multi-company support, making it ideal for accounting professionals and enterprises seeking efficient, accurate expense management across complex organizational structures.

Allocate can be found in Accounts Payable & Spend Management categories.

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Details

Allocate Main Features

• Rule Setting
  Allows you to choose expense accounts and set split rules by revenue percentage or fixed amounts.
• Amend and Void
  Fix mistakes by amending or voiding posted entries, with automatic journal updates.
• Saved Templates
  Save your allocation setup to use again quickly, especially during month-end processes.
• Automatic Allocation
  Reads your account balances and calculates correct expense splits without manual work.
• Easy Review and Post
  You can review the journal entry, make changes if needed, and post it with one click.
• Flexible Split Rules
  Offers options to split expenses by revenue percentage or fixed percentages per account.
• Multi-Company Support
  Manage multiple client companies with a simple switcher in one login.
• QuickBooks Integration
  Connects to QuickBooks Online and automatically posts journal entries for shared expenses.
• Audit Trail and Locking
  Tracks all actions with timestamps and lets you lock entries to prevent changes.
• Smart Allocation Engine
  Only allocates untagged transactions and avoids double counting of expenses.
• Built for Multi-Division/Location Companies
  Designed for companies with multiple divisions, locations, or service lines under one QuickBooks account.

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