Shared Transactions Allocations Overview

Shared Transactions is a very powerful tool that allows you to allocate transactions across different subsidiaries, locations, classes, or even other custom segments. Using this tool for your allocations saves you time by allowing you to setup templates that you can easily apply to your transactions. Although Shared Transaction has one goal, to help you allocate your transactions, there are four different ways you can do this. Take a look at the list below to see which allocation method works best for you:

1. Apply a single template to an entire bill
   1.  Use this method if you would like to quickly apply one single Shared Transactions template to an entire bill and all of its expense items
2. Apply a template to individual expense items on a bill
   1. Use this method if you would like to apply multiple separate templates to individual expense items on one bill
3. Use the Worksheet for more complex line-item allocations
   1.  On the Shared Transactions Worksheet you can easily allocate expenses using a template or even allocate without a template
4. 1:1 allocation on individual expense items without a template
   1.  Use this method if you want to directly allocate an individual expense item on a bill without using a preset template.