Shared Transactions Apply a Single Template to an Entire Bill
Overview
Generally, there are two ways for you to allocate your expenses on a bill without using the Shared Transactions Worksheet:
1. Allocate a the entire transaction with a single template using the transaction body field.
2. Apply a unique template to each transaction line on the expenses or items sub-list.
This article covers how to apply one single template to the entire bill.
Step by Step Process: Apply a single template to the entire transaction
You can easily allocate expenses from the vendor bill page, rather than using the Shared Transaction Worksheet. Find the vendor bill you would like to allocate and select Edit:
Navigate to the Custom tab (or whatever tab was designated to contain the Shared Transaction Template (Body) field as part of the initial system setup), you should see a field called Shared Transaction Template (Body). By clicking into it, you should see a list of all your saved templates. From the dropdown, select which of the templates you would like to apply to the entire bill. Once the bill is saved, this will automatically allocate all of the expense items from the bill.
If the bill was already approved, then the journal entries will show on the Shared Transactions tab. If the source transaction is still "Pending Approval" then you can see a preview of the allocation on the Preview Allocation subtab.