Shared Transactions Allocation Worksheet: Allocating with a Template
Overview
Templates are the quickest way to allocate any transaction as the individual inputs of the allocation details have already been completed. Before you can complete this step, make sure that you have created some of your own Shared Transaction templates.
Step by Step Process:
On the bill's page, select Allocate Expenses. The bill will need to already be saved in order for the Allocate Expenses button to appear.
This will navigate you to the Shared Transaction Worksheet. Depending on the view (this can be toggled in the top right corner of the page with the Split View toggle), Transaction Lines and Allocations could show up side by side, or Transaction Lines could show above Allocations. Regardless of the view, select the transaction line to be allocated. By clicking Apply Templates to Multiple, you are able to select multiple line items to apply the template to.
In the Allocations section, select the template from the drop-down and click Apply.
Once a template is selected, it will populate a preview of the lines from the template.
From here, select the pencil icon to edit the weights and the segmentation for that line, if desired.
For example, the department can be changed or a location can be added. Make sure to select the green check mark to save the edits to the line before moving on.
When satisfied with the allocations, and Apply has been selected, make sure to save your allocation by clicking Save. Once saved, you will be navigated back to the original transaction. Back in the original transaction, navigate to the Shared Transactions subtab to view the results of the allocations.
If you want to make changes to the allocation you just created, you can navigate back to the Worksheet by selecting Allocate Expenses at the top of the page. From here you can 'Clear Allocations' and start over if desired.