Goal:
- Split Budget allocations between Location, Department, or Account Codes.
- Balance cost of an expense or purchase between different Account Codes or Budgets.
Steps:
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Go to ACCOUNTS PAYABLE → UNBILLED ITEMS under Expense-or- under Purchase Order
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Select the
button on the right-hand side of the item you wish to update.
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Choose Edit.
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Select the Add Account Codes button.
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Choose from the list and select Save. Note that you can select more than one if needed.
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You can choose to split the costs by Quantity, Cost or %. Select the appropriate button with the same name.
- Enter the amounts for each Account Code within the Total Cost column.
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Once done, select the blue Edit Item button to confirm your changes.
Additional Information:
- Users with Accounts Payable Permissions will be able to complete the following steps.