Table of Contents
View Allocated Amounts
You can view the allocated amounts for each schedule date. Allocated amounts are annual premiums created as a result of all selections made within the allocation wizard. If there are multiple allocated amounts scheduled, then each date will contain the annual premiums as of that point in time. See example of how allocation dates interact with invoice dates.
You will only be able to view amounts for schedule dates with the status of Finished.
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Open the Allocation Schedule.
- Select a schedule date. Under the action menu, click View Allocated Amounts.
- The results will be displayed. Adjust the columns as needed or use the search function to locate specific charges.
- Return to the allocation schedule or the main allocations page by clicking the link in the breadcrumb at the top left.
Read more about scheduling dates for allocations, asset changes, and invoices.