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Add Allocation

Allocations

This video explains how to add an allocation.

Allocation Preview and Overrides

Allocations

Explore the information in the Preview section of the Allocations module and learn how to use modifiers to adjust final charges.

Amounts

Allocations

Video Tutorial explaining how to use Amounts Tab in Allocations.

Coverages Part One

Allocations

Part One explains the ins and outs of the Coverages tab including General, Target, Accounts, and Rates.

Coverages Part Two: Smoothing Variances Over Prior Years

Allocations

This is part two of the Coverages tutorial which discusses Modifiers and Collars.

Import Rates for Allocations

Allocations

This tutorial gives step by step instruction on how to import custom rates to use for an allocation.

Scheduling and Notifications in Allocations

Allocations

Learn how to set one-time or recurring allocations and how to create notifications.

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