This video explains how to add an allocation which will calculate insurance charges based on asset values and other factors.
Explore the information in the Preview section of the Allocations module and learn how to use modifiers to adjust final charges.
This tutorial shows how to enter amounts for an allocation. This process includes creating an itemized list of cost components and their dollar amounts.
This video focuses on the Coverages tab in the Allocations module. Part One explains the process for entering data for the General, Target, Accounts, and Rates fields.
This focuses on the Coverages tab in the Allocations module. Part Two provides information on how to smooth variances from year to year.
This tutorial shows how to import custom rates to use for an allocation.
Learn how to schedule the allocation process and set notifications.