This video explains how to add an allocation.
Explore the information in the Preview section of the Allocations module and learn how to use modifiers to adjust final charges.
Video Tutorial explaining how to use Amounts Tab in Allocations.
This 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 gives step by step instruction on how to import custom rates to use for an allocation.
Learn how to schedule the allocation process and set notifications.