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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

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.

Coverages Part Two

Allocations

This focuses on the Coverages tab in the Allocations module. Part Two provides information on how to smooth variances from year to year.

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 for Allocations

Allocations

Learn how to schedule the allocation process and set notifications.

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