Tutorials
Select an Allocations tutorial to view its video.
Complete Asset Changes and Invoice Creation
This tutorial shows you how to manually complete asset changes, meaning journal entries are created; and invoice creation, meaning invoices are created against which payments can be received.
Overview of the Allocation Schedule
This tutorial explores the features of the Allocation Schedule including the different date statuses, how to regenerate amounts or undo invoices or journal entries, editing, and more.
Overview of the Allocations Module
Explore the steps included with setting up an allocation in Quadra, including invoice preparation and scheduling
Sending Invoices for a Single Date
Learn how to distribute invoices or invoice reports for a single date to billing or account contacts using Email Builder.
Sending Invoices Through the Allocation Schedule
Learn how to send invoices or reports automatically to billing contacts on Allocation Schedule dates using Quadra's convenient Email Builder tool.
Using the Allocation Schedule to Regenerate Amounts
This tutorial provides an overview of the Allocation Schedule and shows how to regenerate amounts following edits to an allocation.