Business Unit Allocation

The prerequisite for this topic is to read: Workflow: Setting Up and Using Vendor Payables. This gives you an overall picture of the vendor payable system.

The Business Unit Allocation setup form allows you to define expense splits by business units when creating vendor invoices. Use it to assign portions of the expenses to specific divisions, branches, departments, and groups. When circumstances for your agency change, you can use the form to easily edit these splits, thereby minimizing update chores.

You must first activate the desired business unit levels by selecting the Business Unit check boxes in Agency Setup > Accounting Options, and then complete the Business Unit Setup data entry form where you assign specific business units to each other. Keep in mind your agency may not use all of the business units available because branches and groups are optional.

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