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Creating Expense Distribution Rules Between Branches

S
Jr Varsity III
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When our company was moving into ACU supposedly we were told that Acumatica could use per-determined rules to disperse specific expenses into each of our branches.

For example:
Any marketing expenses will be dispersed via the following

Branch A 29%
Branch B 30%
Branch C 41%

I could not find a way to do this so I am assuming I may need to do this manually?

Best answer by nhatnghetinh

Hi ​@SBaldwin 

Please try the Allocations & Run Allocations feature which may help answer your question.

 

 

 

 

Please refer to the YouTube link below:

https://www.youtube.com/watch?v=zESITGbeA8I

 

Best Regards,

NNT

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    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • 523 replies
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    • March 26, 2025

    Hi ​@SBaldwin 

    Please try the Allocations & Run Allocations feature which may help answer your question.

     

     

     

     

    Please refer to the YouTube link below:

    https://www.youtube.com/watch?v=zESITGbeA8I

     

    Best Regards,

    NNT

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/truongpham80
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    S
    Jr Varsity III
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    • SBaldwin
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    • Jr Varsity III
    • 54 replies
    • March 26, 2025

    That is exactly what I need thank you!

    Chris Hackett
    nhatnghetinh
    2 people like this
    • Chris Hackett
      Chris Hackett
    • nhatnghetinh
      nhatnghetinh

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