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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Allocation Schedules
I am looking to set up an allocation schedule to use to push dollars into a custom segment. Specifically, I have a custom segment called Expense Group that has values of Underwriting, Claims, & Investments. For insurance statutory accounting, I need to be able to categorize all expenses into these buckets. I want the dollars to stay in their nominal accounts (i.e. Salaries, Benefits, Occupance) and I also want the dollars to stay within their given department (or other custom segments we have in use.) For example, if I have $50,000 of Salary in Accounting and
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