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Allocation Schedules

edited Aug 20, 2025 2:52PM in Accounting / ERP 3 comments

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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