Objective: Create a percentage-based allocation for a shared monthly utility bill.
1. Navigate: Go to Cost Allocations > Allocation Types > Point of Entry Setup.
2. Create New: Click the New + icon.
3. Header Details:
◦ Name: “Shared Utilities”
◦ Type: Percentage Based
4. Define Lines:
◦ Line 1: Select your “Administration” cost center and the “Utilities” expense account. Enter 20.00 in the Percentage field.
◦ Line 2: Select your “Program A” (or similar) cost center and the “Utilities” expense account. Enter 80.00 in the Percentage field.
5. Verify: Ensure the total at the bottom reads 100.00%.
6. Save: Click Save.
7. Test (Optional): Go to Transactions > Cash > Cash Disbursements. Start a new check. Click the Apply Allocation button (often found near the distribution grid) and select “Shared Utilities” to see how it populates the lines. (You do not need to save the check).