Objective: Configure the system to allocate Fringe Benefits based on Salaries.
1. Create Designator:
◦ Go to Administration > Administration > Account Designations.
◦ Create a new designator named “Allocation Base – Salaries”.
2. Tag Accounts:
◦ Go to Lists > Chart of Accounts > Segments > Object Code.
◦ Open your main “Salaries Expense” account.
◦ Change the Account Designation to “Allocation Base – Salaries”.
◦ Click Save.
3. Exclude an Account:
◦ Find a “Bad Debt” or “Depreciation” account in the Object Code list.
◦ Open it and check the Exclude from Allocations box.
◦ Click Save.