Adding Transfer % Allocation Methods

You can add a Transfer % allocation method on the Methods tab on the Allocations setup page.

You can Copy an existing method to modify instead of creating one if the setup information is similar.

1. Navigate to Setup > Allocations.
2. Select the Methods tab.
3. Select the Transfer % allocation method type.
4. Select Add.
5. Enter a Name for the method.
6. Select a Source.
   The available fields update based on the selected Source.
7. Select a Data Type if the Source is Balance Sheet.
8. Select one or more accounts in the Selected Accounts list.

   This field is only available if the Source is Balance Sheet, Income Statement, or Supplemental Data.

   If the Source is Balance Sheet or Income Statement, then use the Expand All and Collapse All options to view or hide accounts. If you select a parent account, then all subtotal accounts are included in the selection, and you cannot select them individually.

9. Select Customize Formula if the Source is Formula.
   1. Enter the Formula on the Customize Formula page.
      Switch between Data and Functions for the Type to build your formula. If you select Functions, then use the Function drop-down list to show more formula options. If you select Data, then use the Account and Time Frame fields to customize the formula.
   2. Select Results to review the formula results.
   3. Select Apply.
10. Enter Notes, if applicable.
11. Select Save.