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Admin> Settings> AP Allocation


This setting will set up templates for how to allocate money when paying invoices. They can be split across multiple properties or General Ledger accounts inside a given property.  

There is a video at the bottom of the page for your convenience. Fields with an asterisk (*) are required.

 

AP Allocation

Select the template from the drop down list to edit.

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This will determine how ResMan will allocate money when paying invoices.  To create a new template click the "New" button.

APA2.JPG

You will then select which property this template applies to and which GL Account it is supposed to use.  Select the percentage of charge that will be applied to that GL Account. As you pay a new invoice, if you select the "Use template" option it will give you options for any existing AP Allocation templates or give you the option to create a "New AP Allocation" template.  

APA3.JPG

 When ready, simply hit save. 

 

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

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