The Allocation by Category screen presents the allocated amount for a single account (CAN or summary account) for all categories of a selected category group.
The Allocation Rollup screen displays all accounts in a hierarchy based on your view for a single Allocation Category (for example, Travel).
Allocations can only be entered/edited at the CAN level, and Beacon Finance sums them up through the account structure. If you are at a summary account level you will be able to view the summary total but can not edit the allocation amounts. If you are viewing a CAN you will be able to edit the allocation amounts.
How to Add/Edit Allocations for a Single Account
1. Navigate to the Allocations by Category Screen
2. Confirm you are entering allocations for the correct Category group. If you need to change category groups, click the blue Change Category Group hyperlink.
3. Click the Yellow Edit All Allocations button
4. After clicking the Edit All Allocations button, the data grid will become editable. Update the Allocation column with the new Allocation amount. If you are editing an existing Allocation, it can be helpful to include a note of the previous allocation amount and the date changed.
5. Remember to click Save Allocations when you are finished. The new allocations will appear on a variety of reports, including the home accounts page and Balance of accounts.
How to Add/Edit Allocations for a Single Category across all Accounts
1. Navigate to the Allocations Rollup Screen under the Planning tab
2. Confirm you are entering allocations for the correct Category group. If you need to change category groups, click the blue Change Category Group hyperlink. U
3. Use the Category drop-down filter to select the Category group you are editing. (Note that category groups will vary dependent on your IC's defined category groups)
4. Use the radio button to toggle between account and its descendants or all accounts in the view. If you select all accounts in the view, you will be able to edit all accounts. However, if you select the account and its descendants, you only see and be able to edit the summary account selected and all children folders down to the CAN. Use the search account feature to change summary accounts.
5. Click the Yellow Edit All Allocations button
5. After clicking the Edit All Allocations button, the data grid will become editable. Only CAN's will be editable as allocations roll up to the summary account level. Update the Allocation column with the new Allocation amount. If you are editing an existing Allocation, it can be helpful to include a note of the previous allocation amount and the date changed.
6. Remember to click Save Allocations when you are finished. The new allocations will appear on a variety of reports, including the home accounts page, and Balance of accounts. Remember that when editing allocations using the Allocation Rollup screen you are only editing allocations for a single category at a time. Repeat this process for all category groups as needed.
