Use allocation accounts in journals

  • 4 minutes

You can use allocation accounts in the following journals:

  • General journal

  • Recurring general journal

  • Cash receipt journal

  • Payment journal

  • Job G/L journal

  • Fixed asset G/L journal

You have the same options for using allocation accounts in journals as you would when using them in documents:

  • Select Allocation Account in the Account Type field.

    Screenshot showing an example of General journals.

  • Select an allocation account in the Allocation Account No. field.

    Screenshot of General journals showing the Allocation Account Number field.

To use an allocation account in general journals, follow these steps:

  1. Select the Search for Page icon in the upper-right corner of the page, enter general journals, and then select the related link.

  2. In the Account Type field, select Allocation Account.

  3. In the Account No. field, select the allocation account that you want to post to.

For allocation accounts that are set up with Inherit from parent, select a G/L account or bank account in the Account No. field and then select the allocation account in the Allocation Account No. field.