To create a revenue click on the Revenue (+) button and you will see a fillable blank.
You have to fill in the:
○ Name – name of the new allocation;
○ Successor of – the menu shows where the new allocation is situated
in the allocations tree;
○ Account ID;
○ Subaccount ID;
You also have an optional check box Hidden allocation. Check if you don’t want the amounts, stacked in the allocation, to appear in the revenue/expense reference. This is useful, for example, within the Advance payment allocation, because it’s neither a revenue nor expense.
To create an expense click on the Expense (+) button and you will see a
fillable blank.
You have to fill in the:
○ Name – name of the
new allocation;
○ Successor of – the menu shows
where the new allocation is situated in the allocations tree;
○ Account ID;
○ Subaccount ID;
You also have an optional check box Hidden allocation. Check if you don’t want the amounts, stacked in the allocation, to appear in the revenue/expense reference. This is useful, for example, within the Advance payment allocation, because it’s neither a revenue nor expense.
There are Expense allocation check boxes that allow you to define the type of expense (Cost centers/Expenses on delivery/Sales expenses).