Allocation Types

The configuration of allocation types is located under Settings > Expense Management > Allocation Types, where all allocation types are displayed.

Clicking the button New allocation type in the top right corner allows for creating new allocation types. The settings dialog is opened after double-clicking an existing allocation type in the list. The Actions menu allows for copying and deleting allocation types.

 

Configuring Allocation Types

The following fields are available for defining an allocation type:

Title: Contains the name of the allocation type. If multiple languages are activated in the system, the localization buttons (Use text in all languages and Edit language dependent text) can be used to define the title in all available languages.

Description: Contains a detailed description of the allocation type. The description can also be localized.

Charge: If this checkbox is activated, an expense an allocation type has been selected for is multiplied by the given factor. This allocation is only effected within reporting.

Factor: This value is used in reporting to be multiplied with an expense this allocation type has been created for.