Skip to main content

Step 2: Setting Up Apportionments

Set up Pre-Defined Apportionments.

Written by David Tuck

If you use the same apportionment factors for more than one recharge rule, this section will be a great time-saver for you.


Overview

In this page, you'll find a quick overview of apportionments and a video demo of how to create and use apportionments.

For a more in depth look at creating apportionments, see this helpful article.

Remember to check that your apportionments are up to date before moving on to running recharges!


Details on the apportionment page

The Apportionments page allows you to define standard ways of splitting costs between the entities in your recharge group - for example, by headcount, floorspace or revenue.

You can easily update the apportionments as and when the numbers change, and the rules will automatically use the most up-to-date information when calculating your recharges.


Demo video

Here's a demo video on how to create and use apportionments:


Did this answer your question?