Expense allocation

Expense allocation refers to the assignment of expenses to accounts in the IT chart of accounts.

You can allocate expenses by applying rules to groomed expenses in the general ledger. The methods and metrics in the rules specify how the expenses are allocated. See Allocations for more information on how rules, methods, and metrics work.

Reversions and Reallocations

After a groomed expense in the general ledger is allocated, it cannot be allocated again unless the original allocation is reverted. You should revert allocations if changes to allocation rules, methods, or metrics are made and the general ledger expenses must be reallocated according to the modifications. In addition, if you must make changes to the IT chart of accounts, all expenses need to be reverted first.