Preview an allocation for an expense

You can see what an allocation would look like for an unallocated expense.

Before you begin

You can also preview allocations from the workbench. See Preview an allocation from a bucket for more information.

Procedure

  1. Navigate to Financials > General Ledger > Groomed Expenses.
  2. Click an expense that is allocated.
  3. Click Visualize Allocation under Related Links. The allocation viewer appears in a new tab or browser window.