The Allocation Review stage

The Allocate Review stage allows you to review the allocation setup before you process the allocations.

On the Review page, these summaries are available:
  • Bucketing: The percentage of expenses that are assigned to buckets on the Bucketing stage.
  • Allocation Setup: The percentage of buckets that are assigned to accounts in the segment hierarchy on the Allocation Setup stage.
  • Others: Detailed allocation information, such as the expense amounts that are to be allocated to segments, the amount that was cleansed in the data cleansing stage, and the number of buckets, allocation rules, and expenses from the general ledger that are ready to be used during allocation. It also shows the allocation lines in both the detailed and aggregate allocation line tables.
Figure 1. Reviewing an allocation setup
Reviewing an allocation setup