Visma eAccounting Standaard
Allocate a journal entry
You can use the Period allocation function to achieve a fairer distribution of your costs. Allocation can be used, for example, if you pay rent for three months at a time and then want to distribute the cost over the relevant months.
To view future allocations, go to Accounting - Journal entries - Planned period allocations. A notification is shown when it is time to post the next allocation.
- Select Accounting - Journal entries.
- Register your journal entry and select Period allocation.
If you are allocating a registered journal entry, select the journal entry in the list and click Open. Then select Actions - Allocate. Please note that this is only possible for manual journal entries or imported journal entries.
- Select the cost to allocate.
- Check the amount and make any necessary adjustments. The amount can only be adjusted to an amount lower than the total amount.
- Enter the accruals ledger account to which the allocation should be posted against.
- Enter the start date of the allocation plan.
- Choose the number of months over which the cost should be distributed.
- Choose Save.
The allocated costs are shown in italics.
When the journal entry is posted, journal entries for upcoming allocations are prepared. A notification is shown when it is time to post the next allocation.
Related topics
End allocation on journal entry | |
Create manual journal entry |