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An invoice amount for an overhead invoice (something like computer services, cleaning, electricity etc) can sometimes need split between branches. You can use Fetch to split the total amount of the invoice into several lines coded to different branches, based on a percentage split.
Click on Expense Allocations (if you don’t see this, ask to have your permissions updated)
Click Add to add a new allocation
Give the allocation a name so you can identify it easily.
Add in the lines you want the invoice split to. Include the Branch, GL Code, percent of the invoice this line should use and the description you want on the invoice.
(If you set a single line to 100% allocation, it will replace all the lines on the invoice with a single line coded to one place.)
A completed allocation might look like this:
You can use this allocation in an invoice, or you can set it to automatically apply itself when an invoice comes into Fetch.
Click Apply Expense Allocation, and select the one you want.
Go to Supplier Settings and set the Default Allocation, Auto Apply and Validate Allocation fields against the appropriate supplier.
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