...
Go to the Expense Management module.
Click on Operations.
Select Accounts Manager.
Click on the spyglass under the Edit column to view the account record details. The Overview tab is the default tab.
Remember to the click the Save button whenever you make a change!
...
The Cost Allocation strategy determines how you allocate charges on the invoice. We support the following allocation strategies:
Account | |
|---|---|
Subaccount | |
Line | Allocate each billing Circuit / Line / Service ID to unique GL strings. |
Line and orphan BI | Allocate each Circuit / Line / Service ID and any billing items (unique line item charges on an invoice) that aren’t associated to a Line to unique GL strings. |
...