Allocations

1. List of allocations

On the list of allocations you see current existing allocations.

List of allocations

You can:

• Add/edit the allocations

• List transactions for the allocation

• Delete an allocation

• Sort the allocations simply by drag&drop

2. Add new/edit allocation

Creation of new allocation

2.1. Parent allocation

You can define a parent allocation.

2.2. Name

You can define a name for your allocation.

2.4. Description

You can define an additional description for your allocation.

2.5. Online

You can set an allocation online or offline. Only if an allocation is online then users will see it when adding/editing transactions.

3. Delete an allocation

Deleting an allocation is only possible if it is not used for transactions.

4. Sort allocation

When you move your mouse over an allocation the mouse point will change and you can (re)sort the allocations simply by drag&drop.

You can sort or also add an allocation as a child of another allocation.