Managing Manual Allocations for Income Records

Assigning Allocations can be completed when creating or editing an income record manually. From the Income Module, create or edit an income record.

1. Click the Income Allocation button to open the allocation tab.
2. From the Allocations tab, click Add Allocation.
3. The total amount of the income record will appear by default. Adjust to the correct amount to allocated.
4. Press the  button to load the allocations that you have pre-defined in your database.
5. Choose the appropriate fund to which to allocate the full or partial amount of the income record.
6. Compass will fill in the Program and Accounting codes that exist with that fund.
7. Add a custom designation if necessary and any notes about the allocation for the income record.
8. Click Save.
9. Repeat as needed until the allocations of the income record are complete.