Sage 50 Canada

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Allocation to projects

Posted By Kirsty over 6 years ago

I have recently set up projects for a client. Some transactions have already been entered into the system. Is there a way to bulk allocate posted transactions to a project, without opening each one up individually and allocating.

0 FormerMember over 6 years ago

Great question ! I would be interested in the answer also.
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0 Richard S. Ridings over 6 years ago

Yes if what I think you want is what you want.

If you have three entries in account 5200 ($1500, $2500, $3500) for one month that should be allocated to the ABC Project, then you can do a general journal entry like:

Dr 5200 7500.................................allocate to ABC Project
Cr 5200 7500........................no allocation

There should be no effect on the balance of the 5200 account. I would post it at the end of each month.
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0 Kirsty over 6 years ago in reply to Richard S. Ridings

Great thanks for the answer, I didn't think about doing that.
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Sage 50 Canada

Allocation to projects

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