Create Purchase Allocation in Thrive Accounts
Trojan Support User
10 steps
32 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Purchases Module.
2
Click "Purchases Allocations"
3
Choose your supplier account for doing the allocation.
4
This will display a list of all unallocated transactions for your supplier account.
5
Thrive will indicate if a transaction is on a draft payment run under the “Allocated Amount” field, and you won’t be able to select that transaction.
6
Simply choose the transactions you are allocating.
7
Note the allocation must be balanced to zero.
8
If there is a small balance left over after you allocate your invoices and payments, you can assign a discount using the "Settlement Amount" field.
9
Once it is balanced, click save to create the purchase allocation.
10
You will see a message when the allocation has been created.
For any further information on Purchase Allocations, contact the support team.
Create Purchase Allocation in Thrive Accounts
Trojan Support User
10 steps
32 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Purchases Module.
2
Click "Purchases Allocations"
3
Choose your supplier account for doing the allocation.
4
This will display a list of all unallocated transactions for your supplier account.
5
Thrive will indicate if a transaction is on a draft payment run under the “Allocated Amount” field, and you won’t be able to select that transaction.
6
Simply choose the transactions you are allocating.
7
Note the allocation must be balanced to zero.
8
If there is a small balance left over after you allocate your invoices and payments, you can assign a discount using the "Settlement Amount" field.
9
Once it is balanced, click save to create the purchase allocation.
10
You will see a message when the allocation has been created.
For any further information on Purchase Allocations, contact the support team.
