Create Purchase Allocation in Thrive Accounts
Trojan Support User
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10 steps
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32 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Purchases Module.
2
Click "Purchases Allocations"
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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.
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Simply choose the transactions you are allocating.
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Note the allocation must be balanced to zero.
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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.
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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.
