Create Sales Allocation in Thrive Accounts
Trojan Support User
11 steps
30 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Sales module.
2
Click "Sales Allocations"
3
Choose your customer account.
4
Ensure you have the correct accounting period selected.
5
Thrive will display a list of all unallocated transactions for your customer account.
6
Click this checkbox to start allocating them.
7
Click the "Allocated Amount" field to change the amount to allocate for a transaction - by default this will prompt you with the full outstanding amount.
8
Note the "Total allocated value must equal zero".
9
If you are unable to balance the allocation, click the "Settlement Amount" field to enter a settlement.
10
Once the allocation is balanced, click "SAVE" to create it.
11
You will see a message when the allocation has been created.
For any further information on Sales Allocations, contact the support team.
Create Sales Allocation in Thrive Accounts
Trojan Support User
11 steps
30 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Sales module.
2
Click "Sales Allocations"
3
Choose your customer account.
4
Ensure you have the correct accounting period selected.
5
Thrive will display a list of all unallocated transactions for your customer account.
6
Click this checkbox to start allocating them.
7
Click the "Allocated Amount" field to change the amount to allocate for a transaction - by default this will prompt you with the full outstanding amount.
8
Note the "Total allocated value must equal zero".
9
If you are unable to balance the allocation, click the "Settlement Amount" field to enter a settlement.
10
Once the allocation is balanced, click "SAVE" to create it.
11
You will see a message when the allocation has been created.
For any further information on Sales Allocations, contact the support team.
