3 Table: "Which Allocation Style Do I Need?"

3 Table: "Which Allocation Style Do I Need?"

	By Orgunits	By Accounts	By Amounts	By Linked Accounts	By Custom Worksheets
Screenshots (click to expand)
Simple Definition	• Zero out a dept (HR) • Other depts carry the burden	• Sum out the amount from multiple accts • Reallocate to a list of depts	• Rather than moving prior budgeted amounts, directly enter expenses • Immediately allocate to destination accounts	1 for 1 direct proportional share of expenses at the account level	When something like excel feels better
Key Features	• Fixed or variable styles • Create at the beginning of the budget • Refresh during the budget • Easily copy to year 2	• Fixed or variable styles • Create at the beginning of the budget • Refresh during the budget • Easily copy to year 2	• Fixed or variable styles • Create at the beginning of the budget • Refresh during the budget • Easily copy to year 2	Copy and paste source destination and contra- account numbers from excel to create large distributions	Duplicate to future budgets
Inter-Company	Yes	Yes	Yes	No	No
Pros/Why Use This	Just allocate to specific depts	• If you need to share certain budgeted accounts • Reallocate the value to other depts or entities	• If the shared expense really doesn’t belong to any one dept • No need to artificially budget it once and move it • Just key in and allocate	If users complain about large uncontrollable or undefined corporate overhead amounts	Custom views
Cons/Downside	• Cumbersome to setup year 1 • Easy to setup year 2	• Cumbersome to setup year 1 • Easy to setup year 2	• Cumbersome to setup year 1 • Easy to setup year 2	None	• Does not support multi-company. • Have to be cautious about manually netting revenues vs expenses