Once your allocation rules have been setup, you can move to working in your main allocator tool.

The allocation tool is how you can allocate actual expenses sitting inside Xero to a tracker, or crop type, in Figured. This information flows through to your cost of production report.

Allocating expenses

On your main allocation dashboard it'll show all currently unallocated transactions by default. 

If an expense doesn't directly relate to a crop type or production tracker, it can be dismissed. If you wish to allocate it, you just need to select Add allocation and fill in the details as needed.


Filtering expenses

If you wish to view dismissed expenses or allocated expenses, you can use the filtering dropdown to do this. You can then edit the dismissal or allocation if need be.

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