Using the allocator

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

The allocator is how you can allocate actual transactions sitting inside your cloud accounting software to trackers in Figured. Any transactions in the accounts selected during configuration will show in the tool.

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By default, the Allocator will show all currently unallocated transactions in your selected accounts. Use the status filter to view allocated or dismissed transactions.

If the transaction doesn't directly relate to a crop type or production tracker, or you don't want it attributed to anything, it can be allocated to ‘No Tracker’ (US / AU Market) or dismissed (NZ Market) This will still show the transaction in your reports, but it just wont be shown against one of your trackers.

If you wish to allocate it, you just need to select Add allocation and fill in the details as needed. If you have tracker groups set up within your tracker page these will show within the allocation drop down as a quick way to identify the correct production tracker.

Note: Each transaction can be allocated across multiple crop seasons, production trackers, or to Inventory.

For example if you have individual crop seasons setup for Wheat and Corn, and you want to equally split a $5000 fertiliser transaction across these two crop seasons - you can allocate 50% of the transaction to each crop. In the tracker and relevant reports, this would show a $2500 expense against each crop in the fertiliser account.
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Along with allocating transactions to trackers, you can also use the allocator to add products in Inventory. Recording a purchase will add the product into the Inventory, where you can use it later!

An example of where you may wish to record a purchase, is if you bought a years worth of fertiliser all at once. You can allocate this as a purchase of product to Inventory - you'll just need to select the product and quantity in the cells provided.

You also have the option to allocate directly to a tracker and purchase a product simultaneously - this will purchase a product into Inventory and also create an application out of Inventory to the selected tracker.

When you're working within your allocator, if you need to find a certain transaction in your allocator, there are a range of ways to filter the information shown:

You also can set date parameters to filter transactions, and control how many transactions you wish to display on each page.

NOTE: The filter by tracker option will only appear when viewing the 'Allocated' status

For allocated transactions, the source of the allocation will be displayed. For example, if an allocation was created by one of the allocator rules the name of the allocation rule will be displayed. For manual allocations, the name of the user who created the allocation and the date on which the transaction was allocated will be displayed, as per below.

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