Using the allocator

Getting the most out of your allocation tool

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

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 a crop season, tracker, or product tracker in Figured. 

Any transactions not already picked up and allocated or dismissed by your rules will flow through to your allocator.

How allocation works - allocating to a tracker or crop season

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

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 dismissed. 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.

A transaction can be allocated to multiple crop seasons, trackers, or to the product tracker.

For example if you have a crop season setup for Wheat and one for Corn, and you wanted to equally allocate a $5000 expense for fertiliser to both of these crop seasons - you could set the allocation to be 50/50.

How allocation works - purchasing a product

Along with allocating to a production centre, you can also use the allocator to add to the product tracker. Recording a purchase will add the product into your product tracker, 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 the product tracker - you'll just need to select the product and quantity in the cells provided.

Filtering and viewing transactions

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:

  • Filter by account name, e.g. Crop - Fertiliser

  • Filter by status, e.g. Dismissed or Unallocated

  • Filter by transaction type, e.g. Invoice or Manual journal

  • Filter by type, e.g. Expenses

You also can set start/end dates and show between 10 and 100 transactions per page.

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

Identifying the source your allocations

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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