The allocator is how you can allocate actual transactions sitting inside Xero to a crop season, tracker, or to the product tracker in Figured.
The allocation tool can be accessed via your farms dashboard, or from within your farms left hand navigation.
All of your Xero transactions will come through to your allocator automatically, so to help process all of those transactions on the Figured side of things - you can setup allocation rules to automatically do it for you, either based on account or tracking option.
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've also got the ability to set start / end dates, and show between 10 and 100 transactions per page.