01 - Overview

Created by Connect Getaccountify, Modified on Fri, 26 Sep, 2025 at 1:54 PM by Connect Getaccountify

The Cost Allocation module helps you distribute and track costs across departments, projects, or cost centers in a structured way. It ensures that expenses and revenues are assigned correctly, enabling accurate reporting and better financial control.


With Cost Allocation, you can:

  • Define Cost Categories (e.g., Travel, Utilities, Salaries).

  • Create Allocation Rules to distribute costs automatically.

  • Allocate costs to Departments, Projects, or Business Units.

  • Monitor Cost Allocation Reports for transparency and accountability.


The Cost Allocation process generally involves:

  1. Defining Cost Structures – Identify which expenses or revenues need allocation.

  2. Setting Allocation Rules – Decide how costs should be split (e.g., percentage, ratio, headcount).

  3. Applying Allocations – Distribute the defined costs across target entities.

  4. Reviewing Reports – Validate allocations with reports and dashboards for accuracy.


This module ensures that shared expenses (like office rent, admin salaries, or utilities) are fairly distributed, giving you a clearer picture of departmental profitability and project costs.

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