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Allocation Configurations

  • Onboarding
  • Importing Employee Costs
  • Allocation Configurations
  • Time Tracking
  • Expense Allocation
  • Working in QuickBooks Online
  • Making updates in CostAllocation Pro
  • Subscriptions
  • Troubleshooting
  • Billing
  • Application Settings
  • more_horiz
    • Onboarding
    • Importing Employee Costs
    • Allocation Configurations
    • Time Tracking
    • Expense Allocation
    • Working in QuickBooks Online
    • Making updates in CostAllocation Pro
    • Subscriptions
    • Troubleshooting
    • Billing
    • Application Settings
  • How does the program allocate time and cost?

    CAP currently allocates both time and costs by syncing time activity from QuickBooks Online or by importing time from external systems. Once employee hours are synced or imported, CAP calculates th...
  • CostAllocation Pro Revenue Setup

    CAP focuses exclusively on cost allocation and does not calculate revenue based on billable or hourly rates. It is specifically designed for nonprofits that need to allocate costs to customers or c...
  • Percentage Based Time Allocation

    CAP calculates the percentage of time employees spend on each grant/program by taking the hours tracked against each funding source and dividing it by the employee's total hours worked. This allows...
  • Indirect Costs

    Introduction to Indirect Expense Allocation Indirect expenses are general costs incurred by an organization that cannot be directly attributed to a specific program or project but are necessary for...
  • Custom General Ledger Mapping

    Introduction Custom General Ledger (GL) Mapping Rules in Cost Allocation Pro (CAP) empower users to fine-tune payroll allocations by setting unique criteria for specific employees, customers, and c...
  • Allocating PTO Accruals

    Overview Some organizations choose to bill grants or contracts for PTO as it is earned, rather than when PTO is actually paid through payroll. In order to properly allocate earned PTO you will ne...
CostAllocation Pro
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