Allocation Types help you better track and assign funds properly within your trips.
Customize your Allocation Type options from your Admin Dashboard.
Access Your Allocation Types
From the Admin tab, select Components.
On the Components screen, choose Allocation Types from the menu on the left.
Creating a New Allocation Type
On the Allocation Types screen, you'll see a list of all of the active and inactive allocation types you've created.
To create a new allocation type, select Create Allocation Type.
- Create a name for the allocation.
- Add a short description to note details about the source of the funds.
- Mark the allocation type Active or Inactive. Active allocation types will be available to select from the allocation type menu when allocating funds to trips or individuals.
- To finish, select Create Allocation Type.
Confirm Allocation Type Created
Your new allocation type will now appear in the list, and will be available to choose if you have marked it as active.
These allocation types are used in the Funding Section of your Trips when manually adding funds.
Editing an Allocation Type
You may change the status of an allocation type, or edit the name or description.
Simply select it from the list of allocation types, make the necessary changes, and click the Save Changes button.