Ops Notes

Multi-Facility Charge Allocations

  1. Create the transaction under the initial facility.
  2. Allocate the charge
  3. Change the transaction owning facility to the contributing facility
  4. Create a new charge allocation row and select the desired account.
  5. Save the allocation
  6. Change the transaction owner BACK to the initial facility.

Revision #1
Created 2026-04-08 17:08:16 UTC by Elliot Francis
Updated 2026-04-08 17:12:21 UTC by Elliot Francis