Management of Allocation curves : Netvisor

This guide instructs you on how to use allocation curves for the accrual of purchase invoices and sales invoices in Netvisor. You can access the management of allocation curves via the path financials > bookkeeping settings > Allocation curves. Access to the management of allocation curves is available with the company user profile, but adding a new allocation curve requires the KP role and editing rights to basic accounting functions in function-specific rights.

Allocation curves can be used for the accrual of purchase invoices and sales invoices, allowing you to allocate the invoice to the desired months. The view has a few allocation curves created in advance. The "Periods" field affects how many months the invoice would be allocated if the desired allocation curve is selected for the invoice. You can create new allocation curves from the New button and modify the names of existing allocation curves as desired.

For example, a quarterly allocation curve allocates the invoice quarterly. With this same principle, you can create your own rules, but the total distribution ratio must be 100%. If you check the option to distribute percentages evenly when updating, the program rounds the periods so that they total 100%.

Using allocation curves on purchase invoices

Existing allocation curves can be used by opening the desired purchase invoice. From the purchase invoice functions section, select set accrual rule.

and from here, a list of these allocation curves will appear, from which you can select the desired accrual for the invoice.

Line-specific accrual can be done from the end of the purchase invoice line using the so-called triangle button, and from there, select accrue line.

Using allocation curves on sales invoices

A sales invoice can be accrued using allocation curves by opening the desired invoice and selecting sales invoice functions and set accrual rule.

From the list, you can select the desired allocation curve, which allows the sales invoice to be accrued.

Accrual can also be done line-specifically by selecting the desired line on the sales invoice and choosing accrue line.

Keywords: allocation curve, allocation curve management, accrual, purchase invoice, sales invoice

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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