How to perform an Invoice Distribution as a pre-set percentage
Open a Property
1: Click Search from the Side Menu.
2: Select Properties from the drop down list - a list of Properties will open.
3: Double click the required Property - the Property window will open.
Set up the rules (Only needs to be done the first time or when the rules change)
1: Click the Unit Distributions tab - the Unit Distributions window will open.
Add a New Rule
1: Click New - a new entry will be created.
2: Type a description and press Enter.
Enter the Percentages
A list of the Units at this property will be displayed.
1: Enter the Distribution Percentage for each Unit. Note that the system will not let more that a Total of 100% be entered.
2: Tick the Tick box to include the Unit in the Distribution, If there is a Unit not required to be in the Distribution, turn the tick off.
If more rules are required, Click the New button and repeat the steps.
Running the Distribution with the Percentage Rule
1: Click the General tab.
2: Click the Invoice Distribution tab.
3: Click the New button.
Fill in the details
1: Enter the Invoice, Bank and Nominal Account Details and enter an Invoice Date.
2: Select the rule from the drop down list.
1: Enter the Invoice details.
2: Click OK - the Distribution will be processed.
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