The Expense to Schedule feature appears on an approved Budget by Area when expense invoices are assigned to chart of accounts that appear across multiple schedules. It lets you allocate each expense to the correct schedule — or split it across several — before locking the budget.
Note: You cannot lock the budget until all expenses in this tab have been allocated.
How to Allocate Expenses to Schedules
Navigate to the approved budget and click the Expense to Schedule tab.
Review the listed invoices — only those linked to chart of accounts appearing in multiple schedules will show here.
Allocate each expense to a single schedule, or split it across multiple schedules as required.
Expenses with existing allocations are marked accordingly. Unallocated expenses display a grey status indicating action is needed.
Save your changes.
Budget by Area is referred to as Budgeted Outgoings in Asia-Pacific, Service Charge in Europe, and Operating Expenses in North America. For more information on regional terminology, see our Glossary of Regional Terminology.