--- title: GENERAL LEDGER - Allocations Tab description: Allocation Accounts are used to distribute transaction amounts into multiple General Ledger accounts, by percentage --- [Skip to content](https://cs.geminilogic.com/en/manual/general-ledger-allocations-tab#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) # GENERAL LEDGER - Allocations Tab ## Allocation Accounts are used to distribute transaction amounts into multiple General Ledger accounts, by percentage ### **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-04-47-00-65-PM.png?width=50&height=53&name=image-png-Aug-30-2022-04-47-00-65-PM.png)**  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-04-47-31-02-PM.png?width=613&height=180&name=image-png-Aug-30-2022-04-47-31-02-PM.png) - - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-48-24-44-PM.png) Refresh** to load any Allocation Accounts into this list that may have been entered by another user since last Refresh and which may not be displayed - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-48-31-61-PM.png) Filters ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-49-10-19-PM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-04-49-15-16-PM.png?width=82&name=image-png-Aug-30-2022-04-49-15-16-PM.png)** **Allocations List** **Filters / Search / Customization** - see [General Ledger List Filters](https://cs.geminilogic.com/en/manual/general-ledger-accounts-list-functionality?hsLang=en#GLAccountFilters) - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-49-26-28-PM.png) Export** Allocation Account(s) in Excel (.xlsx only) or CSV format (see [GL Accounts Export](https://cs.geminilogic.com/en/manual/general-ledger-accounts-list-functionality?hsLang=en#GLAccountsExport)) - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-49-31-86-PM.png) New** Allocation Account - enter a unique **Account No** - enter a unique **Name** - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-49-37-75-PM.png) Add** a line into the grid or just click into the grid - enter or browse for the GL **Account No** for the first allocation portion - enter the **Percentage** of the expense that will go to this Account - keep adding Accounts and Allocation Percentage until the **Total** reaches **100%** - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-49-45-54-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-49-50-25-PM.png) **Save Close** - this Allocation Account can now be selected from the GL Accounts browse when posting transactions (User Settings permitting) ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-04-48-15-04-PM.png?width=345&height=265&name=image-png-Aug-30-2022-04-48-15-04-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-49-58-93-PM.png) Edit** Allocation Account - select the Allocation Account(s) and click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-50-04-18-PM.png) **Edit**                          -or- double-click the Allocation Account(s) and click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-50-07-51-PM.png) **Edit** - - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-50-31-25-PM.png) Delete** Allocation Account - select the Allocation Account(s) and click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-50-34-90-PM.png)  **Delete** - -or- double-click the Allocation Account(s) and click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-50-36-76-PM.png)  **Delete** - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-04-50-49-73-PM.png) Print Reports** - see [General Ledger - Reports](https://cs.geminilogic.com/en/manual/general-ledger-reports?hsLang=en) - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - 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