Create rules to automatically spread incoming expenses across offices

Create rules to automatically spread incoming expenses across offices

Rules tell darwin.Cloud how to classify expense that come in automatically from streaming bank transactions and credit card charges

Another type of rule you can create to classify incoming expenses is a Billing group rule.

Billing group rule

If you need to make a rule to automatically divide an incoming expense across multiple offices, the easiest way is to do this using Billing groups.If you don't remember what a billing groups are, a Billing group is a selected group of your offices, with percentages next to each office. What the Billing group does is take the total of a bill, and look at the percentages next to each office... then it enters the bill and charges each office their fair share, according to the percentages.

Step-by-Step training

Watch this video to see examples you can follow to create rules the use a billing group for expense allocation.

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