Learn how to use the GL Periodic Allocations feature to efficiently allocate source accounts 

TRAVERSE Periodic Allocations Training

Date: Tuesday, March 26, 2019

Time: 2:00 pm - 3:00 pm

Location: Internet

Register for This Class.

Some customers, such as non-profit organizations, need to define and periodically allocate amounts from a pool of source accounts to specific recipient accounts. The GL Periodic Allocations feature allows the user to perform these allocations in a batch mode at various intervals (generally monthly, quarterly, and annually) using one of a number of allocation methods. 

Over the course of this training the following topics will be covered. 
• How to set up Allocation Codes 
• How to set up Allocation Groups 
• How to calculate allocations 
• How to process allocations 
• Several examples of various types of allocations 

• UTS Plan ABS clients will be free for one attendee, including course materials 
• Non-UTS Plan ABS clients will be $99 per attendee, including course materials 
• Non-ABS clients will be charged $149 per attendee, including course materials 

Course Level: Basic 
Prerequisites: None 
Instructional Method: Group Internet Based 
Recommended CPE Credits: 1 
1 Hour Class 

This is an ideal course for individuals that enters General Ledger transactions and has a need to allocate them. 

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 1-800-451-7447 

Applied Business Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Sign up for a Free Demo to view our award-winning products such as Abila or TRAVERSE software.

Did You Know?

ABS is proud to have many nonprofit clients in the following fields: 

If you belong to one of these groups, please contact us for more information on customized software solutions designed specifically for you!

Upcoming Events

Wednesday, September 25, 2019
11:00am - 12:00pm

Free! TRAVERSE Fixed Assets Overview Tuesday, October 15, 2019

Tuesday, October 15, 2019
2:00 pm - 3:00 pm
Wednesday, October 23, 2019
1:00 pm - 3:00 pm EST


Add value to your accounting software with our product specials and support training.

Supercharge your data with one-click data visualization! 

Click here for more information.

For more information, call 1-800-451-7447 or click here.

For more information, call 1-800-451-7447 or click here.

Custom Modification Service

We also create custom modifications to service your organization's specific needs. For ordering a custom service, please contact us here.
Or call 800-451-7447