Add a periodic allocation table

You add periodic allocation tables to allocate an annual budget over periods or to allocate depreciations. Two examples here would be depreciations that are the same every month or depreciations that vary from period to period. The latter can be used to include seasonal effects in your depreciations, for instance.

To add a periodic allocation table:

1. Go to: General / Configuration / Period settings / Periodic allocation table.
2. Click on: New. 

   

3. Enter the description.
4. Select the Period table. Profit will fill the periodic allocation table with the periods from this period table.
5. Select the Distribution type:
   • Proportional distribution

     The annual budget is divided across all periods, with each period taking an equal share.

   • Index

     You set the default amount per period to an index of 100, but you can enter a different index for specific periods. The average of the period indexes must come out to 100.

   • Percentage

     You record a percentage for each period. Based on this, the annual budget is allocated across the periods.

   Note: 

   In the Distribution type field, if you selected the value Index or Percentage, then you must enter the values manually after Profit has added the periodic allocation table. If you select Proportional distribution, Profit enters the period allocation automatically, but you can change this.

6. Click on: Finish.