We are currently using the allocation module to allocate income and expenses to endowments at the donor level. We have a problem with large GL entries. With 300 plus donors per endowment a single income or expense entry is 600 lines long. At the current time the GL entries do not post in summary and...

I want to set up my endowed scholarships on FE and be able to allocate the pool of interest to each. Only 80% can be awarded. How are other schools setting this up.

You have 200 projects, all making money, which means your investment portfolio, checking account, or money market account is growing with interest. This is awesome news and you can’t wait to enter the income into FE. Since this interest is generated from projects and each project gets a little boost...

I am running an allocation using the allocation management module. It has been working great for 6 months. However, this month when I added 4 new projects to the list of 450+ projects, these new funds are not receiving allocated income. All 4 have positive ending balances. The allocation is set to run...

I do not have the allocation module and wondered if anyone is using attributes to help do a cost allocation? Or is there another way to do the cost allocation without buying the extra module?

This is a short post, but a great one if you use Allocation Management and find it hard to find projects or accounts in your allocation pool. Beginning in FE version 7.77, due out later this year, you will be able to sort the allocation pool grid. The best part is, when you save and close the allocation...