Automatic Invoice Allocation

Now, you can automatically allocate an invoice amount among multiple brand/products (or tactics) using the same ratio as when spend was allocated. This feature works for clients that manually enter invoices AND those that upload them in bulk.

Cheers to saving time!

 

Here's how the new feature works: 

 

Within the invoice sidebar menu:

1. Match the invoice to the right event if it's not already matched. 
2. Select the appropriate tactic. 
3. Select the check box next to "Apply the same ratio as allocated" right above the tactic details section. 
4. The invoice amount will be divided among the Brand/Product lines using the same ratio as when allocated.

NOTE: This feature also works if you need to spread the invoice amount across multiple tactics instead of (or in addition to) splitting by brand/products. Just select all the tactics that match the invoice and proceed with the same steps.