Managing Allocations in Abila MIP

1. Allocations Management in
Abila MIP
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2. Webinar Details
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Net@Work Overview

4. Today’s Presenters
Jane Houle
Net@Work - Nonprofit Solutions
Team Leader
Your MIP Business Partner

5. Today’s Agenda
▪ Allocating Expenses in MIP
▪ Distribution Codes
▪ Allocations Module
▪ How does the Allocation Module Work?
▪ Allocation Codes
▪ Allocation Processing
▪ Reports
▪ Comparing Methods in MIP
▪ Questions?

6. Allocations Module

7. Allocation Codes
Method: Select one of the following methods to:
•Table - Set percentages, units, and/or monetary amounts for each Recipient Code combination.
•Indirect Cost Rate - Set an Indirect Cost Rate for each Recipient ICR segment code. Cost allocation amounts are calculated based on
the indirect cost rate.
•Relative Account Balances - Have the system calculate allocation percentages for each Recipient Code combination. Percentages are
based on account balances covering the Balances From through Balances To date range.
•Weighted Average Daily Balance - Have the system calculate allocation percentages for each Recipient Code combination.
Percentages are based on the days carried until the balance amount changes.
•Employee Headcount - Have the system calculate allocation percentages based on the number of employees per Allocation Code
combination covering the Balances From through Balances To date range.
•Labor Hours - Have the system calculate allocation percentages based on the hours worked per Allocation Code Combination covering
the Balances From through Balances To date range.
•Transaction Count - Have the system calculate allocation percentages based on the number of transaction lines per Allocation Code
combination covering the Balances From through Balances To date range.
•UDF Unit Measures - Have the system calculate allocation percentages based on the relative balances for each numeric user defined
field selected per Allocation Code combination covering the Balances From through Balance To date range.

8. Process Allocation
Dates:
Period, Amounts From, Amounts To: Enter the date range defining the monetary amounts to be allocated for the
selected allocation code. The system automatically displays the value of the default period that was selected on the
Process Information Tab. Period can be changed without affecting the Default Period. However, editing the date range
changes the Period to “Custom.”
Period, Balances From, Balances To: Enter the date range defining the monetary amounts to calculate the
allocations. The system automatically displays the value of the default period that was selected on the Process
Information Tab. Period can be changed without affecting the Default Period. However, editing the date range changes
the Period to “Custom.” These columns are only available if the allocation code uses the Employee Headcount,
Indirect Cost Rate, Labor Hours, Relative Account Balances, Transaction Count, UDF Unit Measures, or Weighted
Average Daily Balance allocation methods (Maintain>Allocation Codes - Allocation Tab).

9. Allocation Processing

10. Allocation Processing

11. Into Allocations in MIP

12. Please type in
your questions
Any Questions?

13. Online Webinars
• September 21 - Accounts Receivable Reporting and Billing
• October 12 - Using Abila Payroll , Human Resources
Management, Employee Web Services and Benefits
Enrollment
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Kansas City, MO – November 8, 9 and 10
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New York City – December 11
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Chicago – Kansas City – New York - California
Upcoming at Net@Work

14. Questions about your software? Need training or consulting services? Interested in another module for added functionality?
Thank You For Attending!
Jane Houle
Net@Work - Nonprofit Solutions
Team Leader
Email: jhoule@netatwork.com
Phone: 312-651-0364
800-719-3307
www.netatwork.com
netatwork.com/blog
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Julie Archer | Net@Work
jarcher@netatwork.com
417-520-3718
David Marks | Net@Work
dmarks@netatwork.com
646-517-6164
Customer Account Managers:
Danae Knapp
Net@Work - Nonprofit Solutions
Business Analyst / Consultant
dknapp@netatwork.com
Phone: 417-520-3717