One reason we have to keep using Excel is due to topside shared cost allocations. Meaning we don't record the allocations in QBO, but rather present them as line items on the Excel P&L, right after EBITDA.
So shared costs in Company A get backed out and put onto the other companies' P&Ls based on their set allocation percentage.
It would be great to be able to do this in Joiin, even if manually.
1 Comment
D
Dennis K
said
about 15 hours ago
Just realized this could possibly be accomplished via Non-Financial Data - the only issue is we need to be able to further break it down by Class within certain companies, which NFD doesn't seem to support yet.
Dennis K
One reason we have to keep using Excel is due to topside shared cost allocations. Meaning we don't record the allocations in QBO, but rather present them as line items on the Excel P&L, right after EBITDA.
So shared costs in Company A get backed out and put onto the other companies' P&Ls based on their set allocation percentage.
It would be great to be able to do this in Joiin, even if manually.