- Search for an item that you would like to change or assign an allocation.
- Select a date range to view these items.
- Show only items that were created in QuickBooks and pulled into Knowify.
- Show only items that have not been assigned to a job yet.
- If there are more than 20 items in this list, change the page to view the next set of 20.
- This column displays the type of item that can be re-allocated, as well as whether it was created in QuickBooks or Knowify, in parentheses.
- This columns shows additional information for the item. This could be the name of the subcontractor, the purchase order number, etc.
- This column displays the value of the expense.
- Click the link in blue to allocate the item to a job, if it is currently unallocated.
- Click the pencil and paper icon to allocate this expense to a different job.
