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View the Indirect Cost Report

1

Navigate to Indirect Cost Report

A M ICR Nav
2

Select a tab and fiscal year

A M ICR Tab
  • Indirect Cost: Indirect costs for each pool, year to date and by period.
  • Indirect Rate: Indirect rates for each pool, year to date and by period.
Turn on Show Accounts to display the accounts in each pool.

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Allocate Indirect Costs

1

On the Indirect Cost tab, select the Allocate Cost icon for a pool

A M ICR Allocation
2

Select a period

A M ICR Period
Select Next to continue or Cancel to exit without saving changes.
3

Select base accounts and enter allocation rates

A M ICR Allocate C
The Pending Allocation amount is allocated across the selected base accounts. For each base account, the Allocation Account, Base Amount, and calculated Allocation Amount are displayed.Select Create Journal Entry to complete or Cancel to exit without saving changes.
Base accounts and allocation accounts are set on the pool’s Pool Base tab in Pool Settings.

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Export Indirect Expense Report

1

Select Export Excel

A M ICR Export
The report for the selected tab and fiscal year downloads as an Excel file.
To export the Statement of Indirect Expense for a single pool, select the Statement of Indirect Expense icon for the pool, select a period, and select Export.