Targeted control of expense allocation to projects.

Previously, all created Additional services for expense allocation were offered. During the allocation, the document and costs are recorded for the Additional service. With the new option "Block for expense allocation" you can exclude Additional services from expense allocation – this creates clarity about which Additional services are still expected to have Expenses or invoices.

Expense allocation expected
Every Additional service created for the project qualifies as a third-party service, for which one or more incoming Invoices are expected. Until it is blocked for allocation:

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Targeted expense allocation
All Additional services that are still expecting an expense, are offered for allocation.

Block for expense allocation
Once all expected Expenses are allocated, block the allocation option individually (see image) or in lists via the bulk action.

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If you use expense allocation, Additional services are by default not blocked for expense allocation. This default can be adjusted in the settings.

Additional services dated before 2023 were automatically excluded from allocation with the new feature, as it can be assumed that no more expense allocation is expected.

If an expense allocation is expected, the Additional service will be included as a planned Expense in the forecast in the future. Coming soon :)

For all accounts that have not recorded an expense in 2023, all existing Additional services as well as the standard for new ones have been set to "Blocked for expense allocation" (see image above). This way, accounts that do not use the expense area are not burdened.