Create an AB

To create a new AB, select Account from the main command menu and click on Allocation Block Manager to display the window.

1. Press New to create a new block.

2. Enter a name under Allocation Block Name.

3. Select Accounts to be part of the block on the left hand side and then enter the number of lots on the right side.

4. Select the Allocation Rule from the drop-down menu and click Ok.

5. To clear all entries in the window, click Cancel.

6. A Backfill (B) Account is automatically created with each new account name and displays in the Account Summary drop-down menu. Refer to the Figure below.

Note: The Allocation Block Manager only displays on the drop-down menu when the user has permissions to access multiple accounts.  Call or email us to add this option.