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Automatically Distribute Income Sources

You can set up an automatic distribution for each source. When the source is used in a transaction, the program asks if the corresponding distribution should be used.

  1. On the Other Information tab, click Income Sources > Automatic Distribution.
  2. Locate the income source that you want to add a distribution to, and click the add icon green plus sign above the grid.
  3. Select the account number(s) that you want to distribute to.
  4. Enter the percentage(s) that you want to distribute to this account.
  5. Enter an optional description.
  6. When you're finished, ensure the Percentage Remaining equals 100%.
  7. At the top, click Save.