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24.42. Schedule H4 Cont'd - How To pull a Previous Year's Allocation Ratio to H4 Disbursements

How to pull a previous year's ratio to H4 disbursements

A previous year's ratio can be pulled in the event that the current year allocations cannot be used, such as when a refund is received. You'll need to reach out to Support if you find yourself needing to pull previous year ratios, as doing so is not currently possible without specific settings that will have to be set on our end.

To pull a previous year's ratio, use the following steps:

1. Set existing expense with the current year's allocation and then set the Reporting Code to "PREV - Admin Previous Year Rate."
2. Create a new expense for $0.00 dated in the previous year, set the allocation to the previous year's ratio, and then set the Reporting Code to "PREV - Admin Previous Year Rate."
3. Link the new $0.00 expense to the existing expense by opening the regular expense > Linking > Advanced and then save the transaction.
4. Be sure not to delete, edit, or re-save the previous year's ratio, as that can remove any settings that are manually set from the Aristotle side. 

Note: Ensure that the transactions are all in the same bank account that will pull to the report.