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24.43. 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 an unpaid bill last year is paid in the next year, or refunds, etc.

You'll need to perform the following data entry steps and once complete then reach out to Support to complete the final step on the back-end.

You cannot edit or re-save the transaction after Support completes the final step on the back-end, so be sure all of the correct data entry is in place first.

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.

 

UNPAID BILL EXAMPLE:

Below is an example where an Unpaid Bill was created for Dec 2024 invoice received from The Agency.

1.) the Allocation is set to match the year of invoice date, and the Reporting Code is set to PREV - Admin Previous Year Rate

2.) on the linking tab, Bill Payment is used to create a new expense for this years payment, Save bill payment and entire transaction

3.) new $0 expense is created with Allocation set to match the year of invoice date, and the Reporting Code is set to PREV - Admin Previous Year Rate

4.) on $0 expense, select Advanced tab and linked to the bill payment

5.) after saving support@aristotle.com is emailed the details/or screenshots to set the allocation for the new bill payment to pull the previous years allocation ratio