---
title: "GL Allocation Templates: Allocation Calculator"
slug: "gl-allocation-templates-allocation-calculator"
description: "The Allocation Calculator previews how the source GL account balance is debited and credits are distributed to each destination account by percentage."
updated: 2025-08-28T19:27:43Z
published: 2025-08-28T19:27:43Z
canonical: "docs.restaurant365.com/gl-allocation-templates-allocation-calculator"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# GL Allocation Templates: Allocation Calculator

This is a part of the GL Allocation Template feature. Click here to learn more about the [GL Allocation Templates](/doc/docs/gl-allocation-templates-overview-security).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W5AG4FQ6.png)

The Allocation Calculator enables Users to see a preview of the Journal Entry created from the corresponding Allocation Template. When clicked, the preview will open in a screen within the modal/sidesheet.

---

## Navigation

**Navigation Steps**

1. Open the **Admin** application. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RX0V6XPZ.png)
2. Click **Accounting** to expand the folder. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IXUJ2EBP.png)
3. Click **Allocation Templates.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8P70ATHI.png)
4. Open the desired allocation template. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BDRU0DKK.png)
5. Click **Allocation Calculator.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-50CZL0N5.png)

---

## Allocation Calculator

The Allocation Calculator preview will display on a new screen within the modal or sidesheet, depending on whether this is opened within a new template or a saved template, respectively. This can assist in determining whether accounts or allocation percentages need to be adjusted.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-549DZPRC.png)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Back | Returns to the template builder view. |
| **2** | Search Bar | Searches the GL Account name and debit/credit columns for the values entered. |
| **3** | Source Account Balance | Acts as the debit amount for the Journal Entry. It is defaulted to have a value of $365.00 but can be manually updated to show the credit amount breakdown based on allocation percentages. |
| **4** | Account | The GL Account name and number. |
| **5** | Debit | The source Account's debited amount. |
| **6** | Credit | The credit amount broken down by the amount percentage designated for each Destination Account. |
| **7** | Location | The location tied to the GL Account. |
| **8** | Comment | The comment entered for the GL Account. |