New Comp Allocation - Not allocating a contribution

If a new comp allocation is not calculating, the first thing to check is the 'Alloc Group' column in the census grid. The data in this column must say "Group 1" for example, not just the number "1".

The next item to check is in the main proposal screen. For a New Comparability profit sharing allocation formula, the allocation type should be 'Specified'. If it is 'None' a contribution will not be allocated.

Was this article helpful?
0 out of 0 found this helpful