Implement percentage allocation in Journal Entry

Implement percentage allocation in Journal Entry

Rise Journal Entry supports allocating payroll costs by percentage across accounts. This is useful when employees work across multiple cost centres or business units.

You can set fixed percentage splits at three levels:

  • debit account default
  • department level
  • employee level

Set up percentage allocations

1. Select the payroll instruction

Go to Payroll > Journal Entry. Select the payroll instruction you want to map.

Select payroll instruction

2. Manage allocations

Click Manage allocations, then select the accounts and the percentage for each account.

Manage allocations screen

3. Copy the mapping to other payroll instructions (optional)

To replicate this mapping onto other payroll instructions, click the copy icon at the top of the mapping screen.

Copy icon location

Notes
Tip: Copying a mapping is a quick way to apply the same allocation across multiple payroll instructions without setting each one up individually.

Select which accounts should have the same mapping. This replicates the debits and credits, including any overrides.

Select accounts to copy


    • Related Articles

    • Set up the journal entry solution and connect with QuickBooks Online

      With the Rise journal entry solution, you can create journal entries from Rise Payroll to QuickBooks Online by mapping payroll instructions with your chart of accounts from QuickBooks Online. Before you begin setting up the accounting integration ...
    • About Journal entry in Payroll

      We want to simplify the process of maintaining accurate financial records for Canadian accountants, bookkeepers, and small businesses. Access custom payroll reports and invoices from one place, sync all of your payroll data to QuickBooks Online, and ...
    • Set up the Journal Entry tool

      Note: Rise Payroll and the Journal Entry tool has integrations with QuickBooks Online and Xero. Review the following articles to learn more about them Set up Journal Entry integration with QBO Set up Journal Entry integration with Xero If your ...
    • Record group benefits premiums in journal entries

      Note: This applies if you offer group benefits to your employees. This is one common way we see clients set up Journal Entries for group benefits. Your chart of accounts and setup may differ, so check with your accountant or bookkeeper before you ...
    • Record CRA remittances in journal entries

      Note: This applies to the CPP, EI, and Tax amounts Rise remits on your behalf. This is one common way we see clients set up Journal Entries for government remittances. Your chart of accounts and setup may differ, so check with your accountant or ...