Zdoo Manual More
Zdoo ManualBook Info
1 Introduction
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  CRM Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contact
3.7  Manage List
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Report
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Inventory(PSI)
9.1  Workflow
9.2  Sales
9.3  Inventory
9.4  Product
9.5  Settings
10 Flow
10.1  Introduction
10.2  Built-in Flows
10.3  Features
10.4  Examples
11 Ameba
11.1  Amoeba Management
11.2  Start Ameba
11.3  Ameba Category
11.4  Ameba Department
11.5  Expense Distribution Rules
11.6  Income Distribution Rules
11.7  Ameba Budget
11.8  Ameba Trade
11.9  Ameba Report
12 Administration
12.1  Settings
12.2  User
12.3  Privileges
12.4  Apps
12.5  Email settings
13 Integration
13.1  Introduction
13.2  Integrate ZenTao
14 Customization
14.1  Get Ready
14.2  Zdoo Directory
14.3  Find the Code
14.4  Database Structure

Expense Distribution Rules

2020-04-03 13:42:37
Renee
2264
Last edited by MCFEY on 2020-04-09 16:19:58

Expense Distribution Rules are used to divide the expense that will be shared by Amoebas.


Go to Ameba->Rule and click  Expense Share Rules. Click Create to create a new rule as shown below,


Tips

  1. Type: Budget or Periodical. A periodical expense is generated periodically, such as every week, every month, or every year. For example, the rent you have to pay monthly. A budget expense is generated per year, and it is an estimation based on the data for last year. For example, the growth rate of salary is 10%, so the budget is raised 10% of that of the last year. 
  2. C ategory: Choose the category of expenses that will be shared by Amoebas. Salary management is part of Zdoo, so there is Shared Labor Cost in Expense Captions. It is to calculate the cost of HR cost that will be shared by Amoebas.
  3. Dept: Department where the expense is generated.
  4. Period: As mentioned in Type.
  5. Share Type: Per Capita or Manually. For Per capita, choose the departments that will share the expense and distribute the cost according to the ration of the number of staff within the department to the number of staff within the company. For Manually, enter the percentage of shared expense in Shared Details.
  6. Amount: The number of expenses. Expense Distribution Rules are related to the budget. In Budget Report, the number of expenses and period will be used as references to calculation the budget.
  7. Details: Set the department that will share the expenses and the percentage.

You do not have to set the month and the year for rules. When distributing expenses, the rules used in the current month will be saved. Then the rules will be applied to the calculation of shared expense in Amoeba Report for the same month. Therefore, the data will not be changed even the rules are changed later.

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