When to use this
This article explains how to update the usage figures that drive usage based cost recognition each month, sometimes called consumption costs or monthly cost allocation.
To flag an account as usage based in the first place, see How to set up usage based cost recognition.
Step 1. Open the update usage based costs page
Go to Journals (top bar). Under section 4. Review Cost, select Update usage based costs (just below Bills received).
You can also open the same page from the sidebar on any journals page, or from the three dots at the top right of any expense journal page.
Step 2. Allocate costs
From here, you view all line items from bills in the account(s) selected as usage based.
Viewing filters
Use filters at the top right to choose:
- All Projects (default) or Open Projects to see only unallocated costs
- Date range (Months to display)
Use filters at the top left to choose:
- A single account (Select account) or all usage based accounts at once (default view)
Enter usage amounts
Choose whether to enter usage by monetary amount or by percent of total.
Use the table to enter the amounts by month.
Type the amount or percent in the white boxes under the months of allocated cost. The final column shows the amount of unallocated cost in the billed amount.
The usage is updated in ScaleXP as soon as it is entered. When the cost is 100% allocated, the Remaining column turns from orange to green and says Done.
Fully allocated bills will no longer appear in the “Open” view.
The allocated amounts flow straight into your expense recognition journals — see How to automate expense recognition journals in ScaleXP.