On this tab, you can enter general information about the labor costs allocation: the data, document number, entity, and the payroll document to used as the basis.
It is recommended that you first select Allocation of Labor Costs in the Transaction Type field—this enables the fields and tabs appropriate for this transaction type.

The "Project Cost Allocation (create)" form. The Main tab

<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.

In the Entity field, select the legal entity of your company for which this document is being prepared. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.

In the Basis field (which is available only for allocations with the Labor Cost Allocation transaction type), you can select a document of the Payroll Calculation type as the basis for labor cost allocation. Notice the help tip that appears to the right of the fields with information about this transaction type.

Click the Fill by Basis button to copy the data from the basis document. Also, if after you edited the document, you need to roll back the changes, click the button to reset the document to the basis data.

In the Comment field, you can enter any information related to this allocation of labor costs.

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document. For other button descriptions, see Document Toolbar.