Cost allocation in Loop allows users to assign GL codes and cost centers to individual invoiced line items. These allocations determine how freight and parcel spend is categorized for accounting and reporting purposes.

Where can I view cost allocations?

From an individual payable invoice:

Cost allocations can be viewed from the Accounting tab on a payable invoice.

To view allocations:

1. Open a payable invoice

2. Navigate to the Accounting tab

For each line item, Loop displays:

• Charge description

• Charge amount

• Assigned GL code(s)

• Assigned cost center(s), if enabled

Both freight and parcel invoices use the same Accounting view.

From the Payables table:

Yes. Cost allocation can also be accessed directly from the Payables table:

1. Navigate to the Payables Table

2. Click the three dots in the top right

3. Select Edit Cost Allocation

How do I find invoices that need cost allocation?

Filters are available on the Edit Cost Allocation page to help locate line items, including:

• Missing GL codes or cost centers

• Vendor or payee organizations

• Invoice issue, pickup, delivery, or payment due dates

• Primary shipment number

  • For parcel, this is the tracking number

  • For freight, this is usually a PRO or BOL number. If you send us shipment records, this is your external identifier.

• Payable review status

Can I assign both GL codes and cost centers?

If both cost code types are enabled for your account:

• GL codes and cost centers can be assigned to the same line item

• Each cost code type is managed separately

How do I edit cost allocations for an invoice?

If you access cost allocation from the payables table, you can edit directly from that page. From an individual invoice's accounting tab, select Edit Cost Allocation

This opens the cost allocation editor, where allocations can be added or updated at the line-item level.

To assign a single code:

1. Locate the line item you want to update

2. Search by code or description

3. Select the desired GL code or cost center

To split a line item across multiple codes:

1. Click on the three dots at the right end of the target line item

2. Choose Assign multiple GL codes

3. Add the required cost codes

4. Enter allocation amounts or percentages

5. Save your changes

How do I update cost allocations in bulk?

From the edit cost allocations page, you can select any number of line items and click Edit GL codes to make changes.

What happens when I change an allocation?

Some allocations are applied automatically by Loop based on existing rules.

When a user updates a cost allocation:

• The manual allocation overrides the automated result

• The updated allocation remains in place unless manually changed again

Are there any limitations?

• New GL codes and cost centers cannot be created directly in Loop

• All line items must be allocated to 100%

• Only users with admin or accountant roles can edit cost allocation