Salary and overhead allocation
An advanced tool using journal entries
Introduction
Many larger organisations need to make sure that core overhead costs and salaries are charged (allocated) across all their activities or finds. This can be time consuming, but this tool will help. It’s easy to use and provides a simple method for sharing costs based on staff time. You may need to adapt it to suit your own needs.
Key features
Save time each month when allocating costs to a range of activities
Ensure your activities cover all of your costs
Useful for splitting salaries and overheads across funds
Download
Click the button below to download our free template. (Size: 96KB, Format: Microsoft Excel)
Demo video
In the video below, we walk you through how to use our template.
Download transcript (Size: 18KB, Format: Microsoft Word)
Further support
If you need any help with our resources, feel free to contact us. We are happy to explain them and offer training. We can even redesign the tools a bit, perhaps expand them or develop new features, because these resources are fairly basic tools and they're not designed for everyone.
You may need to amend the tools yourself a little bit to suit your individual needs as an organisation, and we would encourage you to adapt them and make the resources work for you.
We hope you enjoy them and find them useful. Providing free advice and resources helps us achieve our own charitable goal, which is to help organisations run themselves more efficiently and effectively.
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