How To Update Billing Allocation

In some cases but not all you will need to adjust or update a billing allocation per month at the vendor and/or placement level (cost item). Due to the integration Symphony has with MBA (your finance system) you will have the ability to do this for your campaign in Symphony.

 When it comes to the specific workflow for billing allocation and what happens between Symphony and MBA please refer to the below diagram. Here is a quick summary for your reference:

1. When you make a change to any of the cost items monthly splits and save these changes it sends a notification to MBA with the details of the changes to be updated in MBA.
2. Once the finance team on MBA side have finalised the billing for that month they will lock it, which means it will be locked in Symphony too. This means no more edits can be made in both MBA and Symphony as the invoice has already been sent to the client.
3. If in the case the month has already been locked, but edits need to be made, then the MBA team can assist with unlocking that month in Symphony and MBA. This will trigger the process again and allow you to allocate/update the billing in Symphony for that cost item.

When it comes to doing the billing allocation in Symphony you have a few options available. The first option is bulk allocation based on a preset allocation method selection. This is a drop-down menu option located at the cost item level.

The second option is making edits to the cost item manually by going into the individual month and updating the value.