FreshBooks: Allocation Overview

FreshBooks does not include native automated allocation functionality. However, small businesses can still distribute shared costs—such as overhead, software tools, or administrative expenses—through manual journal entries or categorized expense splits.

For organizations needing more structured allocation workflows, FreshBooks integrates with several third‑party applications that support departmental or project-based cost distribution. These add-ons allow users to assign percentages, track indirect costs, and generate allocation reports that feed into FreshBooks’ financial dashboards.

While not as robust as enterprise-level allocation engines, FreshBooks offers enough flexibility for small service-based teams that need simple, practical methods to distribute expenses across clients, projects, or internal groups.