Journal Allocation Tool
avaldaja Lighthouse Experts Group
Allocate journals and document lines based on dimensions or G/L Accounts.
The Journal Allocation Tool is a Microsoft Dynamics 365 Business Central add-on that is used to run pre-defined allocations on journal lines and on document lines. It can allocate lines to combinations of dimensions, or any type of Account No. (G/L Account, Vendor, Customer, Bank Account, Fixed Asset, Item, IC Partner)
Do you allocate journals or document lines based on a percentage, to different accounts, departments, projects, or a combination of dimensions?
Allocate journal lines and document lines to:
- Dimensions
- G/L Accounts
- Vendors
- Customers
- Bank Accounts
- Fixed Assets
- Items
- IC Partners
- Any combination of the above
After installation, the Allocate button becomes available in the following journals and documents:
- General Journal
- Sales Journal
- Purchase Journal
- Cash Receipt Journal
- Payment Journal
- IC General Journal
- Job G/L Journal
- Fixed Asset G/L Journal
- Purchase Quote
- Purchase Order
- Purchase Invoice
- Purchase Credit Memo
- Blanket Purchase Order
- Purchase Return Order
- Sales Quote
- Sales Order
- Sales Invoice
- Sales Credit Memo
- Blanket Sales Order
- Sales Return Order
Additional Features:
- Update allocated lines with new values
- Assign custom dimensions to the allocated lines, or keep the dimensions from the original line
- Select one or multiple lines to allocate
- Remove the original lines, or keep them after the allocation is complete
- Flip the sign of the amount on the allocated lines
We can customize this add-on to allocate ANY data your organization uses within Dynamics 365 Business Central.
Click the Free Trial button, or contact us at info@lighthouseexperts.com for a demo!
Lighthouse Experts Group is a US-based partner with over 15 years of experience implementing and customizing Microsoft Dynamics products.
Supported Editions:
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
Supported Countries:
- Australia
- Austria
- Belgium
- Canada
- France
- Germany
- Italy
- Mexico
- Netherlands
- New Zealand
- Spain
- Switzerland
- United Kingdom
- United States
- Indonesia
- Malaysia
- Singapore
- South Africa
- United Arab Emirates
