Journal Allocation Tool

door Lighthouse Experts Group

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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 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

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