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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Reallocating expenses
Small and medium business | Business Central, N...
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Reallocating expenses

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Posted on by delana41 15

We are in the process of implementing Business Central.  We are moving from QuickBooks Enterprise Solutions. 

After several discussions with the implementation team, we have an issue with how to reallocate expenses to different departments. 

Currently, we have our AP dept code an invoice to the main account.  At the end of the month, we create a rather lengthy journal entry to reallocate the expenses to the correct departments. 

We were under the impression that Business Central could do this with little manual entry, but not sure anymore. 

Just curious if anyone has run into this issue and has a solution. 

Thanks, 

Delana 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: Reallocating expenses

    Hi, Recurring journal is a very good way to do this. If you want other ways, you can try the Standard Journal feature.

    pastedimage1639698864843v1.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reallocating expenses

    Delana,

    I would consider Recurring Journal against a G/L Account Balance and then reallocate the Balance to different Department Dimensions. If you are looking for something else, consider Journal Allocation Tool:

    appsource.microsoft.com/.../pubid.lighthouse_experts_group|aid.journal_allocation_tool|pappid.32f0cb3f-ea7d-4a72-8782-2c5944ebc7af

    Thanks,

    Steve

  • Suggested answer
    Rob F. Profile Picture
    Rob F. 483 on at
    RE: Reallocating expenses

    Hi Delana,

    You could maybe try the allocation feature in the recurring journal.  More info here:

    Use recurring journals to allocate balances by dimension values - Dynamics 365 Release Plan | Microsoft Docs

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