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Reallocating expenses

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Posted on by delana41

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

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Rob F. 503 on at

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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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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

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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

Hope this will help.

Thanks.

ZHU

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