Allocation Journals

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I've gotten my allocation rules setup and have generated the allocation journal with success; however, the journal lines created numbered over 5,000 lines. If I export the 5000 lines to excel and summarize by account and financial dimensions, it can be summarized in only 5 lines. Is it possible to get the allocation journal to create only these 5 lines instead of over 5,000 lines it is currently creating?

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Community member 8 on at

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I'm not sure either of those would be an improvement from just summarizing the data in excel beforehand and importing that into a general journal.

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Kevin Xia Microsoft Employee on at

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Hi,

There are two ways you can do this:

Best regards,

Kevin

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