Ledger allocation rules can currently be used for allocating amounts between ledger accounts.

Many companies require a similar to allocate amounts from ledger accounts to projects, vendors, customer for multiple reasons (Example: indirect cost allocation, interest calculations, etc.)

Please enhance the allocation functionality in a way that also other account types can be used with allocation rules.

Many thanks,


Category: General Ledger
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.



 Kristi Weekley

PM, Microsoft 



A lot of customer also request to have ledger allocations using dimensions only. Currently the ledger allocation requires the user to specify a main account.

Many customers have 2 to 5 different rules that apply to many main accounts, this would mean they will need to setup as many rules, with the same distributions, for all these accounts. It would be much easier to not specify a main account but use main account of the source instead.

Category: General Ledger