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Allow users to allocate a line to multiple dimensions, specifying either percentage or amount. Support allocation templates that can be applied or manual entry of allocation distribution. Option to post reminder to the original line. In some cases, you enter all needed dimensions besides one for which an allocation is needed. Sometimes allocation requires different dimension values per allocation line.

Needed on purchase orders, purchase invoices, general journal, sales invoices.

For Canada, the expense portion of the tax needs to be added to the expense when posting the allocated amount.

Some use cases:
Public Body Reporting requirements for British Columbia state that any spent on an employee needs to be reported. For example: training or lunch invoice needs to be broken down to the employees that participated as this is expense directly related to them.

Bills that need to be allocated to multiple locations, projects or funding sources.
STATUS DETAILS
Needs Votes

Comments

T

Totally support this idea. It is a gap for clients moving from Dynamics GP to Business Central.

Category: Financial Management