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This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Business Central. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Oct 1, 2024 |
Business value
To make data entry efficient and reduce errors for recurring types of posting, you can use allocations to predefine how to distribute revenue for transactions or cost amounts across G/L accounts and dimensions. You can use allocation keys on cash desk document lines.
Feature details
You can use allocation keys to automate the distribution of revenue or cost transactions in journals, sales documents, purchase documents and newly created cash desk documents. Allocation keys can trigger automatic G/L entry postings and allocations across different accounts and dimensions.
For example, allocation keys can automate postings related to payroll overhead. When posting total salary expenses at the end of the month, you can use automatic account codes to assign a percentage of the total salary to automatically post as overhead expenses. Or, you can use headcount per department to distribute the cost to the department-related dimension.
You can define your allocation keys based on:
- Fixed amounts
- Variable amounts (balance, net change)
- Statistical accounts (non-financial quantities you track through the Statistical Accounts feature)
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