Sage Intacct Dynamic Allocations
Get a Free Demo
No obligation, free personalised demo
See Sage Intacct in action
View an on-demand demo in your own time
Automate those time-consuming month end journals with Dynamic Allocations in Sage Intacct
Allocation is the process of spreading costs across nominals, entities, customers, projects or any other dimension you want to.
Here is an example of the typical process we see before and after the use of dynamic allocations:
Free Datasheet: Dynamic Allocations in Sage Intacct
Direct download, no details required.
Before
After
Watch a demo of Sage Intacct right now
25 minute on-demand demo
Grab a coffee, get comfy and take a look at our on-demand Sage Intacct Coffee Break Demo. This demo will give you an overview of the features of Sage Intacct and how it can benefit your business. Just fill out the form below and start watching.
Using dynamic allocations we can automate both the basis; whether that’s financial or statistical, then calculate and post the journal at the scheduled time, or on-demand.
Examples of uses for dynamic allocations:
Sharing overhead costs like utilities or rates based on square footage
Splitting HR salaries across departments based on the overhead count
Spreading indirect costs across funds
Allocate salaries across projects based on hours worked on each
Sage Intacct's Dynamic Allocations helps you understand the true performance of your business
Sage Intacct's Dynamic Allocations automatically pulls the source balances and distributes them across dimensions, with a calculation method set as a basis. Dynamic allocations enable you to save time, reduce risk and improve your gross margins through an improve EOM close, simplified audits and improved visibility for finance leaders. These benefits mean that most Sage Intacct customers find the product pays for itself in just a few months of use.
Generate allocation calculations based on either financial amounts or uploaded statistical counts
Set filters for specific nominal accounts, dimensions and entities
Generate allocations manually or set them up to run on a schedule
Post across Entities, Customers, Projects, Products, Departments and any other dimensions
Get a full audit trail and the ability to download the underlying calculations to excel for audit purposes
Sage Intacct helped DMBA cut their monthly close by two days with dynamic allocation:
"Sage Intacct has really brought us into the modern age of accounting. Our executives and managers now have a real-time view into their budgets and how they’re trending, and that’s been a big impact on the business. Sage Intacct has helped the finance team become a more influential partner to the business, overall, in delivering key information and data-driven insights that leadership needs."
Other Sage Intacct Modules you may be interested in
Speak to a Sage Intacct specialist
If you have any questions about Sage Intacct, would like to organise a personalised demo or if you would like to talk about how much Sage Intacct costs, fill out the form below and a Sage Intacct specialist will give you a call back at a time that suits you.
Why choose itas as your Sage Intacct partner?
At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.
The change to any new platform is a journey, and we will be on that journey with you, every step of the way.
