Sage Intacct Dynamic Allocations


  • Post across any dimensions
  • Generate allocation calculations
  • Set filters for specific nominal accounts, dimensions and entities


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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


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Before

sage-intacct-dynamic-allocations---dynamic-allocation-process-before-sage-intacct (1)
After

sage-intacct-dynamic-allocations---dynamic-allocation-process-after-sage-intacct (1)

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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.
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sage intacct dynamic allocation generate allocation calculations

Generate allocation calculations based on either financial amounts or uploaded statistical counts

Set filters for specific nominal accounts, dimensions and entities

sage intacct dynamic allocation - set filters for specific accountd dimensions and entities
sage intacct generate allocations

Generate allocations manually or set them up to run on a schedule

Post across Entities, Customers, Projects, Products, Departments and any other dimensions

sage intacct dimensions
sage intacct full audit trail

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."
Todd Hansen, Controller, DMBA

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