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How to Use the Allocations Function in Sage Intacct

Sage Intacct allocations allows businesses to accurately allocate expenses and revenues across different dimensions and entities.  With the two types of Sage Intacct allocations, businesses can easily automate the process of distributing costs and revenues, saving valuable time and resources. Additionally, the allocations function provides real-time visibility into financial data, enabling companies to make informed decisions based on accurate and up-to-date information.

In this video, we'll explain the two types of allocations used in Intacct: Standard Intacct Allocations and Sage Intacct Advanced Allocations. We've also created a scenario with a step-by-step view on how to allocate payroll benefits to dimensions based on any postings made to Salary Accounts. The Standard Intacct Allocations allow you to pre-define a percentage or a certain amount of allocations that can be used in general ledgers, accounts receivable, accounts payable, and purchase orders.

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Karen Hanley

Written by Karen Hanley

Karen Hanley is a Sage Intacct Senior Solution Architect with RKL eSolutions, LLC. Karen is an accomplished professional services consultant with over 25 years’ experience managing the implementations of accounting/ERP software through all phases of the project life cycle. Her areas of expertise are in software configuration, project management, data conversion, documentation, process improvements, reporting, and training. When not working, Karen enjoys traveling, sailing, golfing, and spending time with family and friends.