Use recurring journals to allocate balances by dimension values

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
End users, automatically Aug 2020 Oct 2020

Business value

Allocating costs across the different dimensions that you use to track your business is key to getting correct insight on business profitability. To distribute costs correctly over dimensions, you need quality tools that give you control.

Feature details

In recurring journals, you can now specify dimension filters on the source G/L accounts from which you want to allocate costs, and you can set the Recurring Method field to Balance or Reversing Balance.

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