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AcctTwo Blog

Allocations Fall 2021 Release Update

We are proud to announce AcctTwo's Period-End Allocations Fall Release 2021. In this release we're adding new features that allow for more allocation pool and basis options as well as settings for how and if the allocation will process. We have added the ability to allocate to and from budgets as well as weighted average calculations. We also have added the ability to restrict or allow allocations to be run numerous times for the same period. Additionally, we added a start and end date for a given allocation to allow you set an allocation up ahead of time and not worry about it being run for a period you do not want. The end date will allow you to stop an allocation from running in a future period when it is no longer valid. Finally, we added the ability to pick and choose which dimension the values will keep from the pool versus take from the basis.

Topics: General Not-for-Profit and Faith-Based Allocations Release Update