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Allocation Groups to Streamline Your Month-End Allocations

June 29, 2021 @ 1:00 pm - 2:00 pm EDT

CLA CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.


Summer is the time to get outside, enjoy the weather, and relax. Month-end allocations, however, can be a daunting task that eliminates the relaxation aspect. In this webinar, we will review and discuss different methods of completing end-of-month allocations — so you can enjoy some down time.

Learning objectives:

  • Define the difference between Transaction Allocations and Dynamic Allocations
  • Identify how to set up multiple transaction allocations to automate month-end entries
  • Recognize how Dynamic Allocations automates the entire allocation process

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