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Save time with automatic account codes

Important

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Enabled for Public preview General availability
Users, automatically Apr 1, 2023 May 1, 2023

Business value

People who work with documents can save time by using automatic account codes to allocate recurring transactions in a faster way.

Feature details

You can use customized posting groups to automate recurring transactions in journals, sales documents, or purchase documents. These posting groups can be used throughout Business Central to trigger automatic postings and allocations across different accounts or dimensions. The following are examples of where to use automatic account codes:

  • Automate postings related to payroll overhead. When you post total salary expenses at the end of the month, you can use automatic account codes to assign a percentage of the total salary to automatically post as overhead expenses.
  • Trigger cost or revenue allocations across different dimensions. For example, you can set up an automatic account group to split total expenses across three departments when you post an invoice.

The automatic account codes feature is available as local functionality only for Sweden and Finland. Previously it was part of BaseApp, but now it is delocalized and is available as an app.

Automatic account code setup

Use of automatic account codes in General Journals

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Additional resources

Training

Module

Set up posting groups in Dynamics 365 Business Central - Training

This module will explain what posting groups are and what they're used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.

Certification

Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications

As a functional consultant, you implement core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.