Revised 03/16/2026
The following videos cover topics included in the Spendable Allotment Training Session offered on our Training Menu.
Using the Spendable Allotment Knowledge Article as a guide, this suggested learning course explains how Spendable Allotment is configured and calculated, covering setup in akoyaGO CRM. You will also learn how to run, review, and apply the Spendable Allotment process in Business Central, including how auto‑posting impacts journal entries.
While we suggest watching all videos in order, you may click on a Title below to jump to a topic:
Understanding Setup - Spendable Allotment Formula, Fund Fields, Auto Post
This video explains where Spendable Allotment formulas are defined in akoyaGO CRM, how the active formula is used by Business Central, and which fund-level fields can impact the calculation.
You’ll also learn how posting behavior is controlled in Business Central and why you may choose to review entries before posting.
Calculating Spendable Allotment
This video walks through how to run the Spendable Allotment process in Business Central, including setting the ending date, posting date, and averaging period.
Reviewing Adjustments
This video covers reviewing the results of the Spendable Allotment process and exporting the adjustments to Excel for further review.
Note: If you do not see the option referenced in the above video to open in excel, please contact your administrator to add user permission to Edit in Excel and Excel Export Access.
Reviewing Journal Entries and Posting
This video explains how to review Spendable Allotment adjustments and apply them, including the difference between auto-posting and creating journal entries for review.
You’ll also see where to find the Spendable journal in Business Central to review, edit, and post the final entries.