Built for Finance, Not Workarounds

e-Allocations is a comprehensive, automated allocation management solution built 100% on NetSuite.

It enables organizations to allocate GL accounts across departments, classes, locations, subsidiaries, employees, time entries, projects, grants, budgets, and item categories using native NetSuite searches and segmentation.

By extending NetSuite’s accounting capabilities, e-Allocations gives finance teams a flexible, automated, and fully auditable allocation engine that supports statistical, percentage, and amount-driven allocation models.

Core Capabilities

Allocation Rules Engine

• Define, automate, and run complex allocation logic
• Allocate one GL account to multiple destination accounts
• Support for department, class, location, project, grant, and item segments
• Easily extend allocations across subsidiaries and employees
• Built using native NetSuite saved searches

Source Account Controls

• Full control over what gets allocated
• Limit source accounts by project
• Limit by grant, budget, or item type category
• Apply standard NetSuite segmentation
• Create precise, targeted allocation rules

Destination Account Segmentation

• Send allocations exactly where they belong
• Allocate to project, grant, and item type
• Use standard class, department, and location segments
• Build flexible multi-dimension allocation structures

Statistical Allocation Methods

• Go beyond amount or percentage allocations
• Allocate by headcount
• Allocate using project time entries
• Define custom statistical drivers
• Supports amount-based and percentage-based allocation models

Business Benefits

Maximize Financial Accuracy

Automated and statistical allocations reduce manual calculations and improve reporting precision across financial segments.

Reduce Manual Workload

Eliminate spreadsheets, re-entry, and error-prone monthly adjustments using native automated workflows.

Improve Visibility and Control

Track allocations by department, project, grant, employee, time entry, and more, all inside NetSuite.

Enhance Auditability and Compliance

Use native searches, role-based access, and built-in audit trails for complete visibility into allocation logic and results.

Why Built on NetSuite

Because e-Allocations is built entirely inside NetSuite, organizations benefit from:

• Seamless integration with ERP and financials
• Real-time segmentation and search-based logic
• Unified data model across GL, projects, and HR
• No external tools or middleware
• Lower IT complexity and faster user adoption