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System Setup
System

Dimensions

Dimensions offer a means of classifying transactions to fulfill specific reporting obligations. The adaptability of dimensions facilitates a more efficient chart of accounts structure. Dimensions can be designated as disregarded (or unused), discretionary, or mandatory for transaction input. These controls are established within the master file regulations.

Dimension as they are defined will be shown on the System Settings as separate items for maintaining the Dimension values

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Selecting a Dimension label to add, change or deactivate values.

Summary Fields

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Sequence ID

The Sequence ID is used to provide an alternative sort sequence when looking up Dimension Values. It can any set of letters & numbers and does not need to be unique,

Name

Enter a name for the value. Dimensions will be referred by their name.

Access Criteria

Dimensions can be defined to be shared by all, selected  or just a single entity.

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When selecting only one company, or selected companies choose the applicable entity(s) from the drop down list displayed.

Dimension values are only displayed in the entity(s) selected.