Dimensions.pdf

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Looking to see what part of the business is thriving or needs more tools? How about adding a new store front or adding to an existing location? Add dimensions—or facets— to classify transactions, journal entries, bills and invoices to specific groupings to answer your important business decisions.

By doing so, you can report out on your Profit and Loss to review revenue and spending by your unique categories.

For example, Lyons Den wants to use dimensions to track expenses by location to see how much each office is earning to help decide if they should expand or relocate.

Create, Edit, and Disable Dimensions

Dimensions can be turned on by your accounting team; reach your team to have Dimensions enabled.

Once Dimensions are enabled you can add, edit or disable Dimensions from the Tools dropdown on the left-hand navigation.

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Create Root Dimensions

Here, you will find the two default root dimensions: Departments and Projects. You can add more root dimensions to fit your company’s specific needs. For example, Locations is a popular choice if you have more than one office or storefront.

Note: Root and sub-dimensions can be edited, disabled, and enabled—but, for the sake of your books’ integrity, they cannot be deleted.

Step 1: In the left-hand column, select + Add Dimension

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Step 2: Enter the desired Dimension name

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Step 3: Select the checkmark to save the root dimension

Create Sub-Dimensions

Then, under each root dimension, you can include sub-dimensions. Within each sub-dimension, you can have up to five levels of hierarchy. So for example Lyons Den would have something like Locations (dimension) > California (state) > San Francisco (city) > The Castro (neighborhood).

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