Swipe Right on Dimensional Relationships

We talk a lot about the value Sage Intacct dimensions bring. They simplify your chart of accounts while at the same time enabling more granular reporting. That’s quite a feat, but there’s even more to love about Sage Intacct dimensions. Let us introduce you to dimensional relationships. Once you get to know them, we’re sure you will be spending a lot of time together. Oh, and mark your calendars for our webinar on the topic, Sage Intacct – Control Data Entry with Dimension Relationships on July 19 at 1:00 CDT

It’s easiest to think of dimensions as replacing subaccounts in your general ledger. Rather than having segments for “location,” “project,” and “department,” for example, you use dimensions to represent these values. What you may not have realized is that you can establish relationships between dimensions to speed and simplify data entry tasks while also improving accuracy.

Join us for a webinar on 7/19: Sage Intacct – Control Data Entry with Dimension Relationships

Have it Your Way

Relationships can be defined as both one-to-many and many-to-one. For example, your projects are unique to one location, so you’d establish a one-location-to-many-projects relationship. On the other hand, you might have a select list of departments associated with each project, so you’d establish a many-departments-to-one-project relationship. Additionally, you can also define one-to-one relationships and many-to-many relationships to accommodate your organizational structure.

Make the Attachment

Once you’ve defined the relationship structure (one-to-many, etc.) you’ll then attach the values you want to associate with the dimension. To use our examples above, you’d list the projects associated with an individual location and the departments associated to a given project.

Filter Your Results

Once you’ve established dimensional relationships, you can filter the data displays during data entry to only include the associated values. This simplifies and speeds the data entry task, and it also serves to enforce your relationship structure since the user cannot select an incorrect value.

Other Relationship Ideas

You can establish relationships between both standard and user-defined dimensions, opening the doors of possibility wide.

  • Assign a single salesperson to a customer
  • Assign a list of employees to a location
  • Assign employees to multiple project
  • Assign employees to a location
  • Limit certain general ledger account numbers to a location

Sage Intacct dimensions are an incredibly powerful, yet remarkably straightforward, tool that streamlines and simplifies data entry tasks while ultimately providing for greater reporting insights. We urge you to join us July 19 at 1 PDT for our webinar, Sage Intacct – Control Data Entry with Dimension Relationships. In the meantime, reach out with your questions—we’re here to help.