How to set up dimensions in Sage Intacct
When setting up dimensions in Sage Intacct, there are multiple options which need to be considered. Some of the settings cannot be changed once set up, so it’s helpful to understand how they work first.
In this tip of the week article, we’ll show you how to set up your dimensions.
Click to expand the images for easier viewing.
Before beginning with the set up, here’s a brief overview of how class ID, parent ID and class status work.
Class ID
The class ID can be generic or specific. Using a generic ID allows you to be more adaptable with your dimensions. The examples to the left are Generic IDs.
The class ID cannot be changed after being set up, so make sure you choose carefully.
Parent ID
The parent ID allows you to associate a child dimension with a parent dimension.
In this example, we’ve built a dimension hierarchy using parent-child relationships. We’ll show how this works later in the article.
Class status
The class status can be active, inactive or active non posting.
Active non posting = you will still be able to see them but you can’t post transactions to them.
Active = can be used to capture transactions.
Adding a Dimension
In Sage Intacct, navigate to:
Applications > Reports > Setup > Dimensions > Classes
Here are some example classes we set up for an event. If your screen doesn’t look like this, try ticking the Display Hierarchy checkbox.
Click Add to set up a new dimension.
Firstly, we need to enter the Class ID.
In this example, the ID is ‘Conf’.
Next, you need to give it a Name and you can add a Description if you wish. The name can be changed after setup if needed.
In this example, the name is ‘Conferences’ and the description is left blank.
If you want to associate your new dimension with a parent dimension, add the class ID for the parent in the Parent ID field.
In this case, we want the dimension to be a parent, so the parent ID is left blank.
For the Status, if you select active, you’ll be able to post transactions to the dimension. If you select active non-posting, you can’t.
In this example, we selected active non-posting because it’s going to be used as a header for reporting purposes.
Once you’re happy with the settings, click Save.
The dimension will now be in the list. Repeat the above steps to add more dimensions.
Other considerations
You might notice in the screenshots that we have a custom field called class type with the following options: Accommodation, Catering, Marketing and Travel. These are used to allow more filtering options when adding dimensions to dimension groups. If you need help adding custom fields, we can help you with this.
Different dimensions have different properties. For example:
Department dimensions
- If set up at entity level, the dimension will be seen by all entities and top level
- Option to set up department managers for the dimension
- User access can be restricted by department
Location dimensions
- If set up at entity level, the dimension will only be seen by that entity
- User restrictions will be based which entities the user has access to
Other standard dimensions
- Visibility can be restricted to specific entities
- Not able to restrict by user
If you need help with dimensions, contact your Account Manager or complete the enquiry form.
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