Using COA Dimension

Use the COA Dimension feature to retrieve COA Dimension and attributes directly into Excel Worksheet.

  1. Click COA Dimension in the SyteLine toolbar.
    The Chart of Accounts Dimension Details screen is displayed.
  2. Specify this information:
    Account Code
    Select the account from the drop-down.
    Dimension
    Select the desired dimension.
    Site
    Select a site. This default site name comes from the site selected on the Excel toolbar.
    Period
    Select the period to be used to filter the dimension data.
    Year
    This field is updated when the site changes.
    Selected Attributes(s)
    Use the move buttons to add or remove desired selected attributes between the two panels.
  3. Click Generate to generate the report.