Using COA dimension

Use the COA Dimension feature to retrieve COA Dimension and attributes directly into Excel Worksheet. This feature is not available for customers on the Cloud or for any client using IDO Web Services for back-end connection.

  1. Click COA Dimension in the Service Management toolbar.
  2. On the Chart of Accounts Dimension Details form, specify this information:
    Account Code
    The account code comes from the dimension subscriber table, so this drop-down lists only those COA codes which have a dimension defined for it.
    Dimension
    This is a list of dimensions associated with the selected account code.
    Site
    Select a site. The Year field is re-populated when the site selection changes.
    Period
    Select the period to be used to filter the dimension data.
    Year
    Select fiscal year to be used in the filter.
  3. Use the move buttons to add or remove desired selected attributes to the left panel.
  4. Click Generate.