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This document is a quick reference guide on how to use G/L Dimension Overview in General Ledger Entries.
How to find
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Please open General Ledger Entries (Departments->Financial Management->General Ledger->History–>General Ledger Entries or simply use the Search Box to find it.In the Ribbon, Navigate section, you can see all related buttons. using the search box on the top right corner.
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How to use
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First of all, you should use the standard filtering function to see only general ledger entries you need. For example, entries posted last month to the cost accounts.
Flitering by Dimension values
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As all dimensions cannot be filtered as standard fields, you can use the Set Dimension Filter button for. This is function especially programmed for filtering General Ledger Entries by dimension values.So
In order to open it, please click to the Set Dimension Filter button and choose on Entry, then on Set Dimension Filter…
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Choose dimension code and value, you want to see only. How the Dimension Filter page looks like, you can see in the picture right-side.Below is what your window should look like.
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You can, of course, add more than one filter here.
For example, I’ve made my filter show only small businesses.
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The general ledger entries are now filtered also by dimension values, you have chosen, see the picture below.
The blue belt informs you about filters application and dimension set ID filter appeared.
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You can also edit filter by using Delete (only selected filter row will be deleted) or Clear Filter (all filter rows will be deleted).delete individual filters by clicking X on them, or delete all filters by clicking Reset filters.
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When you are satisfied with data you have filtered out, you can continue to the Dimension Overview.
Dimension overview
Please use In order to open the Dimension overview, click on Entry, then on G/L Dimension Overview button for opening the Dimension overview. And choose Show Matrix in the Ribbon, Home section.
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Then click on Show Matrix.
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You can see now General Ledger Entries and their Dimension Values in one page.
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For a deeper analysis of the data, you can send lines to the excel via white arrow in the blue field (the left upper corner of the window).
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