Dimension settings-section data will only be updated to Heeros Accounting and Purchase Invoices for the time being. Settings for other applications must be completed on an application-specific basis.
In the Dimension Settings view, the dimensions in use are named. There are also options for which dimensions are used in Purchase Invoices, so that only the desired dimensions are created to Purchase Invoices.
The actual accounting object values (cost units, projects, etc.) are created in the Registers – Monitoring Objects. At one monitoring object level, multiple equally valued monitoring objects can be monitored.
Name field must contain a title that identifies the monitoring level, for example Cost Unit, Project, Project Type.
Abbreviation -the abbreviation of the dimension is written in the field, for example, a cost unit could be CU, etc. The abbreviation is printed on reports, for instance, where it takes up less space than the official name of the accounting object. If no abbreviation has been provided, the information given in the Name-field will be used in views and reports.
Editing Rights-selection determines whether the basic user can edit accounting object information in the program or if main user rights are required for that.
Selection -column can define how accounting object selection is made when entering a transaction.
- Free-selection allows any value to be entered in the relevant accounting object field during the transaction entry. In this case, there is no need to have the specified accounting object pre-established. If the given accounting object has not been set up, the program will provide a notice: “The selected accounting object is not found in the settings. Would you like to create a new accounting object?”. By selecting Ok, you can establish a new accounting object; using the close button allows you to continue without creating an accounting object in the register.
- From list-selection only allows fetching a value from a dropdown menu. In this case, during transaction entry, the specified accounting object can only be selected from previously established accounting objects.
Usage restrictions-field defines whether the specified accounting object is mandatory or optional for entering accounting transactions. Available options:
- Optional on all accounts – an item can be assigned a value at this accounting object level, but it is not mandatory information.
- Mandatory on all accounts – the specific accounting object information must be provided for the transaction; otherwise, the program will display an error message during the saving of the entry.
- Mandatory on all income statement accounts, optional on balance sheet accounts– the specific accounting object must be provided for the transaction when posting to the income statement account. On balance sheet accounts this accounting object is optional information.
- Mandatory on income statement accounts, not allowed on balance sheet accounts – the specific accounting object must be provided for the transaction when posting to the income statement account. On balance sheet accounts the posting of the specific accounting object is not allowed.
- Optional on income statement accounts, not allowed on balance sheet accounts – the specific accounting object can be assigned for the transaction when posting to the income statement account. On balance sheet accounts the posting of the specific accounting object is not allowed.