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Set up accounting choices

Create the GL and other accounting choices your team can pick from.

For account administrators and accounting teams.

Good to know before you start

Assignments and save boundaries

Dimension Mappings assigns entity values; pending changes use Save (n). Requisition Accounting updates product/supplier assignments for a location.

Step by step

0 of 4 steps complete

Step 1 of 4

Open Financial Dimensions

Go to Settings → Account → Financial Dimensions, then pick the type, such as Product or Supplier.

Account Settings with the Financial Dimensions tab and type tabs highlighted.

Account Settings with the Financial Dimensions tab and type tabs highlighted.Highlighted: 1. Financial Dimensions; 2. Dimension type.

Admins: Settings → Account → Financial Dimensions, then pick the type, such as Product or Supplier.

  1. Financial Dimensions
  2. Dimension type

Admins: Settings → Account → Financial Dimensions, then pick the type, such as Product or Supplier.

  1. Financial Dimensions
  2. Dimension type

Your progress is saved only in this browser.

More help: the full guide text for “Configure dimensions and mappings”

Configure the choices—not just the transaction

Maintain dimensions and options

With the required access, open Settings → Account → Financial Dimensions. Select the relevant entity type: Product, Location, Department, Invoice or Supplier. Add or edit the dimension definition, then maintain its allowed options using Value and Label.

Use your accounting team’s approved values and naming conventions.

Invoice-level coding

Open the invoice → Accounting → Financial Dimensions → Edit. Choose values, then Save Changes and verify the result.

Definitions and options have their own form saves. These actions do not run an external accounting sync.